Your profile page summarizes your investing with six plain-language metrics. Each one answers a single question, and each shows how you compare with the platform average and where you rank as a percentile.
How it works
- Total Return: the current value of your positions compared with what you paid for them, as a percentage.
- vs. S&P 500: your Total Return minus the S&P 500’s return over the same period. A positive number means you are ahead of the benchmark.
- Consistency: the share of months in your history with a positive return. Higher means fewer losing months.
- Diversification: how many of the 11 market sectors your holdings cover, scaled from 0 to 100. Higher means more spread out.
- Avg Hold Time: the average number of days you held positions you have closed.
- Contribution Streak: how many consecutive months, up to the current one, include at least one buy or deposit.
Step-by-step: reading the Performance vs. Platform chart
- Open your profile page.
- Pick a range: 1W, 1M, 3M, or YTD.
- Compare your line with the platform’s typical line and its Top 25% line. All lines start at 0% at the beginning of the range you picked, so the comparison is fair.
Longer ranges such as 1Y are not currently offered on this chart, because there is not yet enough platform history to make them meaningful.
Troubleshooting
- A metric shows 0 or a dash? It needs history. Avg Hold Time, for example, only appears once you have closed a position.
- vs. S&P 500 looks off? It compares your return with the index over the same window, not with your account size.
- Consistency seems low? It counts losing months equally with winning ones. It describes your record, it is not a grade.
Next in Portfolio & Trading: Mock Trading: Practicing With Virtual Cash and Comparing Your Performance to the Platform.
Related articles
- Comparing Your Performance to the Platform
- Understanding Your Portfolio Dashboard
- Privacy on Your Public Profile
FAQ
Q: Is Total Return time-weighted?
A: No. It compares current value with cost basis, so large recent deposits can move it.
Q: Which benchmark is used?
A: The S&P 500.
Q: Can other people see my metrics?
A: Only if you choose to show your portfolio publicly in Settings, then Profile.