Hi everybody.
I am using this thread since I didn´t find something more appropriate.
(Note: english is not my native language )
In the stocks-performance table (standard) I have selected the colomns TTWOR, TTWOR (p.a) among others (e.g. IZF). So far, I think; i have understood the differences/applications in TTWOR and IZF. And also about the reporting periods as used by portfolio performance.
However, I am wondering about the TTWROR (p.a) calculation shown in this table.
I am holding some stocks/ETFS since 2013, others only for e.g. only three years.
I am wondering on the TTWROR (p.a.) values shown in this table. The “cumulative not annualized TTWROR” seem always correct, independent on the reporting period. However, if the reporting period (in the above example) is set to "starting 1.1.2013) the TTWOR(p.a.) for the ETF bought in 2021 (holding since three years) is calculated based on the starting date 1.1.2013.
Is that correct?
I somehow think, that doesn’t make much sense? Shouldn´t the TTWOR(p.a.) be in that case based on the “holding period”, e.g. the TTWROR(p.a.) should “automatically” be limited to the holding period?
Best regards
Stefan