Investment Performance

Investment performance is the growth rate of your investments during a specified time period expressed as a percentage change from initial purchase. For return, M1 calculates performance of your investment portfolio using a money-weighted methodology. Money-weighted return takes into account all individual cash flows in and out of a portfolio. Money-weighted return is most useful in measuring the actual performance of your individual portfolio and will most accurately track your actual gains and losses because it takes into account your buys, sells, and dividends.

Money-Weighted Return Calculation