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Monthly Returns

:: Reports Menu
Intro Personalization
Section 1 Annual Returns
Section 2 Monthly Returns
Section 3 Trading Strategies
Section 4 Monthly Analysis
Section 5 Gains & Losses
Section 6 Trade Parameters
Section 7 Ratios & Indexes
Section 8 Summary
Glossary Glossary
 
:: Monthly Returns

The Monthly Returns show the net percentage return achieved by the service for each calendar month and are calculated in the following way:

First, percentage profit for each trade is determined. Then, the dollar return is worked out based on the current trading profile, which determines how many contracts (or shares) would have been traded. These amounts are then totalled to give a gross return for the month. The net dollar return is then calculated, which is the gross return minus brokerage and subscription fees. Knowing this allows for the calculation of the percentage return per month, which is the net return relative to the initial trading bank. As you change your trading profile, these returns will change, allowing you to see your monthly results at a glance.

 
:: David P

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