Time-weighted returns, fee breakdowns, and benchmark comparisons computed locally from your CSV export. Your data is processed in your browser and never persisted on our servers.
Pure market performance over the whole period β strips out the timing of your deposits. Compare directly with a benchmark.
What your money actually earned, accounting for when you deposited it. The personal IRR β apples-to-apples vs. a savings rate.
Worst peak-to-trough fall the portfolio has lived through. Useful as a stomach-test for future volatility.
β