public function calculatePeriod()
{
$curDate = $this->getCurDate();
$last1Year = $this->getModifyDate('-1 year');
$last3Year = $this->getModifyDate('-3 year');
$actualTwr = new Actual();
// NET
$model = new PortfolioTwrPeriodModel();
$model->setNetMtd($actualTwr->rule(new PortfolioActualNetRule($this->getKey(), Util::firstDayOf('month', $curDate), $curDate)));
$model->setNetQtd($actualTwr->rule(new PortfolioActualNetRule($this->getKey(), Util::firstDayOf('quarter', $curDate), $curDate)));
$model->setNetYtd($actualTwr->rule(new PortfolioActualNetRule($this->getKey(), Util::firstDayOf('year', $curDate), $curDate)));
$model->setNetYr1($actualTwr->rule(new PortfolioActualNetRule($this->getKey(), $last1Year, $curDate)));
$model->setNetYr3($actualTwr->rule(new PortfolioActualNetRule($this->getKey(), $last3Year, $curDate)));
$model->setNetSinceInception($actualTwr->rule(new PortfolioActualNetRule($this->getKey())));
// GROSS
$model->setGrossMtd($actualTwr->rule(new PortfolioActualGrossRule($this->getKey(), Util::firstDayOf('month', $curDate), $curDate)));
$model->setGrossQtd($actualTwr->rule(new PortfolioActualGrossRule($this->getKey(), Util::firstDayOf('quarter', $curDate), $curDate)));
$model->setGrossYtd($actualTwr->rule(new PortfolioActualGrossRule($this->getKey(), Util::firstDayOf('year', $curDate), $curDate)));
$model->setGrossYr1($actualTwr->rule(new PortfolioActualGrossRule($this->getKey(), $last1Year, $curDate)));
$model->setGrossYr3($actualTwr->rule(new PortfolioActualGrossRule($this->getKey(), $last3Year, $curDate)));
$model->setGrossSinceInception($actualTwr->rule(new PortfolioActualGrossRule($this->getKey())));
$model->setClientId($this->getKey());
// Save portfolio period
return $this->periodRepo->save($model);
}
/**
* @param PortfolioTwrPeriod $model
* @return mixed
*/
public function save(PortfolioTwrPeriod $model)
{
$result = $this->fpdo->from($this->table)->where('client_id', $model->getClientId())->limit(1)->fetch('id');
return $result ? $this->update($result, $model) : $this->insert($model);
}
