Performance Calcuation
Hi gents,
Hope everyone is well. I require some assistance with regard to a performance calculation that would be greatly appreciated. I have a client who is trying to calculate their portfolio performance return and compare it to the benchmark index and the flows are as follows:
26/03/2013 +$612,231 03/03/2016 +$49,435 28/02/2017 +$47,187 03/03/2020 +$58,984
So only money put in, nothing taken out. The value at 15/07/2020 is $795,542.
The benchmark index value is as follows:
26/03/2013 42584 15/07/2020 45672
The client wants to calculate the performance of his investment vs that of the benchmark index from 26/03/2013 to 15/07/2020 but I find it very confusing with how far apart the initial investment is and the additions. I understand it would be the Money Weighted return used to do the comparison but I am struggling to grasp the calculation.
Thank you for the help.
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