QA: us_finance_services 2009-2024

Ranks across the years

	name	name_short	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2009-val	2010-val	2011-val	2012-val	2013-val	2014-val	2015-val	2016-val	2017-val	2018-val	2019-val	2020-val	2021-val	2022-val	2023-val	2024-val	2009->2010	2010->2011	2011->2012	2012->2013	2013->2014	2014->2015	2015->2016	2016->2017	2017->2018	2018->2019	2019->2020	2020->2021	2021->2022	2022->2023	2023->2024
0001684682	CNL Strategic Capital LLC	CNL Str	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	2	1	1	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	150.19	149.14	146.93	148.33	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-3	-1	0
0001550453	Trilinc Global Impact Fund LLC	Trilinc	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	2	NaN	NaN	12	3	2	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	144.48	NaN	NaN	116.73	140.54	146.75	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-9	-1
0001710350	Bit Digital Inc	Bit Dig	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	3	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	132.59	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001284812	Cohen Steers INC	Cohen S	NaN	NaN	3	1	1	1	2	3	3	2	3	NaN	2	5	8	4	NaN	NaN	143.17	143.47	150.22	150.55	143.12	150.94	145.06	147.01	143.17	NaN	155.70	131.37	127.68	131.77	NaN	NaN	-2	0	0	1	1	0	-1	1	NaN	NaN	3	3	-4
0001937926	Brookfield Asset Management Ltd	Brookfi	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	129.13	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0000909108	Diamond HILL Investment Group INC	Diamond	NaN	NaN	9	2	7	3	3	4	5	4	4	NaN	NaN	NaN	7	6	NaN	NaN	130.63	137.46	132.63	141.40	141.09	143.07	140.40	135.91	140.79	NaN	NaN	NaN	130.39	126.82	NaN	NaN	-7	5	-4	0	1	1	-1	0	NaN	NaN	NaN	NaN	-1
0001403528	Brookfield Oaktree Holdings LLC	Brookfi	NaN	NaN	NaN	6	9	NaN	NaN	30	33	31	35	34	37	11	10	7	NaN	NaN	NaN	135.38	131.00	NaN	NaN	82.84	84.61	84.89	80.93	79.18	83.86	116.93	126.98	122.70	NaN	NaN	NaN	3	NaN	NaN	NaN	3	-2	4	-1	3	-26	-1	-3
0001274173	Janus Henderson Group PLC	Janus H	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	10	9	7	4	8	13	11	8	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	122.67	119.60	121.07	116.16	121.69	116.24	123.59	121.55	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-1	-2	-3	4	5	-2	-3
0001056288	Federated Hermes INC	Federat	NaN	4	14	15	13	13	7	8	9	7	5	3	12	18	13	9	NaN	106.33	106.66	110.25	110.75	111.35	113.70	117.26	131.12	123.29	124.65	126.07	115.49	107.69	114.74	111.70	NaN	10	1	-2	0	-6	1	1	-2	-2	-2	9	6	-5	-4
0001109448	Alliancebernstein L P	Allianc	NaN	3	21	25	15	17	15	19	23	21	17	19	21	28	17	10	NaN	107.91	92.90	94.50	106.21	106.87	106.43	103.30	102.59	100.73	103.66	99.40	101.42	97.34	102.18	111.57	NaN	18	4	-10	2	-2	4	4	-2	-4	2	2	7	-11	-7
0001517302	Artisan Partners Asset Management Inc	Artisan	NaN	NaN	NaN	NaN	29	30	29	34	35	25	30	NaN	NaN	NaN	NaN	11	NaN	NaN	NaN	NaN	80.70	78.64	78.85	78.09	80.99	95.05	91.03	NaN	NaN	NaN	NaN	108.59	NaN	NaN	NaN	NaN	1	-1	5	1	-10	5	NaN	NaN	NaN	NaN	NaN
0001145255	Hennessy Advisors INC	Henness	NaN	NaN	12	11	22	19	20	16	15	6	8	1	6	19	15	12	NaN	NaN	122.02	120.44	94.05	105.15	97.63	107.43	112.70	126.73	120.73	132.54	131.12	107.10	106.07	107.47	NaN	NaN	-1	11	-3	1	-4	-1	-9	2	-7	5	13	-4	-3
0001838615	AlTi Global Inc	AlTi Gl	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	23	13	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	89.46	106.51	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-10
0001679788	Coinbase Global Inc	Coinbas	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	27	55	46	14	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	97.95	63.83	65.34	103.28	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	28	-9	-32
0001004434	Affiliated Managers Group INC	Affilia	NaN	5	17	17	11	15	12	11	12	NaN	NaN	21	22	17	14	15	NaN	100.48	101.88	103.36	113.82	109.93	110.92	110.16	116.60	NaN	NaN	97.79	101.03	108.64	106.65	102.82	NaN	12	0	-6	4	-3	-1	1	NaN	NaN	NaN	1	-5	-3	1
0000914208	Invesco Ltd	Invesco	2	8	18	20	NaN	NaN	NaN	NaN	31	34	32	23	20	25	19	16	112.85	94.71	95.87	100.95	NaN	NaN	NaN	NaN	85.18	82.58	87.34	90.96	101.65	100.15	97.44	101.85	6	10	2	NaN	NaN	NaN	NaN	NaN	3	-2	-9	-3	5	-6	-3
