Questions tagged [metric]

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votes
2answers
31 views

Relevancy of IRR versus CAGR as a Decision Making Tool

Why is IRR an important metric for comparing investments if CAGR can be determined? I understand CAGR to mean the constant rate of compounded growth over a given number of years. That is, the slope ...
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votes
1answer
38 views

Calculation of YTD return in case of portfolio rebalance

I want to calculate a couple of metrics for portfolio. However, only examples I can find over the internet do not cover portfolio rebalances. Suppose the following scenario: Jan 1st, buy portfolio ...
5
votes
2answers
751 views

What mutual fund metric describes this?

What metric describes a mutual fund that consistently performs a little better than the average of its peers (or its index) when the market is rising but falls much faster than its peers or its index ...
0
votes
1answer
6k views

What does a high theta mean for an option position?

I have a Call Spread for a position in TSLA that has a theta of 15.67 with 43 days left till expiration. I can see that it's comprised of a 64.71 and a -49.04 theta. How can I best understand what it ...
2
votes
2answers
101 views

operating income

I'm looking at an income statement and confused at how to interpret its figures. I understand what gross profit, operating profit, and net profit are. The statement I'm looking at says that the ...
2
votes
1answer
449 views

What is the difference between fixed-income duration and equity duration?

I noticed this question, How to determine duration of a common stock whose dividends grow in perpetuity? I am familiar with the concept of duration for bonds, but not for common stock (actually, it is ...
10
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7answers
547 views

What single metric is the ultimate measure of personal wealth? [closed]

More specifically, what is the single metric you would use to monitor personal wealth?