Add comparisons between the portfolio and benchmark including an orderbook sheet #1773

JerBouma · 2022-05-06T16:05:27Z

Description

This menu will be featuring a whole bunch of portfolio attribution commands. This allows you to understand how your portfolio performed via a variety of metrics comparing it to a benchmark to determine any alpha obtained. This is absolutely crucial to determine if active management has been beneficial.

Makes use of an orderbook sheet:

Determine allocation differences between portfolio and benchmark (assets, sectors, countries and regions):

2022 May 13, 05:59 (🦋) /portfolio/ $ load Public_Equity_Orderbook.xlsx

Portfolio: Public_Equity_Orderbook.xlsx
Risk Free Rate: 0

2022 May 13, 06:00 (🦋) /portfolio/ $ bench Vanguard Total Stock Market ETF (VTI)

Benchmark: Vanguard Total Stock Market Index Fund (VTI)

2022 May 13, 06:00 (🦋) /portfolio/ $ alloc sectors
      Portfolio vs. Benchmark - Top 4 Sectors Allocation       
┏━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Sectors                ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ Technology             │ 59.26%    │ 24.95%    │ 34.31%     │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Communication Services │ 18.75%    │ 8.55%     │ 10.20%     │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Consumer Cyclical      │ 15.62%    │ 11.55%    │ 4.07%      │
├────────────────────────┼───────────┼───────────┼────────────┤
│ Healthcare             │ 6.36%     │ 13.41%    │ -7.05%     │
└────────────────────────┴───────────┴───────────┴────────────┘

2022 May 13, 06:00 (🦋) /portfolio/ $ alloc assets
Portfolio vs. Benchmark - Top 10 Assets Allocation
┏━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Symbol ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ ASML   │ 24.41%    │ -         │ 24.41%     │
├────────┼───────────┼───────────┼────────────┤
│ AMZN   │ 22.21%    │ 3.33%     │ 18.88%     │
├────────┼───────────┼───────────┼────────────┤
│ GOOGL  │ 18.75%    │ 1.66%     │ 17.09%     │
├────────┼───────────┼───────────┼────────────┤
│ TSM    │ 9.38%     │ -         │ 9.38%      │
├────────┼───────────┼───────────┼────────────┤
│ DGX    │ 6.36%     │ -         │ 6.36%      │
├────────┼───────────┼───────────┼────────────┤
│ BABA   │ 5.47%     │ -         │ 5.47%      │
├────────┼───────────┼───────────┼────────────┤
│ APTV   │ 3.80%     │ -         │ 3.80%      │
├────────┼───────────┼───────────┼────────────┤
│ AAPL   │ 3.26%     │ 4.90%     │ -1.64%     │
├────────┼───────────┼───────────┼────────────┤
│ NKE    │ 3.25%     │ -         │ 3.25%      │
├────────┼───────────┼───────────┼────────────┤
│ YUM    │ 3.10%     │ -         │ 3.10%      │
└────────┴───────────┴───────────┴────────────┘

2022 May 13, 06:00 (🦋) /portfolio/ $ alloc countries
 Portfolio vs. Benchmark - Top 5 Countries Allocation 
┏━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Countries     ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ United States │ 57.48%    │ 99.17%    │ -41.69%    │
├───────────────┼───────────┼───────────┼────────────┤
│ Netherlands   │ 24.41%    │ -         │ 24.41%     │
├───────────────┼───────────┼───────────┼────────────┤
│ Taiwan        │ 9.38%     │ 1.00e-04  │ 9.37%      │
├───────────────┼───────────┼───────────┼────────────┤
│ China         │ 5.47%     │ -         │ 5.47%      │
├───────────────┼───────────┼───────────┼────────────┤
│ Germany       │ 3.25%     │ -         │ 3.25%      │
└───────────────┴───────────┴───────────┴────────────┘

2022 May 13, 06:00 (🦋) /portfolio/ $ alloc regions
  Portfolio vs. Benchmark - Top 3 Regions Allocation  
┏━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃ Regions       ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ North America │ 57.48%    │ 99.25%    │ -41.77%    │
├───────────────┼───────────┼───────────┼────────────┤
│ Europe        │ 27.66%    │ 0.64%     │ 27.02%     │
├───────────────┼───────────┼───────────┼────────────┤
│ Asia          │ 14.86%    │ 7.00e-04  │ 14.79%     │
└───────────────┴───────────┴───────────┴────────────┘

