Portfolio Return Calculator
Enter allocation weights and individual returns to estimate total portfolio performance with Jenzzy.
Inputs
Results
Enter values to see results.
Formula
Rₚ = Σ(wᵢ × rᵢ)
Multiply each asset's weight by its return and sum for portfolio return.
Example
- Stock contribution: 0.6 × 8% = 4.8%
- Bond contribution: 0.4 × 3% = 1.2%
- Portfolio: 6.0%= 6.0%
Result: 6.0% blended portfolio return
Frequently Asked Questions
Rebalancing?
Weights drift—recalculate periodically or after rebalancing.
After-tax returns?
Use net returns per sleeve for taxable accounts.
International funds?
Include currency effects in the return you enter.