Financial Returns

Financials data per
Financials data per


Financials data per

This portfolio has a negative performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.


Net Return YTD

CHF 78,735

Portfolio Value (Ref. curr.)


Net Return Last Year


Net Return Last Month


Net Return Since Inception

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10%-8%-6%-4%-2%0%+2%

The Asset Classes

The chart below shows the portfolio diversification according to asset classes. By moving the cursor onto different circles the corresponding values, returns and weights are displayed.

Your Portfolio Assets


Portfolio Year to Date Return

Asset Name
Return YTD % (Asset curr.)
Asset Value (Ref. curr.)
% of portfolio
Adyen NV+20.8%CHF 4,0765.2%
TripAdvisor, Inc.+17.6%CHF 3,8304.9%
East Japan Railway Company+5.4%CHF 5,0486.4%
Essity AB Class B+1.8%CHF 3,9255.0%
PayPal Holdings, Inc.+1.6%CHF 3,8584.9%

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