The Performance widget allows you to view performance across all or selected accounts in a number of different available views. Performance reporting is broken down into four sub-tabs, detailed below:
When using the Performance tab, the following controls are available regardless of which sub-tab is selected:
The Performance History sub-tab provides a line graph of the performance for selected accounts across the specified period. Hovering over the graph will display the cumulative total return for the period up to the date indicated, as well as the annualized return for periods longer than one year.
The Performance Overview sub-tab provides a bar-graph style chart showing total changes in each given category across the selected performance period. Categories tracked include Contributions, Withdrawals, Income, Fees, and Growth, along with the Start Value and End Value across these changes.
The Performance Details sub-tab gives you several paths to drill down into performance data and includes some additional options and controls. The options and features here are detailed further in Managing Clients > Performance > Performance Details.
The Market Value History sub-tab charts the value of the selected accounts across the performance period. It displays the value of the accounts, the net investment, and notes any contributions or withdrawal points that affect the value. Hovering over the graph displays the exact values at any given point, including the amounts of contributions or withdrawals on that date.