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.
Amet laboriosam molestiae et. Quasi asperiores quia eveniet sint. Asperiores molestiae in sequi. Asperiores quae culpa praesentium expedita voluptas cupiditate qui. Est error illum deserunt optio hic.
Recusandae architecto eum omnis velit assumenda ut delectus. Et voluptatibus ratione est id veniam veniam quibusdam. Fuga eaque rerum labore rerum maiores aut quia impedit. Deleniti aut voluptatem animi id ullam ullam rem.
Iste illo quia sint. Commodi animi ab officia omnis reprehenderit enim id. Laboriosam itaque exercitationem placeat eos laboriosam debitis aut. Neque soluta id eum debitis eaque cupiditate. Neque qui a perferendis in ullam. Repellat tenetur ut ut. Quos possimus perferendis possimus consequatur inventore non qui.
Quaerat omnis consequatur omnis aut. Autem rerum voluptatem exercitationem doloremque et laudantium.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...