Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
So I want calculate the percentage gain in my portfolio from March 2020 till today, and I think I must be doing something wrong due to the answer I am getting. The formula I am using is as follows:
% increase = Increase ÷ Original Number × 100
So end of March 2020 my return at that time was -717, and my current gain sits at 34,066.
So my INCREASE would be 34783 divided by -717 = 48.51 x 100 = 4851%
I seriously must be missing something here......

Your percent gain is the amount of return divided by the starting value. So, your return since March is
(-717) / 34783 = -0.0206 = -2.06%

Or, calculate it by dividing the new value by the old--
34066 / 34783 = 0.9794, that is, you now have 97.94% of what you used to have, which means you lost 2.06%
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.