Series 66: 1.2.2.8 Time-Weighted Return

Taken from our Series 66 Online Guide

1.2.2.8  Time-Weighted Return

A time-weighted return is used to measure the compounded rate of growth in a portfolio. Conceptually, the time-weighted return is the compounded growth rate of the initial investment over a given period of time. This return is calculated using the geometric mean, rather than the arithmetic mean. Unlike the dollar-weighted average, as discussed below, the time-weighted return gives a return that does not incorporate deposits or withdrawals from the account. For this reason, it does not weight the return toward periods when the account

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