The Performance widget allows you to view performance across all or selected accounts in a number of different available views. The performance data includes all Managed accounts and positions, with the exception of Held Away accounts which have been marked as Outside Managed. Any accounts or positions which have been manually changed to Non-Managed will not appear in the Performance tab.
See Managed and Non-Managed Asset Functionality for more details on these distinctions.
Performance reporting is broken down into four sub-tabs, detailed below:
When using the Performance tab, the following controls are available regardless of which sub-tab is selected:
The Performance History sub-tab provides a line graph of the performance for selected accounts across the specified period. Hovering over the graph will display the cumulative total return for the period up to the date indicated, as well as the annualized return for periods longer than one year.
Note that if you are using the Account Selection feature, single accounts will display based on their individual Net/Gross Fees setting. If you select all accounts or a combination of accounts with different Net/Gross settings, the setting for the Household will be applied.
The Performance Overview sub-tab provides a bar-graph style chart showing total changes in each given category across the selected performance period. Categories tracked include Contributions, Withdrawals, Income, Fees, and Growth, along with the Start Value and End Value across these changes.
The Performance Details sub-tab gives you several paths to drill down into performance data and includes some additional options and controls. The options and features here are detailed further in Managing Clients > Performance > Performance Details.
The Market Value History sub-tab charts the value of the selected accounts across the performance period. It displays the value of the accounts, the net investment, and notes any contributions or withdrawal points that affect the value. Hovering over the graph displays the exact values at any given point, including the amounts of contributions or withdrawals on that date.