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 model sets (i.e. Core, Tax-Manged, Active Passive). The main goal is to create a comparison of their trailing performance (ie 3 mo, YTD, 1 Yr, 3 Yr, etc), on an absolute and relative basis...similar to the version I created on excel below As some background, the version in the screenshot was built using excel and can get a bit tedious to update, so I am trying to make this more efficient via power BI.
When it comes to where I am in the process, I am able to create generic table with a drop down that shows absolute performance. Although, after making a selection of the competing fund family and model set, I am getting hung up in the following areas.
- Being able to map each risk tolerance of the static and competing model next to one another for the absolute performance figures (table 1)
- Then being able to have that link to a seperate table to illustrate what the performance difference would be, similar to table 2
Any recomendations on how to accomplish this?
Thank you!
