diff --git a/pages/Micro_Finance_Analyzer.py b/pages/Micro_Finance_Analyzer.py index bb5eff3..f4efe65 100644 --- a/pages/Micro_Finance_Analyzer.py +++ b/pages/Micro_Finance_Analyzer.py @@ -192,6 +192,22 @@ def main() -> None: fig = create_cumul_per_chart(name) st.altair_chart(fig, use_container_width=True) + # Create performance table + tbl = ( + st.session_state["orig_rets"][[name]] + .assign( + year=lambda x: x.index.year, + quarter=lambda x: x.index.month.map({3: "Q1", 6: "Q2", 9: "Q3", 12: "Q4"}), + ) + .pivot(index="year", columns="quarter", values=name) + .assign(YTD=lambda x: x.add(1).prod(axis=1).sub(1)) + .sort_index(ascending=False) + ) + tbl.index = tbl.index.astype(str) + + st.dataframe(tbl.style.format("{:0.2%}", na_rep="")) + + # add disclaimer st.divider() st.caption(Path("data/disclaimer.txt").read_text())