Reply To: Portfolio Builder – Old

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Reply To: Portfolio Builder – Old2017-09-30T15:55:18+00:00
Alexander Horn
Keymaster
Post count: 389

Hi Richard,

compared to other conundrum from you, this is a fairly easy one :-)

The Total in the monthly return table shows the simple sum of the monthly returns, not the compounded, e.g. re-invested performance. If you compound the returns you get a total of 47.1% for the year, the delta to the 45.7% shown in the other table is due to the weekly cut of the underlying data, e.g. performance is from Dec 27 till Sept 11, while the other value is from Dec 30 till Sept 15.

I think it´s best to stick to this visualization, if not the total will not add up, but will add a note. Any other thought?

Below the data for you to be able to reconcile.