Performance chart, how does it work?

Hello,

i dont understand how is working the performance chart.

When I check the details at Securities Account, here is “account_A” :

Now if I check the Performance Chart of “account_A”, the performance is only +3.88% (pink)

How is it possible ?
Isn’t it supposed to be like +100% or something like that ?

from 2513€ purchased to 4894€ market value ?
How is almost x2 value only +3.88% performance ?

Hello Demky, the performance chart is showing the TWR, Time-Weighting Return called TTWROR in PP. You can add the TTWROR column in the Statement of Assets. It will show you the 3.88% for this account in your first picture.

oh ok thank you, I didn’t know it take time into account.

is there is a name for “a performance that ignore time” ?

“Absolute performance %” doesn’t work for the account :frowning:

Yes I think Absolute Performance % is not defined at accounts level. It is defined at securities level, along with Capital Gain % too.

Another performance metric the Money-Weighting Return, also called the IRR, which is defined at account level.

I think this article explains well the MWR and TWR

And this is a French video about TWR :

And quick comparaison between the différent metric :

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