Discrete performance data
under review
David Vandenberg
As long-term investors, it's quite useful to see performance data represented as discrete annualised figures rather than a line chart or just top-line 1Y, 3Y 5Y etc.
I'd personally like to see performance data visualised in annualised / 12-month fashion for each of:
Cumulative annualised history: eg 1m, 3m, 6m, 1y, 2y, 3y, 5y, 10y, since inception.
Discrete annualised 12-month:
0-12m, 12-24m, 24-36m, 36-48m, 48-60m.
Discrete calendar:
YTD, 2020, 2019, 2018, 2017, 2016 etc
It would also be very useful to have these colourised by performance band.
This could be 4 grades of green for quantile positive performance and 4 shades of orange/red for quantile negative performance.
I personally use this kind of colour representation in my excel sheet for evaluating investments. It makes gauging their performance quite easy at a glance.
Hayden Smith
Merged in a post:
Filter returns by date
Jed Herne
I'd love the feature to see my returns over a specific date (i.e. over the last 3 weeks, for instance.) The current way to do this is simply to hover my mouse over a chart, which is less than optimal :)
Hayden Smith
under review