Choosing a Chart

Each data relationship can be best served by a particular subset of charts.

Comparison

Static

Over Time

Few Categories or Periods

Many Categories or Periods

Time-Series Line (e.g., Performance or Growth)

Composition

Static

Donut (e.g., Allocation)
Horizontal Bar (e.g., Long/Short Allocation)

Over Time

Stacked Bar

Relationship & Distribution

Two Variables

Scatter Plot (e.g., Risk/Reward Analysis)

Three Variables

Bubble (e.g., Weighted Portfolio Holdings)

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