Portfolio
Latest results
XIRR is the date-aware annualized return; CAGR is a simplified first-cashflow-to-date comparison.
What if you'd invested in Small Cap, Mid Cap or Nifty 50?
Each benchmark simulates investing your exact cashflows (same dates and amounts) into that index/ETF, using its price on or before each date. Alpha is your XIRR minus the benchmark's; ▲ means you beat it, ▼ means it beat you. Mid/Small Cap show N/A for cashflows dated before that ETF existed.
Add a valuation to compare against benchmarks.
Add cashflow
Cashflows
No cashflows yet. Add your starting capital as a deposit.
Add valuation
Monthly history
Add a valuation to see monthly XIRR history.
Powered by StockFeed.in