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.
Corporis debitis corrupti a cumque unde sequi. Repellat quaerat adipisci ullam praesentium deleniti et et. Delectus cum consectetur enim itaque fugiat.
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...