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1.8 - How to Track Your Portfolio Performance (The Right Way – Not Just “Up or Down”)
Most investors think portfolio performance means “I’m up 10%.”
Unfortunately, that often tells only part of the story. Deposits, withdrawals, dividends, time and benchmark selection can all distort performance measurement. Without proper tracking, investors struggle to understand what is driving results or whether their portfolio is truly compounding over time.
This guide explains how to measure portfolio performance using CAGR, benchmarking, attribution analysis & a struct
Compounding Investor
Apr 1610 min read
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