TWR and XIRR calculation questions (multiple portfolios)

Bug Reports
1

Hi Ethan

Dividend portfolio → TWR 80% XIRR 11%
Growth portfolio → TWR 196% XIRR 12%

Combined 2 multiple portfolio become -47% for TWR XIRR

few weeks ago saw this happening
last week saw it was green
now I see it negative again.

Is this possible or is there a bug somewhere thanks

2

Hi there,

Let me run a full portfolio update for you.

Thanks,
Evan

3

Hi Evan,

I have a similar problem as psyclick above with TWRs and XIRRs becoming erroneous when viewing multiple portfolios together. Appreciate if you can troubleshoot please. Thanks!

Best regards,

Jon

4

Hi Jon,

I just did a full portfolio update for you. Let me know if that did not help.

Thanks,
Evan

5

That worked, thank you!

1 Like