--- title: "The Compare card explained | RupeeCase" description: "The Compare card on the Returns tab ranks the strategy against its benchmark and picks: return under 12 months, growth per year at 12 months or more." source_url: "https://www.rupeecase.com/learn/terminal/compare-card" --- ## Watch: Compare card The Compare card ranks every line on the chart.The Compare card: return or growth per year? 5 chapters, 1:09, with voice and music 1. [Chapter 1Where it is0:09](/instiv2/media/tut3/compare-card-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:29](/instiv2/media/tut3/compare-card-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/compare-card-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:15](/instiv2/media/tut3/compare-card-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/compare-card-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 4In 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**Compare card**The Compare card ranks every line on the chart. 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**6 months: the return**Over 12 months or more it ranks growth per year. On 6M it ranks the plain return for the period. Shown in the video, not on this still 2. 2**The benchmark line**The line through the bars is the primary benchmark. Shown in the video, not on this still ### Chapter 4: How to read it 1 Show the whole screen 1 Show the whole screen 1. 1**Table**In Advanced, Table lists each line's figures over the same window. Shown in the video, not on this still ## Where it is ScreenStrategy, Returns tabBasic The Returns tab of a strategy page, first card. Basic and Advanced; its Table button is in Advanced. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means The Compare card ranks the lines on the chart (the strategy, its primary benchmark and your picks) as bars over the chosen period. Under 12 months it ranks the plain return for the period; at 12 months or more it ranks growth per year. A line marks the primary benchmark. In Advanced, Table lists each line's return, growth per year, max drawdown, volatility, Sharpe, best and worst month and positive weeks. ## The formula Under 12 months the bars are the return over the period; at 12 months or more they are growth per year. The reference line is the primary benchmark over the same window. As computed in the RupeeCase app`Under 12 months: return = last / first - 1 12 months or more: growth per year = (last / first) ^ (1 / years) - 1 Reference line = the primary benchmark, same window` ## Worked example Example only * 6 months: 100 to 110 is a +10% return * 3 years: 100 to 172.8 is 20% a year (1.2 x 1.2 x 1.2 = 1.728) * The label says which: "Return over the period" or "Growth per year" ## How to read it * Read the label under the bars first: return or growth per year. * A bar past the benchmark line was ahead of it over the same window. * Table (Advanced) puts risk figures beside the returns. ## Watch out * A 6 month return and a 3 year growth per year are not the same kind of number. * The card follows the period chips; Marketplace cards do not. * Index lines have no costs; strategy lines are after estimated charges. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** The Compare card ranks every line on the chart. 2. 0:09**What it means.** Over 12 months or more it ranks growth per year. 3. 0:38**Worked example.** Worked example, example only: 6 months: 100 to 110 is a +10% return. 3 years: 100 to 172.8 is 20% a year (1.2 x 1.2 x 1.2 = 1.728). The label says which: "Return over the period" or "Growth per year". 4. 0:44**How to read it.** In Advanced, Table lists each line's figures over the same window. 5. 0:59**Watch out.** Watch out: A 6 month return and a 3 year growth per year are not the same kind of number. The card follows the period chips; Marketplace cards do not. Index lines have no costs; strategy lines are after estimated charges. ## Terms in this tutorial * [CAGR](/learn/glossary#cagr)Compound Annual Growth Rate. * [Nifty 50](/learn/glossary#nifty-50)Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap. * [Sharpe ratio](/learn/glossary#sharpe-ratio)Return above a risk free rate for each unit of volatility. ## Learn it in depth * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 6.5: Index Funds vs ETFs vs Active, The Evidence in India8 min read, free](/learn/path-6/module-6-5-index-funds-vs-etfs-vs-active) TKeep watching ## Next tutorial. [1:24Next tutorial, Find and compareChart metrics: Value, Return, Drawdown and the log scaleThe chip on a strategy chart switches between Value, Return and Drawdown; Advanced adds rolling figures and a log scale for long histories.Watch next](/learn/terminal/chart-metrics-and-log) ### Related tutorials * [1:32Find and compare, BasicCompare with: what do index, fund and strategy lines show?1:32 video, BasicWatched](/learn/terminal/compare-with-indices-and-funds) * [1:06Read a strategy, BasicGrowth per year: how fast did the model grow?1:06 video, BasicWatched](/learn/terminal/growth-per-year) * [1:41Find and compare, BasicFilters, sort and shortlist: how do I narrow the list?1:41 video, BasicWatched](/learn/terminal/filters-sort-and-table) [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. * [TutorialCompare strategies: how do I set up to four side by side?1:28 video, Basic](/learn/terminal/compare-strategies) * [TutorialMarketplace chips: what do New, Partner and the themes mean?1:09 video, Basic](/learn/terminal/marketplace-card-chips) * [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.