Registered User Joined: 2/1/2012 Posts: 14
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In trying to measure the performance during a period of time using the custom date sort, I'm seeing some strange results, where the numbers don't add up. I'm attaching a screen shot.
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Registered User Joined: 2/1/2012 Posts: 14
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Nevermind, I see now the totals of the Morninstar Industry Groups, are not a summation of the % chg of the individual stocks wihin them. There is something else I noticed about Custom Date Sort and the timeframes its performed on, but I will post that separately....
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Worden Trainer
Joined: 10/7/2004 Posts: 65,138
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I am happy to read you were able to figure it out on your own. The MG symbol is a percent change calculated by weighting all of its components by the square root of capitalization.
-Bruce Personal Criteria Formulas TC2000 Support Articles
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