Wealth Index

Returns the wealth index showing cumulative growth of an initial investment.

Examples

=WealthIndex()

When to Use

  • Portfolio performance visualization
  • Cumulative return analysis
  • Wealth growth tracking

When NOT to Use

Scenario Use Instead
Simple returns MonthlyReturns()
Risk-adjusted SharpeRatio()

Common Issues & FAQ

Q: What does a wealth index of 1.5 mean? A: Your initial investment has grown 50%.

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