What does the Key Metrics tab show in Portfolio Analysis?

The Key Metrics page, found within Seraf’s Portfolio Analysis section, gives you the critical information necessary to understand the value and performance of your portfolio. Key Metrics include the total amount invested, total returned, total remaining cost basis and current valuation, exit multiple and IRR. 

Plus, you can view your portfolio's performance compared to the S&P 500. The Standard & Poor's 500 Index, a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies, is widely regarded as the best gauge of large-cap U.S. equities. This graph shows how your performance would look if you invested the same amount in the S&P 500 as you did in the entities in your account over the same period of time. 

Have more questions? Submit a request

Comments

Powered by Zendesk