Returns

Performance Dashboard

Accurate, scope-aware returns for accounts, portfolios, and benchmarks.

A rebuilt performance engine delivers more accurate returns that adapt to how each account is tracked. Compare accounts and custom portfolios side by side, benchmark against the S&P 500 or any ETF, and break down exactly what drove your gains.

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Compare accounts and portfolios against a benchmark on one chart

Compare Your Accounts

See which accounts are doing best.

Beat the Market?

Check how you stack up against some popular indexes and ETFs.

The right return for the right data

Transaction-tracked accounts report time-weighted return and IRR; manually maintained holdings report value return; benchmarks report price return. The engine picks the correct method and tells you when data is mixed or incomplete.

TWR, IRR & more

Scope-aware metrics that match how you track each account.

Honest warnings

Clear flags when a metric can’t be computed reliably.

Metrics grid: primary return, annualized, volatility, max drawdown

See what drove it

Open the period gain/loss detail to break performance into its drivers (unrealized and realized P&L, income, fees, taxes, FX effect, and cash flows) so you know why the number moved.