Performance Breakdown Tab Guide

~6 min – the weekly/monthly snapshot that turns “which setups are working?” from a feeling into cold, canonical R truth (plus the behavioral audit that names your biggest leak of the week)

You’ve audited your soul in the Council. You’ve dissected exits in PEE Analytics. You’ve watched your grade trend in Evolution.

Now open Performance Breakdown (second tab in CharterElite, PieChart icon). This is your Weekly Alpha Report—a tight, Monday-morning-style brief scoped to one week or month, designed to answer four brutal questions before you place your first trade:

1. Did I make or lose money last period?
2. Which setups actually printed R (and which bled it)?
3. What behavioral habit cost me the most R this week/month?
4. Which single entry trigger was my edge?

The tab mixes real canonical data (KPIs, setups, behavioral audit) with placeholder sections (session/regime/execution/etc.) that show the intended future layout. Here’s what’s live today (February 19, 2026) and how to use it ruthlessly.

Where to Find It

• Sidebar → CharterElite
• Second tab → Performance Breakdown (PieChart icon)
• Expand tab help accordion (top) for quick “What it shows / Why it matters”

Time Range Selector – Your First Reality Check

Four buttons at top:

• This Week — Exits in last 7 days (including today)
• Last Week — Exits 7–13 days ago
• This Month — Exits in last 30 days
• Last Month — Exits 30–59 days ago

Only completed trades count (exit_date or fallback date). All metrics below use only that window.

Header KPIs – The Four Numbers That Matter Most

Four cards (real data):

• Net PnL (after fees) — Sum net/gross PnL. Subtext: total R + green/red day count
• Winrate — % positive PnL. Subtext: wins/losses/total trades
• Profit Factor — Gross profit ÷ gross loss (∞ if no losses). Canonical-derived
• Max Drawdown — Max peak-to-trough in R (from R-equity curve over period)

Strategy Performance – Which Setups Actually Print

Left column: Setup cards (one per setup with ≥1 trade in range)

• Setup name
• Trade count + winrate %
• Total R (sum realized R) — green border if ≥0, red if <0
• Sorted best → worst by total R

Right column: Best Entry Condition

• Among entry taxonomy tags matching known triggers (PDH, PDL, Retest, ORB, VWAP_Cross, etc.)
• The one with highest total R in period
• Shows: trigger name, count, winrate, avg R
• Suggestion: “Consider prioritizing this condition”
• No matching tags? → “No entry trigger data available”

Use this to double down on winners and quarantine losers. High-volume red setups = immediate filter or kill candidate.

Behavioral Audit – The Week’s Biggest Self-Inflicted Wound

Only losing trades (negative R) with ≥1 negative taxonomy item (Planning/Entry/Execution/Exit) feed this.

• Uses behavioralR (preferred) when available → execution slippage for valid setups, full R for invalid
• Otherwise falls back to realizedR or PnL ÷ risk
• Groups by negative item code (e.g. FOMO_Entry, Moved_Stop_Further)
• Converts codes to display names
• Sorts by impact (worst first): name, frequency (“X× this week”), impact in R
• Total impact R at bottom
• Goal footer: “Eliminate one high-severity mistake type completely next week”

No negative-tagged losers? → “No behavioral leaks detected. Great discipline!”

This is your weekly shame mirror—usually points straight at the #1 Kill List item.

Placeholder Sections (Future Layout – Not Live Data Yet)

These show the intended structure—fixed sample text/numbers:

• Session Performance — Asia/London/NY Open/PM with sample Avg R
• Market Regime Analysis — Trend/Chop/Vol/OI/Spot-Perp/News examples
• Execution & Slippage — Entry/exit slippage bullets
• MFE / MAE & Exit Efficiency — Fixed metrics + interpretation
• Risk & Money Management — Sample risk stats + 1–10 process scores
• Action Plan – Next Week — 5 example rules + “Mark plan as committed” button

When wired (AI or real data), layout stays—content becomes computed.

Quick Workflow – Monday Murder Ritual

1. Open Performance Breakdown → pick This Week or Last Week
2. Read Header KPIs — overall verdict in four numbers
3. Scan Strategy Performance → top setups green? Double down. Red high-volume? Filter/kill
4. Check Best Entry Condition → prioritize that trigger next week
5. Read Behavioral Audit → top leak name + $ impact → make it your weekly kill target
6. Treat placeholders as future wishlist—focus on live data now
7. End with one action: add Playbook tag for top leak → enforce one rule from Action Plan template

Quick Reality Checks

• All red setups? → Regime mismatch or behavioral override—cross to Setup DNA
• Behavioral Audit empty? → No negative tags on losers → tag harder
• Worst setup still printing? → Small sample or luck—wait for more trades
• No entry trigger data? → Add taxonomy entry codes matching known triggers (PDH, ORB, etc.)

Next: Episode 25 – Full Flywheel Mastery: Integrating Weekly Alpha Report → Calendar Analytics → CharterElite (Performance Breakdown, PEE Analytics, Exit DNA) → Council (Kill List, Reality Check, Setup DNA) → Evolution into the closed-loop system that turns monthly audits into weekly micro-kills and quarterly grade jumps—without ever increasing risk % or chasing new shiny setups.

Or open CharterElite → Performance Breakdown right now. Pick Last Week. Read the Behavioral Audit top line.

That’s your money leak named and priced for the week.

Now go kill it before Monday close.

The agents already wrote the indictment. Your job is execution.

One week. One kill. One greener calendar.

Make it happen. 😈