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Performance & currency analytics
Calculate investment returns correctly and understand benchmark and exchange-rate comparisons.
4 articlesUse the Performance page
Read MoM, YTD, and YoY return in percent or absolute amount and drill down by institution and account.
1 min readHow Hugo calculates investment performance
Understand the Modified Dietz formula, linked period returns, absolute gain, currency conversion, and undefined periods.
1 min readCompare performance with the S&P 500 or a custom target
Understand percentage-point differences, eligible accounts, unavailable periods, and custom yield targets.
1 min readUnderstand Currency Exposure
Read total, financial, and physical currency weights, exchange-rate charts, and the 0–100 risk score.
1 min read