Performance By Financial Instrument

This report shows the contribution to your portfolio's return by asset class for each day, month or quarter in a specified time period. Note that this report is applicable for bothTime-Weighted Return (TWR) performance and Money Weighted Return (MWR) measures.

Contribution to Return values are shown for each asset class represented in your portfolio:

  • Bonds
  • Commodities
  • Funds
  • Futures Options
  • Options
  • Stocks
  • Structured Products
  • U.S. Treasury Bills
  • Warrants
  • Cash

Total

The total contribution for each asset class over the report period is included at the bottom of the report.