Performance Dashboard Guide & Analytics
Comprehensive portfolio performance metrics in institutional reporting format. Track win rate, ROI, and equity growth across all time horizons.
Key Performance Stat Cards
Overview
Four headline stats: Total ROI (%), Win Rate (%), Profit Factor, and Current Drawdown (%). Each card shows the current value and a 30-day change delta with directional arrow.
How to Read
All four metrics together paint the performance picture. High win rate with low profit factor = small wins, big losses (bad). Low win rate with high profit factor = large wins, small losses (good).
Monthly ROI Heatmap Calendar
Overview
Calendar heatmap of monthly portfolio returns, coloured by magnitude: dark green (>+5%), light green (+1-5%), grey (flat), orange (-5 to -1%), red (<-5%). Three years of history.
How to Read
Look for seasonal patterns and drawdown clustering. Extended red streaks reveal the worst historical regime for this approach. Green clusters show when conditions are most favourable.
Portfolio Equity Curve
Overview
A time-series line chart of portfolio value normalised to a $100 starting point vs BTC buy-and-hold (also $100 baseline). Drawdown periods shaded in red below the equity curve.
How to Read
When the portfolio line stays above the BTC line, the strategy is outperforming passive holding. Red shaded zones show when and how deep drawdowns occurred.
