 # Yearly Performance BullGlobe

## Yearly Performance

Looking at the period-over-period performance of an investment can also be helpful to detect longer-term trends. It is calculated similarly to the cumulative performance; however, in this case, we do not use the initial value as the base for the returns, we look at each period individually and compute the percentage change from the start to the end of the period.

In the above example, we can see the month-over-month returns on investment. This can be a powerful tool to identify seasonal trends and possible investment opportunities.

Above is an example of a real, interactive chart we use in our analysis to compare the year-over-year (YoY) performance of various assets in a portfolio. As we can see, the period-over-period analysis can also help us identify asset correlation trends overtime.

## Efficient Frontier Line

Asset correlation Asset correlation is a measure of how investments move relative to one another. When assets move in the same direction at the same time, they are considered to be positively correlated. When one asset tends to move up when the other goes down, the two assets are considered...

## Correlation Matrix

Asset correlation Asset correlation is a measure of how investments move relative to one another. When assets move in the same direction at the same time, they are considered to be positively correlated. When one asset tends to move up when the other goes down, the two assets are considered...

## Value At Risk (VaR)

Value at Risk (VaR) Value at Risk (or VaR) is a measure that is used to statistically quantify the level of risk of a certain investment over a specific period of time. It essentially estimates the potential losses you may encounter in a given timeframe (days, months, years, etc.) for...

## Historical Drawdown

Drawdown Drawdown is a measure of downside risk. It is a simple metric that tells us (on a percentage basis) how much an investment declined from its peak (its highest value) to its trough (its lowest value). By analyzing an asset’s drawdown history we can see how it has been affected by economic...

## Volatility Histogram

Histogram of returns A histogram is a type of graph that plots the frequency distribution of your returns. In simpler words, it captures the frequency (number of times) in which certain returns happen and it separates them into different buckets (bins or ranges). Let’s build a quick example in order...

## Asset Summary

The Portfolio Asset Summary is a table that shows some basic key information about each asset in your portfolio. Assets The first column shows the name of every asset in your portfolio. If you look up these names online, you may find tons of additional information about them. Tickers The...

## Performance & Risk Metrics

What does investment performance mean? In the investment world, performance is essentially translated to returns (gains or losses) on your investment and the progress of those returns over time. Beginning Balance The Beginning Balance is the money you started investing with. In our portfolios, we set a hypothetical beginning balance...

## Yearly Performance

Looking at the period-over-period performance of an investment can also be helpful to detect longer-term trends. It is calculated similarly to the cumulative performance; however, in this case, we do not use the initial value as the base for the returns, we look at each period individually and compute the percentage change...  Scroll to Top ### discover the finance world 