Try account and product operations with mock data and instantly see portfolio, account, and product annualized returns.

Portfolio Performance

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Portfolio Overview

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Updated At: --

CAR

XIRR

TWR

As Of Date

XIRR

Product Name

Qty -- | Px --

Annualized

Market Value

Transactions

Date Type Qty Price Amount PnL Actions

No transactions

EV = Market Value, BV = Cost Basis.

To avoid data mismatch, only guests can try account and product edits for annualized return calculations.

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Formula: R = (EV - BV) / BV

Simple Annualized: R_ann = R * (365 / n)

Application: short-term estimates, quick calculations, and cases where compounding precision is not critical.

Formula: R_ann = (EV / BV)^{(365 / n)} - 1

Application: lump-sum investments, fixed-term wealth products, fund NAV growth, and cross-period comparisons.

Formula: 0 = SUM(CF_i / (1 + r)^{((d_i - d_0)/365)})

Application: stock trading, dollar-cost averaging, multiple transactions, private equity, and annuities.

Formula: TWR = (1 + R_1) * ... * (1 + R_n) - 1

Annualized: TWR_ann = (1 + TWR)^{(365/total_days)} - 1

Application: manager performance evaluation, portfolio management, and analyses that remove cash flow impact.