EXD Performance

EXD Performance helps you calculate and compare investment performance. Useful for all levels from beginner to pro.

Introducing a new way to calculate investment performance. EXD Performance is an educational decision support tool that combines a streamlined learning experience with practical ROI calculations that you can use in your investment decision-making process right away. EXD Performance was designed to deliver a user experience that balances dynamic functionality with intuitive simplicity. We leverage our extensive and ongoing research in decision science, game theory, behavioural science, and UX/UI design to ensure our products are as effortless and efficient as possible.

CALCULATIONS

ROI:
• Gives an approximate measure of overall performance for an investment or portfolio.
•Optional inputs include:
-Dividends
-Fees
-Both Dividends and Fees

Compound ROI: By Number of Compounding Periods
• Gives an approximate measure of performance for an investment or portfolio that includes the cumulative effect of gains or losses over specified periods of time and/or re-investment periods. Uses “Compounding Periods” as an input to provide you with a method to calculate your performance for any compounding frequency for any length of time.
• Optional Inputs:
-Dividends
-Fees
-Both Dividends and Fees

Compound ROI: By Compounding Frequency Per Year
• Gives an approximate measure of performance for an investment or portfolio that includes the cumulative effect of gains or losses over specified periods of time and/or re-investment periods. Uses “Length of Time in Years” and “Compounding Frequency per Year” as inputs to provide you with a method to calculate your performance for any number of years while allowing you to adjust the compounding frequency.
• Optional Inputs:
-Dividends
-Fees
-Both Dividends and Fees

FEATURES AND CALCULATION STYLES

Guided:
• Learn how to use the calculations step-by-step with instructions and explanations along the way.

Fast:
• Quickly evaluate investment performance.

Compare:
• Compare investment performance from a variety of angles and situations with a side-by-side comparison.

More:
-About Decision Support Software
-About The Calculations
-The Math
-Calculation Footnotes
-Glossary
-Customizable formatting so you can choose to display calculations in your local currency
-Optimized for Dark/Light Mode
-Fully functional offline
-No log-in or sign-up is required

We love hearing from you, please contact us at: contact@edgexdesigns.com

EXD stands for EdgeX Designs Corp.

Disclaimer:

This software application (“app”) and all of its calculations are provided for educational purposes only. Any information herein should not be construed as specific investment advice or a substitute for legal or financial advice. For the avoidance of confusion, EdgeX Designs Corp. will not be liable for any loss caused as a result of your doing, or not doing anything as a result of using this app. EdgeX Designs Corp. cannot and does not guarantee the calculations in this app are accurate in regards to your individual circumstances. We encourage you to seek personalized advice from qualified professionals regarding all financial issues.