OPTICAL ACUMEN
At the Intersection of Data Visualization and Investment Research


Friday, March 18, 2016

Another Year on the Clock
Early last year, Morningstar Magazine published the first version of my Performance Clock concept. It's a way to present monthly returns using a clock metaphor, allowing easy comparisons of the monthly performance of different indexes or securities. It also allows "at a glance" assessments of overall volatility for a one-year period.

For the February/March 2016 issue, we published an update, which contrasts the 2014 and 2015 performance of six Morningstar regional indexes:

Performance Clocks for 2014 and 2015


Click through to read the full article or download a PDF of the entire issue. Thanks once again to Morningstar designer Zach Sherwood!



Throughout my career at Morningstar, the Chicago-based investment research firm, I've used creative language and visual elements to explain complex investment information and ideas. This is a personal site--all opinions expressed here are my own.

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Stacking Two Market Corrections
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