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## Announcement: Performance Measurement Boot Camp (October 17-21, 2016)

Almost ten years ago, 25 investment professionals gathered in New Brunswick, NJ for an intensive week of performance measurement training at the first ever Performance Measurement Boot Camp. And while demand for this class has never gone away, we just didn’t...

## Fast Calculation of Internal Rate of Return (in Multiple Choice Situations…), Part II

In my last post, I covered a “fast” way to solve multiple choice internal rate of return exercises.  In today’s post, I look at a second quick method.Recall the details from the last post:Account market value on 3/31 is \$56.3 millionAccount...

## Fast Calculation of Internal Rate of Return (in Multiple Choice Situations…), Part I

I have covered the steps to calculating internal rate of return in a few different posts on the blog, including here, here and here.  I have also covered the steps to use the cash flow worksheets of the TI BA II Plus and the HP 12 C.  You may have read the...

## Performance with Leverage: Part II

Yesterday, I covered return calculation for a portfolio with leverage.  To review, the background information is:The investor wants to acquire a 500 million euro property but only has 400 million in cashThe investor borrows 100 million euro in order to acquire...

## Performance with Leverage, Part I

Leverage can be a confusing topic, so I figured it is worth covering in a few blog posts.  In this first post, we’ll deal with return calculations for portfolios that employ leverage.Leverage is the use of borrowing, typically with an intent to amplify...

## Common Themes: “Dietz-Style Equations”

For today’s post, I’d like to review some of the “Dietz-style” formulae we use to calculate true time-weighted return and estimated time-weighted return.  I’ve never actually seen the formulae presented this way, but hopefully doing...

# The Journal of Performance Measurement

The Performance Measurement Resource.