How is performance calculated?

Calculation

Every "My Pie" quote page will show you the historical performance of the pie over the chosen time period. The chart will always begin with an initial deposit of $100 and will display the value of the basket of securities throughout the time period.

M1 calculates the performance using the weighted-average return of the basket of securities in the pie.

Start Date

The start date of the performance is either the first date of the time period that was chosen or the first trading day of one of the securities, whichever is shorter.

Dividends and Rebalancing

M1 does not rebalance or reinvest the dividends in the performance. The chart only measures the capital gains and expense ratio over the period.

 

Calculation 

Every "My Pie" page will show you the historical performance of the pie over the chosen period. You can toggle between the following lengths: 

  • Day 
  • Week 
  • Month 
  • Quarter 
  • Year 
  • All-time 

M1 Finance web account screen showing home page of portfolio on Invest tab

M1 Finance web account screen showing time toggle of performance

 

The chart will always begin with an initial deposit of $100 and will display the value of the basket of stocks throughout the period. 

 

If you are looking for performance history for your current holdings, it can be found in the Invest tab under “Portfolio.” 

M1 calculates the performance using the weighted-average return of the basket of stocks in the pie. 

 

Dividends and rebalancing 

M1 does not include dividends earned in the performance calculation. The chart only measures the capital gains and expense ratio over the period. 

 

All performance data in the pictures above is for illustrative purposes only. 

 

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