CircleBlack Performance Reporting has the option to display cumulative or annualized performance for reporting periods greater than 1 year. The default option for advisors is to Annualize Returns greater than 1 year but this setting can be overridden by updating the Default Settings for Performance reports.

Under the performance methodology section, users will view the option to display cumulative returns or annualized returns.

Key notes:

• If users uncheck the “Annualize returns greater than 1 Year” performance will be cumulative for any periods greater than 1 year

  • Legal disclaimers will display the updated text “Returns are calculated on a cumulative basis for all reporting periods greater than one year.”

• Performance changes may viewed on the following pages (if applicable) 

  • Portfolio Overview 

  • Multi-period Performance

  • Accounts

  • Asset Class Performance

  • Asset Class Detailed Performance

  • Holding By Account

  • Holding By Asset class

  • Top & Bottom Performers

  • Top & Bottom Contributors

Below is an example of how the Portfolio Overview’s performance displays on PDF Reports:

Annualized Example

Cumulative Example