Statistics Overview

Purpose

Cumulative Statistics displays portfolio level information for selected time periods. The statistics describe properties of the portfolio related to investment style and return history.

Cumulative Statistics displays several statistical measures calculated from monthly portfolio and index return time series.

Information is displayed in table format and represents a specific point in time.

Guidelines

There are three parameters that must be set in Fundamentals before you can run a statistical analysis:

• Consolidation/Account - select an account or a trust to analyze
• Time Periods - choose a reference date for your analysis, then select a time period frequency
• Index - select an index to measure the performance of your portfolio against the market

Your index is automatically set. You will need to change it if you do not want to use the default in your analysis.

Related Topics

Fundamentals Overview

Viewing the Cumulative Statistics Report

Defining a Cumulative Statistics Filter