Re: Portfolio Performance

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In Reply to: Re: Portfolio Performance posted by Franco on April 30, 2003 at 11:47:25:

: : :
: : : Hi,

: : : I'm trying to compare my performance with the S&P index for a certain period, let's say 2/5/2003
: : : to date (8.8% gain for S&P). I think I need to have the ROI for that exact period, but am not able to figure out have to see that in
: : : a report. In my mind, the %Gain-I is too low and %Gain-V too high and understand why by looking at the help file.

: : : Is there a way to get the ROI number for other than the standard 3M, 6M,... ranges?

: : : I am running version 5.3.326.

: : : Thanks,

: : : Franco

: : Hi Franco,

: : You can change the yield terms using "Options/Preferences.../Yields" from
: : the main menu. Then, the ROI Yield report will use these terms. The
: : yields above the graphs will also use these terms.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: :

: I found the settings.

: The yields are annualized though, where I would like to see the gain for the period. If there was a NAV price for the portfolio it would be easy to find the exact performance.

: cheers,

: Franco

Hi Franco,

Yes, all yields are annualized, but you can still compare the yields for any
given time period, it is just that the results are reported as if the
performance was continued/scaled to 1 year.

You mentioned the %Gain-I, V figures weren't what you were looking for.
How would you like to see the gain calculated?

You may also be interested to use the Portfolio/Investment Overlay graphs.
You can compare your portfolio to that of an index graphically.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies:

• Re: Portfolio Performance Franco 18:10:06 04/30/03 (0)