return-calculations
Return Calculations
Purpose
This skill enables Claude to compute, explain, and compare investment return metrics across different methodologies and time horizons. It covers the full spectrum from simple holding-period returns through time-weighted and money-weighted returns, ensuring the appropriate metric is selected for each analytical context.
Layer
0 — Mathematical Foundations
Direction
retrospective
When to Use
- User asks about calculating investment returns
- Comparing returns across different time periods
- Understanding arithmetic vs geometric vs log returns
- Computing CAGR, TWR, MWR/IRR
- Linking sub-period returns
Core Concepts
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