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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
      • Configure copy-trading and MAM settings
      • Configure PAMM settings
      • Configure Web UI settings
        • Show on Leaderboard
        • Show on Statistics page
        • Show on Trading Report
        • Fee settings
        • Subscription settings
        • Risk Ratio settings (applicable for copy trading only)
        • Account Properties
      • Configure account settings
        • Account settings
        • Default Master’s Positions Visibility
        • Default Investor’s Positions Visibility (applicable for PAMM only)
      • Configure access settings (only for a standalone solution)
      • Configure deposit and withdrawal settings (only for a standalone solution)
      • Configure the performance fee calculation settings
      • Configure the management fee calculation settings
      • Configure symbol mapping
      • Configure the trade fee filter
      • Configure B2COPY widgets
      • Prevent syncing of collapsed MetaTrader trading history with B2COPY
      • Copy positions to investment accounts with master account prices
      • Link open positions
      • Enable clients to select account groups when creating master and investment accounts in the Web UI
      • Run the Introducing Brokers (IB) program
        • Manage IB levels
        • Customize the IB partnership settings of investment accounts
      • Allocate custom rewards for assistance in managing master accounts
      • Use email templates to notify clients about important events
    • Register new Back Office users
      • Disable 2FA for Back Office users
    • Register new clients
      • Register new clients with email addresses
      • Register new clients with MT account logins (only for a standalone solution)
      • Add a profile picture and nickname to a client profile
    • Manage master and investment accounts
      • Create a master account
      • Set the default allocation parameters for a copy-trading or MAM master account
      • Set the allocation method and rollover settings for a PAMM master account
      • Create fee plans for a master account
      • Modify the default fee plan for a master account
      • Assign risk limits to a master account
      • Determine if risk limits are assigned to a master account
      • Assign a minimum deposit to a master account
      • Assign a subscription code to a master account
      • Set up a promo offer for a master account
      • View and execute pending PAMM requests on master accounts
      • Cancel pending PAMM requests on investment accounts
      • Create an investment account
      • Archive master and investment accounts
      • View information about archived accounts
      • Restore archived accounts
    • Manage trading robots
    • Manage subscriptions
      • Create a copy-trading or MAM subscription
      • Create a PAMM subscription
      • Assign a risk limit to a subscription
      • Modify a subscription
      • Resync open positions on a master account with subscribed investment accounts
      • Change a fee plan for an existing subscription
      • Initialize instant fee payments for subscriptions
      • View details about fees paid for a subscription
      • Pause and resume subscriptions
      • Terminate or reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to copy-trading and MAM accounts
      • Withdraw funds from copy-trading and MAM accounts
      • Deposit funds to PAMM accounts
      • Withdraw funds from PAMM accounts
  • User guide
    • Sign-in and 2FA
    • Account details
      • Subscriptions page
      • Trading Report page
      • Statistics page
      • Settings page
      • Requests page (for PAMM accounts only)
      • Fee Payments page
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master and investment accounts
      • Create a master account
      • Set up or modify a fee plan for your master account
      • Change your master account visibility on the Leaderboard
      • Assign a subscription code to your master account
      • Assign a minimum deposit to your master account
      • Set up a promo offer for your master account
      • View and update rollover settings of your PAMM master account
      • Create an investment account
      • Add your profile picture and nickname
      • Add or change your account name
      • Reset your account password
    • Manage subscriptions
      • Create a subscription
      • Create a subscription using a subscription code
      • Create a subscription using a promo code
      • Change a risk ratio and allocation method for a subscription
      • Assign a risk limit to a subscription
      • Enable or disable the reverse copy option for a subscription
      • Check a fee plan applied to a subscription
      • Detach open positions copied into investment accounts
      • Pause or resume a subscription
      • Terminate and reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to your copy-trading and MAM accounts
      • Withdraw funds from your copy-trading and MAM accounts
      • Deposit funds to your PAMM accounts
      • Withdraw funds from your PAMM accounts
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods for PAMM
      • Reallocation on deposit and withdrawal
      • No action on deposit and autocorrection on withdrawal
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • API Documentation
    • Authorization in the Back Office
    • Get a list of master and investment accounts
    • Create a master or investment account using the existing MT account
    • Get data for the Statistics widget
    • Get data for the Leaderboard widget
    • Seamless authorization (only for a standalone solution)
    • Register a client and create their payment account (only for a standalone solution)
  • Video tutorials
  • Key terms
  • Release notes
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  1. Copy-trading, PAMM, and MAM concepts

Return calculation

Explore return calculation in B2COPY, a measure of profit or loss on a trading account over time

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Last updated 1 month ago

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Return is the profit or loss gained on a trading account over a specific period, expressed as a percentage. The return shows the change in account equity regardless of deposited and withdrawn funds. A positive return indicates a profit, while a negative return indicates a loss.

Formulas

Returns are calculated for periods between balance operations, such as deposits, withdrawals, or internal transfers, as follows:

Return = Equity_end / Equity_start

where:

  • Equity_start is the account equity at the beginning of a period, that is, just after a balance operation.

  • Equity_end is the account equity at the end of a period, that is, before a balance operation.

The return for several periods is calculated by multiplying the returns for those periods:

Return = Return P1 * Return P2 * Return P3 * … * Return Pn

To express the obtained return ratio as a percentage, the following formula is used:

Return (%) = (Return - 1) * 100

Example

Suppose that a trader creates a master account and deposits $500 to the account.

During the period before the next balance operation, the account equity has increased from $500 to $1,800.

The Period 1 return is calculated as follows:

Equity_start = $500 Equity_end = $1,800

Return P1 = 1,800/500 = 3.6000 Return P1 (%) = (3.6000 - 1) * 100 = 260.00%

The trader makes another deposit of $400. Suppose that during the period before the next balance operation, the account equity has increased by $800.

The Period 2 return is calculated as follows:

Equity_start = $1,800 + $400 = $2,200 Equity_end = $2,200 + $800 = $3,000

Return P2 = 3,000/2,200 = 1.3636 Return P2 (%) = (1.3636 - 1) * 100 = 36.36%

Next, the trader withdraws $500. Suppose that during the period before the next balance operation, the account equity hasn’t changed.

The Period 3 return is calculated as follows:

Equity_start = $3,000 - $500 = $2,500 Equity_end = $2,500

Return P3 = 2,500/2,500 = 1 Return P3 (%) = (1 - 1) * 100 = 0%

The return for three periods is calculated as follows:

Return for three periods = 3.6000 * 1.3636 * 1 = 4.9090 Return for three periods (%) = (4.9090 - 1) * 100 = 3.9090 * 100 = 390.90%

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Return by periods
Return by periods