Analyze Composite Dispersion and Membership

Owned by Tom Fahey (Unlicensed)
Last updated: Nov 07, 2023 by Pamela Totas (Deactivated)
1 min read

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.





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