Benchmarking
Compare against market benchmarks
Evaluate portfolio performance by comparing it to market indices, asset classes, and investment strategies.
How Benchmarking Works – Real-World Insights
Understanding your portfolio's performance requires more than just looking at numbers. Benchmarking lets you see how your investments stack up against market standards, helping you make informed decisions.
We compare your portfolio against established benchmarks like market indices, asset classes, and proven investment strategies. This gives you context. Are you outperforming? Underperforming? The data tells the story.
Market Index Comparison
How Does Your Portfolio Measure Up?
You've been holding Bitcoin and Ethereum for six months. But how do they compare to the broader market?
Our benchmarking tools let you compare your portfolio against major crypto indices like the Crypto Market Cap Index or DeFi Pulse Index. You might discover that while your individual assets performed well, a diversified index portfolio would have delivered better risk-adjusted returns. This insight helps you understand whether your strategy is working or if you need to adjust your approach.
Short-term gains can be misleading. Long-term context matters.
What our software does:
- Compares your portfolio against major crypto market indices
- Shows performance relative to market benchmarks over different time periods
- Highlights risk-adjusted returns to account for volatility
- Provides visual comparisons to make insights immediately clear
Asset Class Benchmarking
Are You in the Right Asset Classes?
Not all assets perform the same. Stablecoins behave differently than volatile altcoins. Lending protocols have different risk profiles than trading strategies.
Our benchmarking compares your holdings against specific asset classes. You might find that your stablecoin allocation is underperforming compared to DeFi lending rates. Or that your altcoin exposure is too risky relative to your investment goals. These comparisons help you rebalance strategically.
Sometimes the best move is knowing when to shift.
What our software does:
- Benchmarks your portfolio against specific asset classes (stablecoins, DeFi, altcoins, etc.)
- Compares performance within each asset category
- Identifies opportunities within asset classes
- Helps you understand which asset types are driving your returns
Strategy Comparison
Active vs. Passive Performance
You've been actively trading, trying to time the market. But is your strategy actually working?
Compare your active trading results against passive strategies like Dollar-Cost Averaging (DCA) or a simple buy-and-hold approach. You might discover that despite all your effort, a passive strategy would have performed better with less risk and lower transaction costs. This isn't about discouraging active trading—it's about understanding what's actually working for you.
Data doesn't lie. It shows what works.
What our software does:
- Compares your portfolio against passive investment strategies (DCA, buy-and-hold)
- Benchmarks against weighted portfolio models (e.g., 80% BTC, 20% ETH)
- Shows performance gaps between your strategy and benchmarks
- Provides clear metrics on whether active or passive approaches are more effective
Risk-Adjusted Returns
Performance That Accounts for Risk
A 50% return sounds great. But what if it came with extreme volatility?
Our benchmarking doesn't just look at raw returns. We calculate risk-adjusted metrics like Sharpe Ratio and Sortino Ratio, comparing your portfolio's risk-adjusted performance against market benchmarks. You might find that while your returns look impressive, they're actually underperforming when adjusted for the risk you're taking.
Higher returns mean nothing if the risk is too high.
What our software does:
- Calculates risk-adjusted return metrics (Sharpe Ratio, Sortino Ratio)
- Compares your risk-adjusted performance against benchmarks
- Shows volatility-adjusted returns to understand true performance
- Helps you identify if you're being compensated for the risk you're taking
Time-Period Analysis
Performance Across Different Timeframes
Short-term performance can be misleading. What matters is consistency over time.
Our benchmarking tools let you compare your portfolio's performance across different time periods—daily, weekly, monthly, quarterly, and yearly. You might discover that while you had a great month, your long-term performance is actually lagging behind benchmarks. This helps you understand whether your strategy is sustainable or just lucky timing.
Consistency beats short-term spikes.
What our software does:
- Compares performance across multiple timeframes (daily, weekly, monthly, yearly)
- Shows how your portfolio performs in different market conditions
- Identifies trends and patterns in your performance relative to benchmarks
- Helps you understand if your strategy works consistently or just in specific conditions
FAQ
We compare your portfolio against major crypto market indices, asset classes (stablecoins, DeFi, altcoins), and proven investment strategies like Dollar-Cost Averaging and buy-and-hold approaches. You can also create custom benchmarks based on your specific investment goals.
Benchmark data is updated in real-time based on current market conditions. Historical comparisons use accurate historical data to ensure fair and meaningful comparisons across different time periods.
Yes. You can create custom benchmarks based on specific asset allocations, strategies, or market indices that match your investment goals. This lets you compare your portfolio against benchmarks that are most relevant to your situation.
Risk-adjusted returns account for the volatility and risk you're taking to achieve your returns. We calculate metrics like Sharpe Ratio and Sortino Ratio, comparing your risk-adjusted performance against market benchmarks. This helps you understand if you're being properly compensated for the risk you're taking.