1 / 5

How to calculate Portfolio Performance

How to calculate Portfolio Performance. By – Yogesh Sane. Why Measure Performance?. You can’t manage what you can’t measure. Are your efforts paying off? What can you expect as future returns?. Information Required. Monthly/Quarterly/Annual Holding Statement(s).

pennyjack
Télécharger la présentation

How to calculate Portfolio Performance

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to calculate Portfolio Performance By – Yogesh Sane

  2. Why Measure Performance? • You can’t manage what you can’t measure. • Are your efforts paying off? • What can you expect as future returns?

  3. Information Required • Monthly/Quarterly/Annual Holding Statement(s). • Monthly/Quarterly/Annual Cash Statement for your broker account(s). • Amount and date of all net cashflows. • Portfolio Value on all Cashflow dates (only for Time-Weighted Return). • Transactions are not needed.

  4. Time-Weighted Vs Money-Weighted Returns

  5. Additional Performance Metrics

More Related