# Performance

## Portfolio Value

![](https://2426626019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTCjGjgEvhoGBIKxMklOK%2Fuploads%2FjPcPz2VOXzOklNMr5Ks6%2FCaptura%20de%20ecra%CC%83%202022-07-06%2C%20a%CC%80s%2018.41.45.png?alt=media\&token=39b3c6e2-24a6-4a85-88b3-4986662f5280)

* In this section you can see your portfolio performance among time, through a simple chart.
* You can change the metric that you want to analyse by tapping the dropdown in the top left corner, in this case we have selected the "Total Gains" metric.
* We have the portfolio returns calculations explained in the page bellow

![](https://2426626019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTCjGjgEvhoGBIKxMklOK%2Fuploads%2FhQeui3x4X5hdWQlrePwv%2FCaptura%20de%20ecra%CC%83%202022-07-06%2C%20a%CC%80s%2018.49.05.png?alt=media\&token=dbc60c00-a8d2-452e-ba68-851b98e784df)

#### You can also compare it with the SP500, or other index that you prefer:

![](https://2426626019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTCjGjgEvhoGBIKxMklOK%2Fuploads%2FYJ7fLY37x401X9U3ADe4%2FCaptura%20de%20ecra%CC%83%202022-07-06%2C%20a%CC%80s%2021.43.48.png?alt=media\&token=8a8f297c-c907-4c66-b687-13b5f525d358)

## Montlhy Returns

This is a very usefull chart to analyse your performance volatility, because you can end the year with 20% returns, but each month could have been a roller coaster.

![](https://2426626019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTCjGjgEvhoGBIKxMklOK%2Fuploads%2Fr7hvfsR11t1WdR3eISSr%2FCaptura%20de%20ecra%CC%83%202022-07-06%2C%20a%CC%80s%2022.00.04.png?alt=media\&token=c81780d4-8a57-43ba-874f-982378cf7ffb)

You didn't have time yet to document all the math behind this chart, but we leave bellow the resources that we used to get there.

[Calculate Monthly Returns on Stocks in Excel | Financial Modeling Tutorials](https://factorpad.com/fin/quant-101/calculate-stock-returns.html)

[How to Calculate Rates of Return in Excel \* 365 Financial Analyst](https://365financialanalyst.com/knowledge-hub/trading-and-investing/how-to-calculate-rates-of-return-in-excel/)

{% embed url="<https://www.youtube.com/watch?v=ppTPs9HUjqk>" %}

## Metrics

Finnaly we have the metrics section that provides us the comparisons in the [Portfolio Value](#portfolio-value) section, but in numbers table, sometimes this can be easier to interpret than the chart.

* We have the performance till the end of the period showed in the columns, for example the 1 month, represents the last month performance starting in the present today.
* All time represents the performance since the first transaction in the portfolio, and the futures performance are also calculated from that first transaction date.

![](https://2426626019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTCjGjgEvhoGBIKxMklOK%2Fuploads%2FAUUDAWBltoaNdJzJ2rv7%2FCaptura%20de%20ecra%CC%83%202022-07-07%2C%20a%CC%80s%2009.42.15.png?alt=media\&token=155addec-65d4-46b7-b9a2-106f32bf21f5)
