Where it is

ScreenStrategyBasic

The top card of every strategy page: the large figure, the "Rs 10,00,000 became" line and the period chips under the chart. Basic and Advanced.

What it means

The large figure is the model's return over the chosen window, after estimated charges. The line under it turns that into rupees on a notional Rs 10,00,000. The period chips (1M to All, Custom) set the window for the hero, the chart, the key figures and the cards, and the app remembers your choice for every strategy page.

The formula

The model is rebased to 100 at the window start; the hero is its last value minus 100. The rupee line applies that return to Rs 10,00,000.

As computed in the RupeeCase app
Hero % = model value at the window end, with the start set to 100, minus 100
Rs 10,00,000 became = 10,00,000 x (1 + hero %)
The period (5Y by default) is remembered for every strategy page

Worked example

Example only

  • Window 3Y: the model goes from 100 to 160
  • Hero: +60%; Rs 10,00,000 became Rs 16,00,000
  • Pick 1Y and every figure on the page moves to 1 year

How to read it

  • Check the period label ("last 5 years") before reading any figure.
  • A window longer than the history is marked "History starts".
  • Scrubbing the chart shows the figure for the hovered week.

Watch out

  • The chosen period carries to every strategy page you open next.
  • Rs 10,00,000 is notional; it is not a portfolio or a minimum.
  • Marketplace cards ignore the period: they are full history.

Transcript

The video has no sound. These are its on screen captions, chapter by chapter.

  1. 0:00Where it is. The large figure is the model's return over the period.
  2. 0:16What it means. The chips set the window for every figure on the page.
  3. 0:38Worked example. Worked example, example only: Window 3Y: the model goes from 100 to 160. Hero: +60%; Rs 10,00,000 became Rs 16,00,000. Pick 1Y and every figure on the page moves to 1 year.
  4. 0:44How to read it. Open another strategy and the same period is still chosen.
  5. 0:58Watch out. Watch out: The chosen period carries to every strategy page you open next. Rs 10,00,000 is notional; it is not a portfolio or a minimum. Marketplace cards ignore the period: they are full history.

Terms in this tutorial

  • equity curveChart of portfolio value over time.
  • backtestSimulation of a strategy on historical data to estimate past performance.
  • CAGRCompound Annual Growth Rate.

Learn it in depth