How to calculate your annualised rate of return (Statsgeek Thread)

Does this include if players are in the sell queue? (Doesn't it take it out of your overall balance?)

No, they stay in your portfolio value until they are sold, at which point the value is added to your cash balance (so either will be included in the calculation above)
@Abaalan said in How to calculate your annualised rate of return (Statsgeek Thread):
Does this include if players are in the sell queue? (Doesn't it take it out of your overall balance?)

Finally got round to doing this today, made more relevant as I've put the vast majority of my net deposits in the last 3 months. IRR is currently 296%.

@Yellow Great effort! After the trading bonus was paid mine jumped up to 230%

190% for me, having made my first deposit on 4th December 2018. That is insane.
In terms of cash ROI, I'm on around 58%.

Thank you! This is exactly what I have been looking for. I am very happy with my returns but I wanted to know exactly how I am getting on, especially as I have been making fairly large deposits in a short space of time and these deposits haven't had time to build up CA or dividends, plus bonuses have distorted things.
I will do this tomorrow on my laptop, rather than my tablet. One question though. Is there a formula that would show exact returns if you placed the money in your example in a 1.4% ISA instead of FI? Especially when deposits are mid month rather than the first. At the moment I work out it in a very longhand manner! Please don't spend much time on this, I am happy with my way unless you have an obvious answer!
Thanks again, football, numbers, spread sheets and money, love it ðŸ™‚

@MartynB depends on a few things, for example whether interest on the ISA is paid regularly (so compounds) or once a year. But the simplest way is just to compare the quoted interest rate (so 1.4%) with the IRR you have calculated as per the above. I imagine it compares very favourably!

@Coleyscrooge Thanks. The interest is paid yearly. I am sure my IRR will be very favourable to my ISA. Might be easiest to just adapt my thinking (and spreadsheet) to % returns rather than monetary values! Thanks again.

I did it with my Nationwide ISA yesterday for interest and it came to 60% I think, so 190% is still better.
And nationwide limits how much I can put in, which FI doesn't.

Did mine in google docs and the only way to get the formula to work is essentially inputing all the dates manually, tedious but i persevered.
Anyway my IRR came out at 125% assuming the calculation came out correctly, my ROI is 47% at the moment after 8 months.