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What Time Does to a PositionNeeds one idea

Every instrument has a clock in it. On some the clock pays you, on some it charges you, and on a few it does both at different points in the same year.

4 min read · 710 words

What this page is. A way of asking, of anything, what happens if the market does nothing at all. It is not a claim that any of these effects is good or bad — the same clock that charges one holder pays the person on the other side. Information and education only.

The question

  • Most analysis asks what happens if the price moves. The other question is what happens if it does not move for a month, and the answers differ more between instruments than the first question does.
  • Five distinct effects go under the loose word "time". They are not variations of one thing: they come from different clauses, they run in different directions, and an instrument can carry more than one.

The five clocks

EffectWhat happens with no market moveWhere it comes from
DecayAn option loses value as expiry approachesLess time for the price to travel
RollA futures position gains or loses at each rollThe shape of the forward curve
Pull to parA bond's price converges on face valueThe redemption clause
ReinvestmentCoupons and dividends land and must go somewherePayments arriving before maturity
Compounding dragA reset product falls behind its multipleResetting exposure after each move

Reading each one

  • Decay is not linear. It accelerates as expiry approaches and it is concentrated near the strike, which is why a position that was patient for two months can lose most of its remaining value in the last two weeks. Volatility is the other half of the same pricing.
  • Roll is the effect people meet without knowing its name. A commodity or volatility position held through several expiries pays or receives the difference between the expiring and the next contract each time. Over a year that can dominate the price move entirely. Futures is the instrument; the shape of the curve decides the sign.
  • Pull to par is the one clock that is contractual and certain. A bond bought at 105 will be worth 100 at maturity, whatever happens in between — see why a bond trades above 100. It is the reason yield to maturity and coupon differ.
  • Reinvestment is the assumption hiding inside every quoted yield. Money that arrives has to be put somewhere, at rates nobody knows yet. It is why a yield to maturity is exact and its realisation is not.
  • Compounding drag applies to anything that resets a ratio on a schedule. It is arithmetic, not a fee, and it is set out in full on why a leveraged ETF loses over time.

Which instruments carry which

  • An option: decay, and nothing else. Time is the whole of what you are paying for.
  • A bond held to maturity: pull to par and reinvestment, in opposite directions. If rates fall the price rises and the coupons reinvest worse; if rates rise the reverse. That partial cancellation has a name — duration matching — and it is the basis of most liability-driven investing.
  • A rolled futures position: roll, and no decay at all. People often describe it as decaying, which conflates two mechanisms with different causes.
  • A share: no clock of its own. This is the honest answer and it is unusual — most instruments on this site have one.
  • A structured note: often three at once. A barrier product with a fixed maturity carries decay on its embedded option, pull to par on its bond component, and a payoff that depends on where the price is on a specific date. The reverse convertible is the clearest example.

The two-minute exercise

  • Set the market move to zero and step forward a month. Whatever changes is the clock, and it is the part that is knowable in advance.
  • Ask who is on the other side of that clock. Decay paid by an option buyer is decay received by the writer. Roll cost paid by a long is roll yield received by somebody else. None of these effects destroys value; they move it, on a schedule.
  • Then ask whether the position needs to be right quickly. An instrument with a clock against it converts "eventually correct" into "wrong", and that conversion is the single most common way a good view loses money.