Anonymous

25 Apr 2021

∙

What is the difference between time weighted return and money weighted return on StashAway?

How come the returns are way lesser than the percentage stated?

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Tan Choong Hwee

25 Apr 2021

Solutions Specialist at Providend

StashAway has this explanation:

Here is an article explaining the Time Weigthed Return and Money Weighted Return:

https://www.betterment.com/resources/betterment...

In summary, TWR removes the impact of cash flows and just measures the portfolio returns, whereas MWR gives weights to the amount of money invested/divested.

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Hi! I'm using Stashaway but am unsure what is the difference between Money-weighted return % vs Time-weighted return %? Which should I be looking at?

Anyone knows how StashAway time-weighted return and money-weighted return are calculated?

Can someone help explain how syfe time weighted return work? cause the time weighted return is positive while my portfolio return is negative. eg. +10% time weighted, -$100 portfolio return.

Should I be looking at money or time weighted return for my investments?

Any idea why the money-weighted returns plunged recently for Stashaway and Syfe?

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Hi! I'm using Stashaway but am unsure what is the difference between Money-weighted return % vs Time-weighted return %? Which should I be looking at?

Anyone knows how StashAway time-weighted return and money-weighted return are calculated?

Can someone help explain how syfe time weighted return work? cause the time weighted return is positive while my portfolio return is negative. eg. +10% time weighted, -$100 portfolio return.

Should I be looking at money or time weighted return for my investments?

Any idea why the money-weighted returns plunged recently for Stashaway and Syfe?