Visualization Gallery

Line chart showing portfolio value over time with optional benchmark overlay. The core visualization for tracking overall portfolio performance.

When to use: Use after running a backtest to visualize the growth of your portfolio vs a benchmark like S&P 500.

Scatter plot of the risk-return trade-off for all possible portfolio combinations. Shows MSR, GMV, and EW special portfolios.

When to use: Use when analyzing portfolio optimization to understand the range of achievable risk-return profiles.

Shows the percentage decline from historical peaks. Helps identify the worst loss periods and recovery times.

When to use: Use to assess downside risk and understand the pain experienced by investors during market downturns.

Histogram of daily returns with a normal distribution overlay. Reveals skewness, fat tails, and non-normality.

When to use: Use to check if returns are normally distributed and to identify tail risk not captured by standard metrics.

Grouped bar chart comparing Historic VaR, Gaussian VaR, and CVaR across multiple assets.

When to use: Use to compare risk levels across assets in your portfolio and identify which carry the most tail risk.

Overlaid line charts comparing portfolio valuations from multiple strategy backtests.

When to use: Use when evaluating which strategy performs best over a given time period.

Animated/stacked bar chart showing how portfolio composition changes at each rebalancing date.

When to use: Use to understand how the optimizer shifts weights between assets over time as market conditions change.

Line chart of rolling momentum (price - lagged price) for each asset over time.

When to use: Use to visualize momentum trends and identify assets gaining or losing relative strength.