Select a simulation period for your analysis:
- 1 month, 3 months, 6 months, Year-to-date
- 1 year, 3 years, 5 years, 10 years, 20 years
- when you select Year, an additional row is displayed to select specific years
- when you select Date, a calendar appears to select a custom date
You can store often-used dates in a favorites list. To access the list, select Date, then click on the down arrow to the right of the calendar.
To add a date to the list, select 'Add current date to favorites'. To remove a date from the list, select the date then click 'Remove current date from favorites'.
Aligning to month end
By default, Portfolio Lab periods extend to the last market day. You can also run Portfolio Lab in previous month mode. In that mode, periods instead extend to the last day of previous month. This mode is activated through a global setting.
Assets with insufficient history
Some assets may have insufficient history for the selected time period. The missing price history for these assets is backfilled and a message is displayed at the bottom of the window. Click on the message to display more information about these assets.