Reveal Hidden Drivers of Portfolio Risk and Performance
Step 1
- In the Analyze → Trends view, select performance and observe the return contribution from factors.
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Step 2
- Move to the “Style” tab to identify the key factor(s) contributing to underperformance.
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Step 3
- Switch to Exposures, expand the exposure contributors, grouping by GICS sector, to identify sources of outsized exposure.
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