Excess return contribution explained (in arithmetic model) by selection and allocation. The manager has been improving since 2009. Red dots = negative contribution whereas blue dots = positive contribution.
Performance attribution | visualization
Rodolfo Vanzini
Making sense of economics
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Rodolfo Vanzini
@RodolfoVanzini
- Is bitcoin a currency for real? Check this out. I've got my own misgivings. https://t.co/esoZ4XjTpT via @YouTube
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