Re: Difference between graphs and reports

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In Reply to: Difference between graphs and reports posted by Dennis Merrill on August 15, 2005 at 22:18:06:

: I primarily use the following two reporting tools: the Value overlay graph and ther portfolio performance report.

: I compare my results to the S&P500.

: Now YTD, the performance report shows 7.92% for %Gain-I, and 19.87% for yield for the total port. For the S&P it shows 1.81% for %Gain-I and 2.95% for yield. So from this view it looks like I'm outperforming the S&P. %GainV for the port is 49.49% verus 1.81% for S&P, which makes sense since I'm adding to the port but not the tracking stock.

: However, when I look at the graphs, I choose the S&P500 as the overlay, it appears as though the S&P500 is outperforming me. This graph appears to include investments and distributions, right? Can I get the same result on the report as a number?

: Thanks!

: - Dennis

Hello Dennis,

This report and graph are comparing different scenarios. The Portfolio Performance graph is showing what you actually earned in each investment and portfolio. The Portfolio/Investment(s) Overaly - Value" graph is plotting your actual portfolio value and the hypothetical value of the overlaid investment (S&P 500) as if you had invested all the same money into that investment, the same way you did your portfolio. Since the S&P 500 is doing better on the graph, that is saying that if instead of putting all the money into the investments that you did, if you had used the same money on the same dates and put it into/out of the S&P 500 you would have done better. The information in this overlay graph isn't available in any report, although that would be a good one to add...

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Difference between graphs and reports Dennis Merrill 22:33:09 08/16/05 (0)