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Performance calculation
We know it’s important to see how your investments are performing. The figures in your performance chart are designed to give you a helpful idea of your portfolio’s journey over time.
How we calculate your total return
Your performance chart provides a complete picture of your investment decisions by tracking your total return in each period (for Wall St and Aus separately). This sums up:
Unrealised gains/losses: The change in value of the investments you currently hold
Realised gains/losses: The profit or loss from the investments you have already sold
Please note: This performance only reflects the money you have invested. It does not include any cash sitting in your buying power (uninvested funds).
Calculating your percentage return
The percentage return you see is a simple calculation to show how much your investments have changed. You can think of this as the return on the capital you’ve invested during the period.
We use the following formula:
Dollar return = Current equity – Starting equity – Net investments
Percentage return = Dollar return ÷ (Starting equity + new investments) × 100
Example:
| Amount | |
|---|---|
| Starting equity | $1,000 |
| Current equity | $1,700 |
| Net investments in period | +$500 |
| Dollar return | $1,700 – $1,000 – $500 = +$200 |
| Percentage return | 200 ÷ (1,000 + 500) × 100 = +13.33% |
Performance charts is in beta, with access rolling out gradually as we fine-tune the experience.
Your performance chart is for general information only. It shouldn’t be the sole basis for your investment decisions. Values may vary over time, and your actual returns may differ from those shown. Past performance is not a reliable indicator of future performance.
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