The aggregate amount an investment has gained or lost over time. Presented as a percentage.
- The chart can be calculated on a daily/monthly/quarterly basis.
- It’s possible to hide data for the first month, see below.
- This chart can be found for example on our Global Alpha template.
Hiding the first month
1. Mouse-over the chart and click “edit settings” link.
2. In the pop-up window, tick the “Hide the first month” checkbox and save settings.
Annul reset
It is possible to add a new line to the graph which will show the annual development.
1. Click on Edit settings (you can see on picture above)
2. Check Annual reset checkbox
3. Save settings
Continue your fund reporting workflow
This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.