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Analyze Composite Dispersion and Membership

Analyze Composite Dispersion and Membership

Owned by Tom Fahey (Unlicensed)

You can use the Composite Analysis report to analyze composite performance and dispersion. This report calculates composite, constituent, and comparison benchmark:

  • Rolling and fixed period returns, such as return for the last month, year-to-date, last year, 2-years ago, 3-years ago, and since-inception.

  • Asset- and Equal-weighted composite dispersion and membership statistics over these periods.