basic

Portfolio Weighted Return Calculator

Σ wᵢ · rᵢ across up to four holdings.

Compute the portfolio-level return as the weighted average of up to four holdings: R = w₁r₁ + w₂r₂ + w₃r₃ + w₄r₄. Reports the weighted return and a flag for whether the weights sum to 100 %.

Nadia Almasri By Nadia Almasri
Published Last reviewed 1 min read

Inputs

%
%
%
%
%
%
%
%

Results

Enter values and click Calculate to see results.
Was this helpful?

How to use this calculator

  1. Fill in the inputs above using the units you already have.
  2. Values update automatically as you type — no submit button needed.
  3. Hover any result row for the underlying formula and intermediate values.

Formula

R_portfolio = Σ (wᵢ % / 100) · rᵢ %

In depth

Compute the portfolio-level return as the weighted average of up to four holdings: R = w₁r₁ + w₂r₂ + w₃r₃ + w₄r₄. Reports the weighted return and a flag for whether the weights sum to 100 %.