• ALPHA
  • SELECTION
  • COACHING
  • HUMAN

How to decompose fund performance with your AI

Connect your data once. Your AI then handles the attribution math to isolate specific return drivers.

Ask AI about this page

Short answer

How can I see what actually drove my fund's returns?

Your AI uses performance attribution to split total returns into Alpha, Selection, and Coaching effects. You get a clear view of whether success came from market timing, stock picking, or tactical shifts.

The attribution breakdown

Where your insights land.

The AI processes your raw returns into these specific outcomes.

ALPHA

Isolate true skill

The AI calculates excess return over the benchmark. You'll see if your strategy actually beat the market.

SELECTION

Identify stock picking

The agent isolates the impact of individual security choices. This shows how much your specific picks contributed.

COACHING

Measure tactical moves

This identifies the effect of weight adjustments. It separates active management from simple market movement.

HUMAN

Interpret the results

You take the math provided by the AI and add the necessary market context. The AI does the calculation, but you make the call.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of the attribution math.

  1. Ingest returns

    Your AI reads your fund's historical returns and benchmark data to establish a baseline.

    analyze_performance_drivers

  2. Calculate effects

    The agent runs the attribution models to separate Alpha from Selection and Coaching.

    analyze_performance_drivers

  3. Isolate drivers

    The AI identifies which specific factors or holdings pushed the performance up or down.

    analyze_performance_drivers

  4. Summarize findings

    The agent prepares a concise breakdown of the primary return drivers for your review.

    analyze_performance_drivers

Try it

Copy these to start.

Use these prompts to begin your analysis.

Starting points

Swap the bracketed text for your specific fund names or data sources.

Accelerator Performance Attribution Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9BENOeRex09IbkhdimMO01QOkkhKOIWb7jz51oYw/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Accelerator Performance Attribution capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-performance-attribution-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9BENOeRex09IbkhdimMO01QOkkhKOIWb7jz51oYw/mcp"
    }
  }
}
Copy into chat04

  • Decompose the performance for the [Fund Name] using the latest quarterly data.

  • Break down the total return for [Portfolio ID] into Alpha, Selection, and Coaching effects.

  • Analyze the performance drivers for my [Specific Strategy] fund and tell me if Selection or Coaching was the main driver.

  • Compare the attribution of [Fund A] against [Fund B] to see who had better stock selection.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Accelerator Performance Attribution once, then ask.

Link your data source once. Your credentials stay encrypted on our side, and you can immediately start asking questions in your preferred AI client.

Connect Accelerator Performance Attribution to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my actual fund holdings?

    No. The AI only reads your performance data to perform calculations. It cannot execute trades or modify your portfolio.

  • 02

    Does the AI create the attribution report automatically?

    The AI calculates the math and provides the breakdown in chat. You are responsible for saving or exporting that data into your own formal reports.

  • 03

    What kind of data do I need to provide?

    You need to provide fund returns and the corresponding benchmark returns for the period you want to analyze.

  • 04

    Can it handle multiple benchmarks?

    Yes, you can ask the AI to run the attribution against different benchmarks by specifying them in your prompt.

  • 05

    Will the AI delete my historical performance records?

    No. This MCP is read-only for your performance data. It has no capability to delete or overwrite your source files.

  • More questions about Accelerator Performance Attribution? The Connector page answers them. See everything the Accelerator Performance Attribution Connector can do

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