Home
Get Started Guide
Investment Insights & Articles
Sign In
Portfolio Return Calculator
Calculate portfolio returns using various methods and adjust for inflation to find real returns.
Step 1: Select Return Method
Return Method:
Time-Weighted Rate of Return (TWR)
Money-Weighted Rate of Return (MWR)
Modified Dietz Method
Simple Dietz Method
Internal Rate of Return (IRR)
Holding Period Return (HPR)
Annualized Return
Geometric Mean Return
Arithmetic Mean Return
Step 2: Input Data
Data (comma-separated values):
Step 3: Inflation Data
Average Inflation Rate (%):
Monthly Inflation Rates (%) (optional, comma-separated):
Calculate
Clear
Back to Home