DAY2research preview · not advice

THE ODDS

the arithmetic a copy-trading feed leaves undone

pure arithmetic · no data source · reproducible with a calculator

A feed can show you “+7.46%” in green on a trade that added seven hundredths of one percent to the portfolio. Nothing false is stated: the leverage, the size and the prices are all on screen. The multiplication is simply left undone. This page is that multiplication — and the question it forces: what win rate would you actually need?

your trade
what that actually means
shown on the card
+7.46%
position return, gross of fees
added to your portfolio
+0.0476%
after size and fees — the honest number
liquidation at
3.20%
adverse price move that wipes the position
one loss costs
21.0 wins
wins needed to erase a single loss
win rate you need just to break even
95.45%
you entered 99.35% — a cushion of +3.90 percentage points
expectancy per trade
+0.0408%
over 460 trades, compounding to +20.6% · fees eat 36% of the gross win
your stop sits beyond the liquidation distance — it never fires. Every loss is the whole position.

THE SCOREBOARD

three stats decide whether a record is good. these are usually not the three shown.

usually shownwhy it misleadsshow this instead
Win rateA shape statistic, not a quality one. 99% with rare total losses can be worse than 45% with capped ones — the calculator above turns any win rate into its breakeven.Expectancy per trade
Cumulative P&LWithout a period it is unfalsifiable — “+114.59%” is consistent with a month or a decade. Without a basis it may be position-level, not portfolio-level.Return with its period and basis stated
Best trades / streaksSelects survivors. Leaderboards rank the accounts that have not blown up yet; the ones that did are not in the feed.Max drawdown and time underwater

THE TWO CLOCKS

The same market runs on two clocks. On the one-hour clock at 27×, a 3.2% move against you ends the position. On the twenty-five-year clock at 1×, drawdowns of that size are noise — and the returns measured in our own lake were these:

BH.BK · 25y · 1×
345×
−65% max drawdown, 7.0y underwater
BDMS.BK · 25y · 1×
305×
positive in every 5-year block
NVDA · 15y · 1×
925×
−66% max drawdown, 4.6y underwater
27× · 1-hour holds
3.2%
adverse move that ends it

Every one of those long-clock winners passed through drawdowns a leveraged account could not survive once. That is the trade-off, stated plainly: leverage does not speed compounding up, it removes your permission to be wrong. the measurements → RESEARCH

pure arithmetic · app/src/lib/leverage-math.ts, 16 unit tests · long-clock returns measured in docs/research/hindsight.md · the observed feed card in docs/research/invo-case-study.md · research, not advice