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In Bloomberg, how can one track the performance of a benchmark index against a portfolio?

Through the 'COMP' function

Through the 'PERF' function

To track the performance of a benchmark index against a portfolio in Bloomberg, the 'PERF' function is the appropriate tool. This function provides users with detailed performance analysis, allowing them to compare the returns of a specified portfolio against a selected benchmark index over a defined time period.

The 'PERF' function specifically focuses on performance metrics, offering insights such as cumulative returns, annualized returns, and performance attribution. This is essential for portfolio managers and analysts who need to assess how well their investments are doing relative to market indices or specific benchmarks.

While the 'COMP' function is used for comparing different securities or portfolios, it doesn't offer the same level of performance tracking against a benchmark as the 'PERF' function. The 'NAV' function is relevant for determining the net asset value of a fund, but it does not provide comparative performance analysis. The 'TRAC' function is also focused on tracking portfolios, but it typically emphasizes tracking events rather than performance metrics.

In summary, for the purpose of evaluating a portfolio’s performance against a benchmark index, the 'PERF' function provides the comprehensive analysis needed to understand that relationship clearly.

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Through the 'NAV' function

Through the 'TRAC' function

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