Index and Composite/Blended Benchmarks | ||||
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Click on 'Setup.'
Enter Global Benchmark information. Click on 'Manage' @ Indexes.
Click on '+' and '-' icons to add and delete indexes.
Go to Yahoo.com or Russell.com to retrieve and download index data.
Russell
Yahoo
Go to get quote, in this case the S&P 500, and click on Historical Prices.
Download and Save file in excel as CSV (comma delimited) (*.csv); with the name or symbol of the index, for example.
Date order must be MM/DD/YYYY.
When saving, note the which colimns the 'Date' and 'Close' are located as you will need to select the column number @ import.
Select an index and click on 'Import Data.'
Select the appropriate column number.
Click on the Import From File blue icon to @ right.
Select 'My file has a header row' if true; most cases yes.
Check 'Clear existing entries first' if you want to clear all prior index data; in most cases yes because when selecting historical data ranges @ Websites the most common practice is to use the original start and extend the end date to the latest date.
Clearly, just the latest dates can be selected for download. In that case, do not check 'Clear existing entries first.'
Close screen above by clicking on 'X.'
Global Indexes and Composite Indexes
To create a global index, select one, weight it 100% and click set.
Select/enter 'Starting Date' and 'Ending Date.'
Lookup Values is not required; just an option to view the starting and ending values that will calculate 'Period' and 'Annualized.'
* Versions 3.8 and up do not have and do not require Value line.
To create a global composite index, select and weight the indexes that you want to use in the composite; total 100%.
Click on 'Set' and the 'Description' field will populate with 'Blended Benchmark.'
Highlight 'Blended Benchmark' to name composite as desired.
Combined Reports and Benchmarks Combined reports, selected or global, use the global benchmark as set @ Setup.
Individual Account Indexes and Composite Indexes
Go to Load and select an account.
Click on 'Set Benchmark for this Account.'
Create and save indexes as done @ Global Benchmarks..
If you want to assign an index or composite that already has been created and assigned at another account, click on 'Duplicate Another Benchmark' and select the account.
You can always go back to the Global Benchmark by checking 'Link to Global Benchmark.'
PerfCalc versions prior to version 5.41 require benchmark Starting Dates and Ending Dates be set and reset to the analysis range set @ an individual portfolio or for the combined report @ Load.
Version 5.41 does not require setting or resetting benchmark ranges to the same new or reset report ranges; individual or combined.
When an analysis range is set/reset @ an individual portfolio or @ Load/Recalc for a combined report, PerfCalc will seek and apply the same analysis date range to the linked benchmark.
CAUTION: When PerfCalc seeks a benchmark date and that date is not in the database, by default PerfCalc will seek and apply the next and nearest benchmark date. |
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