Contribution to return
How many percentage points of the portfolio's return each holding actually produced.
In the demo portfolio
+50.9% from HLX
How it is computed here
Each day, the holding's weight at the previous close times its return that day, multiplied by what the portfolio was worth by then. The parts add up to the compounded return exactly.
Worked example
- Each holding's contribution to the total return: its return while held × its weight at the time.
- HLX contributed +50.9% of the portfolio's return; KYP +16.7%, ARB +13.2%, VRD -1.7%.
Demo portfolio: four invented companies, generated prices, measured by the real engine. Past returns do not predict future ones.
Where it misleads
The holding that rose most is rarely the one that contributed most — position size decides that. A tripling in something worth 2% of the portfolio pays less than a 12% rise in half of it.