The charts
Performance, composition and contributions overlay.
The Statistics tab gathers every chart and analysis for your real portfolio. Here's what each shows and how to read it.
Headline metrics
Six summary tiles, updated on each calculation: total return %, CAGR, current value (€), invested capital (€), total gain (€) and dividends received (€).
They're the starting point, but on their own they say little about the path: two portfolios with the same total return can have had completely different histories. That's what the charts below are for.
Performance chart
A line showing the portfolio's evolution over time, in three modes:
| Mode | What it shows |
|---|---|
| Value | Absolute value in €, contributions included |
| Gain | € gained relative to cost basis |
| TWR | Time-weighted return %, neutral to cash flows |
Period filters: all, 5 years, 2 years, 1 year, 6 months, 3 months.
Your choice of mode changes the question you're answering. Value rises even if the portfolio returns nothing, as long as you keep contributing: it's your balance, not your performance. TWR is the only one of the three you can compare to a benchmark.
For stocks, dashed vertical lines flag splits, which are applied automatically to average cost, units and price series.
Value forecast
On the Value chart a forecast is available over 1, 2, 3, 5, 10 or 20 years (Supporter feature). It requires at least 2 years of history. It shows a simulated trajectory as a dashed line and a ±1σ√t uncertainty band; enabling it switches the chart to logarithmic scale automatically, because over long horizons a linear scale flattens the entire past.
It is not a return guarantee or a reliable market forecast. It's an educational tool: it projects the past behaviour of your portfolio, and the past is not the future. The model is described in The formulas.
Portfolio composition
A pie chart with two views:
- Holdings: the % weight of each individual instrument in the total.
- Instruments: the breakdown by category: equity, bonds, commodities and so on.
Weights are computed on current market value, not on what you contributed. That's the right way to look at them: today's composition determines tomorrow's risk, and drift from target is exactly what rebalancing corrects.
Performance vs Benchmark
Compares your portfolio's TWR with a selectable benchmark (MSCI World, S&P 500, BTP…). Both curves start at 0% on the first common date, so the comparison stays readable even when the benchmark has a far longer history.
Performance by asset
A multi-line chart of cumulative TWR for individual instruments over the period. You choose which to display from the table below; all start at 0% on the same common start date.
It answers "what's pulling and what's dragging". Be careful not to use it to decide what to sell, though: in a diversified portfolio it's normal, and indeed desirable, for something to underperform the rest in any given period.
Dividends over time
A stacked bar histogram of dividends received, aggregated by date and coloured by instrument. It shows which funds contribute most to income and how that income evolves over time.