The Perfometer under the microscope

The Perfometer allows to understand simply and at a glance the results of investment portfolios.

Meteorological pictograms

The weather is stormy? The portfolio result is worse than the average of people investing with the same risk budget. By contrast, the Perfometer set to sunny weather informs you that all is well! The Perfometer is very effective. Indeed, you evaluate and compare daily your results to other real investors and not to a fictitious index... So easy!

  1. Fantastic
  2. Very good
  3. Good
  4. Poor
  5. Very poor
  6. Disastrous
2.13
4.35
PERFORMANCE
2.13% Portfolio
0% Index
RISK
4.35% Portfolio
0% Index

Your Perfometer shows reporting.perfometer.explain_weather_0. This situation is explained by a performance well above and a level of risk too high in comparison to the index.

Performance level vs. IBO Index

The number shown in the upper half-moon of the Perfometer represents the performance in percent of the investment portfolio. The color of the upper disc evaluates this result in comparison to the IBO index. A green color indicates superior performance and red a lower performance. The intensity of the color reflects the degree of excellence or mediocrity.

performance well above
performance above
performance slightly above
performance slightly under
performance under
performance well under

Risk level vs. IBO Index

The number shown in the lower half-moon of the Perfometer represents the level of risk in percent of the investment portfolio. The color of the lower disc evaluates this result in comparison to the IBO index. A green color indicates an lower level of risk and red a higher level of risk. The intensity of the color reflects the degree of excellence or mediocrity.

level of risk too high
level of risk very high
level of risk high
level of risk low
level of risk very low
level of risk too low