What it's for
The Performance page goes into detail on the return of the Metravise Portfolio or your My Portfolio, next to the S&P 500 and the Nasdaq.
- Headline cards
- Total return, the result against the S&P 500 and the Nasdaq, and the maximum drawdown (peak to trough).
- Equity Curve
- The portfolio, the S&P 500 and the Nasdaq over the same period; use the period buttons to change the range.
- Monthly Returns
- Each month's return as its own bar.
- Summary Statistics
- Active positions, period, best and worst month, average monthly return, winning months and maximum drawdown — plus the win rate on closed positions for My Portfolio.
Good to know
- Switch between the Metravise Portfolio and My Portfolio with the tabs at the top. Everything is shown in percent.
- For how it's calculated, see How performance is calculated. Past performance is not indicative of future results.