As the year end approaches, I'd like to draw up a succinct record of portfolio performance (say on a quarterly basis) to use going forward, starting with the calendar year about to finish.

My question is how do others compute their returns, specifically addressing for any withdrawals or cash injections during the period? A quick google search suggests there are different methods for calculating returns over a period anyhow, so I thought I'd ask the community whether there's a standard / best approach for equity securities?

Thanks in advance.

Unlock the rest of this article with a 14 day trial

Already have an account?
Login here