Investment vs Benchmark Chart

MarkdaleMGMT / ReportingDashboard

Resources & Code to support our PowerBI reporting dashboard

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Closed RiskingTime closed 7 months ago

RiskingTime commented 9 months ago

create line charts comparing each individual investment returns vs benchmark returns over time
display the numbers on dual axis so its easy to compare?
ensure that "total returns" are displayed, which includes cashflows

yumengwang0515 commented 8 months ago

For Canadian and US, in one chart or separated charts? total return?

RiskingTime commented 8 months ago

each investment should be in its own chart and compared to a relevant benchmark

yumengwang0515 commented 8 months ago

fixed

yumengwang0515 commented 8 months ago

using vlookup