How does M1 calculate return calculation?


Investment performance 

Investment performance is the growth rate of your investments from the initial purchase to the current value.  

For return, M1 calculates the performance of your investment portfolio using a money-weighted method. Money-weighted return considers all cash flow in and out of a portfolio.  

Money-weighted return is most useful in measuring the actual performance of your individual portfolio.  

It most accurately tracks your actual gains and losses because it considers your: 

  • Buys  
  • Sells 
  • Dividends 

If you have further questions, please contact us.

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