Attribution vs. Benchmark
Instructions
The Attribution vs. Benchmark widget allows investors to compare the portfolio sector allocation and securities selection to a specified benchmark. The Attribution vs. Benchmark widget offers a Cumulative Attribution Effect graph, an Attribution Effect graph, and a Weighting Effect graph.
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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The Attribution vs Benchmark page will appear.
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If you would like to update or remove a benchmark, select the blue configure wheel icon in the top right to view Attribution Benchmarks.
Additional Resources
Learn About PortfolioAnalyst for Advisors at IBKR Campus