Insights tips

Use Quick Insights to get your bearings—rank a category or pull up a single asset in a click—then switch to the full Analysis or Comparison pages when you need the detail. See Quick Insights.

Beta, Alpha, and Correlation are all measured against the benchmark you pick, so choose one that suits what you are looking at—a broad equity index for a stock, for example. The wrong benchmark makes those metrics hard to read. Every metric is defined in the metrics we use.

Metrics are calculated over the date range you set, so a long history and a recent window can tell different stories. Analysis opens on an asset's full history and Comparison on the last year; narrow or widen the range to suit the question you are asking. See analysing an asset or portfolio.

When you compare assets that began trading at different times, the Start Date setting decides where the shared window starts—First, Median, or Last Asset—so you can choose between a longer history and a like-for-like span. See comparing assets and portfolios.

A single headline number can hide a rough patch. A rolling metric shows how the figure has moved through time, so you can see whether performance was steady or bumpy rather than trusting one average. See understanding rolling metrics.

The scatterplot places each asset by two metrics and sizes it by a third, so you can frame return against risk in a single view. Remember the bubble size reflects the raw value of its metric, not how good it is. See understanding the scatterplot.

The advanced settings come set sensibly: prices default to Adj Close, which includes reinvested distributions, so performance is measured as total return. Change the price basis, periodicity, risk-free rate, or confidence level only when your question calls for it. See analysis and comparison advanced settings.