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correlation custom report - NAs

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Tintin11 » Thu Jan 28, 2016 6:03 am

Hi all
I am trying to create a R squared and correlation metrics report. I am putting my benchmark in the option field, but I get only NAs for all shares listed. How do I fix this? What could be the cause of this? The prices of the benchmarks are all downloaded correctly.
Thanks
Tintin11
 
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Postby Mark » Thu Jan 28, 2016 10:54 am

Hi Tintin11,

The most likely cause is missing prices, or too tight of yield interpolation range settings. You need monthly returns for your comparison period. If you're missing any of these monthly prices, you will get an N/A. The way to easily find out is to use "Help / Report Calculation Log..." from within the report showing the N/A figures. It will explain why you're getting each N/A.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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