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PnL and ROI

PnL (profit and loss) and ROI are the two metrics used to judge trading results: the first shows the outcome in money, the second as a percentage of the capital committed.

Realised and unrealised PnL

Realised PnLUnrealised PnL
When it ariseswhen a position is closedwhile a position is open
What it reflectsthe actual outcome of the tradethe current result on an open position
How it behavesfixed and no longer changesmoves with the market price
What it accounts forthe difference between entry and exit prices, opening and closing commissions, fundingthe current price difference

Unrealised PnL is included in the account balance, which means it affects the daily and maximum drawdown at the moment it arises rather than when the position is closed. This is covered on the Challenge & Trading Rules page.

ROI

ROI measures the return relative to the capital committed to a position.

ROI = (final value − initial investment) ÷ initial investment × 100%

  • Initial investment — the capital allocated to opening the position, that is, the collateral.
  • Final value — includes both realised and unrealised results.
Worked example

Collateral of $1,000 at x5 leverage gives a position notional of $5,000. A long on ETH is opened at $2,000.

The price reaches $2,200, a rise of 10%. On a $5,000 notional that is a profit of $500.

ROI = $500 ÷ $1,000 × 100% = 50%.

The calculation excludes commissions, spread and funding — on a real trade they reduce the result.

How fees affect the result

CostWhen it arisesWhat it affects
Opening and closing commissionon entering and exiting a positiondirectly reduces the realised PnL of every trade
Fundingevery 8 hours while a position is opencharged from the margin and reduces the final result
Spreadat the moment a position openscreates an immediate unrealised loss, since entry happens at a price worse than the mid
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