Bar charts are a very useful way to visually display discrete and rolling performance periods and allow easy comparison of different instruments. You can also choose to analyse measures other than performance, such as ratios and volatility.

The chart can be manipulated by changing the following:

Charting Type: 

You can choose to plot instruments individually by selecting 'Fund' or choose 'Funds within sector' to plot the range of returns of funds within a sector with the return of the fund appearing as a yellow line across the bars.

Chart Basis:

You can choose either a rolling or discrete chart basis. If you choose rolling then you must choose what rolling period from the drop down.

Measure:

You can choose from a number of measures including Total Return, Alpha, Beta and Volatility.

Rolling Period:

You can choose a number of different rolling period from 1 month to 10 years.

Period Ends:

You can choose monthly, quarterly or annual period ends.

Number of Periods:

You can specify the number of periods to display for either a rolling or discrete chart. Please note that creating a chart with a large amount of performance periods may take some time due to the amount of data being requested, particularly if choosing ‘Funds within sector’.

Benchmark:

You will need to select a benchmark for certain measures, e.g. Alpha or Beta. The default will be the Fund’s sector average, however you can also choose anything from your active list.