Portfolio returns can be calculated through various methodologies such as a time-weighted and money-weighted returns. However, the overall return must be compared to the required benchmarks and risk of the portfolio as well.
Investment dictionary. Academic. 2012.
Look at other dictionaries:
Portfolio (finance) — In finance, a portfolio is an appropriate mix of or collection of investments held by an institution or a private individual. Holding a portfolio is part of an investment and risk limiting strategy called diversification. By owning several assets … Wikipedia
Return on equity — (ROE) measures the rate of return on the ownership interest (shareholders equity) of the common stock owners. It measures a firm s efficiency at generating profits from every unit of shareholders equity (also known as net assets or assets minus… … Wikipedia
Portfolio.com — For the defunct art magazine, see: Portfolio, The Magazine of the Visual Arts Portfolio.com URL http://www.portfolio.com Type of site business news Available language(s) English Owner American City Business Jou … Wikipedia
Return — The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period. The New York Times Financial Glossary * * * ▪ I. return re‧turn 1 [rɪˈtɜːn ǁ ɜːrn] verb 1. [transitive]… … Financial and business terms
return — The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period. Bloomberg Financial Dictionary The annual return on an investment expressed as a percentage of the total… … Financial and business terms
portfolio theory — A branch of financial economics associated with Harry M. Markowitz (born 1927) that analyzes the *diversification of *risk through the holding of a *portfolio of investments. A major assumption underlying portfolio theory is that investors are… … Auditor's dictionary
Portfolio Management — The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about strengths,… … Investment dictionary
portfolio beta — Used in the context of general equities. The beta of a portfolio is the weighted sum of the individual asset betas, According to the proportions of the investments in the portfolio. E.g., if 50% of the money is in stock A with a beta of 2.00, and … Financial and business terms
portfolio manager — Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor ( institutional investors), such as a mutual fund, pension fund, profit sharing plan, bank trust department … Financial and business terms
portfolio theory — The theory that rational investors are averse to taking increased risk unless they are compensated by an adequate increase in expected return. The theory also assumes that for any given expected return, most rational investors will prefer a lower … Accounting dictionary