Performance By Sector

This report shows the contribution to your portfolio's return by sector for each day, month or quarter in a specified time period. Note that this report is applicable for both Time-Weighted Return (TWR) performance and Money Weighted Return (MWR) measures.

Contribution to Return values are shown for each sector represented in your portfolio:

  • Basic Materials
  • Communications
  • Consumer Cyclicals
  • Consumer Non Cyclicals
  • Diversified
  • Energy
  • Financials
  • Industrials
  • Technology
  • Utilities
  • Cash
  • Other

Values are totaled for each sector.