OutputPerformanceReturns
objectReturns data.
TrailingReturnsobject
Annualized trailing returns for the portfolio and benchmark, looking backward from the analysis end date.
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CalendarYearReturnobject
Performance of the portfolio and benchmark over calendar year periods.
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RollingReturnsobject
Rolling return data for the portfolio.
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InvestmentActivityobject
Investment activity data.
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SecurityReturnsobject
Security returns data.
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Example
OutputPerformanceAfterTaxReturns
objectAfter-tax returns data.
OnDistributionAndSalesOfSharesarray[object]
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OnDistributionReturnarray[object]
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Example
OutputPerformanceBenchmarkCalendarYearReturn
objectCalendarYeararray[object]
Calendar year return data. Index 1–10 represents the 10 most recent calendar years.
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Example
OutputPerformanceBenchmarkInvestmentActivityItem
objectSequenceinteger(int32)
Sequence identifier.
StartDatestring(date-time)
Start date of the time period.
EndDatestring(date-time)
End date of the time period.
BeginningBalancenumber(double)
Beginning balance for the time period.
MarketValuenumber(double)
Market value at end of the time period.
Example
OutputPerformanceBenchmarkTrailingReturnsItem
objectTimePeriodarray[object]
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Example