Performance & Reporting
TWR/MWR performance, attribution and client-ready reporting packs
Portfolios Reported
6
Beating Benchmark
5
Avg. 1Y TWR
10.3%
Packs Generating
2
About This Agent
Data on This Page
Six accounts (Chen Family Trust, Nordholm Pension, Hargrove Trust, Ito Holdings, Whitmore Family Office, Al-Rashid UHNW) showing QTD and 1Y time-weighted returns, benchmark return, the delta versus benchmark in percentage points, and reporting-pack status (Ready or Generating).
What This Agent Does
Calculates time-weighted returns per account, computes performance versus each account's stated benchmark, flags under- or over-performance in percentage points, and auto-generates client-ready quarterly reporting packs once the underlying return calculations finalize.
Worked Examples
- Al-Rashid UHNW returned 16.8% over 1Y against a 9.8% benchmark — a +7.0pp outperformance, the largest gap in the table, with its report pack still Generating.
- Nordholm Pension returned 6.1% against a 6.5% benchmark — the only account trailing its benchmark, at -0.4pp, though its pack is already Ready for export.
- Hargrove Trust posted the strongest QTD return at 4.8% and a 1Y TWR of 14.9% vs 9.8% (+5.1pp), but its pack is still Generating and not yet exportable.
Try It — Return Calculator
Enter beginning/ending value, net contributions or withdrawals, and a benchmark — the return and alpha below are computed live (simple return approximation).
Computed Return
7.78%
vs. Benchmark (Alpha)
-2.02pp
| Account | QTD TWR | 1Y TWR | Benchmark | vs Benchmark | Report | Action |
|---|---|---|---|---|---|---|
| Chen Family Trust | 3.2% | 11.4% | 9.8% | +1.6pp | Ready | |
| Nordholm Pension | 1.1% | 6.1% | 6.5% | -0.4pp | Ready | |
| Hargrove Trust | 4.8% | 14.9% | 9.8% | +5.1pp | Generating... | |
| Ito Holdings | 2% | 8.7% | 7.9% | +0.8pp | Ready | |
| Whitmore Family Office | 0.9% | 4.2% | 4% | +0.2pp | Ready | |
| Al-Rashid UHNW | 5.6% | 16.8% | 9.8% | +7.0pp | Generating... |