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.

Learn More About Calculations

Learn more about how Tamarac handles tricky calculation situations like holdings gaps, calculating returns for closed accounts, and more.

Learn More About Data Setup

Learn more about how to exclude securities from performance, ignore cost basis resets, configure intra-group flows or amortization and accretion behavior, and more.