Portfolio Returns Tracker
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
Returns
3
4
5
Money-weighted (IRR)
Growth of £10,000
6
7
Investor return as of
8
Since*Sep 13#NUM!
9
* Annual compound return
10
11
12
Time-weighted
13
14
Portfolio return as of
15
1 month-100.0%
16
3 months-100.0%
17
6 months-100.0%
18
YTD-100.0%
19
1 year-100.0%
20
3 years*-100.0%
21
5 years*-100.0%
22
10 years*
23
* Annual compound return
24
25
26
Unit Return
27
28
Portfolio return as of
29
1 month-100.0%
30
3 months-100.0%
31
6 months-100.0%
Cost of portfolio
0.21%
32
YTD-100.0%
33
1 year-100.0%
34
3 years*-100.0%
35
5 years*-100.0%
Portfolio Return (IRR)
-100.0%
36
10 years*
Benchmark Return
5.8%
37
* Annual compound return
[BENCHMARK NAME]
38
39
Annual Time-weighted
Information Ratio
-0.08
40
Rsqr0.30
41
20141.3%
42
20155.3%
43
20166.7%
44
201715.2%
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
Main menu