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.

Aug 28, 2025 · Known as return or performance attribution, it identifies the sources of excess returns compared to benchmarks.

PERFORMANCE ATTRIBUTION History and Progress Carl Bacon, CIPM Statement of Purpose The CFA Institute Research Foundation is a not-for-profit organization established to promote …

What Is Performance Attribution? Performance attribution, in finance, is a market indicator that analyzes and evaluates the performance of the portfolio or fund against a benchmark. The …

Nov 29, 2023 · Performance attribution is a financial analysis technique used to evaluate a portfolio's performance relative to its benchmark by decomposing the portfolio's return into …

Attribution analysis, also known as “return attribution” or “performance attribution,” is an evaluation tool used to explain and analyze a portfolio’s performance against a particular benchmark.

This white paper provides an overview of what performance attribution is and how it works and contrasts two of the more popular models to calculate equity attribution.

Performance attribution determines how the portfolio manager’s asset allocation and selection of securities affects the portfolio’s performance when compared to a benchmark.

What is Attribution? What is Performance Attribution? Definition × Process of breaking down a portfolio’s return into components that can be identified with types of decisions × Stock Selection

Apr 7, 2025 · Performance attribution is not just about assigning credit or blame for past performance; it's a forward-looking tool that informs investment decisions, ensures alignment …