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    Time Weighted Rate of Return: in House Accounts Value HPR HPR +1

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    Afran Khalid
    This document contains information about time weighted rates of return (TWROR) for two investment accounts over multiple periods. For an in-house account, beginning with $4 million, it shows ending values and rates of return after additions, withdrawals, and holding periods where values ranged from -$500,000 to $6.72 million. For a super trust account starting at $10 million, it provides similar information with ending values from $5.26 million to $13.2 million. Geometric mean returns are also listed for each period for both accounts.

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    Time Weighted Rate of Return: in House Accounts Value HPR HPR +1

    Uploaded by

    Afran Khalid
    7 views2 pages
    This document contains information about time weighted rates of return (TWROR) for two investment accounts over multiple periods. For an in-house account, beginning with $4 million, it shows ending values and rates of return after additions, withdrawals, and holding periods where values ranged from -$500,000 to $6.72 million. For a super trust account starting at $10 million, it provides similar information with ending values from $5.26 million to $13.2 million. Geometric mean returns are also listed for each period for both accounts.

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    This document contains information about time weighted rates of return (TWROR) for two investment accounts over multiple periods. For an in-house account, beginning with $4 million, it shows ending values and rates of return after additions, withdrawals, and holding periods where values ranged from -$500,000 to $6.72 million. For a super trust account starting at $10 million, it provides similar information with ending values from $5.26 million to $13.2 million. Geometric mean returns are also listed for each period for both accounts.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    7 views2 pages

    Time Weighted Rate of Return: in House Accounts Value HPR HPR +1

    Uploaded by

    Afran Khalid
    This document contains information about time weighted rates of return (TWROR) for two investment accounts over multiple periods. For an in-house account, beginning with $4 million, it shows ending values and rates of return after additions, withdrawals, and holding periods where values ranged from -$500,000 to $6.72 million. For a super trust account starting at $10 million, it provides similar information with ending values from $5.26 million to $13.2 million. Geometric mean returns are also listed for each period for both accounts.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    Time Weighted Rate of Retu

    In house accounts

    Value HPR HPR +1

    Begning Value $4,000,000.00


    Addition $1,000,000.00
    Amount invested $5,000,000.00
    20% 120%
    Ending Value $6,000,000.00
    Withdrawl -$500,000.00
    Amount invested $5,500,000.00
    5% 105%
    Ending Value $5,775,000.00
    Addition $225,000.00
    Amount invested $6,000,000.00
    12% 112%
    Ending Value $6,720,000.00
    Withdrawl -$600,000.00
    Amount invested $6,120,000.00
    -10% 90%
    Ending value $5,508,000.00

    Super trust accounts

    Value HPR HPR +1

    Begning Value $10,000,000.00


    Addition $2,000,000.00
    Amount invested $12,000,000.00
    10% 110%
    Ending Value $13,200,000.00
    Withdrawl -$1,200,000.00
    Amount invested $12,000,000.00
    2% 102%
    Ending Value $12,240,000.00
    Addition -$7,000,000.00
    Amount invested $5,240,000.00
    8% 108%
    Ending Value $5,659,200.00
    Withdrawl -$400,000.00
    Amount invested $5,259,200.00
    4% 104%
    Ending value $5,469,568.00
    d Rate of Return
    accounts
    Geomean Geomean
    TWROR TWROR
    (Excel) (formula)

    106.16% 106.16% 6.16% 0.00001439

    st accounts
    Geomean Geomean
    TWROR TWROR
    (Excel) (formula)

    105.95% 105.95% 5.95% 0.00001256

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