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Seasonality features

Comments, critical feedback, praise, or suggestions for new features.

Postby Djobydjoba » Sun Oct 13, 2019 9:41 am

Hi Mark,

Thanks for considering it for seasonality graphs and seasonality report. I would like to let this option on, for annualizing figures in Portfolio Editor and other reports.

IMO, annualizing yields for seasonality calculations can't ever be wanted. With seasonality, we want always reliable and real (= realized) past average returns, never extrapolated returns (IMO again).

And it is not only for the weekly period. For example the Portugal index, monthly period, seasonality values not normalized:

Annualizing option off:
https://i.postimg.cc/tTP1vFb2/20191013-dim-18h29-02.png

Annualizing option on:
https://i.postimg.cc/5tzNf1rt/20191013-dim-18h29-01.png

When on, average returns for 15 years for the first quarter are... 24%
These are really wrong, always unwanted, figures for seasonality, IMO
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sun Oct 13, 2019 9:46 am

Hi Djobydjoba,

Okay, thanks for the feedback. We will consider this...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

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