Re: Portfolio Performance

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Re: Portfolio Performance posted by Mark on April 30, 2003 at 01:04:02:

: :
: : 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
:

I found the settings.

The yields are annualized though, where I would like to see the gain for the period. If there was a NAV price for the portfolio it would be easy to find the exact performance.

cheers,

Franco

Replies:

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