Serraniel/investment-portfolio-simulator
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Merge branch 'main' of https://github.com/Tomato6966/investment-portfolio-simulator

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tomato6966 2024-12-23 19:05:39 +01:00
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3
README.md
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@ -12,8 +12,7 @@ Why this Project?
- Portfolio Performance & Value - Portfolio Performance & Value
- All assets (except the TTWOR and Portfolio-Value) are scaled by percentage of their price. Thus their referenced, scale is on the right. The referenced scale on the left is only for the portfolio-value - All assets (except the TTWOR and Portfolio-Value) are scaled by percentage of their price. Thus their referenced, scale is on the right. The referenced scale on the left is only for the portfolio-value
https://github.com/user-attachments/assets/78b027fa-9883-4813-8086-8b6aa19767de https://github.com/user-attachments/assets/4507e102-8dfb-4614-b2ba-938e20e3d97b
## Features ## Features

25
src/utils/calculations/performance.ts
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@ -1,4 +1,4 @@
import { differenceInDays, isAfter, isBefore } from "date-fns"; import { isAfter, isBefore } from "date-fns";
import type { Asset, InvestmentPerformance, PortfolioPerformance } from "../../types"; import type { Asset, InvestmentPerformance, PortfolioPerformance } from "../../types";
@ -166,20 +166,23 @@ export const calculateInvestmentPerformance = (assets: Asset[]): PortfolioPerfor
: 0; : 0;
// Berechne die jährliche Performance // Berechne die jährliche Performance
const performancePerAnnoPerformance = (() => { // const performancePerAnnoPerformance = (() => {
if (!earliestDate || totalInvested === 0) return 0; // if (!earliestDate || totalInvested === 0) return 0;
const years = differenceInDays(new Date(), earliestDate) / 365; // const years = differenceInDays(new Date(), earliestDate) / 365;
if (years < 0.01) return 0; // Verhindere Division durch sehr kleine Zahlen // if (years < 0.01) return 0; // Verhindere Division durch sehr kleine Zahlen
// Formel: (1 + r)^n = FV/PV // // Formel: (1 + r)^n = FV/PV
// r = (FV/PV)^(1/n) - 1 // // r = (FV/PV)^(1/n) - 1
const totalReturn = totalCurrentValue / totalInvested; // const totalReturn = totalCurrentValue / totalInvested;
const annualizedReturn = Math.pow(totalReturn, 1 / years) - 1; // const annualizedReturn = Math.pow(totalReturn, 1 / years) - 1;
return annualizedReturn * 100; // return annualizedReturn * 100;
})(); // })();
const performancePerAnnoPerformance = annualPerformances.reduce((acc, curr) => acc + curr.percentage, 0) / annualPerformances.length;
console.log(performancePerAnnoPerformance, annualPerformances);
return { return {
investments, investments,
summary: { summary: {