Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

Return on investment is a metric that measures the amount of profitability earned on a particular investment by comparing its costs to its returns. The purpose of any business is to earn a profit, ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Expected return and standard deviation can help you analyze investment portfolios. Learn their differences, uses, and ...

Long-Term SIP Calculation: In this changing environment, along with earning money, saving money and investing in the right ...

Calculating return on investment (ROI) on a rental property is essential for understanding its profitability and making informed decisions as an investor. ROI measures how much profit you’re ...

When it comes to determining a good return on investment, there’s no easy answer. It's different for everyone, and it depends on several factors, including your risk tolerance and your overall ...

Learn how to calculate the CAGR in Excel with a simple formula. Analyze investment growth using the beginning and ending values, along with the investment period.