--- title: "Model vs yours | RupeeCase Terminal" description: "Strategy pages show a back tested model after estimated charges. The Dashboard shows your own live portfolio. How to tell them apart in the app." source_url: "https://www.rupeecase.com/learn/terminal/model-history-vs-your-portfolio" --- ## Watch: Model vs yours Every strategy page opens on its model history.Model history or your portfolio: which numbers am I looking at? 5 chapters, 1:09, with voice and music 1. [Chapter 1Where it is0:17](/instiv2/media/tut3/model-history-vs-your-portfolio-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:17](/instiv2/media/tut3/model-history-vs-your-portfolio-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/model-history-vs-your-portfolio-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:19](/instiv2/media/tut3/model-history-vs-your-portfolio-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/model-history-vs-your-portfolio-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 3In 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**Model history**Every strategy page opens on its model history. A back test of the rules, after estimated charges, before taxes. Shown in the video, not on this still ### Chapter 2: What it means 1 Show the whole screen 1 Show the whole screen 1. 1**Live value**Your own portfolio is on the Dashboard: its live value since you invested. 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**Not your portfolio**On a portfolio, these Returns cards are the model since you invested. Shown in the video, not on this still ## Where it is ScreenStrategy and DashboardBasic The "Model history" tag sits on every strategy page hero; your own portfolios are on the Dashboard. Both in Basic and Advanced. Indices in this video: [Allcap](/strategies/allcap) (strategy page) and [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means Every figure on the Marketplace and on a strategy page is model history: a back test of the strategy's rules, after estimated charges and before taxes on your gains. Your portfolio on the Dashboard is different: it is the live value of what you hold at your broker, counted from the day you invested. On a portfolio, the Returns and Risk cards (apart from Contribution) show the linked strategy's model since you invested, and say so in a band. The History tab opens on your own trades. ## The formula Model history: what Rs 10,00,000 put in at the start of the chosen window would have grown to, after estimated charges. Your portfolio: your holdings at the live price plus cash, less estimated costs. As computed in the RupeeCase app`Strategy hero = model value at the window end, with the start set to 100, minus 100 (after estimated charges) Portfolio current value = holdings x live price + cash - estimated costs` ## Worked example Example only * Model: Rs 10,00,000 became Rs 18,00,000 over the window, +80% * You: Rs 2,00,000 invested 3 months ago is worth Rs 2,06,000, +3% * Both can be true: one is a back test, one is your money ## How to read it * Look for the "Model history" tag before reading a strategy figure. * On a portfolio, the hero and key figures are yours, live, since you invested. * A band saying "not your portfolio" marks the model cards on a portfolio page. ## Watch out * Model history is a back test: past performance does not promise future returns. * Portfolio Returns and Risk tabs mostly show the model since you invested, beside your live figures. * Your own returns include your timing, top ups and withdrawals; the model has none of those. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Every strategy page opens on its model history. 2. 0:17**What it means.** Your own portfolio is on the Dashboard: its live value since you invested. 3. 0:34**Worked example.** Worked example, example only: Model: Rs 10,00,000 became Rs 18,00,000 over the window, +80%. You: Rs 2,00,000 invested 3 months ago is worth Rs 2,06,000, +3%. Both can be true: one is a back test, one is your money. 4. 0:40**How to read it.** On a portfolio, these Returns cards are the model since you invested. 5. 0:59**Watch out.** Watch out: Model history is a back test: past performance does not promise future returns. Portfolio Returns and Risk tabs mostly show the model since you invested, beside your live figures. Your own returns include your timing, top ups and withdrawals; the model has none of those. ## Terms in this tutorial * [backtest](/learn/glossary#backtest)Simulation of a strategy on historical data to estimate past performance. * [equity curve](/learn/glossary#equity-curve)Chart of portfolio value over time. * [transaction cost](/learn/glossary#transaction-cost)All costs of trading including brokerage, STT, exchange charges, GST, and slippage. ## Learn it in depth * [Module 2.4: How Backtesting Works8 min read, free](/learn/path-2/module-2-4-how-backtesting-works) * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 2.6: Model History vs Your Portfolio8 min read, free](/learn/path-2/module-2-6-model-history-vs-your-portfolio) TKeep watching ## Next tutorial. [1:16Next tutorial, Start hereBasic or Advanced: where did the other figures go?The Basic and Advanced switch, the "more in Advanced" rows, info buttons and pins: how the app hides figures without deleting any of them.Watch next](/learn/terminal/basic-and-advanced) ### 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) * [1:10Start here, BasicPractice or Live: is my money really invested?1:10 video, BasicWatched](/learn/terminal/practice-vs-live) * [0:47Read a strategy, BasicNet return and charges: what do estimated costs take?0:47 video, BasicWatched](/learn/terminal/net-return-and-charges) [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. * [TutorialGetting around: where are the tabs, markets and glossary?1:00 video, Basic](/learn/terminal/getting-around) * [TutorialThe performance disclosure: why do the charts wait for I agree?1:21 video, Basic](/learn/terminal/performance-disclosure) * [TutorialThe account menu: where are sessions, links and codes?1:13 video, Basic](/learn/terminal/your-account) 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.