The latest version of LLB Portfolio Analysis enables users to select different predetermined periods quickly and easily.

Performance (TWR)

You can now select different predetermined periods using the Period function:

  • Flex (from / to date can be entered manually)
  • YTD (01.01. to previous day)
  • Last year (01.01. to 31.12. of the previous year)
  • 1 Y (previous day minus 1 year)
  • 3 Y (previous day minus 3 years)
  • 5 Y (previous day minus 5 years)
  • Max (from portfolio start date to today)