Hybrid Dietz

Brinson Attribution was originally conceived as a single-period evaluation of the impact of sector effects vs. issue effects. Its development has moved along two dimensions. The first is its expansion to include multiperiod evaluations. The second is toward a clearer understanding of its purpose as an evaluation of controllable investment decisions.

Read how Opturo's proprietary IRR engine fixes the issues found in traditional IRR calculations like Excel's XIRR function.

Opturo provides the best of breed analysis of the impact of each of the actual decisions that created investment results.