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Cumulative Returns (Equity)

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

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