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Block options

Area fill

With the Area fill option, you can switch between a line chart and an area chart. Just set the fill level from 0 for see-through to 1 for solid.

Border width

Use the Border width option to change how thick the table border looks. You can set it in pixels.

Breakdown

When you need to pick the breakdown you want to display, use the Breakdown option. It only shows up when you’ve entered the necessary data in the InvePress > Breakdowns tab for a specific Ticker.

Calculation based on last (N) periods

In Calculation based on last (N) periods, you can pick how many periods you want to consider, like the last 36 months.

Chart height

For adjusting chart height, you can use Chart height option. The width is always 100%, and you can limit it using the standard WordPress Columns block.

Chart type

In the Chart type option for the Breakdown Chart block, choose between pie chart, donut chart, or bar chart.

Colors

Colors settings let you control the colors on your charts and tables, from individual Ticker colors to background, font, grid lines, and more.

Date ranges

Depending on the block type, you can choose predefined date ranges in the Date ranges option. Enter individual date ranges separated with commas or the Enter key.

Performance Line Chart date ranges (this option shows up only when you are on a daily interval):

1w – one week
1m – one month
3m – three months
6m – six months
12m – twelve months, one year
24m – twenty-four months, two years
36m – thirty-six months, three years
60m – sixty months, five years
120m – one hundred and twenty months, ten years
wtd – week to date
mtd – month to date
qtd – quarter to date
ytd – year to date
max – maximum available range

Performance Table date ranges:

1w – one week
1m – one month
3m – three months
6m – six months
12m – twelve months, one year
24m – twenty-four months, two years
36m – thirty-six months, three years
60m – sixty months, five years
120m – one hundred and twenty months, ten years
wtd – week to date
mtd – month to date
qtd – quarter to date
ytd – year to date
max – maximum available range
1mEom – one month at the end of the month
3mEom – three months at the end of the month
6mEom – six months at the end of the month
12mEom – twelve months, one year at the end of the month
24mEom – twenty-four months, two years at the end of the month
36mEom – thirty-six months, three years at the end of the month
60mEom – sixty months, five years at the end of the month
120mEom – one hundred and twenty months, ten years at the end of the month
qtdEom – quarter to date at the end of the month
ytdEom – year to date at the end of the month
maxEom – maximum available range at the end of the month
1yEoy – one year at the end of the year
2yEoy – two years at the end of the year
3yEoy – three years at the end of the year
5yEoy – five years at the end of the year
10yEoy – ten years at the end of the year
maxEoy – maximum available range at the end of the year

Performance Table date ranges (annualized returns):

24mAnn – twenty-four months, two years
36mAnn – thirty-six months, three years
60mAnn – sixty months, five years
120mAnn – one hundred and twenty months, ten years
maxAnn – maximum available range
24mEomAnn – twenty-four months, two years at the end of the month
36mEomAnn – thirty-six months, three years at the end of the month
60mEomAnn – sixty months, five years at the end of the month
120mEomAnn – one hundred and twenty months, ten years at the end of the month
maxEomAnn – maximum available range at the end of the month
2yEoyAnn – two years at the end of the year
3yEoyAnn – three years at the end of the year
5yEoyAnn – five years at the end of the year
10yEoyAnn – ten years at the end of the year
maxEoyAnn – maximum available range at the end of the year

Date selector

In the Date selector option, you decide whether user can select custom date ranges for the data you display.

Display

Display options change depending on the block type.

In the Performance Line Chart, you choose what data to show: quotes, returns, or the 10k growth.

For the Performance Bar Chart, pick if you want returns for calendar years or 12-month periods.

In Breakdown Chart and Breakdown Table blocks, you can filter the data to end of week, month, quarter, or year.

With the Performance Table, you can select to show a table with years, months, full-year periods, 12-month periods, predefined date ranges, or the latest quote.

In most cases, you can also use this to restrict data display to the end of a week, month, quarter, or year.

Display last (N) years / periods

In Display last (N) years/periods, you can limit data to recent periods, like the last 5 years.

Format

You can specify the format of the printed page in Format option for the Printable Reports block.

Interval

Interval helps you decide how data is displayed or considered in calculations: daily, weekly, monthly, quarterly, or yearly, and if you want it at the end of the period.

Items width

With the Items width option, you can set the minimum column width for item names in your table.

Language

Choose the language for your charts and tables in the Language option. Browser-based translations are used for dates, while you can customize other text translations yourself.

Layout

Layout lets you pick between horizontal or vertical table layout.

Legend position

In Legend position, you decide where to place the legend on your chart.

