Hello Veterini,
thank you so much for your detailed answer!!!
You’re very clever and attentive!!! Indeed, you’re right and not having the same data series does not help to get the same results! I fixed this.
Here, I am not sure to understand how to set this in PP. I can select 1 year, 2 years, 3 years, but I don’t know where I can decide to use YTD or another timeframe.
The tooltip for the Yearly returns gives me the following:
(for some reason, the data series does not display in the tooltip, but anyway)
And the tooltip for the TTWROR gives me this:
So it seems to me that the period is the same for both widgets: 31/10/2023 to 31/10/2024.
So, yes in this case the issue is perhaps in the wording. In French, could it be “Taux de rendement en glissement annuel”?
Again, just to be sure my understanding is correct:
Year to date (for 2024): from 01/01/2024 to 31/10/2024 (in French cumul annuel)
2024 annualized: (01/01/2024 to 31/12/2024)/365 (in French annualisé)
Year over year: 01/11/2023 to 31/10/2024 (in French en glissement annuel)
And if I’ve understood correctly, the Yearly heatmap would be on a Year over year basis and the TTWROR would be annualized, hence the difference, is that correct?
Thank you very much for the explanation. I obviously wasn’t at the math skills distribution day!
Merci pour votre aide et votre patience Veterini!