Dedicated portfolio performance charts for trend, volatility, and momentum analysis.
This page is the dedicated chart view for deeper portfolio analysis. Each graph has one clear job, so you can read performance, risk, and momentum without the noise of an all-in-one chart.
A simple flow works best: first check long-term winners, then inspect short-term swings, then confirm whether momentum is improving or weakening.
Use this page as a decision story, not just a data dump. Start with total return to see who leads. Then check period-by-period bars to see how rough or smooth that journey is. Finish with momentum to see if direction is getting stronger or weaker.
This will not predict markets by itself, but it helps you avoid one common mistake: judging a portfolio only by the latest headline number and not by the path it took to get there.
What this shows: Each line shows total gain or loss from the start date. It is a running score for each portfolio.
Why it matters: It shows both direction and stability, because a portfolio can still finish high even if the journey is rough.
How to read it: Use `%` when you want a fair return comparison, and use `£` when you want to see cash impact. Example: Portfolio A can be +8% while Portfolio B is +6%, but B may still show more pounds if it started with more money invested.
What this shows: Each bar is one period change. Bar above zero means up. Bar below zero means down.
Why it matters: It highlights short-term swings and risk clusters that a smoother line chart can hide.
How to read it: Focus on sequences, not single bars. Example: five red bars in a row usually signals a weak run, while one or two small red bars after many green bars is often normal noise.
What this shows: This is a rolling average of recent changes. It smooths the ups and downs.
Why it matters: It helps you spot direction changes earlier, because the smoothing removes a lot of short-term noise.
How to read it: Above zero means recent momentum is positive, and below zero means it is negative. Example: if the line moves from -0.4% to +0.2%, the recent trend is improving.
These charts compare AI-managed, advisor-managed, self-managed, and Junior SIPP portfolios on a shared baseline. That makes cross-strategy comparison cleaner and more useful for historic review.
For full methodology, data assumptions, and risk framing, pair this page with the About page. Read together, they provide both performance context and narrative meaning.
Investment Portfolio Dashboard for cross-strategy performance comparison and return tracking.
Investment Portfolio Graphs & Analysis for trend, volatility, and momentum views.
About This Simulated Investment Portfolio Project for methodology and rebalance process.
Investment FAQ For First-Time Investors for portfolio basics, risk, and cost awareness.
Investment Strategy Glossary for key terms like asset allocation, rebalance, and risk profile.