Not critical but a possible satisfying feature would be to allow users to toggle between different return metrics. E.g. currently, due to a recent deposit, I'm up 3% TWR while up 89% in CWFR. I'm very glad that CWFR is the primary metric (since it's more insightful + TWR is easy to calculate) but I can imagine situations where a user might want multiple ways to evaluate their performance. Just a thought...
Both ways of return calculations are available for individual spells and you can compare their TWR curves against a benchmark like SPY. They are not available for the entire portfolio returns, though.
Love the change. I'm always frustrated with with how difficult it is to track performance at brokers across strategies. Again and again, your attention to detail amazes me. Whenever, I want some feature (or often before I even know I want it), I find you implementing it at QM. I admire how carefully and deeply you think about your product.
Not critical but a possible satisfying feature would be to allow users to toggle between different return metrics. E.g. currently, due to a recent deposit, I'm up 3% TWR while up 89% in CWFR. I'm very glad that CWFR is the primary metric (since it's more insightful + TWR is easy to calculate) but I can imagine situations where a user might want multiple ways to evaluate their performance. Just a thought...
Can we get a toggle to switch between CWR and TWR?
Currently there is no way to compare individual strategy performance to SPY for example.
Thanks 🙏
Both ways of return calculations are available for individual spells and you can compare their TWR curves against a benchmark like SPY. They are not available for the entire portfolio returns, though.
Thanks for the fast reply.
So for individual spells I can toggle between CWR and TWR?
In addition, the All Time balance for individual spells is in TWR or CWR?
Yes. The "All Time" column is in CWR. You can see both in action in my portfolio update posts.
thanks, 1 quick question to make sure I got it right.
the Cast Taxable for individual spell shows the returns as TWR vs the benchmark ticker returns also in TWR?
Assuming you're talking about the "%" mode, not the "$" mode, yes, they are in TWR.
Love the change. I'm always frustrated with with how difficult it is to track performance at brokers across strategies. Again and again, your attention to detail amazes me. Whenever, I want some feature (or often before I even know I want it), I find you implementing it at QM. I admire how carefully and deeply you think about your product.
Thank you for the kind words!