HIMIPref™ User Manual
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Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
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Issue Evaluation

Performance Report



As noted in the glossary, the performanceReport is:

A report accessible via the "Performance Calculation" selection on the mainMenu|Admin popup menu which allows the display of and calculations upon performance data.

When initially called, the performanceInitialization commences. Once the calculation has been initialized, performance data for the selected investments may be displayed as

  • Raw Data
  • Monthly Data
  • Quarterly Data
  • Annual Data
  • Annualized Data

This report is controlled by the performanceMenu.

The Performance Report
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The calculation and display of performance data is discussed under the following headings: