When a company calculates its earnings over a certain period of time, it divides its profits by the number of outstanding shares. However, companies' outstanding shares can change over time as a ...

If you bought all of your stock in a single transaction, it's easy to determine how your investment is performing. Simply look at the current share price and compare it to the price you paid. However, ...

This post explains how to calculate Weighted Average in Excel with percentages. In a standard arithmetic average where the sum of values is divided by the number of values, each data value is treated ...

In its most basic form, the objective of tracking performance is to see whether your portfolio is growing. However, portfolio performance should also provide insight into the performance of the ...

Weighted Average Trade Price (WATP) balances trade values against their quantities. Calculate WATP by multiplying each trade's price by its volume, then summing them. Divide the summed product by ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.