A new command ‘Compare’ is situated under the performance metrics table. You may select any of your portfolios to compare with the current portfolio, making it easier to compare the portfolios returns, alpha, beta and other statistics.

In the example above, the current portfolio my portfolio is compared to another portfolio US sectors. In addition, the S&P500 Index benchmark is also displayed.

Export to Excel the monthly, quarterly, yearly periodic returns for the backtest by following these steps:

1. Select the “Period’ view of the backtest chart
2. Select the desired frequency for the report
3. Click on the Export icon