Our free-to-use, top-level investment portfolio performance service.
What does Performance QuickCheck do?
In partnership with over 140 professional investment management firms, we have collected over 350,000 investment portfolios across 5 major currencies.
You can use the Performance QuickCheck tool to get an indication of how your portfolio is doing versus these peer group indices.
There are many ways to make a comparison, each with their own merits. You could look at a market index, like the S&P500, but you might not be invested in the companies that make up the index, so is that a fair comparison? Probably not.
If you look at any sport, how do you know how your favourite team is doing? You of course look at all the other teams for context.
That is precisely what we have done in an investment sense using the ARC Private Client Indices and ARC Charity Indices.
What are the required inputs?
There are only 4 required inputs to obtain an QuickCheck result, but there are also a few options that can give you a more detailed result. The fields are as follows:
Choose your Universe - Required
The base currency that the portfolio is valued in. For example, if the portfolio is denominated in GBP, but (partially or even fully) invested in US or European shares, you would see the value in GBP terms on the valuation. If you are a UK based charity, we have a specific universe for you consisting of professionally managed portfolios run on behalf of charities.
Equity Exposure - Required
This helps us to choose the most appropriate peer group category for you. We classify the constituent portfolios of the Indices by volatility (another name for standard deviation), or the degree to which any given month’s return might be away from the longer term average. Equities are generally the most “risky” investment so we can use the amount of equities in your portfolio to estimate the most appropriate peer group category. Alternatively, you can just click on one of the four PCI peer groups to set the equity allocation to that index.
Time period and Return - Required
This is how much, in percentage terms, your portfolio has grown (or shrunk) over the time period. You can find this information on your valuation, asking your adviser/investment manager, or by taking the percentage change in value, less any capital additions or withdrawals.
By default, the end date will be set to the last finalised date for the indices, but you can change this to use the latest month-end estimates. If you have daily data, you can tick the box to choose any given day up to yesterday. Daily data uses a modelling process to estimate the return for a given day.
The return figure defaults to cumulative, but you can tick the box for annualised figures.
Tell us who looks after your investment portfolio - Required
This helps us provide tailored comments in the fee report. The report may suggest a course of action that you could consider, for example.
Portfolio Size - Optional
This will be shown in the report. It may be helpful in future to see how big the portfolio was when you undertook the analysis.
Account Identifier - Optional
This code allows you to identify this account. It will be shown in the PDF report that is produced as part of the output.