# Unrealized Gain performance

**URL:** <https://community.sharesight.com/t/unrealized-gain-performance/1043>\
**Category:** New feature ideas\
**Created:** [7 August 2022 13:12 UTC](https://community.sharesight.com/t/unrealized-gain-performance/1043 "2022-08-07T13:12:03Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Pde](https://avatars.discourse-cdn.com/v4/letter/p/dbc845/32.png) [@Pde](https://community.sharesight.com/u/Pde)\
**Post date:** [7 August 2022 13:12 UTC](https://community.sharesight.com/t/unrealized-gain-performance/1043/1 "2022-08-07T13:12:03Z")

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Please,  
can you show also the total % unrealized gain performance (total, not p.a.) . May be as an option in the performance report if it’s against your policy.  
Just please understand I HAVE to have access to that information about my investment. It’s…absurd. I’m sorry but really how can i not have the information regarding my total % gain on a holding?

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**Author:** ![Jack\_Sharesight](https://avatars.discourse-cdn.com/v4/letter/j/46a35a/32.png) [@Jack\_Sharesight](https://community.sharesight.com/u/Jack_Sharesight)\
**Post date:** [23 August 2022 06:07 UTC](https://community.sharesight.com/t/unrealized-gain-performance/1043/2 "2022-08-23T06:07:00Z")

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At this stage, we will annualise figures based on the parameters below:

> **[Performance calculation methodology | Sharesight Help](https://help.sharesight.com/au/performance_calculation_method/)**
>
> Sharesight calculates percentage returns using a dollar-weighted (aka 'money-weighted') return methodology, taking into account the size & timing of cash flows.

For our team, it would be good to understand why you’re needing to show an absolute return over annualised?

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**Author:** ![Pde](https://avatars.discourse-cdn.com/v4/letter/p/dbc845/32.png) [@Pde](https://community.sharesight.com/u/Pde)\
**Post date:** [3 September 2022 17:41 UTC](https://community.sharesight.com/t/unrealized-gain-performance/1043/3 "2022-09-03T17:41:50Z")

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**First** : You are right and I’m sorry.

After reviewing my own request with colleagues and friends I have to admit there is no need for it to be shown. Since you show gain absolute value, adding the % it’s not a big deal but still you may not agree.

**BUT in order for the pa return to unlock it’s full potential it would be useful to show the related AYI.**

This because to assess if a security is performing better than another, I need to know from how much time I have those investment. In fact, a 15% pa return company A with a AYI=1.4 should be considered much different from a 15% pa return company B with AYI=10. This last one may be considered more reliable as an asset.  
The same at a portfolio level and between investors: if I deliver 10%pa with my whole portfolio over 8 years I should be considered differently from a 2 year AYI portfolio with same performance.

In certain circumstances it’s crucial to have it shown. What do you think? Which investor would you hire between the two?

**Second:**  
If possible, the total invested capital is also something missing. It would be great to know how much money I have invested in total…that would be total portfolio value - gains - cash.  
This at both portfolio and single asset level.

**Third:**  
Please, make the graph performance index readable letting the user zoom in/out right/left. If 1 security is outperforming makes it impossible to read because it pushes all other lines together.

I’d love to hear from you about this! Thanks