Legend responsive

With Legend responsive, you can make the legend switch to the bottom on mobile screens for breakdown pie and donut charts.

Legend width

Set the width of the legend on the chart with Legend width. For pie chart or donut chart, the items always show fully, while bar chart items get trimmed to the chosen width.

Limit data from date

Control the start date for your data using Limit data from date. It shows all data if it’s earlier than the available data, and only what’s available from the selected date if it’s later.

Limit data to date

For limiting the end date of your data, use Limit data to date. It shows all data up to the current day if it’s later, and data up to the selected date if it’s earlier.

Line height

Line height lets you set how much space there is between lines in your tables, in pixels.

Opposite Y axis

In Opposite Y axis, you can make the Y axis appear on the right side.

Orientation

Whit Orientation option you can choose the page orientation for the Printable Reports block.

Statistics

Select the statistical indicators you want to display in the Statistics option. Just enter the indicators separated by commas or Enter key.

Available indicators

Alpha is a measure indicating the potential and scale of price changes in a given instrument, assuming that the benchmark value remains unchanged. Alpha can take positive values, but also negative values. In the case of negative values, when the benchmark value does not change, the instrument under analysis generates a loss. An alpha equal to 0 means that only the benchmark influences the price change of the instrument.

Beta is a measure indicating the sensitivity of a given instrument’s price changes compared to benchmark changes. A beta of 1 means that an expected 10% increase in the benchmark value will translate into a 10% increase in the value of the instrument under analysis. The higher the value of the beta indicator, the riskier the investment being considered. In extreme cases, beta can take negative values, indicating an inverse movement of the unit’s value relative to benchmark changes.

Information Ratio is a measure of management efficiency constructed based on the relationship between the expected excess return and the standard deviation of the additional returns. The additional return is the difference between the investment return and the benchmark return, which describes the behavior of a homogeneous group of investments with a consistent investment policy. The expected excess return is the arithmetic mean of historical additional returns. To obtain comparable data, the IR ratio is presented in an annualized version by multiplying it by the square root of 4, 12, 52, 252 (depending on whether quarterly, monthly, weekly or daily data was used).

R-squared (R²), the square of the Pearson correlation coefficient, is a measure indicating the degree of fit of a data series to a pattern. In the case of investments, the periodic investment returns act as the data series, and the benchmark or market portfolio serves as the pattern. As a result, R-squared provides an answer to the question of how much of the investment’s return is explained by the behavior of the benchmark.

The Sharpe Ratio has a similar construction to the Information Ratio: the numerator represents the average excess return, a variable favorable for investors, while the denominator contains the unfavorable variable – the standard deviation of investment returns, which reflects total risk. What distinguishes the Sharpe Ratio from the Information Ratio is the calculation of the excess return and risk. In this case, the excess return is defined as the expected (average) return of the investment above the risk-free rate. The measure of risk used is the classical standard deviation of investment returns. With this construction, the Sharpe Ratio determines the magnitude of the excess return on risky assets per unit of total portfolio risk. The higher the value of the ratio, the greater the efficiency of the investment under analysis. A negative value indicates that the investment has shown an average result below the risk-free market rate during a given period.

Standard Deviation shows the degree of dispersion of results in relation to the average values. The higher the standard Deviation, the higher the risk associated with the investment.

The Tracking Error indicator allows for an assessment of the consistency of the investment policy’s performance with the results achieved by the benchmark. The smaller the value of the Tracking Error indicator, the smaller any potential differences that may arise. The indicator is based on the standard deviation of additional returns. The additional return is the difference between the investment return and the benchmark return, which describes the behavior of a homogeneous group of investments with a consistent investment policy. The expected excess return is the arithmetic mean of historical additional returns. To obtain comparable data, the Tracking Error indicator is presented in an annualized version by multiplying it by the square root of 4, 12, 52, 252 (depending on whether quarterly, monthly, weekly or daily data was used).

Ticker(s)

Tickers are like tags used to fetch data for funds, portfolios, or benchmarks. You must have at least one Ticker for data to be displayed. Simply type them in, separated by commas, or press Enter.

In the Breakdown Chart and Breakdown Table blocks, you can select only one Ticker.

Now, in the Statistics Table, you need to have three Tickers. The first one is for the statistics you want to see, the second is your benchmark Ticker, and the third is for the risk-free rate. You need those last two to calculate statistics.

Ticker(s) for which trading days will be considered

In this option, you can select Tickers for which trading session days are considered. Handy if your data has different frequency. Just enter Tickers separated by commas or Enter key.

Toggle interactivity

Toggle interactivity lets you turn the chart’s interactivity on or off.