> ## Documentation Index
> Fetch the complete documentation index at: https://auramarkets.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance & attribution

> Total return, what's contributing, and how your portfolio decomposes into factors.

The **Performance** tab is the default view of the [Portfolio](/portfolio/connect) page. It answers two questions:

1. *How am I doing?*
2. *What's actually driving it?*

## What's on the page

### Holdings table

Every position with: ticker, quantity, current value, weight %, and return contribution over the active timeframe.

Sortable by any column. Clicking a ticker pops a detail view with chart + sector context.

### Change panel

The single-line summary of your portfolio's move over the active timeframe — total \$ change, % return, vs benchmark.

### Portfolio Benchmarking

Compare your portfolio to:

* A choice of benchmarks (SPY, QQQ, ACWI, configurable)
* Custom blends if you want a more honest comparison (e.g., 60/40, your own allocation target)

The chart overlays your portfolio against the benchmark over the active timeframe with a relative-return line.

### Asset Allocation

Pie/bar of your weights:

* By sector
* By geography
* By market cap
* By account (if you have multiple connected)

### Heatmap

Same color logic as the [Single Names heatmaps](/single-names/watchlists-heatmaps) — tile per holding, color encoding daily/weekly/monthly performance. Outliers in red or green earn a click-through.

### Correlation Matrix

Pairwise correlations between your holdings. Useful for catching unintended concentration — when you think you have 10 names but two clusters of 4 are essentially the same trade.

### Risk Analysis (mini-card)

A compact preview of the risk metrics that live in full on the [Risk](/portfolio/risk) sub-tab — point-in-time CVaR, max drawdown, Sharpe.

## Attribution — what's actually driving returns

The attribution view decomposes your return into:

* **Contribution per holding** — which positions accounted for which slice of the return
* **Sector contribution** — which sectors carried (or hurt) you
* **Factor contribution** — how much of your return came from market beta, size, value, momentum, etc.
* **Idiosyncratic** — the residual that wasn't explained by sectors or factors. This is your true alpha (or anti-alpha).

## How to use it

* **Daily check** — Change panel and Heatmap, 30 seconds
* **Weekly review** — Attribution and Correlation matrix, 5 minutes; spot drift in your tilts
* **Monthly** — Benchmarking chart over 3M / 6M / YTD, see if you're keeping up with what you're trying to beat
* **Quarterly** — full Asset Allocation review, rebalance decisions