The Relative Attribution heat map displays three numerical values for each holding, providing insight into both the individual performance of the security and its contribution to the overall fund or portfolio’s returns. These holdings and their corresponding values update dynamically based on the selected lookback period within the heat map.
For example, when evaluating AAPL:
- The first value beneath the ticker reflects the absolute price change over the selected lookback period.
- Over the past month, AAPL's share price increased by $15.47.
- The second value represents the security’s price return for the same period.
- Over the last month, AAPL generated a 6.12% price return.
- The figure displayed within the white bubble indicates the security’s total return level contribution to the portfolio or fund.
- During this period, AAPL contributed 2.7 to the portfolio’s total return level.