Hi

I'm new to this group and groups in general, so please bear with me.
I'm a bit stuck trying to work out the performance of a portfolio of
investments performance. I'm using XIRR to show the performance of the
investments over time including adjustments for withdrawals and
increases which works fine. But I need to compare that performance with
and index to show how it is performing. I have the data for the index
but I can't work out how to adjust it to reflect the additional
investments and withdrawal.

e.g.

investment date Index value
-140000 17/11/04 2384.66
85000 18/1/05 2637.94
-55000 8/4/05 2754.37
-17639 1/8/05 2941.03
149082.81 12/12/06 3183.95

Any help with this would be very much appreciated.

Thank
John

You don't adjust an index for cash flows. The whole point of an index is it's
universal -- it's the same for everyone.

You simply calculate the rate of return over the same period of time, using the
starting and ending values. In your case, it's:

=RATE((DATE(6,12,12)-DATE(4,11,17))/365,0,-2384.66,3183.95)

=15.0%

--
Regards,
Fred


"johnjohn" wrote in message
ups.com...
Hi

I'm new to this group and groups in general, so please bear with me.
I'm a bit stuck trying to work out the performance of a portfolio of
investments performance. I'm using XIRR to show the performance of the
investments over time including adjustments for withdrawals and
increases which works fine. But I need to compare that performance with
and index to show how it is performing. I have the data for the index
but I can't work out how to adjust it to reflect the additional
investments and withdrawal.

e.g.

investment date Index value
-140000 17/11/04 2384.66
85000 18/1/05 2637.94
-55000 8/4/05 2754.37
-17639 1/8/05 2941.03
149082.81 12/12/06 3183.95

Any help with this would be very much appreciated.

Thank
John