Find out whether you are beating the market or just riding it: overlay a benchmark such as SPY on the equity curve of your Account Performance widget.
- Open the Dashboard and find the Account Performance widget. If it is not there, click the Add/Modify widgets icon in the top bar and add it.
- Read the three numbers at the top of the widget: Avg PnL $, Avg PnL % and Win %. The violet line below is your cumulative P&L for the date range and filters you have selected.
- Click the + next to the chart and tick a benchmark: SPY, SPX, QQQ, IWM, XLF, GLD, USO, UNG, VXX, TLT or IEF. SPY is on by default, and you can compare up to six at once.
- Each pick adds a dashed line to the chart and a colored chip beside the +. To remove a benchmark, click the X on its chip (or untick it in the list).
- Hover the chart to see your cumulative P&L and the value of each benchmark for that day.
- Click the arrow in the widget header (Go to report) to open the Overview report.
Your benchmark choice is saved with the widget, so it is still there the next time you open the Dashboard.
