By understanding how statistics can be used within Orion, you can help your clients better understand their portfolio risk and performance.
In today’s post covering Common Performance Questions, we’ll look at what to do if your manual Blended Benchmark calculations don’t match the performance calculated by Orion.
If you’ve run reports for any length of time, it’s likely you’ve found yourself asking “why is my portfolio performance lower than each individual asset?” Today, we answer that question.
Understanding how account values relate to time-weighted return performance can be a complex task, but SME Joe Porter simplifies the equation in today’s post.
What’s in a number? Why is my performance higher than I expected or lower than I expected? Imagine if you could look ‘underneath the hood’ when it comes to your portfolio performance values. The Performance Viewer allows you to see inside the performance calculations as it relates to Time-Weighted Return.