Performance Overview
The Performance tab in Analytics provides a comprehensive view of how your portfolio is performing. It shows both absolute returns and percentage returns over various time periods.
Key Metrics
- Total Return — Your overall unrealized gain or loss across all holdings
- Daily Change — How much your portfolio moved today
- Best / Worst Performer — Your top winning and losing positions
Benchmark Comparison
Compare your portfolio's performance against major market benchmarks. This helps you understand whether your stock-picking is adding value compared to simply investing in an index fund.
How to Access
Navigate to Analytics, select a portfolio, and choose the "Performance" tab.