Performance includes products with Track deposits/withdrawals enabled and at least two balance entries.
The headline cards report:
- MoM (last month)—the latest completed period;
- YTD—linked returns whose period end dates fall in the current year;
- YoY—the relevant trailing-year window when enough history exists.
Use the mode switcher to show percentage return or absolute gain/loss. Absolute gain is the change in value after subtracting net contributions.
By institution
The table aggregates eligible products at each institution. Expand an institution to see account-level results. Hugo aggregates balances and flows first, then calculates return; it does not average product percentages.
Missing results
If there is no data:
- edit the product and enable Track deposits/withdrawals;
- add at least two monthly entries;
- enter deposits and withdrawals for each period.
Accounts classified outside market investments can still have tracked performance, but benchmark comparison is limited to qualifying investment asset classes.