New answers tagged

1 vote
Accepted

How can I calculate the time weghted return?

For time-weighted return, you need the value at the time of each cashflow (purchase/sale). You can start with the value either before or after the cashflow, since you can add or subtract the cashflow ...
D Stanley's user avatar
  • 133k
3 votes

Why can't I upload a portfolio to Yahoo Finance?

I got an answer to this over on Web Applications. The problem was the date format. It used to work to submit that as "yyyy mm dd". But sometime in early 2023, the requirement changed and it ...
NewSites's user avatar
  • 210
0 votes

Portfolio performance metrics in presence of cashflow

so the end goal is to have a metric directly comparable to the market indexes. There are two common ways to measure performance, and differ on what you're trying to actually measure. If you just want ...
D Stanley's user avatar
  • 133k
0 votes

Portfolio performance metrics in presence of cashflow

Upon reading up a bit more, the closest answer would be Modified Dietz method, which is defined as "a measure of (...) performance of an investment portfolio in the presence of external flows.&...
Angstrom's user avatar
  • 101
0 votes

Portfolio performance metrics in presence of cashflow

The simplified solution does give your effective rate of cumulative return for the period. It doesn't give rate of return for the portfolio, which is what rate the money actually in it grew at. The ...
keshlam's user avatar
  • 44.9k

Top 50 recent answers are included