Telemet Orion provides free Attribution Analysis! True time-weighted (TWR) and money-weighted (MWR) performance and attribution is available with easy-to-install interface links to all major portfolio accounting systems bringing your transaction details into Telemet Orion. You get portfolio and group performance attribution reports by sector, industry, and scatter diagrams.
1. Display > Portfolio Analytics > Multi-Style Attribution
2. Choose the portfolio you wish to run analysis on by clicking on the purple Portfolio section on the left-side of the MS Attribution window
3. Click Period. You may use a pre-defined period such as quarter-to-date or enter a custom time range.
4. Select Benchmark
5. Choose Analytics
6. Click on Run
Attribution Analysis report clearly shows the allocation and selection effects by sector:
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