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Performance Tracking

Monitor, analyze, and optimize your Auto-Pools positions with comprehensive performance metrics and analytics tools.

At a Glance​

  • Real-time tracking of fees, APR, active time, and rebalancing activity
  • Compare strategy performance vs manual management and other modes
  • Historical charts show position evolution over time
  • Export data for external analysis and tax reporting
  • Benchmark against pool averages and top performers
  • Identify optimization opportunities

Key Metrics​

Returns​

Total Fees Earned: Cumulative fees collected since position start.

Unclaimed Fees: Fees earned but not yet collected.

APR (Annual Percentage Rate): Annualized return based on position value and fee earnings.

APR = (Total Fees / Position Value) × (365 / Days Active) × 100

Example:
Total Fees: $500
Position Value: $10,000
Days Active: 60
APR = ($500 / $10,000) × (365 / 60) × 100 = 30.4%

Net APR: APR after subtracting gas costs and realized IL.

Net APR = ((Total Fees - Gas Costs - Realized IL) / Position Value) × (365 / Days) × 100

Activity​

Active Time %: Percentage of time position was in range and earning.

Active Time = (Time In Range / Total Time) × 100

Example:
Position created 30 days ago
In range for 24 days
Active Time = (24 / 30) × 100 = 80%

Rebalance Count: Total number of rebalancing operations.

Rebalance Frequency: Average time between rebalances.

Frequency = Total Time / Rebalance Count

Example:
30 days active, 15 rebalances
Frequency = 30 / 15 = 2 days between rebalances

Costs​

Total Gas Spent: Cumulative gas costs for all operations.

Total Gas = Sum of:
  - Initial position creation
  - All rebalances
  - Fee collections
  - Position adjustments

Gas as % of Fees: Gas costs relative to earnings.

Gas % = (Total Gas / Total Fees) × 100

Example:
Gas: $0.50
Fees: $500
Gas % = 0.1%

Lower is better. Target: < 2%

Risk​

Impermanent Loss: Current IL if position were closed now.

IL = Current Position Value - Hold Value

Example:
Started: 1 ETH + $2,000 USDm = $4,000
ETH now: $2,400
Current position: 0.91 ETH + $2,187 USDm = $3,371
Hold value: 1 ETH + $2,000 USDm = $4,400
IL = $3,371 - $4,400 = -$1,029 (23% loss)

IL vs Fees: Whether fees have offset IL.

Net = Total Fees - Absolute IL

Example:
Fees: $500
IL: -$200
Net: +$300 (fees exceeded IL)

Max Drawdown: Largest position value decline.

Hedge Against IL: Monitor your impermanent loss metrics closely. If IL becomes significant, consider hedging your position with put options through Hedge. Options can limit downside exposure while your Auto-Pools position continues earning fees.

Performance Dashboard​

Overview Tab​

High-level position summary:

Current Value: Total USD value of position.

All-Time Fees: Total fees earned.

Current APR: Recent annualized return rate.

Status: Active/Inactive, current Strategy Mode.

Next Rebalance: Estimated time until next rebalancing (if applicable).

Charts Tab​

Visual performance tracking:

Value Chart: Position value over time.

  • Shows total value, token amounts, fee accrual
  • Highlights rebalancing events

APR Chart: Historical APR over time.

  • Rolling APR calculation
  • Compare to pool average

Tick Width Chart: How Tick width changed.

  • Useful for Dynamic Mode
  • Shows adaptation to volatility

Activity Chart: Active vs inactive periods.

  • Green bars: In range
  • Red bars: Out of range
  • Shows price vs zone boundaries

Activity Tab​

Detailed activity log:

Rebalances: Every rebalancing event with:

  • Timestamp
  • Old zone → New zone
  • Reason for rebalance
  • Gas cost
  • Expected vs actual improvement

Fee Collections: Every time fees were claimed:

  • Timestamp
  • Amount of each token
  • USD value
  • Whether auto or manual

Zone Adjustments: Changes to Strategy Mode or parameters.

Comparison Tab​

Benchmark your strategy:

vs Pool Average: Compare your APR to average LP in same pool.

vs Other Modes: See how other Strategy Modes would have performed.

vs Manual: Simulated manual management performance.

vs Hold: Performance vs simply holding tokens.

Performance Analytics​

Strategy Effectiveness​

Measure how well strategy is working:

Rebalance Success Rate:

Success Rate = (Rebalances that improved fees / Total rebalances) × 100

Target: > 80%
Below 60%: Strategy may need adjustment

Zone Accuracy:

Accuracy = Active Time % for most recent 7 days

Target: > 75%
Below 50%: Zones poorly positioned

Cost Efficiency:

Efficiency = Fees Earned / Gas Spent

Target: > 100x
Below 50x: Too much rebalancing

Optimization Opportunities​

Analytics identify improvements:

Overbalancing: Too frequent rebalancing for benefit gained.

