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Equity Performance is a very powerful program that generates detailed reports about your portfolio's current and historical status, and its true investment rate of return. Shown below are more of the reports produced by EQUITY PERFORMANCE. (For statement recipients, Tables 2 and 3 would be produced.)
Table 2. Historical Market Values and Index Levels
| Date | Mkt. Value | DJIA | S&P500 |
| 12/31/02 | 26420 | 8341.63 | 879.82 |
| 12/31/03 | 103822 | 10453.92 | 1111.92 |
| 12/31/04 | 111599 | 10783.01 | 1211.92 |
| 12/31/05 | 110139 | 10717.50 | 1248.29 |
| 12/31/06 | 132367 | 12463.15 | 1418.30 |
| 12/31/07 | 147598 | 13264.82 | 1468.36 |
| 12/31/08 | 122338 | 8776.39 | 903.25 |
Table 2 provides a historical record of pricing dates and associated market values. It also contains a record of the index levels. Here, 5 indexes are being followed. The primary purpose of this table is to select performance periods. |
Table 3. Selected Performance Periods Percent Changes
| Dates | Time | Port | DJIA | S&P500 |
| 12/31/02-12/31/08 | 6yr | +25.2% | +5.2% | +2.7% |
| 12/31/05-12/31/08 | 3yr | +2.9 | -18.1 | -27.6 |
| 12/31/07-12/31/08 | 1yr | -20.6 | -33.8 | -38.5 |
This table shows how time-weighted performance numbers and their comparisons with a selected goal and indexes would be displayed. In this example, only four periods were chosen for comparison, but a performance result could have been generated between any of the dates in Table 2. |