YTD and since inception variables

[Absalon29]

Could you help with the following calculation. I have worked out a variable which calculates the last 3 months, 6 months and one year of performance but I am struggling to work out how to write a variable which would give me the performance year to date and since inception. The calculation for year to date would be Sept 2017 NAV/Dec 2016 NAV -1, for the since inception calculation it would be Sept 2017 NAV/Feb 2015 NAV -1

https://1drv.ms/x/s!AiRs1BCuVWhM6EfOsWkw52AbDaq-

[stretcharm · Accepted solution]

There are few blog and videos about ytd calcs. Hopefully one of these will help

https://www.sqlbi.com/articles/time-intelligence-in-power-bi-desktop/

https://www.youtube.com/watch?v=5WGOTsYngCI

https://databear.com/power-bi-quick-measures/

http://radacad.com/secret-of-time-intelligence-functions-in-power-bi