Advanced Investing Benjamin Felix Calculating and Understanding your Portfolio Returns PWL Capital 2019-03-13T10:11:30 March 13, 2019 Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.
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