Portfolio Performance shows how your crypto book evolves: period return, drawdown, and each coin’s contribution to P&L.
It uses Portfolio Tracker holdings. Logged-in users get daily DB snapshots; guests keep history in the browser.
What is this tool?
A return dashboard for the book already tracked in Portfolio Tracker.
Compare value, cost, P&L and (when available) normalized BTC on one chart.
The contribution table ranks coins by P&L impact.
How to read results
Period return is value change from first to last point in the selected window.
Max drawdown is the largest peak-to-trough drop in that window.
vs BTC is excess return versus Bitcoin over the same interval.
Contribution % is coin P&L over total book cost.
Key signals and metrics
Value and unrealized P&L use live prices from the shared catalog.
The time series grows with snapshots (hourly cron + tool visits).
Without enough points, return and drawdown stay incomplete.
Advanced use and combinations
Align costs with Average Price, sync to Tracker, then re-read Performance.
Cross-check Health Check to see if returns come from risky concentration.
Switch 7D–1Y ranges for tactical vs yearly context.
Using this tool on PEPS Crypto
Populate or sync holdings in Portfolio Tracker.
Open Portfolio Performance — it runs with the site display currency.
Pick a range and read summary, chart, and contributions.
Come back often: each day enriches the history curve.
How it works
- Add or sync holdings in Portfolio Tracker.
- Open Portfolio Performance (currency from site/account settings).
- Select the time range (7D / 30D / 90D / 1Y).
- Read summary, chart, and P&L contributions.
- Reopen on later days to grow the history.
What to consider
- Coins without a live catalog price do not fully enter book value.
- Quantity/cost changes shift the curve from that day onward.
- Not financial or tax advice.
Frequently asked questions
- Where does history come from?
- Accounts: ppf_user_snapshots (cron + tool open). Guests: browser localStorage.
- Why is vs BTC empty?
- You need at least two snapshot points with BTC price. Later visits fill it in.
- Does the chart replay past trades?
- No — it snapshots the current book over time, not a full order ledger.
Conclusion
Treat Performance as hygiene and return context — not a buy/sell signal.
Not financial advice.