Asset Management Performance Analysis
Transform your investment data into actionable insights with AI-powered performance analytics. Track returns, measure risk, and benchmark your portfolio against market standards.
Why Asset Performance Analysis Matters
In the fast-paced world of asset management, performance analysis isn't just about numbers—it's about making informed decisions that can make or break your portfolio. Whether you're managing a multi-billion dollar fund or a boutique investment strategy, the ability to quickly analyze performance metrics, identify trends, and benchmark against competitors is crucial for success.
Traditional spreadsheet tools often fall short when dealing with complex asset performance calculations. You're stuck with manual formulas, static charts, and time-consuming updates. That's where Sourcetable transforms your workflow—combining the familiar interface of Excel with AI-powered analytics that understands financial markets.
Essential Asset Performance Metrics
Track the metrics that matter most for investment decision-making
Total Return Analysis
Calculate time-weighted and money-weighted returns across multiple periods. Include dividend reinvestment, capital gains, and fee adjustments automatically.
Risk-Adjusted Returns
Measure Sharpe ratio, Sortino ratio, and alpha generation. Understand how much risk you're taking for each unit of return.
Benchmark Comparison
Compare your portfolio performance against relevant indices, peer groups, and custom benchmarks. Identify outperformance and underperformance periods.
Volatility Analysis
Track standard deviation, maximum drawdown, and Value at Risk (VaR). Understand portfolio volatility patterns and tail risk exposure.
Attribution Analysis
Break down performance by asset class, sector, or individual securities. Identify which investments are driving returns and which are dragging performance.
Liquidity Metrics
Monitor portfolio liquidity through bid-ask spreads, trading volume analysis, and redemption capacity metrics.
Asset Performance Analysis in Action
See how finance professionals use Sourcetable for performance analysis
Quarterly Portfolio Review
A wealth management firm analyzes their flagship fund's Q3 performance. Using Sourcetable, they automatically calculate returns, risk metrics, and benchmark comparisons across 200+ holdings. What used to take 3 days now takes 3 hours, with real-time updates as market data changes.
Multi-Asset Strategy Analysis
An institutional investor evaluates their diversified portfolio spanning equities, bonds, commodities, and alternatives. Sourcetable's AI helps identify correlation patterns and suggests rebalancing opportunities based on risk-return optimization.
Performance Attribution Deep Dive
A pension fund manager needs to explain underperformance to their board. They use Sourcetable to break down returns by sector, geography, and security selection, creating clear visualizations that show exactly where value was lost and gained.
ESG Performance Tracking
A sustainable investment manager tracks both financial and ESG performance metrics. Sourcetable integrates ESG scores with traditional performance data, showing how sustainable investing practices impact returns over time.
Your Asset Performance Analysis Workflow
From data import to insights generation in minutes, not hours
Import Your Data
Connect your portfolio management system, prime brokerage feeds, or upload CSV files. Sourcetable automatically recognizes asset types, prices, and transaction data.
AI-Powered Calculations
Ask Sourcetable to 'Calculate monthly returns with benchmark comparison' or 'Generate risk-adjusted performance metrics.' The AI understands financial terminology and applies the right formulas.
Dynamic Visualizations
Create performance charts, risk-return scatter plots, and attribution waterfalls that update automatically as new data arrives. No more manual chart updates.
Automated Reporting
Generate performance reports with consistent formatting, commentary suggestions, and regulatory compliance checks. Share insights with stakeholders in minutes.
Advanced Performance Analysis Capabilities
Go beyond basic metrics with sophisticated analytical tools
Monte Carlo Simulations
Model portfolio performance under thousands of market scenarios. Understand potential outcomes and stress-test your investment strategy.
Factor Attribution
Decompose returns into market factors like value, growth, momentum, and quality. Understand what's driving your alpha generation.
Rolling Performance Windows
Analyze performance consistency over rolling 1, 3, and 5-year periods. Identify trends and cyclical patterns in your investment strategy.
Peer Group Analysis
Compare your performance against similar funds or strategies. Understand your relative positioning in the competitive landscape.
Understanding Critical Performance Metrics
Asset management performance analysis relies on several key metrics that tell different parts of your investment story. Let's break down the most important ones and how Sourcetable makes calculating them effortless.
Time-Weighted vs. Money-Weighted Returns
Time-weighted returns measure your investment skill by eliminating the timing of cash flows. They're perfect for comparing fund managers. Money-weighted returns reflect the actual investor experience, including the impact of when money was invested or withdrawn. Sourcetable calculates both automatically, helping you tell the complete performance story.
Risk-Adjusted Performance
Raw returns only tell half the story. The Sharpe ratio measures excess return per unit of risk, while the Sortino ratio focuses only on downside volatility. Alpha shows how much value you're adding beyond what would be expected given your risk level. These metrics help investors understand whether higher returns are worth the additional risk.
Maximum Drawdown and Recovery
Maximum drawdown shows the largest peak-to-trough decline in your portfolio value. But equally important is recovery time—how long it takes to get back to previous highs. Sourcetable tracks both metrics and can model how different scenarios might impact drawdown patterns.
Frequently Asked Questions
How does Sourcetable handle different asset classes in performance analysis?
Sourcetable automatically recognizes asset types (equities, bonds, alternatives, etc.) and applies appropriate performance calculations. For example, it uses yield-to-maturity for bonds, NAV-based returns for private equity, and spot returns for commodities. The AI understands that a REIT should be analyzed differently than a growth stock.
Can I benchmark my portfolio against custom indices?
Yes! You can upload custom benchmark data or create composite benchmarks. For example, if you manage a 60/40 equity/bond strategy, Sourcetable can automatically create a blended benchmark using your specified weights and rebalancing frequency.
How accurate are the risk calculations compared to specialized risk systems?
Sourcetable uses institutional-grade risk calculations that match or exceed the accuracy of specialized systems. We support multiple risk models including parametric VaR, historical simulation, and Monte Carlo methods. The advantage is having everything in one platform instead of exporting data between systems.
Can I analyze performance attribution at the security level?
Absolutely. Sourcetable can break down performance attribution by individual securities, sectors, countries, or any custom grouping you define. You can see exactly which positions contributed to or detracted from performance, with the ability to drill down into specific time periods.
How does the AI help with performance analysis beyond calculations?
The AI can identify patterns in your data, suggest relevant metrics based on your portfolio characteristics, and even generate commentary for your reports. For example, it might notice that your portfolio has higher volatility during earnings seasons and suggest analyzing performance around those periods.
What data sources can I connect for automated performance updates?
Sourcetable integrates with major portfolio management systems, custodian feeds, and market data providers. You can also upload CSV files, connect to databases, or use our API. Once connected, your performance metrics update automatically as new data arrives.
Start Your Performance Analysis Today
Ready to transform how you analyze asset performance? Here's how to get started with Sourcetable:
- Upload your portfolio data - Import holdings, transactions, and benchmark data in any format
- Ask the AI for help - Try 'Calculate Sharpe ratios for each holding' or 'Show me rolling 3-year returns vs benchmark'
- Create your dashboard - Build custom views with the metrics that matter most to your investment process
- Automate your reporting - Set up templates that update automatically with fresh data
Whether you're managing institutional assets or personal portfolios, Sourcetable adapts to your workflow. The AI learns your preferences and suggests relevant analyses as you work.
Sourcetable Frequently Asked Questions
How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
Ready to revolutionize your asset performance analysis?
Join thousands of finance professionals who've transformed their investment analysis workflow with Sourcetable's AI-powered platform.