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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 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 ...
The difference between the index performance and the fund performance is called the "tracking error", or, colloquially, "jitter". Index funds are available from many investment managers . Some common indices include the S&P 500 , the Nikkei 225 , and the FTSE 100 .
Additionally, some users may find that the app falls short when it comes to investment tracking and debt-payoff planning. Reviewers online report that performance can be glitchy at times, and some ...
An active investment strategy involves choosing investments that you believe will outperform the broader market, while a passive strategy involves choosing funds that track broad market indexes ...
Passive management (also called passive investing) is an investing strategy that tracks a market-weighted index or portfolio. [1] [2] Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
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