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Benchmark

Trading Term

A standards against which the performance of your portfolio can be measured. Commonly used benchmarks include such indices as the S&P 500 and the Dow Jones Industrial Average.

  • In PortfolioAnalyst, when you can include one of the benchmark comparison reports in Detailed PDF Report, you can select up to three industry benchmarks in the Select Benchmarks section of the page. When your Detailed PDF Report is generated, you will be able to compare your performance with that of the selected benchmarks.
  • In Transaction Cost Analysis, trades marked to various performance benchmarks measured in basis points that grouped in different categories or on a per-order basis

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