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This report retrieves the daily returns for the fund and benchmark from the database, and geometrically links them to form the month-to-date return. The report is constructed in the same way as the daily report, except that you use Performance Link Analysis fields, as shown in the following two figures.

 Performance Link Analysis FieldsImage Modified


 Performance Link Analysis FieldsImage Modified

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Performance Link Analysis Field Options

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 Performance Link Analysis Field OptionsImage Modified

The following table describes Performance Link Analysis field options.

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For example, to configure the sample Performance Analysis field in the following figure to support contribution smoothing, you set Effect to Contribution and you set Smoothing to Carino-1992.

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The sample PLA field in the following figure uses the Performance Analysis field shown in the previous figure.

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 Performance Link Analysis Fields OptionsImage Modified

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Cariño (1992) Contribution Smoothing

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