Cumulative Performance Statistics

This report shows the cumulative return percentage based on your selected performance measure (TWR or MWR) over time.

Field Description
Performance Measure

Shows one of the following:

  • Cumulative Time-Weighted Return (TWR) for each day, month or quarter, depending on your selected time period.
  • Money-Weighted Return (MWR) for the entire period of the report.
Key Statistics