In finance, yield is typically a measure of the amount of cash that a security produces for its owner. However, the term is often used to refer to different mathematical formulas in different situations. According to Investopedia, yield is: The … [Read more...]
What’s the difference between Time Weighted Return and Internal Rate of Return?
PortfolioCenter provides two main performance calculations: Internal Rate of Return (IRR) and Time-Weighted Rate of Return (TWR). What's the difference? IRR measures the overall growth of the portfolio. If your goal is to reach a $1 million by … [Read more...]
Why is there a positive Dollar Gain and a negative Time Weighted Return? Or vice versa?
How can there be a positive Dollar Gain (DG) and a negative Time Weighted Return (TWR)? Or vice versa? These "strange but true" returns occur more frequently than you might expect. First, remember that TWR measures the growth of the average … [Read more...]
PortfolioCenter Position Performance Summary appears to duplicate cash flows
Why does the Position Performance Summary in PortfolioCenter appear to duplicate additions and withdrawals? The short answer is the report does not duplicate cash flows; it includes internal movements of cash. Suppose Mr. HappyClient opens a … [Read more...]
PortfolioCenter Reports Gain/loss Mismatch
Why is the gain/loss on my PortfolioCenter performance reports different than the gain/loss on the PortfolioCenter tax reports? Comparing the gain/loss on performance reports to the gain/loss on realized gain/loss reports is comparing apples and … [Read more...]
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