---
title: "Specifying a P&L window and other metric options"
slug: "specifying-a-pnl-window-and-other-metric-options"
updated: 2026-06-30T08:37:41Z
published: 2026-06-30T08:37:41Z
canonical: "support.lusid.com/specifying-a-pnl-window-and-other-metric-options"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Specifying a P&L window and other metric options

For each [P&L metric](/v1/docs/how-does-lusid-calculate-pl) you must specify the `Window` option to set the start of the window, for example:

```json
"metrics": [
  {"key": "ProfitAndLoss/Total", "op": "Value", "options": {"Window": "YTD"}},
]
```

> **Note**: For more information on available `op` operations, see [this article](/v1/docs/what-is-a-metric#performing-operations-on-metrics).

| Allowed values for the `Window` option | **Returns** | Extra market data required (in addition to an example valuation date of 2025-09-26) |
| --- | --- | --- |
| `Daily` | P&L since the start of the day (inclusive of midnight) | End of the previous day: 2025-09-25 |
| `BusinessDaily` | P&L since the start of the business day (inclusive of midnight) | End of the previous day (assuming a business day): 2025-09-25 |
| `WTD` | P&L since the start of the week (Monday) | End of the previous Sunday: 2025-09-21 |
| `MTD` | P&L since the start of the month | End of the previous month: 2025-08-31 |
| `QTD` | P&L since the start of the quarter | End of the previous quarter: 2025-06-30 |
| `YTD` | P&L since the start of the year | End of the previous year: 2024-12-31 |
| `Report` | P&L between two dates, supplied using the `effectiveFrom` and `effectiveAt` parameters in a [valuation request](/v1/docs/how-do-i-perform-a-valuation). | N/A |
| `Inception` | Only available for `ProfitAndLoss/Unrealised` metrics. P&L since portfolio inception. | None |

By default, the timezone is UTC. To set a different timezone, append the `TimeZone` option with an [IANA timezone country code](https://en.wikipedia.org/wiki/List_of_tz_database_time_zones), for example:

```json
{"key": "ProfitAndLoss/Total", "op": "Value", "options": {"Window": "Daily", "TimeZone": "NZ"}}
```

To specify an arbitrary point in time, append the `StartDateOverrideUTC` option. Note this is UTC only (any `TimeZone` option is ignored), and you must still specify a `Window` option, for example:

```json
{"key": "ProfitAndLoss/Total", "op": "Value", "options": {"Window": "Daily", "StartDateOverrideUTC": "2023-01-01"}}
```

By default, each metric reports an absolute amount. You can change this to a percentage of the PV at the start of the window by appending the `Type` option, for example:

```json
{"key": "ProfitAndLoss/Total", "op": "Value", "options": {"Window": "Daily", "Type": "Percentage"}}
```

For example, if the starting PV of your holding in a particular instrument is $500 and the total P&L at the end is $100, then specifying the `ProfitAndLoss/Total` metric as:

- An absolute amount (the default) reports $100.
- A percentage reports 20%.