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Simple portfolio chart

Christian Peter avatar
Written by Christian Peter
Updated today

Are you wondering what data our simple portfolio chart uses and how it calculates?
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Then this article is for you.

The simple portfolio chart always uses simple returns and shows the unrealized gains/losses of your current positions in the portfolio. Dividends or realized gains/losses are not taken into account.

Please note that benchmarking for return calculation uses TTWROR, which differs from the result of the portfolio chart.

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