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"Performance history" client widget

Similar to the "Performance chart" analysis in Infront Portfolio Manager, the "Performance history" client widget shows the development of the portfolio over the course of time. The vertical axis shows the client's performance in percentage in the specified interval.

In edit mode, the "Configure" icon in the "Performance history" client widget offers the following setting options:

Element

Description

Start date

Enter the start date for the analysis, if necessary.
The default setting is the 1st of January in the current calendar year.

Currency

Select here another currency, if necessary.

Calculation method

Select the calculation method for the performance:

  • Classic
  • Internal rate of return
  • Time-weighted (default setting)
  • Time-weighted cum. EC

For more information on the calculation methods, see the online help of Infront Portfolio Manager.

Interval

Select whether to calculate from one day to the next (daily), quarterly or for some other interval. The following settings are available:

  • Daily (default setting)
  • Weekly
  • Monthly
  • Quarterly
  • Semi-annually
  • Annually
  • Whole period

Benchmark

To select a benchmark for comparison and display it in the chart, click the "Search" icon that opens the security search.

Confirm your configuration by clicking the "Apply" button.

Example: "Performance history" client widget with benchmark and annual calculation

Point to the chart graph to display the name, value and price date (also possible for displayed benchmarks).

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