Revision as of 15:57, 18 January 2015 edit Sam Sailor (talk \| contribs) Autopatrolled, Extended confirmed users, Page movers, File movers, New page reviewers, Pending changes reviewers, Rollbackers, Temporary account IP viewers 139,076 edits Added {{cite book}} as reference ← Previous edit		Revision as of 15:58, 18 January 2015 edit undo Sam Sailor (talk \| contribs) Autopatrolled, Extended confirmed users, Page movers, File movers, New page reviewers, Pending changes reviewers, Rollbackers, Temporary account IP viewers 139,076 edits Added {{cite book}} as reference Next edit →
Line 3: \|timestamp = 20150109172441 }} The '''simple Dietz method''' is a means of measuring historical investment portfolio performance, compensating for external flows into/out of the portfolio during the period.<ref name="Schwab2007">{{cite book\|author=Charles Schwab\|title=Charles Schwab's New Guide to Financial Independence Completely Revised and Upda ted: Practical Solutions for Busy People\|url=http://books.google.com/books?id=QMjjIm2m2ZMC&pg=PA294\|date=18 December 2007\|publisher=Doubleday Religious Publishing Group\|isbn=978-0-307-42041-1\|pages=259–}}</ref> The formula for the simple Dietz return is as follows: :<math>R=\frac{B - A - C}{A +C/2}</math>

Simple Dietz method: Difference between revisions