Performance Methodology

The Hyper Stocks Performance Record is a historical record of completed research setups. This page explains exactly how each figure on that page is produced.

What counts as a completed setup

A setup enters the public record only once it is closed and finalized, target hit, stopped, expired, or invalidated, and only when the stored record contains an open date, a close date, and enough price information to calculate a result. Setups that are open, active, or pending never appear in the public record in any form: not as a count, a placeholder, a locked row, or a hidden ticker. Records flagged Review Needed are withheld until an administrator has verified them.

Entry and exit

Entry is the average purchase price recorded for the position. Exit is the average sale price recorded when the position was closed. Where the original record stores position totals, unit economics are derived from those totals, because the totals already carry any contract multiplier used at the time. Nothing is re-priced from live market data.

Return percentage

Where the record contains both a dollar result and a cost basis, return is the dollar result divided by the cost basis. Otherwise return is the change from entry to exit divided by the entry, with the sign reversed for short positions. Percentage return is the primary performance measure, because position sizes differed across the history and raw dollars would not compare fairly.

Winners and losses

A setup is a winner when its return is above zero and a loss when it is below zero. Results that are flat are recorded as breakeven and are included in the total count and in the average return, but are not counted as either a winner or a loss.

P/L ratio

P/L ratio is the average winning return divided by the absolute value of the average losing return. A +12% average winner against a −6% average loss gives 2.00 : 1. This is not profit factor, which compares total dollars gained to total dollars lost. If profit factor is added later it will be shown as a separate, separately labelled metric.

Standardized share position sizing

So that years can be compared consistently, every closed share setup is standardized to up to $2,500 per setup, using the largest whole-share quantity that does not exceed that amount.

High Risk / High Reward sizing rule

Some Hyper Stocks setups are explicitly labeled High Risk, High Risk / High Reward, or equivalent in the source record. These are typically approached with a smaller position size because of the added volatility and risk, so the Performance Record models them at 50% of the normal standardized size.

• Normal share setup: up to $2,500
• High Risk / High Reward share setup: up to $1,250

Modeled Shares = FLOOR(Target Position Size ÷ Entry Price). Example: at a $42 entry price, $2,500 ÷ $42 = 59.52, so 59 shares are modeled, committing $2,478. If one share costs more than the target position, the setup is marked as not affordable under the standardized assumption rather than being forced to a single share.

A setup is never inferred to be high risk. Only an explicit label in the historical record counts, never volatility, ticker, percentage return, or any other factor.

Every modeled dollar figure on the record, net P/L, capital deployed, yearly and monthly totals, and the simulator, uses these rules. Percentage returns are unaffected: a +10% setup is +10% at either position size. Original historical trade records and recorded quantities remain unchanged; these sizing rules are used only for normalized performance calculations.

Option contracts

Options are handled separately and are not resized to a fixed dollar amount. Each options setup uses the exact contract quantity recorded in the source data, and its premium paid is the capital at risk. Because options can expire worthless and produce a -100% return on premium paid, options results may show larger percentage gains and losses than share trades and should not be directly compared with stock results. Contracts and shares are always reported on separate scales and in separate charts.

Overlapping setups

Many historical setups overlap in time. The record itself reports each setup independently. The hypothetical simulator, by contrast, walks setups in real chronological order, commits capital on the open date, and returns it on the close date, so overlapping positions compete for the same hypothetical cash. Capital is never counted twice.

Simulations and starting balances

The simulator is a mathematical illustration. A starting balance is only an input: it never changes win rate, historical return percentages, average winner, average loss, P/L ratio, or historical position sizes. Those remain factual and fixed. Only the hypothetical dollar account path changes.

Share position sizing follows the standardized $2,500 / $1,250 rule described above. An advanced mode allows a fixed share or contract quantity to be entered instead. Options continue to use their historical contract quantity. Option quantities are always whole contracts; share quantities are always whole shares.

Affordability

When the hypothetical cash on hand cannot fund a position, the simulator says so and then either scales the position down to the largest affordable whole quantity or skips the setup, depending on the handling selected. The page always states which handling is in effect.

Commissions, fees and slippage

Commissions, exchange fees, slippage, financing costs and taxes are not included in either the historical percentages or the hypothetical simulation. Real-world execution would differ.

Year grouping and cross-year setups

Performance is grouped by close yearthe year the result was realized. A setup opened in December 2025 and closed in January 2026 belongs to 2026. Where a source record specified only month and day and the sequence clearly crosses a calendar boundary, the following year is inferred; such a record is valid and is never treated as a reversed date error.

Legacy and standardized record structures

Records dated 31 December 2026 and earlier use the legacy record structure. Records from 1 January 2027 onward use the standardized structure. Both are normalized into a single customer-facing record while the original imported data is retained unchanged.

Summary rows

Spreadsheet summary rows, totals, month totals, year totals, P/L totals, averages, win-rate cells and similar calculations, are never imported as setups and never counted in any figure. All totals shown are recalculated from individual records.

Validation

Before a completed setup becomes public it is validated for ticker, open date, close date, entry, exit, return calculation, instrument type, direction and position quantity where present. A material conflict marks the record Review Needed and withholds it from public results until reviewed.

Corrections and completeness

The public record includes every eligible completed setup, winners and losses alike. Losing setups are never selectively hidden. Corrections are logged with the original value, the new value, the reason, the administrator and a timestamp. Records are archived rather than deleted wherever possible.

How to read this record

Historical setups are individual research records and should not automatically be interpreted as the performance of a continuously invested portfolio. Hypothetical simulations are mathematical illustrations and do not represent actual subscriber account performance.