iag | performance
2010-2011
See the long-term performance of last year's portfolio holdings here
1 ORDER BY id ASC");
while ($row = mysql_fetch_row($results_portfolio)) {
?>
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Portfolio
Portfolio Manager:
View Trades
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Company |
Symbol |
No. of
Shares |
Latest
Price |
% of Portfolio1 |
Market
Value |
Return2 |
%
Return3 |
| |
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= 0) $totalReturn_text = "$".$totalReturn;
else {
$temp = $totalReturn * (-1);
$totalReturn_text = "-$".$temp."";
}
if($totalReturn_pct >= 0) $totalReturn_pct_text = $totalReturn_pct."%";
else {
$temp = $totalReturn_pct * (-1);
$totalReturn_pct_text = "-".$temp."%";
}
$outperformance = round($totalValue-$totalValue_SP,2);
$outperformance_pct = $totalReturn_pct - $totalReturn_SP_pct;
if($outperformance >= 0) $outperformance_text = "$".$outperformance;
else {
$temp = $outperformance * (-1);
$outperformance_text = "-$".$temp."";
}
if($outperformance_pct >= 0) $outperformance_pct_text = $outperformance_pct."%";
else {
$temp = $outperformance_pct * (-1);
$outperformance_pct_text = "-".$temp."%";
}
mysql_data_seek($results_stock,0);
$x = 0;
$color = true;
while ($stock = mysql_fetch_row($results_stock)) {
$name = $stock[0];
$ticker = $stock[1];
$shares = round($stock[2],5);
$avgprice = $stock[3];
$price = $pricesArray[$x];
$value = $valuesArray[$x];
$position = round($value/$totalValue,4)*100;
// $position = round(($shares*$avgprice)/1000,2);
// $return = round($value-$avgprice*$stock[2],2); <-- our old code
$return = $retArray[$x];
// $return_pct = (round($price/$avgprice-1,4))*100; <-- our old code
$sharesign = abs($shares)/$shares;
$return_pct = (round($price/$avgprice-1,4))*100*$sharesign;
if($return >= 0) $return_text = "$".$return;
else {
$temp = $return * (-1);
$return_text = "-$".$temp."";
}
if($return_pct >= 0) $return_pct_text = $return_pct."%";
else {
$temp = $return_pct * (-1);
$return_pct_text = "-".$temp."%";
}
if($color) {
?>
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$ |
% |
$ |
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$ |
% |
$ |
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| |
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| Cash |
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% |
$ |
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| Total Account Value |
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100.00% |
$ |
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| Standard and Poor's 500 Index |
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$ |
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| Outperformance |
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Notes on Calculations:
1
% of Portfolio: Percentage ratio of the market value of the asset to the total value of the portfolio.
2
Return: The difference between the cost basis and current market value of the current holdings of the portfolio at the specified date. The cost basis, however, is not explicitly displayed in any of the tables above. However, it can be calculated by subtracting the return from the current market value of the stock.
3
% Return: The percentage ratio of the return (see above) from the asset to the cost basis of the current holdings of the stock.
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