Definition
Represents the percentage change between your initial account balance and the current account balance, reflecting the overall profitability of your trades and adjustments.
Formula
Accumulative Return % = ((Current Account Balance – Initial Account Balance) / Initial Account Balance) * 100
Example
Let’s say:
- Your initial account balance was $5000.
- Your current account balance is $6200 (after trades and adjustments).
Your Accumulative Return % would be: (($6200 – $5000) / $5000) * 100 = 24%
Key Points
- Overall Performance: Provides a broad view of your account’s financial growth or decline over time.
Considerations
- Accurate Adjustments: It is essential to add your account adjustments (deposits, withdrawals, etc.) under the portfolio adjustments section of TraderSync for accurate calculation.
- Broker Discrepancies: Differences in how brokers report account adjustments can lead to variations between your TraderSync balance and the broker’s balance.
- Initial Balance: If you do not record any account adjustments, the system will assume a $0 initial balance.
