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OpenBB/website/content/sdk/reference/portfolio/dret.md
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---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-10-30 21:01:29 +00:00

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title, description, keywords
title description keywords
dret Detailed documentation for 'dret' function of OpenBB Terminal, allows calculation of daily returns and visualization of these returns through charts. This function manipulates and interprets portfolio data.
dret
portfolio
returns
PortfolioEngine
visualization
dret_chart
daily returns
data analysis

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem';

Get daily returns

Source Code: [link]

openbb.portfolio.dret(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all")

Parameters

Name Type Description Default Optional
portfolio_engine PortfolioEngine PortfolioEngine class instance, this will hold transactions and perform calculations.
Use portfolio.load to create a PortfolioEngine.		 None False
window str interval to compare cumulative returns and benchmark all True

Returns

Type Description
pd.DataFrame DataFrame with daily returns

Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv")
output = openbb.portfolio.dret(p)

Display daily returns

Source Code: [link]

openbb.portfolio.dret_chart(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all", raw: bool = False, limit: int = 10, export: str = "", external_axes: Optional[matplotlib.axes._axes.Axes] = None)

Parameters

Name Type Description Default Optional
portfolio_engine PortfolioEngine PortfolioEngine class instance, this will hold transactions and perform calculations.
Use portfolio.load to create a PortfolioEngine.		 None False
window str interval to compare cumulative returns and benchmark all True
raw False Display raw data from cumulative return False True
limit int Last daily returns to display 10 True
export str Export certain type of data True
external_axes plt.Axes Optional axes to display plot on None True

Returns

This function does not return anything