Investment performance

Know what you invested.
And what your investments earned.

Hugo separates portfolio performance from the money you added or withdrew, so a growing balance never gets mistaken for a good return.

Start free Fifteen minutes a month. No bank connection.

✓Monthly, YTD and year-over-year returns✓Percentage and absolute gains✓S&P 500 or custom benchmark

Performance, properly measured

Your deposits are not investment returns.

A portfolio can grow because markets performed, because you invested more, or both. Hugo keeps those forces separate.

Hugo accounts for deposits and withdrawals so your performance reflects how the portfolio itself behaved.

Compare month-over-month, year-to-date and year-over-year performance in percentages or absolute money.

Compare investment products with the S&P 500 or your own annual return target over identical periods.

Start with total performance, then see results by institution and individual investment product.

Context without category errors

Hugo does not benchmark a savings account or a home against an equity index. Benchmark comparisons appear only for qualifying investment products.

✓Contribution-aware returnsDeposits and withdrawals are reviewed separately from market gains.

✓Consistent currency viewReview the portfolio in your selected display currency using historical exchange rates.

✓A benchmark you chooseUse the S&P 500 or replace it with a custom annual target.

Straight answers

Because part of the increase may come from new deposits. Hugo helps separate your contributions from actual performance.

Yes. A unified view puts investments in the context of your entire wealth instead of isolating each platform.

Yes. Nominal results can be viewed in the context of purchasing power and exchange-rate movements.

A clearer financial life starts here.

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