Understanding Performance in Tamarac Reporting

Learn about the different returns available in Tamarac and details of how we calculate each type.

Performance Calculations

Learn about methods of calculating performance, and the difference between our legacy calculation and our enhanced calculation, which provides robust performance calculations across a variety of challenging scenarios.

Exclude Accounts in a Group from Displaying in Performance Reports

Learn how to exclude accounts from performance.

Future Payment Calculations on the Projected Income Report

Learn how the Projected Income report calculates future payments.

How Reports Display Uploaded Interval Performance Data

Learn how different reports display performance data uploaded into Tamarac in bulk.

See Benchmarks Across Holdings Gaps

Understand how Tamarac Reporting handles benchmarks across date periods that include a holdings gap.

See IRR Across Previously Held Positions

Learn how our enhanced calculation shows IRR across positions you no longer hold.

Show Returns Across Holdings Gaps

Learn how our enhanced calculation shows returns across all holding periods.

Show Returns for Closed Accounts

Learn how Tamarac Reporting handles closed accounts for performance reporting on various dynamic and PDF reports.

Summary Report Data Point Calculations

Learn how some common performance data points are calculated and used.

Calculating Performance Attribution

Learn how you can look at attribution in the Position Performance report.