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Portfolio managers could examine active returns to evaluate which active decisions or types of active decisions have succeeded in their portfolios, to allocate resources (personnel, dollar budgets, risk budgets, etc.) to implement different active decisions, and to communicate with fund sponsors about portfolio performance.
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 .
2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.
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 ...
According to Dave Ramey, a well-known radio personality and financial expert, there are four questions you should be asking to evaluate your retirement savings and how your portfolio is performing.
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 .