Parameters of the "Surplus performance monitoring" evaluation

Start date

Start of the evaluation. Enter the start date in the form dd.mm.yy.

The default setting is the beginning of the current year.

Evaluation date

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

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

Currency

Evaluation currency.

The default setting is the default evaluation currency, which you set in the global settings.
You can also specify a different currency for the overview by selecting the desired currency from the list.

Calculation type

Performance calculation method.

The default setting is "Time-weighted". If necessary, read the section Calculation of performance.