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The Performance Returns report profile allows you to:
Calculate and store single-period returns for portfolios based on holdings and cash activity. This guide provides information on calculating single-period returns for portfolios.
Calculate aggregate method returns for GIPS composites. See GIPS Composite Management for information on calculating single-period aggregate method composite returns.
Calculate and store single-period returns, durations, and weights for standard benchmarks. See Benchmark Management for information on calculating single-period returns for custom and standard benchmarks.
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