John W Elite    Posts: 654 Joined: 10/11/2012 Location: Sydney, NSW, Australia  User Profile | It’s often useful to be able to see how a portfolio may have fared through an earlier timeframe, assuming of course that the strategies existed in that earlier timeframe. Although it’s possible to look backwards in time with a Custom portfolio, it’s not possible to do this with a dynamic portfolio. I built a dynamic portfolio over the period 1/31/2013 - 1/31/2014. Now look what happens when I go back to (say) 1/31/2012 – 1/31/2014. All strategies selected were in use at the earlier 1/31/2012 timeframe. As you can see, the portfolio provides no information about its performance in the timeframe preceding its Jan 31 2013 build date, although the strategies do exist at the earlier timeframe. [Edited by John W on 8/11/2014 7:15 AM]  Attached file : Dynamic02.png (41KB - 420 downloads) |