Warning: 50 rebalances in past month
Gas: $0.50
Additional fees from rebalancing: $0.80
Net benefit: $0.30

Recommendation: Switch to less frequent mode or increase thresholds

Underbalancing: Missing optimization opportunities.

Warning: 2 rebalances in past month
Active time: 45%
Simulated balanced mode would have: 75% active time

Recommendation: Switch to more active mode

Zone Mismatch: Zones poorly suited to current volatility.

Warning: Volatility increased 200% this week
Current zone: Still narrow (±5%)

Recommendation: Widen zones or switch to Dynamic Mode

Comparative Analysis​

Mode Comparison​

See how different modes would have performed:

Your Position (Bear Mode):
APR: 28%
Active Time: 82%
Gas: $0.15

Simulated Bull Mode:
APR: 21% (-7%)
Active Time: 93% (+11%)
Gas: $0.03 (-$0.12)

Simulated Static Mode:
APR: 35% (+7%)
Active Time: 68% (-14%)
Gas: $0.65 (+$0.50)

Simulated Dynamic Mode:
APR: 31% (+3%)
Active Time: 85% (+3%)
Gas: $0.30 (+$0.15)

Helps decide if mode switch would improve results.

Time Period Analysis​

Performance varies by period:

Last 7 Days:
APR: 42%
Active Time: 90%
(Favorable conditions for current strategy)

Last 30 Days:
APR: 28%
Active Time: 78%
(More typical performance)

Last 90 Days:
APR: 23%
Active Time: 72%
(Includes volatile period where strategy struggled)

Understand strategy performance across conditions.

Pool Comparison​

Compare across different pools:

Your ETH/USDm Position (Bear Mode):
APR: 28%

Your WBTC/ETH Position (Bear Mode):
APR: 22%

Analysis: ETH/USDm performing better due to higher volume

Helps allocate capital optimally.

Reporting​

Export Data​

Download performance data:

CSV Export: Tabular data for spreadsheet analysis.

JSON Export: Structured data for programmatic use.

PDF Report: Formatted summary for sharing or records.

Tax Report: Fee earnings and realized IL for tax purposes.

Automated Reports​

Schedule regular performance summaries:

Daily Digest: Email with key metrics and changes.

Weekly Summary: Detailed performance overview.

Monthly Report: Comprehensive analysis with recommendations.

Alerts​

Set notifications for important events:

Performance Alerts:

  • APR drops below X%
  • Active time < X%
  • IL exceeds X%

Activity Alerts:

  • Position rebalanced
  • Fees collected
  • Mode changed

Threshold Alerts:

  • Position value > or < X
  • Unclaimed fees > X
  • Gas costs > X% of fees

Receive via:

  • In-app notifications
  • Email
  • Push notifications (if enabled)

Advanced Analytics​

Attribution Analysis​

Break down returns by source:

Total Return: $500

Fee Earnings: $650
Gas Costs: -$0.15
Impermanent Loss: -$150
Net: $499.85

Attribution:
- 130% from fee earnings
- -0.03% from gas
- -30% from IL

Understand what's driving performance.

Risk-Adjusted Returns​

Account for risk in performance:

Sharpe Ratio: Return per unit of volatility.

Sharpe = (APR - Risk Free Rate) / Volatility

Higher Sharpe = Better risk-adjusted returns
Target: > 1.0

Sortino Ratio: Return per unit of downside volatility.

Sortino = (APR - Risk Free Rate) / Downside Volatility

Focuses on negative volatility only
Target: > 1.5

Improve Risk-Adjusted Returns: If your downside volatility is high, consider hedging with put options via Hedge. Options protect against downside moves, improving your Sortino ratio while maintaining upside potential from fee earnings.

Scenario Analysis​

See how position would perform under different scenarios:

Price Shock:

If ETH drops 20% to $1,600:
- Position value: $8,200
- Status: Out of range
- Auto-rebalance: Yes
- New zone: $1,520 - $1,680
- Expected recovery APR: 35%

Volatility Spike:

If volatility doubles:
- Dynamic Mode: Widens zones automatically
- Static Mode: Higher rebalancing costs
- Bull Mode: Minimal impact

FAQ​

How often do metrics update?
Real-time. Metrics update continuously as pool conditions change.

Can I track multiple positions together?
Yes. Portfolio view aggregates all positions.

How is APR calculated?
Based on actual fees earned over time, extrapolated annually. Not a guarantee of future returns.

Why does my APR fluctuate?
APR depends on volume, which varies. Also affected by active time and rebalancing frequency.

Can I see historical zone positions?
Yes. Activity tab shows all historical zones and when they were active.

How do I know if my strategy is performing well?
Compare to pool average and other modes. If consistently underperforming, consider switching modes.

Next Steps​

Use performance data to optimize:

Measure to improve.