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Performance Tab

The Performance tab is where you review simulation and live results for a single strategy.

Performance tab with equity curve and metrics
The Performance tab shows backtest results and live metrics.

Opening the tab

Section titled “Opening the tab”

Open a strategy from Strategies, then select Performance.

Date range

Section titled “Date range”

Choose 1M, 3M, 6M, YTD, 1Y, or MAX to scope the equity curve and metrics.

Equity curve

Section titled “Equity curve”
  • Strategy equity over time
  • Optional benchmark overlay (for example SPY)
  • Hover for values at a specific date

Key metrics

Section titled “Key metrics”
Metric What it tells you
CAGR Annualized growth rate over the period
Sharpe Return per unit of risk (higher is better)
Max DD Largest peak-to-trough decline
Win Rate Share of profitable trades
Total Return Overall percentage gain or loss

See Metrics Glossary for definitions.

Live vs backtest

Section titled “Live vs backtest”

Before you invest, metrics reflect the backtest. After deployment, the same tab can incorporate live execution for invested strategies (use range controls and account context in the app).

Section titled “Related”