Matching functions

These functions are used to know when an investment in a PPR generates the same final tax-net value as a direct investment in the PPR’s underlying assets, or with some defined difference.

In other words, the functions in this section are the result of solving the equation below for different variables:

\[PPR \; Tax \text{-} Net \; Value = Underlying \; Assets \; Tax \text{-} Net \; Value + Difference\]

The functions’ pages linked to below contain more details on the calculations made.

matching_ppr_cost_rate(ua_cagr, nper, ua_tr, ...)	Compute the PPR annual cost rate that makes the PPR's tax-net final value match that of an investment in its underlying assets, with a defined extra return.
matching_ppr_extra_value(ua_cagr, nper, ...)	Compute the after-tax extra value, expressed as a (positive or negative) percentage, generated by a PPR comparing to an investment made directly its Underlying Assets.
matching_underlying_assets_cagr(nper, ua_tr, ...)	Compute the Cumulative Annual Growth Rate (CAGR) of the PPR's Underlying Assets that makes the PPR's tax-net final value match that of an investment in the underlying assets, with a defined extra return.