2022 May 13, 06:00 (🦋) /portfolio/ $ perf
            Portfolio vs. Benchmark - Totals             
┏━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃                  ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ Total Investment │ 61331.99  │ 61331.99  │ -          │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total Value      │ 96283.10  │ 82028.23  │ 14254.87   │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total % Return   │ 56.99%    │ 33.74%    │ 23.24%     │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total Abs Return │ 34951.11  │ 20696.24  │ 14254.87   │
└──────────────────┴───────────┴───────────┴────────────┘

2022 May 13, 06:00 (🦋) /portfolio/ $ perf -t
            Portfolio vs. Benchmark - Totals             
┏━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━┳━━━━━━━━━━━━┓
┃                  ┃ Portfolio ┃ Benchmark ┃ Difference ┃
┡━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━╇━━━━━━━━━━━━┩
│ Total Investment │ 61331.99  │ 61331.99  │ -          │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total Value      │ 96283.10  │ 82028.23  │ 14254.87   │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total % Return   │ 56.99%    │ 33.74%    │ 23.24%     │
├──────────────────┼───────────┼───────────┼────────────┤
│ Total Abs Return │ 34951.11  │ 20696.24  │ 14254.87   │
└──────────────────┴───────────┴───────────┴────────────┘

                                  Portfolio vs. Benchmark - Individual Trades                                  
┏━━━━━━━━━━━━┳━━━━━━━┳━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━┓
┃ Date       ┃ Name  ┃ Portfolio Value ┃ % Portfolio Return ┃ Benchmark Value ┃ % Benchmark Return ┃ Alpha    ┃
┡━━━━━━━━━━━━╇━━━━━━━╇━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━┩
│ 2010-05-03 │ CASH  │ 0.00e+00        │ 0.00e+00           │ 0.00e+00        │ 0.00e+00           │ 0.00e+00 │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2010-05-03 │ GOOGL │ 4513.76         │ 750.69%            │ 2104.60         │ 296.64%            │ 454.05%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2010-07-06 │ AMZN  │ 10693.05        │ 1843.13%           │ 2566.01         │ 366.29%            │ 1476.84% │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2011-08-06 │ AAPL  │ 427.68          │ 1030.53%           │ 157.67          │ 316.78%            │ 713.75%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2011-12-12 │ APTV  │ 457.45          │ 407.71%            │ 336.94          │ 273.96%            │ 133.76%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2012-02-03 │ ASML  │ 3656.52         │ 782.81%            │ 1409.35         │ 240.27%            │ 542.54%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2012-05-04 │ NKE   │ 323.70          │ 286.05%            │ 280.86          │ 234.96%            │ 51.09%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2012-08-04 │ TSM   │ 4384.50         │ 515.80%            │ 2344.17         │ 229.24%            │ 286.56%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2012-10-12 │ DGX   │ 816.54          │ 114.69%            │ 1214.07         │ 219.21%            │ -104.52% │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2013-02-03 │ YUM   │ 442.04          │ 140.34%            │ 551.36          │ 199.78%            │ -59.44%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2013-03-04 │ GOOGL │ 2256.88         │ 449.45%            │ 1206.35         │ 193.69%            │ 255.76%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2013-08-08 │ AMZN  │ 2138.61         │ 623.14%            │ 770.32          │ 160.47%            │ 462.67%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2013-10-09 │ AAPL  │ 712.80          │ 720.25%            │ 230.15          │ 164.85%            │ 555.41%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2014-02-03 │ APTV  │ 457.45          │ 84.72%             │ 619.65          │ 150.21%            │ -65.50%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2014-02-05 │ ASML  │ 1567.08         │ 513.39%            │ 635.39          │ 148.70%            │ 