Portfolio Tracking Error Analyzer

Analyze tracking error contributions at equity and sector levels

Portfolio Structure

Configure your portfolio sleeves. Weights must sum to 100%.

Managed Core
Core portfolio holdings (always enabled)
Passive Index
Alpha Sleeve
Custom high-conviction holdings
Total Portfolio Weight: 100.0%

Managed Core Holdings

Ticker Weight (%) Sector Action
Managed Core Internal Weight Total: 0.0%

2. Benchmark & Parameters

Fetching data via proxy server...

This may take a few minutes depending on number of holdings

Results

Portfolio Tracking Error
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Number of Holdings
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Analysis Period
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Equity-Level Tracking Error Contributions

Ticker Sector Sleeve Portfolio Weight (%) Benchmark Weight (%) Active Weight (%) Return (%) Active Return (%) MCTE (%) CTE (%)

Sector-Level Tracking Error Contributions

Sector Return (%) Active Return (%) Total CTE (%) % of Total TE

Portfolio Summary

Metric Value

Growth of $10,000 (Portfolio vs Benchmark)

Cumulative value from $10,000 at period start
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Portfolio Benchmark