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Lesveilleurs's avatar
Lesveilleurs
Frequent Visitor
2 years ago
Solved

Line Chart with Multiple Values Starting from $100 USD (Calculated from portfolio's Start Month)

Hi everyone,     I have some monthly portfolio performance data on hand, along with the starting month for each portfolio. Additionally, I have historical monthly performance data for 3 benchmark...
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  • lbendlin's avatar
    lbendlin
    2 years ago

    Then you will need to use a disconnected Calendar table and modify the measure slightly.

    Measure = 
var md = max('Calendar'[Date])
var mn = max(Master[Name])
var mnd = minx(filter(Data,[Name]=mn),[Date])
return if(edate(mnd,-1)=md,100, 100*productx(filter(allselected(Data),[Name]=mn && [Date]<=md),1+[Mothly Return (%)]/100))

     

     

lbendlin's avatar
lbendlin
Super User
2 years ago

You may be overcomplicating this a little? Do you really need to add the initial "100"  value?  What do you mean by "umbrella" ?

 

 

 

 

Lesveilleurs's avatar
Lesveilleurs
Frequent Visitor
2 years ago

Hi lbendlin,

 

Sorry for confusing you, the umbrella represents the outcome's look.

We like to have them all start from 100, to analysis and compare the performance of them, and for people easily understand how it is, sometimes, will use Usd 1,000 instead.

Here are some application examples.

 

Total return - Sample 1 

Total return - Sample 2  

 

 

 

  • lbendlin's avatar
    lbendlin
    Super User
    2 years ago

    Then you will need to use a disconnected Calendar table and modify the measure slightly.

    Measure = 
var md = max('Calendar'[Date])
var mn = max(Master[Name])
var mnd = minx(filter(Data,[Name]=mn),[Date])
return if(edate(mnd,-1)=md,100, 100*productx(filter(allselected(Data),[Name]=mn && [Date]<=md),1+[Mothly Return (%)]/100))