For the complete documentation index, see llms.txt. This page is also available as Markdown.

Features

Monthly Return Heatmap Features

This tool provides a comprehensive set of features designed to improve your analysis and decision-making process.

Key capabilities include:

  • Dual UI Modes: Choose between a comprehensive Heatmap Table to see multiple years at a glance, or a focused Bar Chart for a detailed view of a specific year's monthly returns.

  • YTD Calculations: The Heatmap Table automatically calculates and displays both Geometric (Geo YTD) and Arithmetic (Ari YTD) year-to-date performance.

  • Deep Historical Lookback: Visualize up to 30 years of historical monthly data directly on your chart, allowing for robust statistical observation.

  • Dynamic Styling: Fully customizable colors for bullish and bearish returns with dynamic gradient shading based on the magnitude of the returns. The darker the color, the more extreme the return.

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