MPT Statistics

Overview

The MPT Statistics component displays portfolio- or client-level Alpha, Beta, and R-Squared data for the past three years, five years, and 10 years, based on last month-end. If the account or client underlying accounts do not have at least a three-year history, or any of the securities lack the last month-end data, no data is displayed for that account or client.

For capabilities common to most components, read the Components Overview.

Alternate Uses

The MPT Statistics component has no user-accessible settings or commands, other than Data Export.

Last Updated: June 26, 2018

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The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.