In its most basic form, the objective of tracking performance is to see whether your portfolio is growing. However, portfolio performance should also provide insight into the performance of the ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Use a weighted average to evaluate stock performance if purchased in multiple transactions. Calculate weighted average by multiplying share price by quantity, then divide by total shares. Knowing your ...

To calculate your average trade price, add all purchase prices and divide by the number of trades. Use weighted average trade price calculation if share quantities vary per purchase. Weighted averages ...

A price-weighted average is a simple mathematical average of several stock prices, and is often used to construct a price-weighted index. Perhaps the most well-known stock index in the U.S., the Dow ...

EWMA is a tool for forecasting data in time series analysis. It is often utilized in control charts, along with control limits. You’ll want to use other tools for observing larger shifts in process ...