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Benchmarks
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Charts
- Annual Performance Chart
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- Displaying amounts/labels in charts
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- How to long, short, and net positions in a chart
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Creating Import file / Mass import file
- Import NAV
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- Most common mistakes when importing data.
- Set Auto-import
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- Updating and uploading monthly performance data
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
- Adding Google Analytics tracking code
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- Articles - Inteligent
- Avoid Formatting Issues When Copying Content
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- My program doesn't show up in the TOP 10 tables.
- Organize factsheets into folders
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- Portfolio holdings and allocation templates
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Performance Data
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
- Advisor fees in Program
- Change administrator
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- Create multiple versions of your factsheet
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- High-water Mark
- I cannot find where to fill some fields displayed in my template
- Import Fund Terms
- Notional Funding
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- Restore archived factsheets
- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
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Statistics
- 12 Months ROR
- 3 Months ROR
- 36 Months ROR
- Active Premium
- Alpha
- AUM Gains
- Average AuM
- Average Losing Month/Quarter
- Average Market Net Exposure
- Average Positive Month/Quarter
- Average ROR
- Best Year / Best Positive Year
- Beta
- Calculate net returns / Include fees into results
- Calculate the non compounded Drawdown
- Calmar Ratio
- Correlation and Correlation Coefficient
- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
- Downside Deviation (Semi Deviation)
- Drawdown Report
- Excess Returns
- Export statistics to Excel
- Gain Standard Deviation
- Hide statistics without values
- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
- Jensen alpha
- Kurtosis
- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
- Last 36 Months Average
- Last Month
- Last Quarter
- Loss Standard Deviation
- Max AuM
- Max Drawdown Valley Date
- Maximum Drawdown
- Maximum Upside
- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
- Monthly Drawdown
- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
- Rachev Ratio
- Rate of Return
- Risk Adjusted Returns
- Risk-free rate
- Sharpe Ratio
- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and non-compounded calculation
- Time Window Analysis
- Total Return
- Tracking Error (Active Risk)
- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
- Winning 12M Rolling (%)
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns
- Yield to Maturity (YTM)
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Tables
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Widgets
Distribution of Quarterly Returns
Created OnFebruary 2, 2021
Last Updated OnApril 1, 2021
byMilan
This chart displays the number of quarters in which program’s quarterly performance has historically fallen within varying performance increments.
The default scale is + -10%, but can be changed to meet your requirements.