Modified Dietz method

The modified Dietz method is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. ^[1]

8 relations: Accounting rate of return, Capital account, Capital budgeting, Internal rate of return, Portfolio (finance), Rate of return, Simple Dietz method, Time-weighted return.

Accounting rate of return

Accounting rate of return, also known as the Average rate of return, or ARR is a financial ratio used in capital budgeting.

New!!: Modified Dietz method and Accounting rate of return · See more »

In macroeconomics and international finance, the capital account (also known as the financial account) is one of two primary components of the balance of payments, the other being the current account.

New!!: Modified Dietz method and Capital account · See more »

Capital budgeting

Capital budgeting, and investment appraisal, is the planning process used to determine whether an organization's long term investments such as new machinery, replacement of machinery, new plants, new products, and research development projects are worth the funding of cash through the firm's capitalization structure (debt, equity or retained earnings).

New!!: Modified Dietz method and Capital budgeting · See more »

Internal rate of return

The internal rate of return (IRR) is a method of calculating rate of return.

New!!: Modified Dietz method and Internal rate of return · See more »

Portfolio (finance)

In finance, a portfolio is a collection of investments held by an investment company, hedge fund, financial institution or individual.

New!!: Modified Dietz method and Portfolio (finance) · See more »

Rate of return

In finance, return is a profit on an investment.

New!!: Modified Dietz method and Rate of return · See more »

Simple Dietz method

The simple Dietz method is a means of measuring historical investment portfolio performance, compensating for external flows into/out of the portfolio during the period.

New!!: Modified Dietz method and Simple Dietz method · See more »

Time-weighted return

The time-weighted return (TWR) is a method of calculating investment return.

New!!: Modified Dietz method and Time-weighted return · See more »

Redirects here:

Modified Dietz Method.

References

[1] https://en.wikipedia.org/wiki/Modified_Dietz_method

Unionpedia is a concept map or semantic network organized like an encyclopedia – dictionary. It gives a brief definition of each concept and its relationships.

This is a giant online mental map that serves as a basis for concept diagrams. It's free to use and each article or document can be downloaded. It's a tool, resource or reference for study, research, education, learning or teaching, that can be used by teachers, educators, pupils or students; for the academic world: for school, primary, secondary, high school, middle, technical degree, college, university, undergraduate, master's or doctoral degrees; for papers, reports, projects, ideas, documentation, surveys, summaries, or thesis. Here is the definition, explanation, description, or the meaning of each significant on which you need information, and a list of their associated concepts as a glossary. Available in English, Spanish, Portuguese, Japanese, Chinese, French, German, Italian, Polish, Dutch, Russian, Arabic, Hindi, Swedish, Ukrainian, Hungarian, Catalan, Czech, Hebrew, Danish, Finnish, Indonesian, Norwegian, Romanian, Turkish, Vietnamese, Korean, Thai, Greek, Bulgarian, Croatian, Slovak, Lithuanian, Filipino, Latvian, Estonian and Slovenian. More languages soon.

All the information was extracted from Wikipedia, and it's available under the Creative Commons Attribution-ShareAlike License.

Unionpedia is not endorsed by or affiliated with the Wikimedia Foundation.

Google Play, Android and the Google Play logo are trademarks of Google Inc.