Performance Reports
Track and communicate investment performance
Performance Calculation Methods
Milemarker calculates performance using industry-standard methodologies. Choose the calculation method that best fits your reporting needs and client expectations.
TWR Time-Weighted Return
Eliminates the impact of cash flows to measure pure investment performance. Best for comparing manager performance to benchmarks.
- GIPS-compliant methodology
- Ideal for benchmark comparisons
- Industry standard
MWR Money-Weighted Return
Accounts for timing and size of cash flows to show actual investor experience. Best for personal performance reporting.
- Reflects actual returns
- Client-centric view
- IRR-based calculation
Available Time Periods
MTD
Month to Date
QTD
Quarter to Date
YTD
Year to Date
1 Year
Trailing 12 Months
3 Year
Annualized
5 Year
Annualized
ITD
Inception to Date
Custom
Any Date Range
Report Components
Asset Allocation Charts
Visual breakdown of portfolio allocation by asset class, sector, or custom groupings.
Benchmark Comparisons
Side-by-side comparison against standard benchmarks (S&P 500, custom blends).
Growth of $10,000
Visual chart showing hypothetical growth over time for easy client comprehension.
Holdings Detail
Complete listing of positions with cost basis, market value, and gain/loss information.
Automate Your Reporting
Set up scheduled reports to automatically generate and deliver performance reports to clients on a regular basis.