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Portfolio Performance Calculator
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Version
1.0
Professional portfolio investment returns measurement software. Track your own investment portfolio returns and the risk associated with your brokers and mutual fund accounts. Portfolio Performance Calculator is an MS Excel based program that calculates cash flow adjusted, dollar weighted, and time (monthly) weighted returns for your investment portfolios using the method approved by the Association of Investment Management and Research. The program enables you to track and measure the investment performances of your stock, bond, mutual fund, and 401(k) accounts over several time periods and calculate risk measures for your portfolios, such as Beta, Alpha, Sharpe’s Ratio, R-Squared, and Standard Deviation.
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