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
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.
If you have further questions, please contact us.
All performance data in the pictures above is for illustrative purposes only.