Performance Attribution Report
Instructions
The Performance Attribution Report helps you determine how your asset allocation and selection of securities affects your portfolio’s performance when compared to the performance of the S&P 500 Index.
To run a Detailed PDF Report with the Performance Attribution Report, set up your Detailed PDF Report as you normally would, and select Performance Attribution in the Select Report(s) section of the page.
Note: This report is only available from 2019 onwards.
Additional Resources
Learn About PortfolioAnalyst Reports at IBKR Campus