Measures how two assets tend to move together. 1.0 = they always move in the same direction — no diversification benefit. 0 = independent — good diversification. -1 = opposite moves — perfect hedge. Low/negative correlations between your assets reduce overall portfolio volatility. Values here are statistical estimates based on historical data.

Estimated returns per calendar period. Green = portfolio grew that month vs. prior period. Red = portfolio shrank. Benchmark columns compare your return against S&P 500, MSCI World, and NASDAQ 100. Positive values in the diff column mean you outperformed. Calculations use cost-basis interpolation and are estimates until live prices are loaded.

Change since yesterday's close. Updates every 60 seconds while the market is open. Requires ↻ Live prices to be loaded.

Compares your current portfolio values to the earliest snapshot available in history (from the sidebar). Load multiple CSV files over time to build a meaningful week-over-week view. Green = asset gained, red = asset lost.

Each line tracks one asset's cumulative return % from its first purchase to today. A rising line = asset is appreciating vs. your average cost. Values without live prices reflect cost-basis estimates.