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!
- Fantastic
- Very good
- Good
- Poor
- Very poor
- Disastrous
Against the index, the risk is very low, which makes the comparison bad. Combined with the performance, far better than the average, it depicts reporting.perfometer.explain_weather_0 weather.
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.
- far better
- much better
- a little better
- a little worse
- much worse
- far worse
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.
- very high, which makes the comparison bad
- high, which may make the comparison bad
- a little higher, which makes the comparison good
- a little lower, which makes the comparison good
- low, which may make the comparison bad
- very low, which makes the comparison bad
