Portfolio Performance Trends Analysis

Portfolio Performance — Trends Analysis

mhj3.com Home | PerfCalc Home | PerfCalc Screenshots Start | Back | Next

PerfCalc Story in an Instant.jpg:
Individual Portfolio Performance Report

Page 2 intentionally omitted. Investment data selected @ random. S&P 500 data actual data downloaded from Yahoo and imported from Excel.

Modified Dietz, Large-Cash Flows Geometric Linking, and Daily Valuation performance calculation methodologies.

Go to Load to select a portfolio.

Select Modified Dietz or TWRR/Geometric Linking tab and Save to define performance calculation methodology to be used when generating Trends Analysis report.

Methodology and Benchmark used will appear @ bottom left of report

Valuation Period From/Two date ranges are not required for the Trends Analysis report.

Click on Printer icon and select Trends Analysis.

Select Start/End analysis range.

Deselect dated Market Value entries within the Start/End analysis range that you do not want included in the report.

Market Value entries that fall outside of the Start/End analysis range will not appear by default.

An example would be a Market Value entry within a quarterly range that was entered on the date prior to a large_cash flow to calculate large-cash flows geometric linking calculations correctly; but you do not want it to appear in the report as it would break up the quarter in question into two sub-quarters.

Click on Run.

Click OK.

Check Print preview if you like or click OK to print.

Click on Magnifying Glass to zoom and to grab report and review, Arrow/Book icon to view second page if applicable, Stop icon to stop print, and Printer icon to print.