--- title: "The Return figures card explained | RupeeCase" description: "Year to date, last 52 weeks, best and worst week, month and year, averages, streaks, gain to pain and positive weeks, as the app works them out." source_url: "https://www.rupeecase.com/learn/terminal/return-figures-card" --- ## Watch: Return figures Return figures sits on the Returns tab.The Return figures card: what do year to date and best week say? 5 chapters, 1:12, with voice and music 1. [Chapter 1Where it is0:08](/instiv2/media/tut4/return-figures-card-where-phone-dark-v4-va2.mp4) 2. [Chapter 2What it means0:33](/instiv2/media/tut4/return-figures-card-meaning-phone-dark-v4-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut4/return-figures-card-example-phone-dark-v4-va2.mp4) 4. [Chapter 4How to read it0:15](/instiv2/media/tut4/return-figures-card-reading-phone-dark-v4-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut4/return-figures-card-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 6In 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**Return figures**Return figures sits on the Returns tab. Shown in the video, not on this still ### Chapter 2: What it means 12 Show the whole screen 1234 Show the whole screen 1. 1**Since 1 January**Year to date: since the last value of last year. Shown in the video, not on this still 2. 2**364 days back**Last 52 weeks looks back 364 days. Shown in the video, not on this still 3. 3**Share that ended up**Positive weeks: the share of periods that ended up. Shown in the video, not on this still 4. 4**Gains over losses**Gain to pain: all returns over the size of the losses. 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**Calendar years**Best and worst year are calendar years; a part year is marked. Shown in the video, not on this still ## Where it is ScreenReturns tab, Return figuresBasic The Returns tab, Return figures card (strategy and portfolio). Basic shows Growth per year, Total return, Year to date and Benchmark per year; Advanced adds the rest. On a portfolio the card is the model since you invested. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means Year to date compares the latest value with the last value of the previous calendar year. Last 52 weeks looks back 364 days. Best and worst week, month and year are the extremes of the period; a part year is marked partial. Positive weeks is the share of weeks that ended up. Average week, Average up week and Average down week are plain means. Gain to pain adds up every weekly return and divides by the size of the losing weeks. The longest runs count weeks in a row up, or down. ## The formula All are worked out from the weekly values over the chosen period: returns from one week to the next, and calendar years and months from their last weeks. As computed in the RupeeCase app`Year to date = latest value / last value of the previous year - 1 Last 52 weeks = latest value / value 364 days back - 1 Positive weeks = weeks above 0 / all weeks Gain to pain = sum of weekly returns / sum of the losing weeks' size Best and worst year: calendar years; a part year is marked (partial)` ## Worked example Example only * Value 100 at the end of last year, 112 now: year to date +12% * Weeks of +2%, -1%, +3%, -2%: 2 of 4 up, positive weeks 50% * Gain to pain: (2 - 1 + 3 - 2) / (1 + 2) = 0.67 ## How to read it * Year to date and Last 52 weeks differ early in a year: one starts on 1 January, the other a year back. * Gain to pain above 1: the weekly gains added up to more than the losses. * Best and worst month give the range; Year by year shows each year in full. ## Watch out * The In Basic list and the pin toast call Positive weeks Win rate; it is not beating the benchmark. * This recording reads month end history, so the card says months where the app says weeks. * A partial year can be a few weeks: read Best year with its label. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Return figures sits on the Returns tab. 2. 0:08**What it means.** Year to date: since the last value of last year. 3. 0:41**Worked example.** Worked example, example only: Value 100 at the end of last year, 112 now: year to date +12%. Weeks of +2%, -1%, +3%, -2%: 2 of 4 up, positive weeks 50%. Gain to pain: (2 - 1 + 3 - 2) / (1 + 2) = 0.67. 4. 0:47**How to read it.** Best and worst year are calendar years; a part year is marked. 5. 1:02**Watch out.** Watch out: The In Basic list and the pin toast call Positive weeks Win rate; it is not beating the benchmark. This recording reads month end history, so the card says months where the app says weeks. A partial year can be a few weeks: read Best year with its label. ## Terms in this tutorial * [Year to date](/learn/glossary#year-to-date)The return since the last value of the previous calendar year. * [Last 52 weeks](/learn/glossary#last-52-weeks)The return over the most recent 52 weeks, a rolling one year window that ends today rather than on 31 December. * [Best and worst periods](/learn/glossary#best-and-worst-periods)The single best and single worst week, calendar month and calendar year in the history. * [Positive weeks](/learn/glossary#positive-weeks)The share of weeks in which the value went up. * [Average week](/learn/glossary#average-week)The mean of all weekly returns. * [Gain to pain](/learn/glossary#gain-to-pain)All the weekly returns added up, divided by all the weekly losses added up as positive numbers. * [Longest run of up weeks](/learn/glossary#longest-run-of-up-weeks)The most weeks in a row that ended higher, and the most in a row that ended lower. ## Learn it in depth * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 2.3: Risk Metrics That Matter8 min read, free](/learn/path-2/module-2-3-risk-metrics-that-matter) * [Module 5.1: Statistical Foundations for Quant Investing9 min read, free](/learn/path-5/module-5-1-statistical-foundations) TKeep watching ## Next tutorial. [1:22Next tutorial, Read a strategyDrawdown shape: what do ulcer, pain and time under water add?Beyond max drawdown: current drawdown, the deepest five falls, time under water, ulcer and pain index, worst 4 weeks and falls deeper than 10 percent.Watch next](/learn/terminal/how-the-falls-looked) ### Related tutorials * [1:06Read a strategy, BasicGrowth per year: how fast did the model grow?1:06 video, BasicWatched](/learn/terminal/growth-per-year) * [1:09Find and compare, BasicThe Compare card: return or growth per year?1:09 video, BasicWatched](/learn/terminal/compare-card) * [0:56Read a strategy, BasicMax drawdown: how bad did it get?0:56 video, BasicWatched](/learn/terminal/max-drawdown) [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. * [TutorialThe riskometer: what sets Low to Very High?0:45 video, Basic](/learn/terminal/riskometer) * [TutorialMinimum investment: why does each strategy have one?0:51 video, Basic](/learn/terminal/minimum-investment) * [TutorialRebalance cadence: how often does the strategy trade?0:56 video, Basic](/learn/terminal/rebalance-cadence) * [TutorialRs 10,00,000 became: what do the hero figure and periods show?1:08 video, Basic](/learn/terminal/hero-figure-and-periods) * [TutorialThe benchmark line: what is the strategy compared with?0:57 video, Basic](/learn/terminal/benchmark-line) * [TutorialAlpha: which of the two alphas is this?1:08 video, Advanced](/learn/terminal/which-alpha) 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.