Compare Your Account to the Market

Two reports put your results in context: Account vs Market Performance benchmarks you against major indices, and Daily Account Performance Volatility shows how bumpy the ride has been.

Account vs Market Performance

From the Tracking menu, choose Account vs Market Performance under Account, or go to /trading/balance/compare-index.

Three controls set up the comparison:

• Select Indices: one or more market indices to benchmark against. SPX is selected by default, and you can add others from the list.
• Select Account: the linked account to compare. Accounts are grouped as Active and Inactive, so an account you have disabled or closed at the broker can still be benchmarked as long as it has balance history.
• Select Date Range: the period to measure.

The chart overlays your day profits and cumulative profit against each index's performance over the same span. Everything starts from the same point, so the lines answer one question directly: did the account beat the market over this stretch?

Daily Account Performance Volatility

From the Tracking menu, choose Performance Volatility under Account, or go to /trading/balance/pl-volatility. Pick an account and date range, and the chart plots:

• Day PL: each day's profit or loss.
• 20 Day Trailing P/L Average: the smoothed trend of your daily results.
• 1 SD and 2 SD bands: one and two standard deviations above and below the average.

Days that land outside the bands are your outliers. A strategy mix that keeps most days inside the one-deviation band is running smoothly; frequent two-deviation days mean your results swing hard and may deserve smaller position sizing or tighter stops.

The account list works like the other account reports: All Accounts covers your active accounts, inactive accounts with history sit under an Inactive group, and All Accounts (incl. inactive) combines everything.

Using the two reports together

Beating the market matters most when it comes with volatility you can live with. Check Account vs Market Performance for the return picture, then Performance Volatility for the risk picture, and judge changes to your bots against both.