--- title: "Strategy chart metrics and log scale | RupeeCase" description: "The chip on a strategy chart switches between Value, Return and Drawdown; Advanced adds rolling figures and a log scale for long histories." source_url: "https://www.rupeecase.com/learn/terminal/chart-metrics-and-log" --- ## Watch: Chart metrics This chip sets what the chart draws: Value at first.Chart metrics: Value, Return, Drawdown and the log scale 5 chapters, 1:24, with voice and music 1. [Chapter 1Where it is0:09](/instiv2/media/tut3/chart-metrics-and-log-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:35](/instiv2/media/tut3/chart-metrics-and-log-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/chart-metrics-and-log-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:24](/instiv2/media/tut3/chart-metrics-and-log-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/chart-metrics-and-log-watch-phone-dark-v3-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 5In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means**4**How to read it ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Chart shows**This chip sets what the chart draws: Value at first. Shown in the video, not on this still ### Chapter 2: What it means 12 Show the whole screen 12 Show the whole screen 1. 1**Return**Return: the gain from the start, in percent. Shown in the video, not on this still 2. 2**Drawdown**Drawdown: the fall from the highest point so far. 0 is a new high. Shown in the video, not on this still ### Chapter 4: How to read it 2 Show the whole screen 2 Show the whole screen 1. 1**In Advanced** Advanced adds rolling figures over a moving window. Shown in the video, not on this still 2. 2**Log scale**Log: equal heights for equal percentage moves. Shown in the video, not on this still ## Where it is ScreenStrategy chartBasic The metric chip under the strategy chart (it reads "Value" at first). Value, Return and Drawdown are in Basic and Advanced; the rolling metrics and the Log chip are in Advanced. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means Value draws Rs 10,00,000 put in at the window's start. Return draws the gain from the start, in percent. Drawdown draws the fall from the highest point before each date, so 0 means a new high. In Advanced, rolling return, the line against the benchmark, rolling volatility, Sharpe and beta draw a figure over a moving window ending at each date. Log puts equal percentage moves at equal heights, which keeps the early years readable on a long chart. ## The formula Return is the value over the value at the start, minus 1. Drawdown is the value over the highest value so far, minus 1. A rolling return is the value over the value one window earlier, minus 1. Log plots the logarithm of the value. As computed in the RupeeCase app`Value = Rs 10,00,000 x model value / model value at the window start Return = value / value at the window start - 1 Drawdown = value / highest value so far - 1 Rolling return = value / value one window earlier - 1 Log scale: equal heights for equal percentage moves (Value only)` ## Worked example Example only * Rs 10,00,000 to Rs 15,00,000: Return +50% * High Rs 15,00,000, now Rs 12,00,000: Drawdown -20% * Log: 100 to 200 and 200 to 400 rise by the same height ## How to read it * The chip names what the chart shows. * Drawdown at 0% means the line is at a new high. * Log helps on long windows, where early moves look flat. ## Watch out * Rolling metrics need enough history: a short series says "Needs more history". * Log applies to Value only. * The metric and the scale are saved on this device for every strategy page. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** This chip sets what the chart draws: Value at first. 2. 0:09**What it means.** Value: Rs 10,00,000 put in at the start of the window. 3. 0:44**Worked example.** Worked example, example only: Rs 10,00,000 to Rs 15,00,000: Return +50%. High Rs 15,00,000, now Rs 12,00,000: Drawdown -20%. Log: 100 to 200 and 200 to 400 rise by the same height. 4. 0:50**How to read it.** Advanced adds rolling figures over a moving window. 5. 1:14**Watch out.** Watch out: Rolling metrics need enough history: a short series says "Needs more history". Log applies to Value only. The metric and the scale are saved on this device for every strategy page. ## Terms in this tutorial * [drawdown](/learn/glossary#drawdown)The peak-to-trough decline during a specific period. * [equity curve](/learn/glossary#equity-curve)Chart of portfolio value over time. * [volatility](/learn/glossary#volatility)How much returns fluctuate. * [beta](/learn/glossary#beta)Sensitivity of a portfolio to the market. ## Learn it in depth * [Module 2.3: Risk Metrics That Matter8 min read, free](/learn/path-2/module-2-3-risk-metrics-that-matter) * [Module 5.2: Time Series Analysis8 min read, free](/learn/path-5/module-5-2-time-series-analysis) TKeep watching ## Next tutorial. [1:09Next tutorial, Find and compareMarketplace chips: what do New, Partner and the themes mean?What New, Partner, the theme tags such as Momentum and Equal weight, and the Factsheet link on a Marketplace card mean, and where each one comes from.Watch next](/learn/terminal/marketplace-card-chips) ### Related tutorials * [1:08Read a strategy, BasicRs 10,00,000 became: what do the hero figure and periods show?1:08 video, BasicWatched](/learn/terminal/hero-figure-and-periods) * [0:56Read a strategy, BasicMax drawdown: how bad did it get?0:56 video, BasicWatched](/learn/terminal/max-drawdown) * [1:09Find and compare, BasicThe Compare card: return or growth per year?1:09 video, BasicWatched](/learn/terminal/compare-card) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialFilters, sort and shortlist: how do I narrow the list?1:41 video, Basic](/learn/terminal/filters-sort-and-table) * [TutorialCompare strategies: how do I set up to four side by side?1:28 video, Basic](/learn/terminal/compare-strategies) * [TutorialCompare with: what do index, fund and strategy lines show?1:32 video, Basic](/learn/terminal/compare-with-indices-and-funds) * [TutorialCorrelation: how closely did two lines move together?0:56 video, Advanced](/learn/terminal/correlation-and-diversification) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera Education only, not investment advice. Screens are recordings of the RupeeCase app on sample data. Strategy figures are model, back tested and after estimated charges, as of the date on screen; they are not client returns and not a promise of future returns. Formula and worked example numbers are illustrative. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Trades execute through your own SEBI registered broker and the shares sit in your own demat. Investments in securities markets are subject to market risks.