Performance & Metrics

Validate your hypothesis

Revolutionize how you evaluate your investments. Build bespoke reports comparing any object in Copia against any metric in the system giving you unmatched versatility in performance analysis and reporting.

Easily create, save, and share custom reports tailored to your specific analytical needs. Whether you're comparing managers, assets, or entire portfolios, this lens provides the flexibility to drill down into the metrics that matter most to your strategy.

Flexible Comparison Engine

Effortlessly compare managers, assets, tags, accounts, and more against a wide array of performance metrics like TWR, Net IRR, TVPI, and DPI.

Customizable Reporting

Save and organize your reports as private or public, enabling personal analysis or collaborative insights across your family office.

Export Capabilities

Easily share your insights by exporting reports as polished PDFs or detailed Excel spreadsheets for further analysis.