Personal money-weighted return

Taking into account when I actually deposited and withdrew money, how much did my capital really earn?

Portfolio (example holdings) PRT-018 Multi-series Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
-2.52 %
Period average
3.94 %
Period high
33.8 %
Period low
-13.7 %

Money-weighted return

Annualized XIRR (%) (Multi-series)

Cash flow timing

Difference between TWR and XIRR (percentage points) (Bar)

Comparison with TWR

Annualized XIRR (%) and TWR and XIRR difference (percentage points) (Table)

Sample data rows

External cash flow datesAnnualized XIRR (%)Difference between TWR and XIRR (percentage points)Data date (sample)
2025-10-16 0 0 2025-10-16
2025-11-03 11.26 11.26 2025-11-03
2025-11-17 12.07 18.39 2025-11-17
2025-12-03 9.07 25.72 2025-12-03
2025-12-19 -10.88 16.01 2025-12-19
2026-01-02 -5.59 20.52 2026-01-02
2026-01-20 16.53 33.72 2026-01-20
2026-02-05 10.83 37.94 2026-02-05
2026-02-23 0.17 37.52 2026-02-23
2026-03-09 0.43 35.01 2026-03-09
2026-03-25 1.21 38.42 2026-03-25
2026-04-10 9.84 53.55 2026-04-10
2026-04-24 0.76 43.61 2026-04-24
2026-05-12 -3.3 47.35 2026-05-12
2026-05-28 -2.93 43.2 2026-05-28
2026-06-11 -5.99 40.88 2026-06-11
2026-06-29 -5.67 36.87 2026-06-29
2026-07-15 -5.4 33.17 2026-07-15
2026-07-31 2.32 36.86 2026-07-31
2026-08-14 27.22 51.32 2026-08-14
2026-09-01 13.05 59.55 2026-09-01
2026-09-17 -0.83 59.11 2026-09-17
2026-10-01 2.8 61.1 2026-10-01
2026-10-16 -2.52 53.73 2026-10-16