What does the Monthly Returns tab show in Fincanva simulations?

The Monthly Returns tab in Fincanva provides a month-by-month breakdown of your portfolio’s performance across multiple years. It’s a powerful tool for identifying seasonal patterns, volatility clusters, and long-term trends in your strategy.

Month and Year Matrix

Performance data is displayed in a matrix format, with:

• Months as rows

• Years as columns

Each cell shows the return (or drawdown) for that month and year, making it easy to spot periods of strong or weak performance at a glance.

Interactive Year Selection

Click on any year in the matrix to load detailed charts that show:

• Monthly return curves

• Monthly drawdowns

This lets you explore the nuances of your portfolio’s performance for a specific year with greater granularity.

Benchmark Excess Option

Enable this toggle to view relative performance vs. your selected benchmark. When active, the matrix will display the difference between your portfolio’s return and the benchmark’s return each month:

• Positive values = Outperformance

• Negative values = Underperformance

This view helps you assess how your strategy performed relative to the market, not just in absolute terms.

Use the Monthly Returns tab to:

• Spot volatility clusters or periods of stability

• Identify strong and weak months or years for your strategy

• Evaluate relative performance against the market

• Pinpoint moments when your strategy may have needed adjustment or review

This feature is especially valuable for analyzing strategies with recurring cycles, seasonal tendencies, or for validating long-term consistency.