Forum Discussion
Portfolio Performance Comparison
Hello I have a large list of portoflios which span across multiple firms and risk tolerances (ie Conservative, Moderate, Balanced, Growth, Aggressive). These firms may also have severaly types m...
Hi Warrior42 ,I think you can create calculated column and measure that computes the performance difference between the selected models. Use this measure in a separate Matrix visual or a Card visual to display the performance difference, similar to your table 2.
Here’s a simple example of a DAX formula to calculate the year-to-date (YTD) performance:
YTD Performance = TOTALYTD(SUM('Performance'[Value]), 'Date'[Date])
And for calculating the performance difference:
Performance Difference = 'Model A'[YTD Performance] - 'Model B'[YTD Performance]
Best Regards
Yilong Zhou
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