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Analytics
Features, tutorials, and methodology
6 articles
Tutorials
Learn how to use our analytics
How to Create an Interactive Report with SnapshotsFreeze & share a dashboard by taking a snapshot. Control who can view your snapshot, and receive notifications when someone does.
How to Recolor ChartsApply curated color schemes to customize your reports.
How to Set Target AllocationsCompare current allocations with custom targets.
Methodology
Understand the methodology behind our analytics
Fund AttributionWhat is the impact of asset allocation vs. manager selection decisions on the overall performance of my portfolio?
Novus FrameworkA proprietary method for calculating alpha and measuring manager skill.
What’s the Difference Between Equally Weighted Return Analysis and the Position Sizing Scorecard?A deep dive into position sizing metrics