For some reason my ROI yield report returns all NA. I have entered in trades, data for the last 6 months and have updated prices for 2 years on all stocks and benchmarks.
Also, what is the easiest report to view if I want to see the total portfolio % return over a period of time (ie. month to date or last month). Is there any way to show a report that lists biggest drawdown and other stats such as that? Last question..when I do a report on say the alpha or beta in the custom report section it will indicate them for each stock, and on the bottom what appears to be for the portfolio. Is that bottom number a representation of the alpha of the portfolio based on the performance of the whole portfolio or is it some sort of average of the alphas of the stock? (Im not sure if mathematically they would be the same)
thanks