How to see the IRR chart over time?

English
1

Hi, newbie here,

I’ve successfully imported my transactions from IBKR. Over time I was gradually depositing funds to my account, and buying ETFs.

I would like to compare my performance over time with some benchmarks (e.g what if instead of buying various ETFs I would’ve just invested in VT). As far as I understand, I need to see the IRR graph for that.

Unfortunately the “Chart” section doesn’t show the IRR. Instead because of the deposits the graph quickly climbs to 10,000% and above.
When I tried to delete all the deposits, then the graph starts to look like IRR, but at the “Performance” section the IRR is becoming a very very large number.

What am I doing wrong? How can I see the IRR chart?

2

There is no IRR chart. The performance chart shows TTWROR.

3

Interesting, just commented on xirr (irr for irregular payments). It’s in that repo in python and if I could sort out the basic call, Libre Calc.

4

It would be nice to have the IRR chart over time. Would it be a consequent work ? IRR is already calculated in the risk/return section so maybe it won’t be too complicated to have it on the performance chart ?

5

Right now we can plot, over time, only the cumulative TTWROR. Just to better understand, why IRR cannot be plotted over time?

Is it a “math” problem that would make the chart useless and without meaning? Or is it just a feature still not developed on PP?

1 Like
6

I’m also missing the IRR graph, and it seems counterintuitive that there’s an IRR/TWR switch in the Return/Volatility chart, but no such switch in the graph. Can you add it?

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7

@Ethpom , you don’t need to see the IRR for that. Just add a security as a benchmark to the performance chart, and then you can compare the performance with the lines. The performance chart doesn’t show TTWROR or IRRs. It just shows percent changes in portfolio or security prices over time. The Return/Volatility graph is where you go to see TTWROR/IRR of your portfolio and individual securities you’ve bought at a specific period of time that you select.

8

The performance graph shows the TTWROR. Simply compare the TTWROR shown in ‘Yield/volatility’ and the percentage shown in ‘Performance>Graph’ to see that they are the same data.

9

@dregnier , well crap, you’re right. I can’t believe I didn’t notice that before. I should have because my total gains for one of my securities definitely doesn’t equal 10%. :slight_smile: Now I really want PP to have a Profit/Loss as a percent (nevermind, they have absolute performance, still would be nice to have it in certain other places though).