Small definitions.
A clearer picture.
Understand the terms behind your returns. Each definition comes with a visual example you can explore.
- TWR
Time-weighted return
See how an investment performed, with the effect of deposits and withdrawals removed.
- MWR
Money-weighted return
Understand how the amount and timing of your cash flows shape your return.
- Price + income
Total return
Put price changes and dividends together, with or without reinvestment.