Analytics
Features, tutorials, and methodology
12 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.
- SmoothingHow come long+short≠total? What is smoothing, why it's needed, the math behind it, toggling smoothing in dashboards, & other considerations.
- What’s the Difference Between Equally Weighted Return Analysis and the Position Sizing Scorecard?A deep dive into position sizing metrics
- What is the Risk-Free Rate?
- Risk - BetaLet's start with the basics.