SphinxRisk

Your money's annual return

What your actual euros earned, counting how much was invested at each moment.

In the demo portfolio +10.6%

How it is computed here

The internal rate of return over your dated cash flows, solved by bisection rather than Newton's method — Newton diverges on the flat stretches that real ledgers produce.

Worked example

  1. The single annual rate that turns every purchase and sale, on its own date, into today's market value.
  2. It is an internal rate of return: the money you had in the portfolio when it went well counts for more.

Demo portfolio: four invented companies, generated prices, measured by the real engine. Past returns do not predict future ones.

Where it misleads

It is affected by decisions the portfolio did not make. Two people holding identical positions get different numbers here purely from when they paid in.

How did it do?