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.