This component allows you to include a performance analysis of your portfolio in your web in an easy and simple way. Using only your portfolio’s nav, the component calculates all the information.

This component provides visualizations of different statistics and time series in each section. In the upper left area, it visualizes the historical evolution of your portfolio with some of the most important statistics such as total return, annualized return and maximum return in the selected period. Alongside this historical evolution, it is possible to analyze the annual return of your portfolio with more statistics (minimum annual return, average annual return and maximum annual return.

In the lower left, it visualizes the historical 1Y-Rolling returns of your portfolio (portfolio return calculated over a one year moving window). Alongside this, it is possible to see the 1Y-Rolling returns histogram. Both plots are shown with some statistics related to them such as the average, 5th and 95th percentile, the median and the number of days where the 1Y-Rolling returns were positive or negative.

Moreover, it is possible to change the analysis period using the range selector that you can find in the header of the component allowing you to analyze your portfolio’s performance down to the smallest detail.

Intelligence

The component calculates all the information using only the nav of your portfolio and the period you would like to analyze.

Where to use it?

This component can be used in a multitude of applications. Here are some examples:

• A client's private area so that they can carry out a profitability analysis of their portfolio.
• Internal application for managers to make a more detailed analysis of portfolio performance.
• Anything that you come up with.

Subcomponents

input-date-range analysis-returns analysis-annual-returns analysis-rolling-returns analysis-rolling-returns-distribution