perfattr

perfattr is a small, auditable portfolio performance-attribution calculation library built with pandas and NumPy.

The initial release will provide a reusable Brinson-Fachler calculation core for prepared reporting-period data. Source loading, portfolio accounting, vendor schemas, calendar logic, and presentation are intentionally outside the package boundary.

The calculation core accepts one or more prepared reporting periods and provides input validation, universe equalization, Brinson-Fachler allocation and selection, logarithmic contribution linking, Carino active-effect linking, cumulative and full-horizon results, and financial reconciliation. The governing roadmap is available in _extras/perfattr_roadmap.md, and the complete portable calculation contract is defined in docs/specification.md.

from perfattr import calculate_attribution

result = calculate_attribution(portfolio, benchmark)
print(result.period_detail)

Development

Create and activate a virtual environment:

python3 -m venv .venv
source .venv/bin/activate

Install the package and development dependencies:

python -m pip install --editable ".[dev]"

Run the initial checks:

python -m pytest
python -m pylint src/perfattr tests
python -m pyright

License

perfattr is distributed under the MIT License.

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