Performance Attribution Explained:
Separating Alpha, Beta, and True Skill
  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    25 minutes
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Course overview
This playlist explains how investment returns are generated and measured using performance attribution. It breaks down allocation, selection, factor exposure, and beta effects, showing how apparent alpha often reflects systematic risks rather than skill. The videos equip analysts to interpret portfolio performance with precision and scepticism.
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Overview & Learning Outcomes

What's Included?

  • 3 videos
  • Stop guessing where returns came from—learn how to prove it.
  • Insights from a #1 ranked data-driven analyst

Who is this for? 

Designed for investment analysts, portfolio managers, and serious investors who want to understand what truly drives returns. Ideal for those reviewing fund performance, manager skill, or internal track records, and for anyone who wants to avoid mistaking factor exposure or market beta for genuine alpha.

Why is this important?

Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. 
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