PerformanceDto

constructor(amountYtd: BigDecimal? = null, percentTimeWeightedYtd: BigDecimal? = null, percentMoneyWeightedYtd: BigDecimal? = null, percentReturn: BigDecimal? = null, percentReturnCumulated: BigDecimal? = null)

Parameters

amountYtd

Performance amount in the portfolio's reference currency for the current year (YTD).

percentTimeWeightedYtd

Time-weighted performance in percent (%) for the current year (YTD).

percentMoneyWeightedYtd

Money-weighted performance in percent (%) for the current year (YTD).

percentReturn

Overall return in percent (%).

percentReturnCumulated

Cumulated return in percent (%).