Displaying TWR and ROI on the executive summary

[paulk]

Hi Mark

Is there any way to display both the dollar weighted (IRR) return as well as the TWR on the Executive Summary report?

[Mark]

Hi paulk,

Sorry, no. The "Portfolio Performance" section always uses ROI, and the "Index Performance" section always uses TWR. This isn't adjustable in the Executive Summary report. You can of course get this information in other reports, like the Custom report, but not in the Executive Summary report.