Portfolio Performance report
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Posted by Jeff Mounce on October 28, 1999 at 20:55:46:
Hello,
I'm using the beta 4.2.207 version and I can't figure out the Total Portfolio %Gain-I number.
The %Gain-I for each investment is right on the money but the combined number at the bottom
of the report is screwy by my calculations (total portfolio: end value + distributeddistributions
+ redemptions - purchases/purchases). Any ideas why this number doesn't reflect total portfolio
gain. Does it have anything to do with the fact that cash has been put into the account and purchases
have been made throughout the history of the acct? In a possibly related question, why in the portfolio/investments overlay graph is the value of my
portfolio positive when I the actual value of the portfolio is negative with respect to the starting
balance? Does this have something to do with the "weighted average of the performance of each
investment"? Thanks to anyone who might be able to cast light on this stuff.
Jeff
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