性能Calcuation
嗨,绅士,
希望每个人都很好。我需要对性能计算的一些帮助,这将不胜感激。我有一个试图计算其投资组合绩效返回并将其比较的客户benchmark索引和流量如下:
26/03/2013 +$612,231
03/03/2016 +$ 49,435
28/02/2017 +$ 47,187
03/03/2020 +$58,984
因此,只有钱投入,什么也没拿出。15/07/2020的价值为$ 795,542。
基准指数值如下:
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.
感谢您的帮助。
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