Total Percentage Performance

• 1). Subtract the current price of each asset from its purchase price, the price you initially paid for it. For example, if you bought stock at $100 and now it is worth $110, you would deduct $110 from $100 which equals $10.
  
  
• 2). Divide the result by the initial price of the asset. If you are following our example, you would divide $10 by $100, which equals 0.1.
  
  
• 3). Multiply the result by 100. This is the percentage gain or loss of the asset. Following our example, 0.1 multiplied by 100 is 10, the percentage gain of the asset.
  
  
• 4). Calculate the percentage gain or loss of every asset in your portfolio. Add them together to calculate the total percentage profit or loss of your portfolio.
  
  

Daily Return of a Portfolio

• 1). Calculate the value of your entire portfolio at the point in time you want to use as a reference. For instance, if your portfolio is composed entirely of stocks and bonds, you could calculate the value of your portfolio by multiplying your stocks and bonds by the previous trading day's prices. You can use the stock prices printed in the newspaper or a website that references stock prices (see Resources), and add the value of all your portfolio's assets.
  
  
• 2). Calculate the value of your entire portfolio today using the same method of Step 1 but with today's prices and values.
  
  
• 3). Deduct today's value from the previous day's value. Divide the result by the previous day's portfolio value. This is your daily portfolio percentage performance. For instance, if your portfolio was worth $10,000 yesterday and $9,000 today, your portfolio's daily performance would be -10 percent.