# Questions tagged [rate-of-return]

For questions relating to various measures of the rate of return on an investment, e.g. Internal Rate of Return, Financial Management Rate of Return, etc. Note that questions about these terms that don't apply to personal finance or actual problems you face, e.g. homework questions, are probably off-topic.

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### How is the annual ROI calculated in Peer-to-Peer Investing?

I am currently looking through the data file that is provided for export by the lending club, and I am a little confused on how you would go about calculating the ROI for an investment. Just as an ...
128 views

### Investing in DHA property in Queensland

I was interested in investing in DHA (Defence Housing Australia) properties in Queensland. Does anyone who may have any DHA investment properties within Queensland know how these properties have ...
182 views

### How to calculate ROI on my stock portfolio, from transactions logs?

I have a spreadsheet that contains all my current stock positions in one sheet (with how much I invested and the unrealized gain for each current position) and another sheet with my past positions (...
146 views

### How to handle annualizing returns over short time interval leading to huge annualized return?

When calculating the annual return of an investment (as (1 + return in %)^(365/days)-1) over a very short time period - say 2 days - my annual return explodes due to the exponential term, which I ...
189 views

### Calculating the Nominal Rate of Return of a dividend paying stock

How is the nominal rate of return for a dividend paying stock calculated. I understand that nominal return is calculated using the formula: (Current Market Value - Original Purchase Price) / Original ...
22 views

### TWR and final withdrawal

When calculating TWR for an investment, what is the best way for calculating the return of a period that ends with the withdrawal of the funds? When there is a withdrawal of the funds, the last period ...
34 views

### Comparing ROI taxed at ordinary income vs cap gains?

How can I demonstrate the performance of an investment that's taxed as ordinary income to one that's taxed at cap gains rates? I run a small real estate investment fund, focused on flipping properties,...
50 views

### Calculating return - mix of ROI and TWR

I've got a portfolio with a mix of buy and total sell and some with a mix of buy and partial sell. For the buy and total sell, a simple ROI calculation will work BUT given there are also a mix of buy ...
66 views

### Options trade - statistically expected return calculation?

I also asked this question here, for it to get more visibility. I am calculating expected return for composite option strategies based on event probabilities provided by the broker. For example, ...