• Australian (ASX) Stock Market Forum

Hello and welcome to Aussie Stock Forums!

To gain full access you must register. Registration is free and takes only a few seconds to complete.

Already a member? Log in here.

Help with TWR calculation

Discussion in 'Trading/Investing Resources' started by jjdasf, Nov 2, 2019.

sentifi.com

Aussie Stock Forum Sentifi Top themes and market attention on:

  1. jjdasf

    jjdasf

    Posts:
    1
    Likes Received:
    0
    Joined:
    Nov 2, 2019
    Hi,

    I've got a table with one of my portfolio's in it. It's a simple one with just 3 ETF's in it.

    I'd like to track the TWR for each ETF, per year and an aggregate of all, per year, and an aggregate of all of all time.

    I've got this setup, unsure if correctly. The individual TWR for each stock look like they might be ok? But the overall ones seem way off.

    If anyone can take a look and tell me where I'm going wrong it'd be much appreciated. I've made a simple version of it here:



    Cheers
     
Loading...

Share This Page