Performance Dashboard — AlphaTerminal

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Portfolio Performance Dashboard

Institutional-grade analytics — equity curves, Sharpe/Sortino ratios, benchmark comparison, and asset allocation — require an Elite plan.

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📈 Equity Curve Portfolio value over time

Portfolio —

BTC —

ETH —

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Time-weighted return (TWR) isolates manager skill by removing cash flow effects. Money-weighted (IRR) factors in when you added/withdrew funds. Compare both below.

📐 Risk Metrics 30-day window

Sharpe Ratio

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risk-adj return

Sortino Ratio

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downside risk

Max Drawdown

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Calmar Ratio

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return/drawdown

Win Rate

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Avg Win / Loss

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📊 Benchmark Comparison Annualized returns

● BTC Buy & Hold

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● ETH Buy & Hold —

● Your Portfolio —

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Alpha = your portfolio return minus BTC return. Positive alpha means you beat BTC.

🥧 Asset Allocation —

📊 Weekly P&L $ per week

📋 Returns Summary

Total P&L (period) —

Time-Weighted Return — isolates skill

Money-Weighted Return — factors cash flow

Annualized Volatility —

Annualized Return —

vs BTC Alpha —

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Money-weighted return (IRR) accounts for deposit timing — a big deposit before a crash lowers IRR. Time-weighted removes this effect.