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Is the displayed return a true TWR?

The performance curve is a normalised return. A strict TWR (which neutralises the effect of deposits and withdrawals) and the euro-value view require cash-flow history: this is on the backlog. The period selector is already available today.

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How is the portfolio screen organised?Performance vs index: what does the curve show?What are the Sharpe ratio, volatility and max drawdown?What are sector exposure and rebalancing for?How do dividends and tax-loss harvesting work?

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Earnnest is a decision-support tool, not a financial investment adviser (CIF). Neutral, non-personalised information. Past performance does not predict future performance.