CopyPortfolio Methodology
Asset Allocation
Assets
Performance Performance
This card shows the CopyPortfolio’s past performance in a way that is simple to understand.
The monthly returns calculate the user’s change in equity from the beginning of the month until the end of the month and offsets any deposits/withdrawals. The yearly figures are calculated by compounding the monthly returns throughout the year.
Note: Stats are updated on a daily basis at 00:00 GMT.
Please click here for the full details and the exact formulas used.
Performance
This card shows the CopyPortfolio’s past performance in a way that is simple to understand.
The monthly returns calculate the user’s change in equity from the beginning of the month until the end of the month and offsets any deposits/withdrawals. The yearly figures are calculated by compounding the monthly returns throughout the year.
Note: Stats are updated on a daily basis at 00:00 GMT.
Please click here for the full details and the exact formulas used.
The monthly returns calculate the user’s change in equity from the beginning of the month until the end of the month and offsets any deposits/withdrawals. The yearly figures are calculated by compounding the monthly returns throughout the year.
Note: Stats are updated on a daily basis at 00:00 GMT.
Please click here for the full details and the exact formulas used.
2019
-3.90%
August
2019
2019
-2.46%
July
2019
2019
-1.43%
June
2019
2019
18.78%
May
2019
2019
5.43%
April
2019
2019
2.60%
March
2019
2019
18.81%
February
2019
2019
-2.30%
January
2019
2019
18.810.00-18.81
Total
DecDecember
NovNovember
OctOctober
SepSeptember
AugAugust
JulJuly
JunJune
MayMay
AprApril
MarMarch
FebFebruary
JanJanuary
Year
37.82
-3.90
-2.46
-1.43
18.78
5.43
2.60
18.81
-2.30
2019
-30.02
-3.43
-5.81
-2.46
2.03
-3.83
3.69
-4.66
-12.39
6.90
-13.95
-2.83
3.83
2018
51.40
42.71
7.44
-1.26
2017
Past performance is not indicative of future results. *Back-tested results