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Re: Time Weighted Returns

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Posted by Mark on June 16, 2000 at 16:12:41:

In Reply to: Time Weighted Returns posted by Mark Turner on June 16, 2000 at 15:03:01:

: Mark: I have searched the help index for "time weighted returns" and found no reference. Is there a way to get the TWR for a portfolio, and if not are you considering it for a future release. I feel TWRs provide a more complete picture especially when comparing different investments/portfolios.

: By the way FM is an excellent program, easy and enjoyable to use.

Hi Mark,
All of the yield figures are time weighted returns. See the "ROI Yield"
and "Fund Performance Yield" reports. Also, you can read the "Yield
Calculations" help topic in the online help for more details on yields,
including examples and the equations that are used.


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