How your performance is measured
One idea, three steps: your benchmark gets exactly the same money, on exactly the same days.
We track your deposits and withdrawals
Connect your broker and we read the date and amount of every deposit into your account, and every withdrawal out of it.
Deposit12 Jan£500
Deposit3 Mar£250
Withdrawal18 Apr£200
The benchmark buys and sells on those dates
We look up the benchmark's real price on each of those days and simulate buying with every deposit and selling for every withdrawal. Closed days use the next price.
We compare the outcome
Same money, same days, two results: yours and the benchmark's, in percent and in money. The gap between them is your verdict.
You+94.6% · +£25,654
S&P 500+59.3% · +£15,418
35.3 points ahead
The rules that keep it fair
Both sides are always measured over the same window of data.Dividends count as cash on both sides. Nothing is auto-reinvested.Money sitting in cash counts. Waiting is a decision too.
Questions about any of this? Get in touch.