Performance Attribution Analysis

Feature #31

Detailed P&L attribution with Brinson methodology and risk-adjusted metrics

Total Return Attribution

Total Return

$2942.15

+14.71%

Positive Contributors

5

$3227.65

Negative Contributors

1

$285.50

Annualized Return

1.8%

Based on 30d

Return Components Breakdown

Fee Income

+42.5%

Fees earned from trading activity in the position

+$1250.80

Confidence

95%

Volatility

8.0%

Sharpe Ratio

3.20

Price Appreciation

+33.3%

Gains from token price movements

+$980.40

Confidence

85%

Volatility

35.0%

Sharpe Ratio

1.80

Compounding

+14.3%

Returns from fee reinvestment and compounding

+$420.15

Confidence

88%

Volatility

12.0%

Sharpe Ratio

2.40

Rebalancing

+11.7%

Net benefit from range adjustments

+$345.70

Confidence

72%

Volatility

22.0%

Sharpe Ratio

1.40

Impermanent Loss

-9.7%

Loss from token price divergence

$-285.50

Confidence

78%

Volatility

45.0%

Sharpe Ratio

-0.80

Timing

+7.8%

Impact of entry and exit timing decisions

+$230.60

Confidence

45%

Volatility

52.0%

Sharpe Ratio

0.60

Implementation Highlights

Attribution Components

  • • Fee income tracking and attribution
  • • Price appreciation decomposition
  • • Impermanent loss analysis
  • • Rebalancing cost/benefit analysis
  • • Compounding effect calculation
  • • Timing impact assessment

Methodology

  • • Brinson attribution model
  • • Risk-adjusted metrics (Sharpe, Sortino, etc.)
  • • Factor exposure analysis
  • • Benchmark comparison framework
  • • Time and money-weighted returns
  • • Statistical confidence intervals

SDK Location

src/lib/analytics/attribution.ts
SDK #31 ✓