Fund & Benchmark Analysis Google Sheets Template | Investment Analytics | Compare Funds with Custom Benchmarks

Easily track and analyze your investment performance with this Google Sheets Fund Performance Tracker, a powerful and dynamic tool designed for investors who want a detailed, data-driven approach to managing their portfolios. Whether you're investing in stocks, mutual funds, ETFs, or currencies, this template provides a comprehensive and automated solution to monitor your fund’s daily performance while comparing it to a custom benchmark of your choice. This could be another fund, a stock index, a currency, or any financial instrument that you want to measure your investment against.

With automated calculations and real-time insights, this template helps you make informed investment decisions by providing key financial metrics such as Cumulative Interest, Change in Benchmark, Daily & Yearly Fund Rates, Benchmark Index, Index Change, Total Earnings, and Daily Average Earnings. The template is designed to be intuitive and easy to use—simply enter your investment data, and the spreadsheet will automatically generate detailed analytics, comparisons, and performance trends, eliminating the need for manual calculations or complex formulas.

One of the standout features of this Fund Performance Tracker is its built-in benchmark comparison tool, which allows you to measure your fund's performance relative to an external index or asset. This feature is essential for investors who want to assess whether their portfolio is outperforming or underperforming the market. By comparing your investments against a benchmark, you can identify strengths, weaknesses, and areas for potential improvement.

This template is perfect for individual investors, financial analysts, fund managers, and anyone looking for an effective way to track their investment growth and overall performance. Whether you are a beginner or an experienced investor, this tool provides a structured and insightful approach to managing your funds. No more struggling with messy spreadsheets or complicated financial software—this Google Sheets template offers a simple, yet highly effective, solution for tracking, analyzing, and optimizing your portfolio.

Start making smarter investment decisions with this fully customizable, easy-to-use, and highly functional investment tracker today!