Financial Glossary
Benchmark
A comparison point. If the benchmark rises 10% and the strategy rises 15%, we gain 5% extra.
Explanation
Reference index to measure relative performance. LearnAImarkets' benchmark is SXR8.DE, the UCITS ETF tracking the S&P 500.
Technical detail
Passive benchmark (buy & hold SXR8, i.e. the S&P 500). Alpha = LearnAImarkets return − benchmark return. The public comparison adds an equal-weighted portfolio (EW 1/N) over the same universe as a second bar.
See also
Educational content. Not investment advice. Past results do not guarantee future returns.