Rev. Date December 12, 2019
In cases where you want to analyze metrics of a specific period in time, you would want to adjust the analysis period.
The analysis period may be set to a subsection of the default but cannot expand beyond because it is calculated based on the intersection of all available data in the analysis.
If you would like to analyze on a wider time frame, you need to do one of the following:
Remove investments with shorter histories
Add proxies to the investments with shorter histories
Upload the latest returns for the investments with shorter histories (if available)
This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.