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Re: Initial Value for Port/Invest Overlay Graphs in v5.0

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Posted by Danny on January 08, 2001 at 19:52:42:

In Reply to: Re: Initial Value for Port/Invest Overlay Graphs in v5.0 posted by Mark on January 04, 2001 at 18:42:01:

Thanks for the response Mark. However, I am not sure that this approach is entirely what I am after. I want to know whether my personal investment decisions are out-performing the market and by how much. The "deposits" and "withdrawals" in my portfolio reflect investment decisions that I make in trying to out-perform the market. If I had invested an initial sum in an index fund, I am unlikely to have made the same deposits and withdrawals. In other words, I want to see whether my "active" trading activities perform better than a "passive" buy & hold strategy.

In one of my current portfolio's I am doing worse than the market index using FM4 with starting value of $100 (I use 100 because it gives an easy percentage calculation) but I am doing better than the market index in FM5.

This feature was one of the key decisions in deciding to use FM. I will probably get used to the new graph, but am a little disappointed that functionality was actually removed in an upgrade - particularly one that would have no impact on the performance of the application.

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