Returns Inspector Forecast

Returns Inspector Forecast

The projected market value of your assets, net of cash flows.

Performance

This performance is based on a conventional linear regression calculation, based on MValuationPosition records for the selected period.

Daily and annualized figures are provided, based on the averaged change over the period.

“%Δ (CAGR)” is the Compound Annual Growth Rate based on the change in value over the period. See CAGR at Wikipedia for more details.

Note that Cash flow is ignored.

Forecasted Value Table

Approximate dates to reach various goals are provided.

Of course, past performance is no guarantee of future results.

Regression Line

The formula for the calculated regression line is shown, where ‘d’ is the number of days since the first Snapshot.

See also

For a chart depicting the line and a portion of the forecast, see Returns Forecast Chart

To modify the selected period, see Returns Footer.

To filter the participating accounts, see Returns Inspector Accounts Filter.

To filter the participating assets, see Returns Inspector Assets Filter.