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)