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Performance Link Analysis Field Options

This section describes the Performance Link Analysis field options. See the following figure.

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If you are defining a Performance Link Analysis field for use in a Performance Calculation report, be aware that the Performance Calculation report supports source specific Performance Link Analysis fields. By specifying a Performance Source on the underlying Performance field, only data from that source is returned under that field in the report. For more information, see the Performance Calculation User Guide.


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Mixed Frequency Linking

The Performance Link Analysis Fields use mixed frequency linking for pre-defined periods such as quarter to date, year to date, and inception to date. You can also use this feature to link any specified time period such as the following:

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Performance Link Analysis Field Linking Options

Several options are available for selecting the time period over which you want to link returns. Similar options are available in the Period Options section of Performance Link Analysis fields and Performance Risk Analysis fields. See the following figure.

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Set Multiple Period Contribution Smoothing

Performance Link Analysis (PLA) fields can perform multiple period contributions smoothing.

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