Question 1

What is portfolio attribution analysis?

Accepted Answer

Portfolio attribution decomposes your investment returns into allocation, selection, and interaction effects — showing why your portfolio performed the way it did, not just what the return was.

Question 2

What is the Brinson-Fachler model?

Accepted Answer

The Brinson-Fachler model is the industry-standard framework for performance attribution, used by institutional asset managers since 1985 to separate returns into allocation and selection effects relative to a benchmark.

Question 3

Which brokerages does Attrio support?

Accepted Answer

Attrio currently supports CSV exports from E*TRADE, Fidelity, Robinhood, Schwab, and Vanguard. More brokerages coming soon.