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If you make various entries for extended dates and add in various Market Values along the way, you can select any combination of Market Values as the start and end analysis dates @ Valuation Period and the Portfolio Performance Calculator will calculate the Portfolio Performance information for the selected range. For example, quarterly and multi-year performances may be entered in the same window and by selecting different Market Values the cumulative performance since the start date will be calculated.
If you decide that you want to change the range of an analysis simply add and date new Market Values and select two Market Values, From and To, @ Valuation Period.
All entries within the Market Values range will be used in the performance calculation.
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