Demky  
                
                  
                    November 10, 2024,  2:37pm
                   
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              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 ?
from 2513€ purchased to 4894€ market value ?
             
            
              
            
           
          
            
            
              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.
             
            
              
            
           
          
            
              
                Demky  
                
                  
                    November 10, 2024,  2:56pm
                   
                  3 
               
             
            
              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 
             
            
              
            
           
          
            
            
              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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