Equity Performance vs Fixed BenchmarkNAV strategy lines allocate true account equity by each strategy's reconstructed share, so they add back to All Strategies. ROI remains strategy-specific. The fixed comparison compounds at 8.0% annually.
Closed + OpenSelected performance
All Strategies
Data loaded: 0 statements · 0 closed trades · 0 open lots · 1 daily point through 2026-08-27.
- Total ROI
- +0.0%
- Total P&L
- $0.00
- Vs benchmark
- +0.0% matching benchmark
- Best month
- Aug 2026$0.00
- Worst month
- Aug 2026$0.00
No chart series selected
Turn on at least one strategy or the benchmark above.
Monthly Performance LedgerClick any strategy/month cell for mark-to-market contributors, ROI inputs, cash events, validation, and export.
Monthly ROI = P&L ÷ carried-in NAV plus new buy capital. Benchmark is +0.6% only when that month has strategy capital.
| Month | ETFs | IT15 | Short/Swing | All | Benchmark | Diff vs benchmark | Included |
|---|---|---|---|---|---|---|---|
| MTD | +0.0% | +0.0%$0.00 |
Strategy Performance CurvesDaily cumulative P&L and ROI curves through the latest real date. Drag or scroll a chart to zoom, or use the time-range controls.
Drag, wheel, or pinch to zoomCumulative absolute return
Strategy Performance Curve
No visible strategy data
Turn on a strategy with capital in this time range.
Compounded return
Strategy ROI Curve
No visible strategy data
Turn on a strategy with capital in this time range.
Advanced Risk & EfficiencySharpe uses observed daily changes, a 0% risk-free assumption, and 252-day annualization.
Max drawdownNot enough historyAdd at least two points
Expectancy$0.00Average P&L per closed trade
Profit factorNot enough historyGross profit ÷ gross loss
Sharpe ratio0.000% risk-free; daily sample
Worst closed trade—No history
History quality0%Limited local history
Drawdown & RecoveryPeak-to-trough decline in cash-flow-adjusted NAV. Deposits and withdrawals are removed before returns are linked.
Not enough history
At least two performance points are required to calculate maximum drawdown.
Strategy Performance Deep Dive
Yearly Performance
No yearly history
Closed trades will populate yearly performance.
Sector Exposure MapBroad-sector cards use current position value. Select a sector to reveal sub-sectors and direct or ETF look-through contributors.
Sector map pending
Open positions with sector data will appear here.