Category: calculators

Portfolio return calculator and formula
In this post, we explain the formula behind the calculation of portfolio returns. Furthermore, we provide a free online portfolio return calculator, which works as a portfolio expected return calculator as well as a portfolio realized return calculator. Finally, with this port, we make an introduction to the modern portfolio theory as well. So far…

Expected return calculator and formula
When evaluating an asset’s past performance, we can make use of the historical (or realized) average return. In that sense, the historical average return is a backwardlooking measure. But, in order to forecast an asset’s future performance, we need a forwardlooking measure. This measure is called the expected return. In this post, we offer an…

Holding period return calculator and formula
In this post, we explain the holding period return formula with examples and offer an easytouse holding period return calculator. When investors buy securities (e.g., stocks), they may hold them for months or years before selling them. The duration during which an investor holds on to a particular security is known as the holding period…