/Manually change statistical data

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Manually change statistical data

All statistics in your factsheets are calculated automatically every time you update your program’s or benchmark’s performance. If automatically calculated values do not meet your expectations, you can replace them by manually entered figures.

  • Go to More Information / Other Program Terms.

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  • Scroll down to the bottom to the Custom Statistics section and click “Add More”. Select statistic you want to  update. Then click “Save”. Please remember that the updated statistic has to be included in your template. You cannot simply add a new statistic to your factsheet by inserting its value manually.

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Update custom statistics from a file

If you want to update custom statistics for more programs at once, you can use Mass Data Import.

Possible values:
LastMonth
YearToDate
Last3MonthsRor
Last12MonthsRor
Last24MonthsRor
Last36MonthsRor
Last48MonthsRor
Last60MonthsRor
Last120MonthsRor
Last24MonthsAvg
Last36MonthsAvg
Last48MonthsAvg
Last60MonthsAvg
Last120MonthsAvg
AverageRor
TotalReturn
SharpeRatio
SortinoRatio
Sterling
Calmar
Skewness
Kurtosis
MaxDrawdown
YearlyDrawdown
MaxDrawdownAnnual
StandardDeviation
AnnualizedStandardDeviation
DownsideDeviation
Vami
Nav
AvgWinMonth
AvgLossMonth
WinningMonthsPerc
LossingMonths
MaxGain
WorseMonth
GainDeviation
LossDeviation
LosingStreak
JarqueBera
RachevRatio
StarrPerformance
ExpectedTailReturn
AnnualInformationRatio
AnnualActivePremium
DownCapture
UpCapture
Alpha
AnnualAlpha
JensenAlpha
AnnualJensenAlpha
Beta
Omega
TrackingError
TraynorRatio
VaRHistorical
ConditionalValueAtRisk
ModifiedVar
CoefficientOfDetermination
CorrelationVsBenchmark1
CorrelationVsBenchmark2
CorrelationVsBenchmark3
CorrelationVsBenchmark4
CorrelationVsBenchmark5

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