Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

More terms

Base rate

What's the base rate?
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Custodian bank

Learn what a custodian bank is.
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S&P 500

Find out what is the definition of the S&P 500 index.
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NYSE

The world's largest stock exchange. Wall St HQ.
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Gilt

What is a gilt?
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Yield curve

A graphical representation of interest rates over time
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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Net Asset Value (NAV)

The value of a company's assets relative to the number of shares it has.
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