Quarterly vs. annual return.
[ Message Board ]
[ Archives ]
[ Search ]
Posted by Harry Teder
on December 31, 2006 at 18:41:43:
To find the quarterly return on my portfolio, I’m using Custom Report, %Gain (end), and changing the Period: Start – End settings as 1-1-06 and 3-31-06, 4-1-06 and 6-30-06,etc. However, when I set the Period for the whole year, the reported %Gain differs substantially from the sum of the quarterly Gains (13.25 for year, 26.85 for sum). Is that to be expected? Thank you & Happy New Year.
Replies:
|