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Portfolio Efficiency

The Portfolio Efficiency view provides analytical metrics describing the structural composition of your portfolio relative to a benchmark universe.

This feature is informational only and does not constitute investment advice.

Portfolio Efficiency Card

1. The Metrics​

Efficiency Score​

The Efficiency Score reflects how your current portfolio distribution compares to a predefined benchmark model.

  • Calculation: The score evaluates relative sector allocation and position concentration based on internal quantitative rules.
  • Higher values indicate closer alignment with the benchmark structure.

Meaningful Positions​

This metric identifies positions that represent a proportionally significant share of total portfolio value.

A position classified as “meaningful” meets a predefined threshold within the portfolio structure.

2. Sector Allocation Comparison​

The table displays a comparison between:

  • Your Portfolio Allocation
  • Sector Classification
  • Benchmark Allocation

This comparison highlights differences between your portfolio and the selected benchmark.

Portfolio allocation decisions remain entirely at the discretion of the user.

Important Note​

MarketQuants provides structural analysis tools only.

MarketQuants does not recommend specific allocations, securities, or trading strategies.