Performance charts

Charts

The 'Charts' tab shows historical return trends. You can see the return trend for each year and a collection of monthly returns for each of those years to get a sense of the overall performance of the strategy.

Understanding Log Returns

The 'Charts' tab presents log return data, offering a logarithmic perspective on investment performance. Log returns are a mathematical transformation of investment returns that provide a clearer picture of growth and volatility over time. By analyzing log returns, investors can gain a deeper understanding of the underlying trends and patterns driving their investment strategy.

Visualizing Historical Trends

Within the 'Charts' tab, you can view the return trend for each year, along with a collection of monthly returns for each of those years. This detailed visualization enables you to track the performance of your strategy across different time periods and identify key trends and patterns. Whether you're assessing long-term growth or short-term fluctuations, the 'Charts' tab provides invaluable insights to inform your investment decisions.

Analyzing Monthly Return

Monthly return refers to the percentage change in the value of an investment portfolio within a single month. Analyzing monthly returns provides investors with valuable insights into short-term fluctuations and trends within their portfolios. By examining monthly returns alongside annual returns, investors can gain a more nuanced understanding of how their investments perform over different time horizons.