perfattr 0.1.0a1__tar.gz

perfattr-0.1.0a1/.gitignore

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+# Generated project outputs
+/.cache/
+
+# Python-generated files
+__pycache__/
+*.py[cod]
+*$py.class
+*.so
+
+# Distribution / packaging
+/build/
+/dist/
+*.egg-info/
+.eggs/
+
+# Installer remnants
+pip-delete-this-directory.txt
+
+# Tests, type checking, and profiling
+/.pytest_cache/
+/.mypy_cache/
+.dmypy.json
+dmypy.json
+htmlcov/
+.coverage
+.coverage.*
+*.cover
+*.py,cover
+coverage.xml
+*.prof
+.profraw
+
+# pyenv
+.python-version
+
+# Local environment
+.env
+.env.*
+!.env.example
+/.venv/
+
+# IDEs and text editors
+.vscode/
+.idea/
+*.swp
+*.swo
+*.swn
+
+# macOS
+.DS_Store
+.AppleDouble
+.LSOverride
+
+# Windows
+Thumbs.db
+ehthumbs.db
+Desktop.ini
+$RECYCLE.BIN/
+
+# Linux
+.Trash-*
+
+# Temporary files
+.~lock.*#

perfattr-0.1.0a1/LICENSE

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+MIT License
+
+Copyright (c) 2026 John Reynolds
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

perfattr-0.1.0a1/PKG-INFO

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+Metadata-Version: 2.5
+Name: perfattr
+Version: 0.1.0a1
+Summary: Auditable portfolio performance attribution using pandas and NumPy.
+Project-URL: Repository, https://github.com/JohnDReynolds/perfattr
+Author: John Reynolds
+License-Expression: MIT
+License-File: LICENSE
+Keywords: attribution,brinson,finance,performance,portfolio
+Classifier: Development Status :: 2 - Pre-Alpha
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Classifier: Programming Language :: Python :: 3.14
+Classifier: Typing :: Typed
+Requires-Python: >=3.11
+Requires-Dist: numpy>=1.26
+Requires-Dist: pandas>=2.2
+Provides-Extra: dev
+Requires-Dist: build>=1.2; extra == 'dev'
+Requires-Dist: pylint>=4.0; extra == 'dev'
+Requires-Dist: pyright>=1.1.409; extra == 'dev'
+Requires-Dist: pytest>=8.0; extra == 'dev'
+Requires-Dist: twine>=6.0; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# perfattr
+
+`perfattr` is a small, auditable portfolio performance-attribution calculation
+library built with pandas and NumPy.
+
+The initial release will provide a reusable Brinson-Fachler calculation core for
+prepared reporting-period data. Source loading, portfolio accounting, vendor schemas,
+calendar logic, and presentation are intentionally outside the package boundary.
+
+The first functional alpha slice calculates one prepared reporting period, including
+input validation, universe equalization, Brinson-Fachler allocation and selection,
+and financial reconciliation. Multi-period linking remains the next calculation
+milestone. The governing roadmap is available in
+[`_extras/perfattr_roadmap.md`](_extras/perfattr_roadmap.md), and the complete portable
+calculation contract is defined in [`docs/specification.md`](docs/specification.md).
+
+```python
+from perfattr import calculate_attribution
+
+result = calculate_attribution(portfolio, benchmark)
+print(result.period_detail)
+```
+
+## Development
+
+Create and activate a virtual environment:
+
+```bash
+python3 -m venv .venv
+source .venv/bin/activate
+```
+
+Install the package and development dependencies:
+
+```bash
+python -m pip install --editable ".[dev]"
+```
+
+Run the initial checks:
+
+```bash
+python -m pytest
+python -m pylint src/perfattr tests
+python -m pyright
+```
+
+## License
+
+`perfattr` is distributed under the MIT License.

perfattr-0.1.0a1/README.md

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+# perfattr
+
+`perfattr` is a small, auditable portfolio performance-attribution calculation
+library built with pandas and NumPy.
+
+The initial release will provide a reusable Brinson-Fachler calculation core for
+prepared reporting-period data. Source loading, portfolio accounting, vendor schemas,
+calendar logic, and presentation are intentionally outside the package boundary.
+
+The first functional alpha slice calculates one prepared reporting period, including
+input validation, universe equalization, Brinson-Fachler allocation and selection,
+and financial reconciliation. Multi-period linking remains the next calculation
+milestone. The governing roadmap is available in
+[`_extras/perfattr_roadmap.md`](_extras/perfattr_roadmap.md), and the complete portable
+calculation contract is defined in [`docs/specification.md`](docs/specification.md).
+
+```python
+from perfattr import calculate_attribution
+
+result = calculate_attribution(portfolio, benchmark)
+print(result.period_detail)
+```
+
+## Development
+
+Create and activate a virtual environment:
+
+```bash
+python3 -m venv .venv
+source .venv/bin/activate
+```
+
+Install the package and development dependencies:
+
+```bash
+python -m pip install --editable ".[dev]"
+```
+
+Run the initial checks:
+
+```bash
+python -m pytest
+python -m pylint src/perfattr tests
+python -m pyright
+```
+
+## License
+
+`perfattr` is distributed under the MIT License.