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Analysis Module

Analysis Module

The Analysis module in Performance Watcher 3.0 is designed for deep-dive evaluations of a single instrument—whether a portfolio, index, or composite.

Unlike dashboards, which provide a broad, multi-instrument overview, Analysis focuses on one instrument at a time to deliver detailed, actionable insights.

Purpose

  • Provides a comprehensive, structured report of an instrument’s performance.

  • Allows wealth managers and advisors to understand risk, return, and positioning versus peers or benchmarks.

  • Supports regulatory reporting and client communication with clear, exportable data.

Characteristics

  • Immutable Structure: The layout is pre-defined based on:

    • Instrument type (portfolio, index, composite)

    • User’s access rights

  • WYSIWYG Output: The analysis can be printed or exported exactly as seen on-screen, ensuring a professional, ready-to-share format with clients or internal teams.

  • Daily Data: Uses daily updated net-of-fees data for accurate, up-to-date insights.

  • Single-Instrument Focus: Always scoped to one portfolio, composite, or index.

Types of Analysis

  • Portfolio Analysis

    • Displays absolute and relative returns versus benchmarks.

    • Includes peer comparison charts showing position within the community.

    • Optionally adds rolling (time-series) and cumulative performance metrics.

    • Provides monthly return tables for granular performance review.

    • Helps managers explain why a portfolio is over- or underperforming compared to similar risk-level portfolios.

  • Index Analysis

    • Focuses exclusively on absolute performance, as indices cannot be compared to each other.

    • Includes return charts, volatility measures, and compounded growth views.

    • Used for tracking the Performance Watcher Index (PWI) or other reference indices over time.

  • Composite Analysis

    • Evaluates a composite’s performance relative to its reference index.

    • Shows the distribution of underlying portfolios, highlighting dispersion, outliers, and consistency.

    • Provides detailed volatility and return analytics to understand composite construction quality.

    • Supports compliance and management decisions on composite publication and benchmarking.

When to Use

  • Preparing client reports showing detailed analysis of their specific portfolio.

  • Conducting internal reviews to assess portfolio managers’ strategies.

  • Auditing risk alignment of composites and validating published indices.

  • Exporting WYSIWYG reports for meetings, presentations, or regulatory submissions.

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