5

TWR(TTWROR) of individual positions

  • Open

A
Anonymous

As if now time weighted return is only displayed for the whole portfolio.

Within the individual positions we only see total return.

Nominal total return can be misleading as it ignores inflows and outflows.

Therefore TWR is needed to know how a position is performing, and also to compare its performance with other positions.

Calculating TWR by ourselves is very complex and requires an excel sheet, which makes having this data calculated by the app very valuable.


A

Activity Newest / Oldest

A

Add the percentage of total return


Avatar

Christian