Portfolio value
The sum of priced assets plus recognized liquid balances at the latest completed snapshot. Unpriced positions remain visible but are excluded from the aggregate.
TRANSPARENT BY DESIGN
Performance without black boxes.
Every public metric uses a shared definition. Values are recalculated from normalized wallet activity and marked when the available data cannot support a complete result.
Profit and loss
The change in portfolio value after accounting for external deposits and withdrawals. It describes economic gain or loss, not cash flow.
Time-weighted return
Sub-period returns are geometrically linked around external cash flows so deposits and withdrawals do not distort strategy performance.
Maximum drawdown
The largest peak-to-trough decline in the selected portfolio history. It is recalculated for each public period.
Volatility
The annualized dispersion of periodic time-weighted returns when sufficient observations are available. Short histories are marked as provisional.
Concentration
A composite view of the largest position, top-three weight, asset correlation, and category exposure.
Risk score
An explainable 0–100 score combining concentration, volatility, drawdown, liquidity, and leverage signals. It is not an investment recommendation.
Data confidence
Complete means all relevant assets are priced and synchronized. Partial means at least one source, asset, or interval is incomplete. Stale means the latest snapshot exceeded its freshness threshold.
IMPORTANT
Historical results describe a wallet record; they do not guarantee future performance. Dwelion is portfolio infrastructure, not a broker, custodian, or investment adviser.