Attribution vs. Benchmark
Portfolio sector allocation and securities selection effect on performance compared to a benchmark.
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.
