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Built for the Claude Code community with Claude Code by @mertduzgun

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  1. Skills
  2. /
  3. joellewis
  4. /
  5. finance_skills
  6. /
  7. Performance Attribution

Performance Attribution

Editor's Note

If you need to explain where portfolio alpha actually came from, this breaks down returns into allocation, selection, and interaction effects using Brinson-Fachler methodology. It handles equity attribution, factor-based decomposition (think Fama-French loadings), fixed-income components like yield and curve shifts, and currency effects for international portfolios. The skill covers multi-period linking methods so your attribution compounds correctly across time horizons. Good for answering "did I beat the benchmark because of sector bets or stock picking" questions with actual numbers. The worked examples show real calculations with weights and returns, which is helpful since attribution formulas get messy fast.

Install

npx skills add https://github.com/joellewis/finance_skills --skill performance-attribution
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0
Installs224
GitHub Stars114
Categories
DebuggingFinance & Trading
First SeenJun 3, 2026
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