BenchMarkR

BenchMarkR is a web app (with optional desktop CSV uploader) that calculates risk-adjusted performance the way professionals actually evaluate it: relative to a chosen benchmark and regime, not a generic risk-free rate. Users connect a brokerage export or upload statements, map holdings to a benchmark (SPY, sector ETFs, custom blend), and get rolling, regime-aware metrics (tracking error, information ratio, downside capture, conditional drawdown at risk) with clear explanations. It flags when “good” returns are just beta, when fees/taxes are erasing alpha, and when performance is concentrated in a few lucky months. This is not a trading app; it’s a post-trade truth machine for investors who want to stop fooling themselves. Reports are exportable for advisors and DIY investors, with audit-friendly methodology notes and reproducible calculations.