Ex-Post Return / Risk Analytics
SAYS offers robust ex-post return and risk analytics for any frequency of portfolio and benchmark time series data. Performa may be deployed rapidly to provide users with on-demand analytics and reporting.
Understanding Ex-Post Return / Risk Analytics
Monitor performance over monthly periods, calendar years, and rolling periods, while also tracking risk statistics such as Sharpe Ratio, Tracking Error and VaR. Regardless of the source and format of your portfolio data, SAYS can have your ex-post return and risk needs addressed rapidly.
The analytics may be accessed through Opturo’s SAYS platform, which offers a cloud and cache based solution for your ex-post return and risk needs. Users may upload data files in any format using SAYS’ easy-to-use tools and data wizards. Opturo offers no-cost data templates for clients, so if the extract files from your accounting or another system aren’t currently supported, please let us know and we may be able to add a template at no cost. Once you’ve completed your one time setup, ex-post return and risk analytics and reporting will be only a few clicks away.
- Ex-post return data available as both time series and rolling period
- Ex-post risk statistics such as Beta, Sharpe Ratio, maximum drawdown, etc.
- Ability to utilize market-based risk free rates
- Compare return and risk data across multiple portfolios
Ex-Post Return / Risk Analytics Pricing
Only add the modules you need with one affordable monthly price. Easily pause or cancel at any time.
Ex-Post Analytics Reports – Standard
$ 154.00/month
+ $ 20.00 Setup fee
Features
- Comprehensive Return Analysis
- Comprehensive Risk Analysis
- Supports Daily/Monthly Return Data
- Supports Portfolio Label Definition
- Supports Multiple Countries Holiday Schedule
- Standard PDF/Excel/Data Customizable Reports
- Sharpe Ratio- Risk Free Rate (RFR) Return Stream
- Sortino Ratio- Marginal Acceptable Rate (MAR) Return Stream
- Rolling Term Summary Analysis
- Multi-Fund Return/Risk Comparison Analysis
- Multiple Reporting Currency Support
- Customizable Fund Fact PDF Report
- Supports Upload of Excel Data File
- Multi-Period Cumulative Return Analysis
- Rolling Multi-Period Cumulative Return Analysis
Application In / Outs / FAQs
- Multi-Period Return Analysis Data Reports >
- Ex-Post Return/Risk Analysis Data Reports >
- Ex-Post Return/Risk Analysis PDF/Excel Reports >
Ex-Post Analytics Reports – Premium
$ 176.00/month
+ $ 30.00 Setup fee
Features
- Comprehensive Return Analysis
- Comprehensive Risk Analysis
- Supports Daily/Monthly Return Data
- Supports Portfolio Label Definition
- Supports Multiple Countries Holiday Schedule
- Standard PDF/Excel/Data Customizable Reports
- Sharpe Ratio- Risk Free Rate (RFR) Return Stream
- Sortino Ratio- Marginal Acceptable Rate (MAR) Return Stream
- Rolling Term Summary Analysis
- Multi-Fund Return/Risk Comparison Analysis
- Multiple Reporting Currency Support
- Customizable Fund Fact PDF Report
- Supports Upload of Excel Data File
- Multi-Period Cumulative Return Analysis
- Rolling Multi-Period Cumulative Return Analysis
Application In / Outs / FAQs
- Ex-Post Return/Risk Analysis Data Reports (Excel Data Upload) >
- Ex-Post Return/Risk PDF/Excel Reports (Excel Data Upload) >
Ex-Post Analytics Reports – Advanced
$ 236.50/month
+ $ 40.00 Setup fee
Features
- Comprehensive Return Analysis
- Comprehensive Risk Analysis
- Supports Daily/Monthly Return Data
- Supports Portfolio Label Definition
- Supports Multiple Countries Holiday Schedule
- Standard PDF/Excel/Data Customizable Reports
- Sharpe Ratio- Risk Free Rate (RFR) Return Stream
- Sortino Ratio- Marginal Acceptable Rate (MAR) Return Stream
- Rolling Term Summary Analysis
- Multi-Fund Return/Risk Comparison Analysis
- Multiple Reporting Currency Support
- Customizable Fund Fact PDF Report
- Supports Upload of Excel Data File
- Multi-Period Cumulative Return Analysis
- Rolling Multi-Period Cumulative Return Analysis
Application In / Outs / FAQs
- Multi-Period Return Analysis Multi-Currency Data Reports >
- Ex-Post Return/Risk Analysis Multi-Currency Data Reports >
- Ex-Post Return/Risk Analysis Multi-Currency PDF/Excel Reports >
- Ex-Post Multi-Fund Return/Risk Analysis Comparison Data Reports >
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