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.

Time-weighted rate of return is a measure of a portfolio’s compound rate of return that controls for the inflow and outflow of cash. The efficient frontier is a graphic representation of the ...

With the month of January now behind investors for 2025, one mantra surrounding future stock market performance is known as the January Effect.