績效指標
詳細報酬

3M Return

Definition

3個月報酬率代表投資在過去三個月的累計報酬率,衡量該季度期間的價值變化百分比。

Formula

3M=(i=131+Ri)131\text{3M} = \left(\prod_{i=1}^{3} 1 + R_i\right)^{\frac{1}{3}} - 1

where RiR_i is the return for month ii.

Related Metrics

Explore other metrics in the 詳細報酬 category

幫助
3M Return Definition & Formula · PortfolioMetrics