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MasterMath

Add and Subtract Percentages

Apply up to three percentage changes one after another and see the real total, which is never the sum of the percentages.

Final value

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Final value—
Real change—
Sum of the percentages—
Absolute difference—
What chaining costs you—

How this was worked out

    The rule

    final = value × (1 + p₁) × (1 + p₂) × (1 + p₃)

    Why it works

    Each percentage applies to the result of the previous one, not to the original. That is why they multiply rather than add, and why the order in which they are quoted never matches the arithmetic.

    How to do it by hand

    1. Turn each percentage into a factor: +10 % gives 1.1, −10 % gives 0.9
    2. Multiply the starting value by the first factor
    3. Multiply that result by the next, and so on
    4. The real change is the final value against the first

    What is worth knowing

    The classic demonstration is +10 % then −10 %, which does not return you to the start but leaves you at 99: down 1 %. The loss is always in the same direction, whatever the order, and it grows with the size of the swings — +50 % then −50 % leaves you at 75. This is why volatility hurts investment returns even when the average change is zero, and it is the reason compound annual growth rate exists as a separate concept from the average of the yearly returns.

    Frequently asked questions

    Why doesn't +10 % then −10 % cancel out?

    Because the second percentage applies to a larger number than the first did. You end at 99, down 1 %.

    Does the order of the changes matter?

    No. Multiplication is commutative, so the final value is the same however you arrange them.

    Why is the real change always less than the sum?

    For mixed signs, yes. For changes in the same direction it is more: +10 % twice is +21 %, not +20 %.

    What has this to do with investing?

    It is why volatility drags returns down. A portfolio that swings up and down by equal percentages loses ground even though the average change is zero.