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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 .

  3. Trailing twelve months - Wikipedia

    en.wikipedia.org/wiki/Trailing_twelve_months

    Trailing twelve months (TTM) is a measurement of a company's financial performance (income and expenses) used in finance.It is measured by using the income statements from a company's reports (such as interim, quarterly or annual reports), to calculate the income for the twelve-month period immediately prior to the date of the report.

  4. How to track business expenses in 6 simple steps - AOL

    www.aol.com/finance/track-business-expenses-6...

    Companies that don't track and control business income and expenses are unable to adequately account for their financial past. Much like history, losing your grip on the past relinquishes control ...

  5. Investment performance - Wikipedia

    en.wikipedia.org/wiki/Investment_performance

    The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return. One is the distinction between the total return and the price return , where the former takes into account income ( interest and dividends ), whereas the latter only takes into account capital ...

  6. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    These statements include the income statement, balance sheet, statement of cash flows, notes to accounts and a statement of changes in equity (if applicable). Financial statement analysis is a method or process involving specific techniques for evaluating risks, performance, valuation, financial health, and future prospects of an organization. [1]

  7. 6 tips for diversifying your investment portfolio

    www.aol.com/finance/6-tips-diversifying...

    Not sure if your investment portfolio is diversified enough? Here are six tips to help you change that.