Re: Quarterly vs. annual return.

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Posted by Mark on January 01, 2007 at 20:47:04:

In Reply to: Quarterly vs. annual return. posted by Harry Teder on December 31, 2006 at 18:41:43:

: To find the quarterly return on my portfolio, I’m using Custom Report, %Gain (end), and changing the Period: Start – End settings as 1-1-06 and 3-31-06, 4-1-06 and 6-30-06,etc. However, when I set the Period for the whole year, the reported %Gain differs substantially from the sum of the quarterly Gains (13.25 for year, 26.85 for sum). Is that to be expected? Thank you & Happy New Year.

Hi Harry,

The %Gain (end) goes from the investment's inception up through the ending report date. I think you are instead looking for %Gain (btw). This only goes from the report start date to report end date.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Quarterly vs. annual return. Harry Teder 13:43:27 01/02/07 (10)
  • Re: Quarterly vs. annual return. Harry Teder 13:50:01 01/02/07 (9)
    • Re: Quarterly vs. annual return. Mark 15:30:38 01/02/07 (8)
      • Re: Quarterly vs. annual return. Harry Teder 22:07:15 01/02/07 (7)
        • Re: Quarterly vs. annual return. Mark 12:34:57 01/03/07 (6)
          • Re: Quarterly vs. annual return. Harry Teder 16:21:29 01/04/07 (5)
            • Re: Quarterly vs. annual return. Mark 18:12:05 01/04/07 (4)
              • Re: Quarterly vs. annual return. Harry Teder 14:18:40 01/06/07 (3)
                • Re: Quarterly vs. annual return. Mark 09:56:23 01/07/07 (2)
                  • Re: Quarterly vs. annual return. Harry Teder 11:48:35 01/09/07 (1)
                    • Re: Quarterly vs. annual return. Mark 12:00:40 01/09/07 (0)