Investors need to be able to measure the performance of investments of varying sizes to determine which ones are performing well and which ones are failing. Calculating the rate of return, which is ...

Calculating performance indicators or risk metrics is a critical task for financial institutions. While many focus solely on calculation methods, the real challenge often lies elsewhere. Data quality ...

CHAPEL HILL, N.C. (MarketWatch)—Not all methods for calculating investment performance are created equal. That’s important to point out because many of us otherwise think that performance is a simple, ...

Use a weighted average to evaluate stock performance if purchased in multiple transactions. Calculate weighted average by multiplying share price by quantity, then divide by total shares. Knowing your ...