Equities <1 2 3 4 5>
 

The analysis is presented in the traditional tabular form, and then in a series of charts that track every decision and their impact on performance through time.

The Attribution home page contains a table with the best and worst contributors by stock, sector and region over multiple time periods. Clicking ‘more’ provides the same information for every stock, sector, and region.

The top right chart provides a ‘snapshot’ of the sector distribution of the portfolio and the added value of each sector.

This chart is also used to navigate through the sector hierarchy of the benchmark.
One of the unique features of the analysis is the graphical representation of attribution, with charts providing the active weights, returns and cumulative contributions (right). Another unique feature are the flags indicating the buys and sells.

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______
The
analysis
is presented
in tabular
form
followed up
by a series
of charts