Attribution vs. Benchmark
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
The Attribution vs. Benchmark widget allows investors to compare the portfolio sector allocation and securities selection to a specified benchmark. The Attribution vs. Benchmark widget offers a Cumulative Attribution Effect graph, an Attribution Effect graph, and a Weighting Effect graph.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Attribution vs Benchmark widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Attribution vs Benchmark widget.
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Select the blue arrow icon in the top right corner to view additional details.
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Select the blue configure wheel icon in the top right corner to view Attribution Benchmarks.
Learn About the Attribution vs. Benchmark Widget at IBKR Campus