The investment profit and loss provided by Upbit allows you to view the rate of return of your account in three types.
Depending on the period you select (year or month), you can check not only the cumulative return but also profit and loss information in a graph.
1. About return on investment
Investment return refers to being able to find out the profit or loss investment results for the assets you invested during a specific period.
In addition to the invested assets, the value of the invested assets may be considered to have increased through airdrops, compensation payments, etc.
Additionally, the invested assets may not generate returns, and actual profits may vary depending on changes in the value of the invested assets.
2. Type of rate of return
- Time-weighted return: Profit and loss is expressed as a time-weighted percentage compared to the average balance for a specific period.
- Calculate individual rates of return during the investment period separately and combine them to calculate the overall rate of return without being affected by additional deposits and withdrawals.
- Amount-weighted rate of return: Unlike time-weighted rate of return, it is measured by considering the change in amount (size of invested capital) rather than the balance in a specific period.
- It is affected by additional deposits and withdrawals and calculates the amount and the rate of return for the period.
- Simple rate of return: Refers to a simple method of calculating the actual profit or loss for the initial investment amount.
- The difference between the initial investment amount and the final value is divided by the initial investment amount and expressed as a percentage.
Note
- The information provided on investment profit and loss is for reference only and the rate of return may be over/underestimated depending on various circumstances.
- Period profit/loss, period rate of return, and investment principal information within investment profit/loss may be subject to errors, omissions, and delays, as well as market volatility, frequent deposits and withdrawals, etc.
Depending on the investment principal formula, the rate of return may be overestimated or underestimated as it is calculated differently from the actual investment amount.
- Asset evaluations for periods prior to January 1, 2021 are not reflected, and data for up to the past 5 years can be viewed.
- Asset evaluation may differ from actual assets and profits and losses due to USDT-USDT conversion, decimal point treatment, and non-reflection of assets, and cannot be used as supporting data.