Holding age and profit and loss

How do the earnings profiles of long-held positions differ from recent purchases?

Portfolio (example holdings) PRT-030 Scatter Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

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0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Highest item: Held multiple years
6.66 %
Lowest item: Held one year
-9 %
Average
-0.88 %
Number of items
4 items

Holding-period profit and loss scatter

Unrealized return (%) (Scatter)

Lot market value

Lot holding period (days) (Bar)

Data sources

Unrealized return (%) and Lot holding period (days) (Table)

Sample data rows

Lot holding period (days)Unrealized return (%)Lot holding period (days)Data date (sample)
New positions -5.01 30 2026-10-16
Held one quarter 3.84 99 2026-10-16
Held one year -9 31 2026-10-16
Held multiple years 6.66 10 2026-10-16