Reply To: Watch List Scripting to Find Yearly Performance

Optuma Forums Optuma Scripting Watch List Scripting to Find Yearly Performance Reply To: Watch List Scripting to Find Yearly Performance

#59331
DarrenDarren
  • Topics: 55
  • Replies: 463
  • Posts: 518

Hi Lester,

It’s similar to the Monthly Returns script, so you just need to change the YEARNUM() values for each year. So for 2019:

Once in a watchlist column it can be cloned and edited, and change the years in Y1 and Y2. Note that we also have an Annual Rate of Return tool and formula (eg ARR(PERIODAMT=3)/100) which calculates the compounded rate over the last 3 rolling years (ie currently Aug – Aug). So CSL has gained 30.56% per year over the last 3 years to date, and SCG has lost a compounded average of -19.59% per year (mainly this year).

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