See what drove your portfolio's returns.
What it does
Explains which investment decisions and market exposures contributed to a portfolio's returns relative to its benchmark.
When to use it
Use for questions about portfolio outperformance or underperformance, allocation versus selection, factor contributions, multi-period linking, bonds, or currencies.
How to use it
Give it a question about portfolio performance; it explains the sources of returns and performance relative to a benchmark.
Latest review
What you need · 2
The bundled calculation script requires Python 3.11 or newer.
The bundled calculation script imports numpy; the documented uv invocation resolves this dependency automatically.
Access · 0
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