Investment Analytics
Investment data you can actually understand
Total return, XIRR, benchmark comparison, and exposure breakdowns, with a plain-English explanation next to every metric.
Performance metrics, explained
Performance metrics
Demo dataTotal return
+15.15%
The overall gain across your entire holding period, including price change and dividends.
XIRR
+13.82%
Considers when money entered or left your portfolio, not only the difference between starting and ending value.
Time-weighted return
+12.94%
Measures the performance of your investments themselves, removing the effect of deposit and withdrawal timing.
Money-weighted return
+13.40%
Similar to XIRR, this reflects the return experienced given the size and timing of your own contributions.
Maximum drawdown
-8.60%
The largest drop from a peak value to a following low, before the portfolio recovered.
Income return
+2.47%
The portion of total return that came from dividends rather than price appreciation.
Capital return
+12.68%
The portion of total return that came from the change in holding prices.
Portfolio concentration
24.3%
The share of your portfolio held in your single largest position.
Where your portfolio is exposed
Asset allocation
Demo data- International Stocks32%
- Mexican Stocks26%
- ETFs18%
- CETES & Fixed Income14%
- Cash6%
- Other Assets4%
Sector exposure
Demo data- Technology34%
- Financials24%
- Consumer16%
- Government fixed income14%
- Other sectors12%
Geographic exposure
Demo data- Mexico46%
- United States38%
- Other international16%
Frequently asked questions
A clearer way to follow your investments
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