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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).

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How to calculate Portfolio Performance

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  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

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