Re: Portfolio Performance

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In Reply to: Portfolio Performance posted by Franco on April 29, 2003 at 22:10:08:

:
: Hi,

: I'm trying to compare my performance with the S&P index for a certain period, let's say 2/5/2003
: to date (8.8% gain for S&P). I think I need to have the ROI for that exact period, but am not able to figure out have to see that in
: a report. In my mind, the %Gain-I is too low and %Gain-V too high and understand why by looking at the help file.

: Is there a way to get the ROI number for other than the standard 3M, 6M,... ranges?

: I am running version 5.3.326.

: Thanks,

: Franco

Hi Franco,

You can change the yield terms using "Options/Preferences.../Yields" from
the main menu. Then, the ROI Yield report will use these terms. The
yields above the graphs will also use these terms.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies:

• Re: Portfolio Performance Franco 11:47:25 04/30/03 (2)
  • Re: Portfolio Performance Mark 14:19:17 04/30/03 (1)
    • Re: Portfolio Performance Franco 18:10:06 04/30/03 (0)