# Tag Info

Accepted

### Money-Weighted Returns calculation clarification

The calculation is bringing all the cash flows to present value to equate them. For example, start the year with \$800 deposited, a further deposit of \$150 at the end of Q1, a withdrawal of \$300 at the ...
Accepted

### Calculate Dividends Return from Total & Price returns

Dividends are not really "return" since the price of the index is reduced by the amount of the dividend, but the difference between the total return and the price return as a function of the ...
1 vote

### Money-Weighted Returns calculation clarification

Money-weighted return is essentailly the IRR, which answers the question "at what constant interest rate could I borrow outflows/invest inflows and end up with the same amount at the end of the ...
1 vote
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### How to calculate portfolio performance without tracking each individual transaction

To find the annualised return, given the deposits and valuations, calculate the money-weighted return (mwr) for each span between valuations, then compound them for a time-weighted return. Just ...
1 vote

### How do I compute the annual risk-free return?

Assuming overnight percentage for each day is known, express that as an overnight multiplier (so .1% would be a multiplier of 1.001), then take the product of all those multipliers. To get it back ...
1 vote

### What is the difference between Capitalization Rate and Return on Assets?

You are correct that the general formula is the same, but they are used in different contexts. Cap Rate is a term that's more specific to real estate and generally applies to specific properties, or ...
1 vote

### How to deal with spinoffs when calculating money-weighted rate of return (MWRR) of a stock investment

IRR typically measures cash flows, so I would not do anything with the spinoff except adjust the ending value (last "cash flow") unless you actually sell the shares. So if you get 500 shares ...
1 vote

### How to calculate Quartile (or Decile) returns

What are you trying to calculate? If your point is to find out what return you will get on your portfolio, then multiply the percent of your portfolio that each stock represents by the return. Like, ...

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