Parameters of the "Risk indicators portfolio" evaluation

Evaluation date

Evaluation date of the evaluation, which you can enter in the form "dd.mm.yy".

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab.

Evaluation period (months)

Enter the number of months for which a calculation is to be made here.

The default setting is 12 months.

Consolidation

Select the consolidation here. Possible consolidation stages:

• Daily
• Weekly (default setting)
• Monthly

Benchmark

Select a benchmark here if necessary. This is then set for all listed holders (or portfolios or securities accounts) and replaces the benchmark stored in the property properties for the evaluation.

Currency

Evaluation currency.

The default setting is the currency from the input object.

Level

Select the level of the evaluation here. Possible levels:

• Owner (default setting)
• Portfolio
• Depot

Logarithmic returns

Deactivate this checkbox to switch the display from logarithmic to absolute returns.

The default setting is logarithmic returns.