Cash, stocks, metals & commodities
| Type | Tags | Net Asset Value - The current accounting value of the investment. Use estimated NAV for a more realistic value. | Time-Weighted Return (TWR) – Measures portfolio performance by eliminating the impact of cash flows. Calculates returns for each sub-period between cash flows and compounds them, making it ideal for comparing investment managers. | Real Time-Weighted Return - Adjusted for inflation in your country. | Index performance normalized to 100, weighted by the amount invested in each transaction. This provides a more accurate comparison of how the investment performed relative to the index. | Shows the difference between your IRR and the index, and the theoretical cash you would have if you matched the index. BETA assumes all value where invested at first investment date, needs to support multiple investement tranches | ||||||||||||||||||||||||
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