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Decompose portfolio returns (Brinson, factor, fixed-income, currency) into allocation, selection, interaction and factor contributions to explain performance.
Provides detailed explanations and worked examples for portfolio performance attribution: single-period Brinson-Fachler, multi-period linking (Carino/Menchero), factor-based decomposition, fixed-income roll/curve/spread effects, and currency attribution. Includes formulas and sample calculations so agents can explain sources of active return and alpha.
Use when a user asks why a portfolio out- or under-performed, requests Brinson attribution, multi-period linking, factor contributions, fixed-income attribution, or currency effects. Useful for advisers preparing client review notes, performance reports, or for educational demos.
scripts/ folder demonstrating calculations and verification (has_scripts=true)--verify script mode for numeric checks.Best for Claude Code / Python-capable agent runtimes because the repo includes runnable Python demos and numeric examples.
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