The Performance vs. Platform chart on your profile page compares your cumulative return with the typical Ezana investor and the top 25% over the same window. Each line starts at 0% at the beginning of the window you pick, so you are comparing like with like.
How the comparison works
- You: your cumulative return over the window, drawn green when positive and red when negative.
- Median: the typical user’s return over the same window.
- Top 25%: the return at the top-quartile cut-off.
- The platform lines are recalculated nightly from every user’s return over the same window.
- A badge in the header shows LIVE for a linked brokerage or PAPER for your Mock Portfolio.
Step-by-step
- Open your profile page.
- Scroll to the Performance vs. Platform card.
- Choose a window: 1W, 1M, 3M, or YTD.
- Hover the chart to see all three values on a given date.
- Read the end values in the legend under the chart.
Things to know
- Longer windows such as 1Y and All are not offered yet, because the platform does not have enough history for a meaningful comparison.
- Other people can see your chart on your profile unless your privacy settings hide it; you always see your own.
- This chart is on your profile, not your Dashboard.
Troubleshooting
- “Not enough history yet to chart performance”? Your portfolio is new. Try again after a few days of activity.
- Platform lines missing? The nightly calculation may not have run yet for that window.
- Below the median? Compare over several windows before drawing conclusions, and review your holdings in Company Research.
Next in Portfolio & Trading: Tracking Your Performance Metrics and The Underperforming Badge Explained.
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FAQ
Q: What is the platform line?
A: There are two: the median (typical) return and the top-25% return across Ezana users for the same window.
Q: Why does every line start at zero?
A: So you compare change over the same period, rather than mixing a lifetime return with a recent one.