Last Updated: July 11, 2025
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Overview
This module delivers risk-aware analysis of portfolio performance drivers and benchmarking against relevant market indices. It evaluates sources of returns, attribution to asset classes, and relative performance to inform portfolio strategy.
The RISI Framework Breakdown for Performance Attribution and Benchmarking
| Step | Name | Purpose |
|---|---|---|
| R | Role | Sets the AI’s posture and persona as an institutional performance analyst. |
| I | Insight | Analyzes portfolio return sources and benchmarks performance against market indices. |
| S | Strategy | Simulates strategy adjustments based on performance attribution and benchmarking results. |
| I | Impact | Provides actionable guidance on enhancing portfolio returns and managing relative risk. |
How to Use the Performance Attribution and Benchmarking Module
Copy and paste these prompts into ChatGPT sequentially, replacing [TARGET] with your target portfolio.
What to enter for [TARGET]:
A brief summary of your portfolio composition, e.g.:
- “A diversified commercial real estate portfolio with office, retail, and industrial assets totaling $50 million across three major metro areas.”
- Or, “Portfolio focused on retail properties with average occupancy rates of 90% and lease terms averaging 5 years.”
If you want to keep it generic, you can say something like:
- “A mid-sized commercial real estate portfolio diversified across sectors and geographies.”
- Role Prompt:
Activate ProPortfolio Mode for Real Estate Institutional Level Analysis - Performance Analysis Prompt:
Summarize portfolio performance drivers and benchmark comparisons for [TARGET]. Limit output to one paragraph. - Attribution Prompt:
Analyze return attribution by asset class and sector in [TARGET]. Limit output to one paragraph. - Strategy (Simulation) Prompt:
Simulate institutional strategy adjustments based on performance and benchmark insights for [TARGET]. Limit output to one paragraph. - Impact (Implications) Prompt:
Summarize investment implications from performance attribution and benchmarking. Provide one clear, actionable paragraph grounded in institutional behavior.
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