by David Spaulding | Feb 7, 2019 | annualization, annualized returns, cumulative returns, Investment Performance Guy
When it comes to annualizing returns, most folks think that the rules are pretty straightforward and agreed by all. However, that truly is not the case. And, it is most notable when we’re dealing with a “point-to-point” cumulative return such as June...
by David Spaulding | Jun 3, 2017 | performance charts, annualization, annualized returns, Investment Performance Guy, performance measurement
This post is about performance charts; it just so happens that I’m using one that just appeared on Twitter by Charles Schwab. As the saying goes, “credit where credit is due,” so I’m obligated to acknowledge my source. But, I’m not really...
