Performance Watcher Ranking

This chart positions the instrument you are analysing relative to all its peers, along two axes: volatility (horizontal) and performance (vertical).

The analysed instrument is represented in green. Internal composites, those from our ecosystem, appear in dark blue. Published composites (external) are displayed in dark grey. Certified composites and anonymous composites appear in light grey. The latter are intentionally non-identifiable and displayed as "****", in the same way as anonymous investors in the application.

Indices and non-weighted instruments retain their standard colours: PW Index in light blue, Equity market in orange, Savings account in grey.

Only composites with a publishable, published or automatic status appear in this ranking. Your unpublished internal composites are not taken into account.

Each instrument is represented by a circle whose size reflects the composite's weight, calculated based on the number of portfolios that make it up. The more portfolios a composite groups together, the larger its circle. Technical documentation detailing the exact ranking calculation is available on request.

The legend allows you to select or deselect categories to refine what you want to compare. This filter remains synchronised with the Performance Watcher Ranking table.

You can click on any circle representing a composite to directly compare the analysed instrument to its benchmark. A "Return to default benchmark" button then allows you to return to the initial view at any time.

When two instruments have very similar performance and volatility levels, their circles may overlap on the chart.

To maintain a clear reading in this case:

          circles are displayed with slight transparency, to allow a glimpse of what lies behind;

          the smallest circles are always displayed in the foreground, in front of the larger ones, to never hide a low-weight instrument behind a larger one.

In summary, this chart provides an immediate overview: who performs best for which level of risk, and allows zooming in on any composite to use it as a point of comparison.