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charlkeet's avatar
charlkeet
New Member
7 years ago

include variable costs in portfolio backtest

Hi   I'm fairly inexperienced in using measures and ran into the following issue: I am building a equity portfolio backtest dashboard, the backend is a list of dates and monthly returns (about 30 ...
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v-piga-msft's avatar
v-piga-msft
Icon for Resident Rockstar rankResident Rockstar
7 years ago

Hi charlkeet,

 I have now created a what-if scenario to include monthly costs to deduct from monthly returns. The issue is that EARLIER can't be used in a measure and I can't use the fund_nav calc as a measure.

I should agree with AlB. Although we always use EARLIER in calculated column, but it also can be used in a measure. 

 

You could have a reference of this blog which explain to us what the difference for using EARLIER in calculated column and measure, and it also show us how to use EARLIER in a measure with an example.

 

Best  Regards,

Cherry