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2. Modified Dietz method - Wikipedia

   en.wikipedia.org/wiki/Modified_Dietz_method

   The modified Dietz method is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the investments in the ...

3. Jensen's alpha - Wikipedia

   en.wikipedia.org/wiki/Jensen's_alpha

   In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index . The security could be any asset, such as stocks ...

4. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

5. Best total stock market index funds - AOL

   www.aol.com/finance/best-total-stock-market...

   This fund seeks to track the performance of the S&P Total Market Index and currently holds more than 2,500 securities. Year-to-date performance: 9.9 percent Historical performance (5-year annual ...

6. Performance fee - Wikipedia

   en.wikipedia.org/wiki/Performance_fee

   A performance fee is a fee that a client account or an investment fund may be charged by the investment manager that manages its assets in addition to its management fee. A performance fee may be calculated many ways. With respect to a separate account, it is often based on the change in net realized and unrealized gains, although in some cases ...

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