364.68%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2014-12-08 │ NKE   │ 1079.00         │ 120.84%            │ 1030.68         │ 110.95%            │ 9.89%    │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2015-02-02 │ BABA  │ 2432.70         │ -10.03%            │ 5778.87         │ 113.72%            │ -123.75% │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2015-03-08 │ TSM   │ 1753.80         │ 273.94%            │ 968.91          │ 106.59%            │ 167.35%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2015-12-05 │ DGX   │ 2857.89         │ 97.72%             │ 2980.71         │ 106.22%            │ -8.50%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2016-02-06 │ YUM   │ 221.02          │ 127.90%            │ 225.93          │ 132.97%            │ -5.07%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2016-09-07 │ GOOGL │ 4513.76         │ 179.32%            │ 3103.03         │ 92.02%             │ 87.30%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2017-01-10 │ AMZN  │ 4277.22         │ 168.70%            │ 2916.33         │ 83.21%             │ 85.49%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2017-05-10 │ AAPL  │ 1425.60         │ 272.03%            │ 662.08          │ 72.78%             │ 199.25%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2017-12-08 │ APTV  │ 914.90          │ 7.36%              │ 1319.18         │ 54.80%             │ -47.44%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2018-07-05 │ ASML  │ 2611.80         │ 166.52%            │ 1442.95         │ 47.25%             │ 119.28%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2018-09-03 │ NKE   │ 323.70          │ 35.55%             │ 332.25          │ 39.13%             │ -3.58%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2019-05-04 │ BABA  │ 405.45          │ -56.92%            │ 1286.22         │ 36.66%             │ -93.58%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2019-09-09 │ TSM   │ 263.07          │ 99.98%             │ 177.19          │ 34.70%             │ 65.28%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2019-12-10 │ DGX   │ 1088.72         │ 29.68%             │ 1070.16         │ 27.47%             │ 2.21%    │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2020-02-03 │ YUM   │ 1105.10         │ 3.85%              │ 1305.62         │ 22.70%             │ -18.84%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2020-03-08 │ GOOGL │ 6770.64         │ 85.63%             │ 5330.19         │ 46.14%             │ 39.49%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2020-06-09 │ AMZN  │ 4277.22         │ -17.77%            │ 6442.98         │ 23.86%             │ -41.64%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2020-12-12 │ AAPL  │ 570.24          │ 17.06%             │ 512.88          │ 5.29%              │ 11.78%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2021-01-07 │ APTV  │ 1829.80         │ -36.82%            │ 2904.34         │ 0.29%              │ -37.10%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2021-05-06 │ ASML  │ 15670.80        │ -18.93%            │ 17662.89        │ -8.63%             │ -10.31%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2021-12-28 │ NKE   │ 1402.70         │ -35.16%            │ 1751.31         │ -19.05%            │ -16.11%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2022-02-02 │ BABA  │ 2432.70         │ -34.01%            │ 3145.10         │ -14.68%            │ -19.33%  │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2022-03-04 │ TSM   │ 2630.70         │ -16.53%            │ 2838.16         │ -9.95%             │ -6.58%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2022-04-12 │ DGX   │ 1360.90         │ -0.86%             │ 1218.06         │ -11.27%            │ 10.41%   │
├────────────┼───────┼─────────────────┼────────────────────┼─────────────────┼────────────────────┼──────────┤
│ 2022-05-02 │ YUM   │ 1215.61         │ -4.54%             │ 1195.29         │ -6.13%             │ 1.60%    │
└────────────┴───────┴─────────────────┴────────────────────┴─────────────────┴────────────────────┴──────────┘

