Overview

The analysis results for a portfolio or investment include charts that display various data points, such as:

• Summary Information
• Portfolio Holdings
• Performance
• Hypothetical Growth of $100,000
• Calendar Year and Trailing Returns
• Return Consistency
  • 3M Rolling Return
  • 6M Rolling Return
  • 12M Rolling Return
• Risk Drivers
  • Beta Footprint
  • Factor Volatility Contribution
• Conditional Analysis
  • Resilience to Interest Rates
  • Resilience to Credit Spread
  • Resilience to Global Equity
  • Resilience to WTI Oil
• Quality of Return