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Using the Historical Drawdown Component in Office Cloud

Using the Historical Drawdown Component in Office Cloud

In an analytical view, the new Historical Drawdown component can help you analyze downside risk. By examining the drawdown line, you can understand the following occurrences over a selected time period:

  • the number of drawdowns
  • the duration of each drawdown, and
  • the depth of each drawdown.

When working with the Historical Drawdown component, keep the following in mind:

  • At this time, it can be used only for stocks and funds with historical return data. It does not apply to portfolio objects.
  • The default start date is ten years ago and the default end date is the last month end, and
  • A value of 0 indicates no losses during that time.

The Historical Drawdown component does not appear by default in any existing analytical view.

To use the Historical Drawdown component, do the following:

  1. In an analytical view, create a new tab. An untitled tab opens and the Edit area opens.

    newtab.jpg

  2. In the search field, search for the Historical Drawdown component, then drag and drop it into the tab.

    HistoricalDrawdown8.jpg

  3. At the top of the Edit area, click Done.
  4. On the Untitled 1 tab, click the down arrow and from the Edit Tab menu, select Rename.

    rename.jpg

  5. Name the tab and click Save.
  6. To make changes to the Historical Drawdown component, click the Component Settings icon. The Component Settings menu opens.

    componentsettings2.jpg

  7. After making your selections, click away from the Component Settings menu to close it.
  8. To save the analytical view with the tab you created, click the analytical view menu and select Save.

    savetab.jpg

  9. Name the analytical view and click Save.
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Revision #:
3 of 3
Last update:
‎02-25-2020 12:45 PM
Updated by:
 
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