Performance & Attribution
51 Terms
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Terms in "Performance & Attribution"
51 terms in this category
Active Share
Allocation Effect
Attribution Effect
Benchmark Comparison
Benchmark Index
Benchmark Tracking
Benchmarking
Equity Curve
Factor Attribution
Geometric Mean
Geometric Return
Global Investment Performance Standards (GIPS)
Information Ratio
Investment Performance
Investment Reporting
Investment reporting is the delivery of portfolio performance, valuation, and transaction data to investors.
Investment Tracking
Investment tracking is the monitoring of portfolio value, performance, and allocation over time.
Mean Return
Modified Dietz Method
Money Weighted Return (MWR)
Money-Weighted Return
Negative Periods
Peak-to-Valley
Performance Attribution
Performance Fee
Performance Measure
Performance Measurement
Period Return
Portfolio Accounting
Portfolio Alpha
Portfolio Analysis
Portfolio Attribution
Portfolio Compounding
Portfolio Performance
Portfolio Tracker
Portfolio Tracking
Portfolio Turnover
Portfolio Valuation
Portfolio Yield
Positive Periods
Rate of Return
Ratio of Performance
Real Rate of Return
Selection Effect
Time Period Return
Time-Weighted Return (TWR)
Time-Weighted Return (TWR) - Methodology
Total Return
Tracking Error
Turnover
Value-Added Monthly Index (VAMI)
Window Dressing
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