What the Performance page is for#
Performance answers two questions: "how has my portfolio grown?" and "is that actually good?" It plots value or return over time and lets you hold the result against a benchmark. Open it from the sidebar or press g then p.
Value or Return#
A toggle at the top changes what the line measures:
- Value: your portfolio's worth in dollars over time. Honest about size, misleading about skill, because deposits push it up and withdrawals pull it down.
- Return: your percent gain or loss over time, computed as a time-weighted return. Deposits and withdrawals stop counting as performance.
This distinction is the single most important idea on the page. If you deposit $10,000 in January, Value says you had a great January. Return says nothing happened, because nothing did. The math behind this is worth ten minutes: time-weighted and money-weighted returns.
Overlay a benchmark#
Turn on the SPY toggle to overlay a dashed line for the S&P 500. If your line sits above the dashed one over the window, you beat the broad market; below it, you did not. Turning the benchmark on switches the chart to Return mode automatically, because comparing your dollars to an index level is meaningless.
SPY is the default benchmark, not a requirement. Any ticker can serve, set in configuration.
A benchmark keeps you honest. A portfolio can feel great in a year the index did better with zero effort.
Ranges, the brush, and drawing style#
Preset buttons cover 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, and MAX. YTD means since January 1. MAX means as far back as your data goes. Presets that reach past your account history are dimmed.
For a custom window, drag the handles of the brush strip under the chart. The chart tracks the drag live and the range button reads "Custom".
A second toggle switches the plot between a plain Line and a filled Area. Pick whichever reads better; the numbers are identical.
Put your transactions on the chart#
Turn on Events to pin your buys, sells, and dividends onto the line. Patterns become visible fast: the dip you bought, the rally you sold into, the dividend cluster in December. A ribbon below the chart shows activity density across your full history.
Compare accounts#
The default line is your whole portfolio summed. The account selector changes that:
- One account selected: that account's line alone.
- Several selected, Compare off: their sum as one line.
- Several selected, Compare on: a separate colored line per account.
Vertical dashed markers show when each account was opened, so a line that starts flat is not mistaken for a lazy investment.
The KPI strip, in plain words#
The strip above the chart summarizes the selected window. Every number is computed from your actual transaction history:
| Metric | What it means |
|---|---|
| Time-Weighted | Return with deposit and withdrawal timing stripped out. The fair skill measure |
| Money-Weighted | Return that includes your timing. What your dollars actually earned |
| Annualized | The window's return restated as a per-year rate |
| Volatility | How bumpy the ride was, annualized from daily moves |
| Max Drawdown | The worst peak-to-trough fall inside the window |
| Alpha | Your window return minus the benchmark's, same window |
| Net Contributions | Money you added, net of what you took out |
| Dividends | Income received in the window |
Time-weighted and money-weighted answering different questions is not a bug. When they diverge, the gap is your timing: adding money before rallies pushes money-weighted above time-weighted, and the reverse pulls it below. The returns guide works through both with examples, and volatility and drawdown covers the risk numbers.
If the chart looks empty#
A range shorter than your history supports shows "Not enough data for this range." Pick a longer one. "Fetching" and "Computing" flashes are Pyx loading prices and crunching the series, and they pass quickly.
Where to go next#
- The math behind Return mode: Time-weighted returns
- The positions driving the line: Holdings
- A free-form chart for any ticker: Chart workspace