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Title: Batting and Slugging Sector Performance Dashboard
Subtitle: Analyzing Trade Performance Metrics
Overall Summary:
This dashboard provides insights into trade performance metrics, such as batting and slugging by sector. It allows users to compare batting (win %) with slugging (ratio of avg win RoR to avg loss RoR) for each sector, as well as view monthly trends and underlying securities. Additionally, it provides alpha by position and trade alpha metrics.
Dashboard Insights:
Compare batting (win %) with slugging (ratio of avg win RoR to avg loss RoR) for each sector
View monthly trends and underlying securities
Analyze alpha by position and trade alpha metrics
Who Can Benefit:
This dashboard can be used by individuals and organizations looking to gain insights into their trade performance metrics. It is especially useful for traders, portfolio managers, and financial analysts who need to analyze their portfolio performance.
Benefits:
Gain insights into trade performance metrics
Compare batting and slugging by sector
View monthly trends and underlying securities
Analyze alpha by position and trade alpha metrics
Batting and Slugging Sector Performance Security Performance
Equity Portfolio Trade Performance Metrics
Trade Performance: Batting vs Slugging by Sector
Each sector is plotted to compare Batting (win %) with Slugging (ratio of avg win RoR to avg loss RoR). Points are sized by # of positions held.
Click a sector to view trend and underlying securities.
Overall Batting
50.4%
Overall Slugging
1.13
55.0%
EM
50.0%
45.0%
Slugging
2.00
Slugging
1.00
Monthly Batting and Slugging Trends
Click a data point to view underlying securities
0.42
1.5
10
Financials
42.0% 43.0%
419%
Real Estate
44.0% 45.0%
w
Consumer Discretionary
46.0%
47.0%
57/X%
48.0%
Telecommunication Services
Select a Date Range
1/1/2015
49.0% 50.0% 51.0%
CHGG
KATE
Alpha by Position
Security Id Trade Close Date
Oct 5, 2015
ZQKSQ
SWN
Nov 11, 2015
TECK
WTW
DWRE
ANF
CRC
CRC
Health Care Materials Energy
Mar 10, 2016
Nov 30, 2015
Jan 22, 2015
Feb 24, 2015
9, 2016
Jun
Dec 30, 2016
D12/30/2016
Sep 28, 2016
Mar 17, 2016
Information Technology
52.0% 53.0% 54.0%
Trade Alpha
($479.9M)
($423.2M)
($408.6M)
($391.0M)
($311.3M)
($301.5M)
($270.0M)
($260.1M)
($258.0M)
($255.8M)
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