Return Metrics

Returns

A Word of Caution
You only truly know the return from an Investment after you sell it.  Until then, any measure of return is based on a current Valuation, which may be diffi...
Sun, 16 May, 2021 at 1:36 PM
Historical Performance
Historical Performance means how your wealth has evolved over time.  On your Home page the most recent number is displayed in digits but on the graph, you ...
Tue, 4 May, 2021 at 11:10 AM
Total Net Worth
Total Net Worth is the sum of all your Investments, Cash and Loans.
Thu, 18 Mar, 2021 at 7:34 AM
MWR
MWR (money-weighted return) which is also called IRR (internal rate of return) is a compound growth rate. That's it. If your MWR is 15%, then that mea...
Tue, 4 May, 2021 at 11:10 AM
TWR
TWR (time-weighted return) is a very useful metric for liquid Investments, but probably less so for other types of assets.  In a nutshell, TWR shows how an...
Sun, 16 May, 2021 at 1:40 PM
Unrealized Gain
Unrealized Gain is the cash value of the unrealized profits from an Investment, given its Current Value. It is unrealized as you still hold the Investment (...
Sun, 16 May, 2021 at 1:35 PM
Realized Gain
Realized Gain is the cash value of the gain (or loss) from an Investment, already materialized (through a sale).  We do not display it as It is simply the...
Sun, 16 May, 2021 at 1:12 PM
Total Gain
Total Gain. Along with MWR, this is what we think you really want to be able to see clearly. Have you made any money from your Investment? Total Gain is th...
Sun, 16 May, 2021 at 9:24 AM
30 Day Growth
30 Day Growth is the change in value of your Total Net Worth during the last month.  Please note that if you don't update your valuations and balances...
Thu, 18 Mar, 2021 at 7:40 AM