Reviewed by Finin2min Editorial Desk · Last reviewed 11 August 2026
Attribute portfolio return to asset weights and asset-class returns and identify the largest positive and negative contributors.
Portfolio components
Portfolio return
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Total entered weight
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Asset
Weight
Return
Contribution
Calculation guidance will appear here.
How This Is Calculated
This calculator shows each holding's contribution to overall portfolio return — computed as each asset's weight multiplied by its own return, summed across all holdings — revealing which positions actually drove your portfolio's performance, which can differ substantially from simply looking at which asset had the highest individual return.
Frequently Asked Questions
Why can a small holding with a huge return contribute less than a large holding with a modest return?
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Because contribution to overall portfolio return is weight × return, not return alone — a 50% gain on a 2% position contributes only 1 percentage point to total return, while a 10% gain on a 40% position contributes 4 percentage points, more than four times as much.
Does this calculator account for rebalancing during the period?
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This calculator uses the weights and returns you enter for the period as a whole — if your actual weights shifted significantly during the period due to trading or rebalancing, a more granular period-by-period attribution would capture that more precisely.
Confirm the current, in-force text governing Portfolio Return Contribution Calculator on the official source linked above - the summary on this page is an implementation aid, not a substitute for it.
Record the exact event/transaction date, since the applicable version of the law, form or threshold can change between the date of the underlying event and today.
Preserve the primary documents (notices, applications, orders, acknowledgements) that would let a reviewer reconstruct how the facts were classified and what was actually done.
Check for a State-specific rule, later amendment or binding judicial decision that may modify how this applies on your facts.
Before relying on this page
This page is a structured implementation summary, not the operative legal text. Portal or process acceptance of a filing does not by itself establish legal compliance - the underlying classification, authority, evidence and timeline still have to be independently correct. Where the facts are contested, high-value, or time-barred if delayed, verify the current position with the official source and, where appropriate, a qualified professional before acting.
Scope: Breaks down a portfolio's overall return into the contribution from each individual holding, based on each holding's weight and its own return over the period.
Calculation logic
Weight of each holding = Value of that holding at the start of the period ÷ Total portfolio value at the start of the period.
Contribution to portfolio return from each holding = Weight of that holding × That holding's own return over the period.
Sum of all individual contributions = Total portfolio return for the period, which the calculator uses as a cross-check on the entered data.
Inputs and assumptions
This is a simple (weight × return) attribution method appropriate for a single period with no intra-period cash flows into or out of individual holdings — it does not account for the compounding effects of multiple sub-periods or of cash flow timing within the period.
Each holding's return is taken as entered by the user for the period, not computed from underlying transaction history.
Exclusions and edge cases
For a portfolio with significant intra-period buying/selling activity, a more advanced (e.g., time-weighted, multi-period geometric linking) attribution method would be more accurate than this single-period linear attribution.
Does not separately attribute return to currency effects for foreign holdings unless the user has already converted returns to a common currency before entry.
Sources
No specific external regulatory source applies beyond general market-linked instrument mechanics.
Review status: reviewed and approved by CA Nikhil Gupta on 18 July 2026.
Finin2min is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser or as a Research Analyst. This tool performs an arithmetic calculation on the figures you enter and is published for general information and educational purposes only. It is not investment advice, it is not personalised to your financial circumstances, objectives or risk tolerance, and it is not a recommendation to buy, sell or hold any security, scheme or product. Projected values are illustrative and follow directly from the assumptions you supply; actual returns will differ, and past performance does not indicate future results. Consider consulting a SEBI-registered Investment Adviser before acting on any investment decision.