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Investment Overlay graph start values

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

Postby Djobydjoba » Sat Jun 10, 2017 5:49 am

Hi Mark,

In the Investment Overlay graph, I wonder why all the invesments don't always start precisely at 100%. Very often, there is an offset. Is there any particular reason ?

20170610-sam.14h36-01.png
20170610-sam.14h36-01.png (19.76 KiB) Viewed 177 times
Djobydjoba
 
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Postby Mark » Sat Jun 10, 2017 6:33 am

Hi Djobydjoba,

Yes, this is the intended behavior. The first plotted point includes changes for that date. For example, if your graph starts on Jan 1, the plotted point for Jan 1 will be the change from Dec 31 to Jan 1. Dec 31 in this case would be the 100% point.
Thanks,
Mark
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Postby Djobydjoba » Sat Jun 10, 2017 6:56 am

Ok, thanks. And I should have read the help :oops: : "The normalized price is the price for the given date divided by the closing price for the day prior to the beginning of the graph."

As soon as we know the rule it's OK. I think it gives a perception of slight inaccuracy though. The comparaison graphs from other softwares seem very often to start à 100%. Anyway, just a personal feeling.
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Postby Djobydjoba » Sat Jun 24, 2017 11:30 am

Hi Mark,

For the Portfolio/Investment overlay graph type I guess the normalized price (100) is also the day before the start date for the graph ? And this time I think it is not mention in the help :lol: (for this type of graph).

This behavior bugs me, I can't get used to it. My mind wants to see on the graph the same start values. Could it be an option?

Thanks
Djobydjoba
 
Posts: 319
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Jun 24, 2017 12:02 pm

Hi Djobydjoba,

Yes, you are correct, the Portfolio/investment overlay graph works the same.

This behavior makes the graphs consistent with reports. Performance on start/end dates are always included. We could consider making it an option. It does create some confusion.
Thanks,
Mark
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Postby Djobydjoba » Sat Jun 24, 2017 12:39 pm

Found a graph from Bloomberg : http://cdn.oilprice.com//images/tinymce/Rakesh0601A.png
Generally the normalized price is visible in other softwares.

It remains a minor suggestion. I don't want to give the impression that it's important.

Thanks.
Djobydjoba
 
Posts: 319
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Jun 24, 2017 12:54 pm

Hi Djobydjoba,

Maybe we could plot the day prior to the specified graph start date, to illustrate the point where it starts. For example, if you choose to start on 1/1/17, we would plot the normalized 100 value on 12/31/16, and then the same 1/1/17 initial value as shown today.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Djobydjoba » Sat Jun 24, 2017 1:22 pm

I had the same idea, if consistency with reports has to be preserved it could do the trick.

And I think the confusion we can have if we select a start date and it's the day prior to this date that is displayed is not as big as the confusion we can have when we don't see the normalized 100 value.
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