--- title: "The historical performance disclosure | RupeeCase" description: "Before a strategy's chart, holdings and Returns, Risk and History tabs open, the app asks once a day for I agree to its performance disclosure." source_url: "https://www.rupeecase.com/learn/terminal/performance-disclosure" --- ## Watch: Performance disclosure The chart waits behind Show performance history.The performance disclosure: why do the charts wait for I agree? 5 chapters, 1:21, with voice and music 1. [Chapter 1Where it is0:14](/instiv2/media/tut4/performance-disclosure-where-phone-dark-v4-va2.mp4) 2. [Chapter 2What it means0:31](/instiv2/media/tut4/performance-disclosure-meaning-phone-dark-v4-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut4/performance-disclosure-example-phone-dark-v4-va2.mp4) 4. [Chapter 4How to read it0:20](/instiv2/media/tut4/performance-disclosure-reading-phone-dark-v4-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut4/performance-disclosure-watch-phone-dark-v4-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 7In 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**Waiting for you**The chart waits behind Show performance history. Shown in the video, not on this still 2. 2**Every history tab** So do the Holdings, Returns, Risk and History tabs. 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**Not behind it**The key figures already show: model history after estimated charges. Shown in the video, not on this still 2. 2**Historical performance disclosure** The disclosure says the history is a back test. Shown in the video, not on this still 3. 3**Opens the history** I agree opens the history for the rest of the day. 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**After I agree**After I agree the tabs fill with the model history. Shown in the video, not on this still 2. 2**Read only** Archived portfolios open read only: history, no money actions. Shown in the video, not on this still ## Where it is ScreenStrategy pageBasic On a strategy page: Show performance history in the chart area and in the Holdings, Returns, Risk and History tabs, until you agree. On the Dashboard, the Archived tab lists the portfolios you archived, read only. Basic and Advanced. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means The figures on a strategy page are model history: a back test after estimated charges. Before the app draws that history (the growth chart, the holdings, the Returns, Risk and History tabs and the Today key figure) it shows the historical performance disclosure. I agree opens them; Cancel keeps them closed. The hero figure, the key figures, the riskometer and Invest are not behind it. ## The formula One acknowledgement per day and per version of the disclosure, kept in this browser. A new day or a new version asks again. With no disclosure text set, nothing is asked. As computed in the RupeeCase app`Waits for I agree: growth chart, holdings, Returns, Risk and History tabs, Today key figure Not behind it: hero figure, key figures, riskometer, Invest I agree is kept for the calendar day and the disclosure version, on this device Cancel: the history stays closed` ## Worked example Example only * Monday 10:00: you press I agree on one strategy page * Every strategy page opens without asking for the rest of Monday * On Tuesday, or with a new disclosure version, it asks again ## How to read it * Show performance history in a tab means the disclosure is still waiting. * The key figures above it are already the model's, after estimated charges. * An archived portfolio opens read only: its history, no money actions. ## Watch out * I agree is an acknowledgement; it is not advice and not a promise of returns. * Another browser, or a browser with its data cleared, asks again. * Model history is a back test: what you get can differ from it. ## 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 chart waits behind Show performance history. 2. 0:14**What it means.** The key figures already show: model history after estimated charges. 3. 0:45**Worked example.** Worked example, example only: Monday 10:00: you press I agree on one strategy page. Every strategy page opens without asking for the rest of Monday. On Tuesday, or with a new disclosure version, it asks again. 4. 0:51**How to read it.** After I agree the tabs fill with the model history. 5. 1:11**Watch out.** Watch out: I agree is an acknowledgement; it is not advice and not a promise of returns. Another browser, or a browser with its data cleared, asks again. Model history is a back test: what you get can differ from it. ## Terms in this tutorial * [Historical performance disclosure](/learn/glossary#historical-performance-disclosure)A notice you read and accept before the app shows a strategy's past model returns. * [Archived](/learn/glossary#archived)A portfolio you put away. * [backtest](/learn/glossary#backtest)Simulation of a strategy on historical data to estimate past performance. ## Learn it in depth * [Module 2.4: How Backtesting Works8 min read, free](/learn/path-2/module-2-4-how-backtesting-works) * [Module 2.6: Model History vs Your Portfolio8 min read, free](/learn/path-2/module-2-6-model-history-vs-your-portfolio) * [Module 11.4: SEBI Regulatory Framework: What Every Investor Must Know9 min read, free](/learn/path-11/module-11-4-sebi-regulatory-framework-what-every-investor-must-know) TKeep watching ## Next tutorial. [1:13Next tutorial, Start hereThe account menu: where are sessions, links and codes?The account menu holds your user id, referral code, theme, Customise, profile settings, active sessions with the device limit and Link another account.Watch next](/learn/terminal/your-account) ### Related tutorials * [1:09Start here, BasicModel history or your portfolio: which numbers am I looking at?1:09 video, BasicWatched](/learn/terminal/model-history-vs-your-portfolio) * [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) * [1:34Read a strategy, BasicHoldings, Returns, Risk, History: what is in each tab?1:34 video, BasicWatched](/learn/terminal/strategy-tabs) [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. * [TutorialBasic or Advanced: where did the other figures go?1:16 video, Basic](/learn/terminal/basic-and-advanced) * [TutorialPractice or Live: is my money really invested?1:10 video, Basic](/learn/terminal/practice-vs-live) * [TutorialGetting around: where are the tabs, markets and glossary?1:00 video, Basic](/learn/terminal/getting-around) 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.