Compute and report on the return of the individual assets as well as the portfolio. For example you may form the portfolio on September 26 and measure the return on December 5.

You can calculate the total return for an individual asset by subtracting the loss or gain from the original purchase price and adding it to the market value. As an example, say a share was purchased at $50 in September and now is valued at $70 as of December 5th. The total return for that stock would then be 40%. Similarly, the portfolio’s return can be computed by taking into account all of its components’ returns and weighting them according to their proportion in the portfolio.

For example, if a portfolio consists of three stocks A, B, and C with respective investments of 30%, 40%, and 30%, then the overall portfolio return for that time period would be equal to 0.3*(return of A) + 0.4*(return of B) + 0.3*(return of C). The aggregated performance of the assets will be shown.

It should also be noted though – since past performance does not necessarily guarantee future results; investors should use these calculations as one factor amongst many when making decisions about whether to buy/sell particular securities or adjust portfolios allocations accordingly moving forward.