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Percentages Investment Overlay Graph

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

Postby CGB » Thu Nov 01, 2012 4:02 pm

The percentage price traces do not always start at 100%. Particularly for shorter time periods like 'quarter to date' (range 99.8% to 101.0%). Does this discrepancy carry forward to reading the percentages all the way to the end date, or does it only effect the starting date?

Thank you.
CGB
 
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Postby Mark » Fri Nov 02, 2012 8:47 am

Hi CGB,

This is how those graph types work. The change on the first graph date is included. So, for example, if you have a graph starting on 11/1, and the price increased 10% from the close on 10/31 to the close on 11/1, the initial plotted price on 11/1 will be 110%. You can think of it as being 100% on the morning/open of 11/1, but the percentage is plotted for the end/close of 11/1.
Thanks,
Mark
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Mark
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