Measure a security's per-unit price change and distributions over one holding period.
It makes the prices, cash flows, rates, time periods, weights, and model conventions explicit so you can inspect an entered scenario without hidden live-market assumptions.
Calculation structure
Follow the stated model and units
HPR = (ending price per unit − starting price per unit + distributions per unit) ÷ starting price per unit.
Visual explanation
See how the inputs become the result
Capital and cash flowstime and rate→entered modelScenario resultChanging one assumption changes the model—not the marketHPR = (ending price per unit − starting price per unit + distributions per unit) ÷ starting price per unit.
Read the estimate correctly
Use the result within its boundaries
A security moving from 100 to 107 while paying 3 per unit has a 10% holding-period return.
This per-unit holding-period calculation excludes transaction fees, taxes, reinvestment, and annualization. Use Investment Return for a whole-position cost-and-fee scenario.
Quick guide
How to use this calculator
Enter only the market, accounting, cash-flow, rate, or timing assumptions named by the fields.
Keep currencies, periods, per-share values, and percentage conventions consistent.
Review the formula and limitations before interpreting or comparing the result.
Calculation method
Calculation method
HPR = (ending price per unit − starting price per unit + distributions per unit) ÷ starting price per unit.
Fixed decimal inputs and scalar arithmetic remain exact until display. Root and growth calculations are explicitly marked approximate.
Worked example
Worked example
A security moving from 100 to 107 while paying 3 per unit has a 10% holding-period return.
HPR = (ending price per unit − starting price per unit + distributions per unit) ÷ starting price per unit.
Supported inputs
Precision and limits
Visible input limits
Fixed decimals accept up to 30 digits and 12 decimal places and are capped at an absolute value of 1e12 per input. Rates are capped at 1000%; narrower domains are validated by the formula.
International scope
No currency, exchange, live security price, accounting standard, tax jurisdiction, market convention, settlement rule, or regulatory disclosure is selected automatically.
Decision boundary
Results are calculations from visitor-entered assumptions, not market data, forecasts, financial advice, suitability assessments, fair-value opinions, or recommendations.
Calculator-specific assumptions
This per-unit holding-period calculation excludes transaction fees, taxes, reinvestment, and annualization. Use Investment Return for a whole-position cost-and-fee scenario.
