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  2. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    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 ...

  3. Investment performance - Wikipedia

    en.wikipedia.org/wiki/Investment_performance

    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.

  4. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis (or just financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement, balance sheet, statement of cash flows, notes to accounts and a statement of changes in equity (if ...

  5. Index funds: What they are and how to invest in them - AOL

    www.aol.com/finance/index-funds-invest-them...

    For example, an S&P 500 index fund tracks the collective performance of the hundreds of companies in the S&P 500. If the S&P 500 is up 5 percent in a year, the fund should be close to that, too ...

  6. 4 Best Portfolio Tracking Apps

    www.aol.com/finance/4-best-portfolio-tracking...

    Both prices apply to subscriptions billed annually with a 14-day free trial. Enjoy enhanced portfolio performance analysis tools, daily trading ideas and more. Best for Active Investors: Ziggma.

  7. Financial econometrics - Wikipedia

    en.wikipedia.org/wiki/Financial_econometrics

    Financial econometrics is a branch of financial economics, in the field of economics. Areas of study include capital markets, [2] financial institutions, corporate finance and corporate governance. Topics often revolve around asset valuation of individual stocks, bonds, derivatives, currencies and other financial instruments.

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