The Growth of 10k report is designed to plot the performance of the account and benchmark beginning on the account inception date. Each plot point is a month end and represents the cumulative Since Inception return converted to a growth rate and multiplied by 10,000.
This report can be run on any month end.
Advanced Report Profiles
Egl Prf Performance Relative Growth of 10k
Options
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Data Used by Report
The following table shows data used by the report.
| Report Element | Data Mart Table | Data Mart Column | Underlying Field Attribute |
|---|---|---|---|
Fund Name | FUND_SUMMARY | ENTITY_NAME | eglEnt-Entityname |
Fund Base Currency | FUND_SUMMARY | BASE_CURRENCY | eglEnt-EntityBaseCurrency |
Benchmark | FUND_SUMMARY | BM1_NAME | eglPan-Bm1Name |
Inception Date | FUND_SUMMARY | INCEPTION_DATE | eglEnt-InceptionDate |
Account Return Since Inception | PERF_TOTAL_EXTENDED | ITD_RETURN | eglPlk-D-ItdGrossReturn |
Benchmark Return Since Inception | PERF_TOTAL_EXTENDED | ITD_BM1_RETURN | eglPlk-D-Bm1ItdGrossReturn |
Report DLL
The report DLL is named PerformanceGrowth10K.dll.
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