Rolling Time Series

Overview

The Rolling Time Series component allows you to evaluate risk, return, and MPT statistics across custom rolling time series. The component defaults to a few data points but you can add or remove data points, working with the available data point options. Also, window and step sizes can be customized. You can select table view to see multiple data points or a chart view to focus on one data point.

Rolling data is used to show the frequency and magnitude of an investment’s good and bad periods. It provides a useful lens into a fund’s history and can help investors gain a full appreciation for how a fund stacks up at any point in time, not just through the latest month- or quarter-end.

For capabilities common to most components, read the Components Overview.

Last Updated: March 9, 2018

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