Automated Tracker

[Intrepid_Timer]

Hello. I have a question about the automated tracker. It has a column titled "MTD returns 2007-11-1" and a column titled "Since last month end 2007-10-31". Wouldn't the latter be a better indication of ones actual monthly return? This may cause confusion to some people.

Thanks

 

[EW_ret]

You are correct in your statement. Because of this feedback on MTD and QTD return calculations, we added two new columns: Return since last month end, and Return since last quarter end. The MTD and QTD returns should start from the prior month, or quarter, last trade day. Starting a return calculation on the first day of the month (at COB prices), or quarter, misses the gain/loss for the first day if it is a trade day.

We eventually will have a single MTD and QTD returns column when the Automated Tracker goes to final form. Remember the Automated Tracker is still in testing phase until years end. Your feedback validates the correct way to calculate monthly and quarterly returns. Thank you for your input.

Hello. I have a question about the automated tracker. It has a column titled "MTD returns 2007-11-1" and a column titled "Since last month end 2007-10-31". Wouldn't the latter be a better indication of ones actual monthly return? This may cause confusion to some people.

Thanks