Written by Jake Dwyer
Updated over a week ago

Rev. Date May 29, 2019

For portfolios, relative metrics are portfolio metrics relative to the benchmark set for the portfolio. You will only be able to toggle on the relative metrics when a benchmark is set for the portfolio.

For performance analysis, there are the following relative metrics:

For factor analysis, there are the following relative metrics all computed off of the excess return of the portfolio.

​This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.