📈 Portfolio Return Calculator (Time-weighted & Money-weighted)

NAV-Secure’s Portfolio Return Calculator is built to help investment teams accurately evaluate performance using both Time-Weighted Return (TWR) and Money-Weighted Return (MWR) methods.

🔹 Time-Weighted Return (TWR) isolates the portfolio manager's skill by eliminating the impact of cash flows. It's ideal for benchmarking performance, especially when clients control the timing of investments.

🔹 Money-Weighted Return (MWR) reflects the actual investor experience by accounting for the timing and size of cash flows. It’s useful for assessing how capital deployment decisions affect overall returns.

With NAV-Secure, teams can:

• Automate complex return calculations across portfolios and funds

• Get side-by-side views of TWR and MWR for deeper insights

• Export results to dashboards or reports with a single click

• Reduce manual work and eliminate errors using AI-powered validation

Whether you're a fund manager, risk team, or compliance analyst, this tool ensures your return calculations are accurate, transparent, and audit-ready.