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Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...
Performance. Many writers on finance argue that actively managed funds consistently underperform, and, as a result, they recommend investing in index funds. This negative assessment is controversial and has been challenged. There are two reports that regularly evaluate the performance of actively managed funds.
In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index . The security could be any asset, such as stocks ...
Many people turn to mutual funds and index funds to invest for their future. Making. In this video, author Jack Schwager tells us how, when choosing a fund to invest in, that fund manager's past ...
Nonetheless, past performance of an investment fund or portfolio, and the management thereof, is frequently considered when judging the fund or the management of it. Demonstrating the ability to outperform peers or index funds repeatedly is seen as a way to evaluate a fund manager’s skill.
Financial statement analysis is a method or process involving specific techniques for evaluating risks, performance, valuation, financial health, and future prospects of an organization. It is used by a variety of stakeholders, such as credit and equity investors, the government, the public, and decision-makers within the organization.
Performance measurement is the process of collecting, analyzing and/or reporting information regarding the performance of an individual, group, organization, system or component. [dubious – discuss] [1] Definitions of performance measurement tend to be predicated upon an assumption about why the performance is being measured. [2]
Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.