by TSG | Mar 13, 2019 | annualized returns, money-weighted return, Performance Perspectives Newsletter
VOLUME 3 – ISSUE 9 May 2006 Download PDF...
by David Spaulding | Feb 7, 2019 | annualization, annualized returns, cumulative returns, Investment Performance Guy
When it comes to the annualization of returns, most folks think that the rules are pretty straightforward and agreed by all. However, that truly is not the case. And, it is most notable when we’re dealing with a “point-to-point” cumulative return...
by TSG | Mar 14, 2018 | annualized returns, money-weighted return, Performance Perspectives Newsletter
VOLUME 4 – ISSUE 1 September 2006 Download PDF...
by TSG | Mar 13, 2018 | annualized returns, Performance Perspectives Newsletter
VOLUME 3 – ISSUE 10 June 2006 Download PDF...
by David Spaulding | Jun 3, 2017 | performance charts, annualization, annualized returns, Investment Performance Guy, performance measurement
This post is about performance charts; it just so happens that I’m using one that just appeared on Twitter by Charles Schwab. As the saying goes, “credit where credit is due,” so I’m obligated to acknowledge my source. But, I’m not really...
by TSG | Dec 16, 2013 | annualization, annualized returns, GIPS, Performance Perspectives Newsletter
VOLUME 11 – ISSUE 4 December 2013 Download PDF...