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Optionally, you can decompose the Total Spread plus Residual (or only Residual) into the Brinson-Fachler equity style effects. And you can calculate multiple key rate duration effects as well as calculating the parallel shift and curve reshape effects. Other factors beyond those already described are considered by further decomposing the total spread (or residual) using equity attribution techniques.

Performance attribution uses a standard Brinson-Fachler single-factor equity style attribution approach to evaluate the breakdown of the total spread into segment allocation, selection, and interaction on a benchmark relative basis. The following table displays the formulas for local equity style attribution effects.

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