Systems and methods for automated analysis, screening, and reporting of group performance

A computer system, comprising:

• one or more processors;
• and
• memory storing one or more programs for execution by the one or more processors, the one or more programs including instructions for:
• receiving, at the computer system, a request to quantify group residual performance associated with a first group;
• obtaining, at the computer system, historical group performance data for the first group;
• obtaining, at the computer system, historical group factor exposure data for a plurality of predefined factors for the first group;
• obtaining, at the computer system, historical factor performance data for the plurality of predefined factors for the first group;
• generating, at the computer system, historical group residual performance data for the first group in accordance with the historical group performance data for the first group, the historical group factor exposure data for the plurality of predefined factors for the first group, and the historical factor performance data for the plurality of predefined factors for the first group, wherein a respective entry in the historical group residual performance data represents member selection performance associated with the first group;
• storing, at the computer system, the historical group residual performance data for the first group;
• and
• providing one or more values that represent the historical group residual performance data,
• wherein the one or more programs further include instructions for:
• obtaining, for each member in the first group, historical use data for the respective member;
• and
• generating historical group member use data for the first group in accordance with the respective historical use timing data for each respective member in the first group;
• wherein:
• obtaining the historical group performance data for the first group includes:
• obtaining historical member performance data for the first group;
• and
• generating the historical group performance data for the first group in accordance with the historical group member use data for the first group and the historical member performance data for the first group;
• and
• obtaining the historical group factor exposure data for the plurality of predefined factors for the first group includes:
• obtaining historical member factor exposure data for the first group;
• and
• generating the historical group factor exposure data for the plurality of predefined factors for the first group in accordance with the historical group member use data for the first group and the historical member factor exposure data for the first group.

A method for quantifying performance of a group, comprising:

• receiving, at a computer system, a request to quantify group residual performance associated with a first group;
• obtaining, at the computer system, historical group performance data for the first group;
• obtaining, at the computer system, historical group factor exposure data for a plurality of predefined factors for the first group;
• obtaining, at the computer system, historical factor performance data for the plurality of predefined factors for the first group;
• generating, at the computer system, historical group residual performance data for the first group in accordance with the historical group performance data for the first group, the historical group factor exposure data for the plurality of predefined factors for the first group, and the historical factor performance data for the plurality of predefined factors for the first group, wherein a respective entry in the historical group residual performance data represents member selection performance associated with the first group;
• storing, at the computer system, the historical group residual performance data for the first group;
• and
• providing one or more values that represent the historical group residual performance data, wherein:
• the first group is a respective group in a first set of groups, the first set of groups including a plurality of groups, and each respective group in the first set of groups including a plurality of members;
• and
• the method further comprises:
• for each respective group in the first set other than the first group:
• obtaining, at the computer system, historical group performance data for the respective group;
• obtaining, at the computer system, historical group factor exposure data for a plurality of predefined factors for the respective group;
• obtaining, at the computer system, historical factor performance data for the plurality of predefined factors for the respective group;
• and
• generating, at the computer system, respective historical group performance data for the respective group in accordance with the historical group performance data for the respective group, the historical group factor exposure data for the plurality of predefined factors for the respective group, and the historical factor performance data for the plurality of predefined factors for the respective group, wherein a respective entry in the respective historical group residual performance data for the respective group represents member selection performance associated with the respective group.