Use Dynamic Aggregated Performance Analysis

This section describes how to use Dynamic Aggregated Performance Analysis to aggregate single period security level performance in any grouping by changing the grouping fields in the Performance Analysis report. It also describes how you can use Dynamic Aggregated Performance Analysis to perform what-if analysis without re-running and committing historical performance for the grouping in a new Performance Model.

In this section 

• About Dynamic Performance

• Classifications, Filters, and Range Rules

• Top or Bottom Securities

• Dynamic Security Level Aggregation

• Use Dynamic Single Period Calculations

• Contribution Method

• Configuration for Dynamic Return Fields

• Configuration for Dynamic Non-Return Fields

• Dynamic Calculations

• Performance Analysis and Attribution Fields

• FX Conversion

• Benchmark Considerations

• Dynamic Example

• Portfolio Look Through