Real estate, art & collectibles
| Type | Tags | Net Asset Value - The current accounting value of the investment. Use estimated NAV for a more realistic value. | Money-Weighted Return (MWR), shown as IRR – Annualized return that makes the NPV of all cash flows (calls, distributions, fees) equal to zero. Uses robust numerical methods (Newton-Raphson with bisection fallback). For under 1 year, shows the period return. | Real Internal Rate of 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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