Checklist:

Update our Hugo documentation following these guidelines.
Update our tests following these guidelines.
Make sure you are following our CONTRIBUTING guidelines.
If a feature was added make sure to add it to the corresponding scripts file.

Others

I have performed a self-review of my own code.
I have commented my code, particularly in hard-to-understand areas.
My code passes all the checks pylint, flake8, black, ... To speed up development you should run pre-commit install.
New and existing unit tests pass locally with my changes. You can test this locally using pytest tests/....

JerBouma · 2022-05-06T16:06:23Z

@jmaslek Initial set-up of the Portfolio menu but have a look if you like. Still a lot to do though.

…into port_atri

JerBouma · 2022-05-12T15:52:59Z

@jmaslek @DidierRLopes

I kind of want to merge this PR before it gets too big. Especially since I have little time to work on it. Think I made some decent progress others can build on top of. So if one of you can review it that would be great.

jmaslek · 2022-05-12T18:26:12Z

looking through images:

spelling:

2022 May 12, 06:23 (🦋) /portfolio/ $ alloc countries
alloLess than the limit 10 are shown because the portfolio only has 5 countries.

The zeros show as 0.00e+00 and my personal pet peeve of the date times showing with the times :P 2010-05-03 00:00:00

openbb_terminal/portfolio/allocation_model.py

openbb_terminal/portfolio/portfolio_view.py

jmaslek

couple small comments on printing but the rest looks good to me for now

jmaslek · 2022-05-12T18:40:43Z

You also goofed the main terminal menu:

│ >   econometrics                                                                                                                                                          │
│                                                                                                                                                                           │
│ >   portfolio

jmaslek

2022 May 12, 14:43 (🦋) /portfolio/ $ load Public_Equity_Orderbook.xlsx

Portfolio: Public_Equity_Orderbook.xlsx
Risk Free Rate: 0

2022 May 12, 14:43 (🦋) /portfolio/ $ rolling
Error: 'Portfolio' object has no attribute 'benchmark_returns'

JerBouma · 2022-05-13T07:44:57Z

looking through images:

spelling:
2022 May 12, 06:23 (🦋) /portfolio/ $ alloc countries
alloLess than the limit 10 are shown because the portfolio only has 5 countries.
The zeros show as 0.00e+00 and my personal pet peeve of the date times showing with the times :P 2010-05-03 00:00:00

So this is just me typing too quickly and thus the next command I am typing also showing. Will fix date format.

JerBouma · 2022-05-13T08:50:04Z

@jmaslek Should all be fixed now and made some tables look a bit nicer.

JerBouma added 3 commits May 6, 2022 17:34

Add in Portfolio Holdings for Attribution functionality

930ffb5

Update a whole bunch

2290bdb

Small bugfix and linting

742701d

JerBouma requested a review from jmaslek May 6, 2022 16:05

Merge branch 'main' into port_atri

f3a3fcd

JerBouma added the feat XL Extra Large feature label May 6, 2022

JerBouma self-assigned this May 6, 2022

JerBouma added 17 commits May 9, 2022 15:36

Remove print statements

45dfbee

Merge branch 'port_atri' of https://github.com/JerBouma/OpenBBTerminal …

1e556ff

…into port_atri

Update Excel to match Yahoo Finance categorization

a457bb5

Make sure portfolio and benchmark are aligned

545b0e6

Merge branch 'main' into port_atri

deada7c

Add in benchmarks, robustness and bugfixing

43a5293

Merge branch 'OpenBB-finance:main' into port_atri

13ee147

Merge branch 'OpenBB-finance:main' into port_atri

768c1a9

Improve the spreadsheet

b7ab98a

Add in allocation model and improve portfolio features

de9129d

Merge branch 'port_atri' of https://github.com/JerBouma/OpenBBTerminal …

b53a72e

…into port_atri

Bugfixing and more equities in the template

703a4e8

Bugfix

68e94d1

Merge branch 'main' into port_atri

4334234

Bugfixing

989afe5

Merge branch 'port_atri' of https://github.com/JerBouma/OpenBBTerminal …

4dc01e0

…into port_atri

Add tests and website stuff

479c15d

JerBouma added feat M Medium T-Shirt size feature and removed feat XL Extra Large feature labels May 12, 2022

JerBouma added 2 commits May 12, 2022 17:43

WORK

e645834

Merge branch 'main' into port_atri

20c28ce

JerBouma marked this pull request as ready for review May 12, 2022 15:51

JerBouma changed the title ~~Portfolio Attribution Menu~~ Add comparisons between the portfolio and benchmark including an orderbook sheet May 12, 2022

JerBouma requested a review from DidierRLopes May 12, 2022 15:53

Merge branch 'main' into port_atri

9e022d1

jmaslek reviewed May 12, 2022

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jmaslek approved these changes May 12, 2022

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JerBouma added 5 commits May 13, 2022 10:37

Clean up the code

200a180

Merge branch 'OpenBB-finance:main' into port_atri

c040b4c

Clean up the code

ceda01d

Add back in terminal changes

daee685

Missing an enter imo

59a1244

JerBouma requested a review from jmaslek May 13, 2022 08:49

JerBouma added 3 commits May 13, 2022 11:00

Documentation fix

33ceaa5

Small fix

f51ab78

Change code because tests cant handle formatting

6437f6c

DidierRLopes approved these changes May 14, 2022

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DidierRLopes merged commit 7e37ed0 into OpenBB-finance:main May 14, 2022

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Add comparisons between the portfolio and benchmark including an orderbook sheet #1773

Add comparisons between the portfolio and benchmark including an orderbook sheet #1773

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Add comparisons between the portfolio and benchmark including an orderbook sheet #1773

Add comparisons between the portfolio and benchmark including an orderbook sheet #1773

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