0001289419	Morningstar Inc	Morning	NaN	2	10	10	10	14	6	18	NaN	12	22	12	23	38	22	17	NaN	122.15	122.90	123.11	121.07	111.08	115.15	106.35	NaN	117.61	98.84	102.77	100.86	83.89	91.41	101.37	NaN	8	0	0	4	-8	12	NaN	NaN	10	-10	11	15	-16	-5
0001360901	Evercore Inc	Evercor	NaN	NaN	19	NaN	18	21	22	21	20	16	20	14	NaN	NaN	NaN	18	NaN	NaN	93.38	NaN	99.81	99.88	94.90	98.30	104.45	111.07	101.83	101.81	NaN	NaN	NaN	101.36	NaN	NaN	NaN	NaN	3	1	-1	-1	-4	4	-6	NaN	NaN	NaN	NaN
0001823945	BLUE OWL Capital INC	BLUE OW	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	38	21	16	19	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	83.65	103.64	104.91	100.76	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-17	-5	3
0001714174	Burford Capital Ltd	Burford	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	20	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	99.15	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001818502	Oppfi Inc	Oppfi I	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	24	NaN	24	21	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	99.78	NaN	89.01	98.53	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-3
0001393818	Blackstone Inc	Blackst	NaN	9	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	23	11	15	29	20	22	NaN	86.25	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	98.56	103.12	111.68	96.13	94.43	97.49	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-12	4	14	-9	2
0001854401	Bridge Investment Group Holdings Inc	Bridge	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	22	29	23	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	101.59	81.16	88.33	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7	-6
0001829311	Bitmine Immersion Technologies Inc	Bitmine	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	51	26	33	24	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	69.27	99.65	76.41	87.06	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-25	7	-9
0001176948	Ares Management Corp	Ares Ma	NaN	NaN	NaN	NaN	NaN	28	30	31	39	45	52	38	41	44	32	25	NaN	NaN	NaN	NaN	NaN	84.11	77.82	81.84	74.95	63.75	63.71	75.02	80.60	78.00	76.78	83.94	NaN	NaN	NaN	NaN	NaN	2	1	8	6	7	-14	3	3	-12	-7
0001527166	Carlyle Group Inc	Carlyle	NaN	NaN	NaN	27	24	27	28	38	36	38	41	37	30	35	34	26	NaN	NaN	NaN	89.38	88.47	84.54	79.04	71.52	79.17	76.61	78.35	76.26	92.80	87.52	75.98	83.56	NaN	NaN	NaN	-3	3	1	10	-2	2	3	-4	-7	5	-1	-8
0001748824	Acadian Asset Management Inc	Acadian	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	34	16	3	41	30	27	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	86.46	100.43	152.10	80.03	79.21	82.61	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-18	-13	38	-11	-3
0001880661	TPG Inc.	TPG Inc	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	25	28	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	84.70	82.47	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	3
0000933136	Mr Cooper Group Inc	Mr Coop	NaN	NaN	NaN	NaN	NaN	NaN	17	1	4	NaN	NaN	44	31	34	26	29	NaN	NaN	NaN	NaN	NaN	NaN	104.09	170.75	145.00	NaN	NaN	70.44	87.26	89.36	84.47	81.50	NaN	NaN	NaN	NaN	NaN	NaN	-16	3	NaN	NaN	NaN	-13	3	-8	3
0000883237	Virtus Investment Partners Inc	Virtus	NaN	NaN	1	9	3	4	NaN	23	37	36	37	32	39	42	27	30	NaN	NaN	172.09	127.69	136.99	140.68	NaN	96.16	78.13	79.95	79.70	79.43	82.94	79.85	82.17	80.89	NaN	NaN	8	-6	1	NaN	NaN	14	-1	1	-5	7	3	-15	3
0001279715	Wright Investors Service Holdings Inc	Wright	NaN	NaN	NaN	16	28	12	13	13	13	13	18	NaN	NaN	NaN	18	31	NaN	NaN	NaN	105.32	83.55	112.41	109.43	108.95	116.03	115.59	102.54	NaN	NaN	NaN	99.32	79.16	NaN	NaN	NaN	12	-16	1	0	0	0	5	NaN	NaN	NaN	NaN	13
0000318673	Security National Financial CORP	Securit	NaN	NaN	NaN	NaN	NaN	NaN	33	36	41	NaN	45	NaN	NaN	46	31	32	NaN	NaN	NaN	NaN	NaN	NaN	73.36	73.52	73.29	NaN	73.46	NaN	NaN	74.19	77.17	78.04	NaN	NaN	NaN	NaN	NaN	NaN	3	5	NaN	NaN	NaN	NaN	NaN	-15	1
0001601712	Synchrony Financial	Synchro	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	40	39	44	41	46	47	37	33	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	73.69	73.68	75.04	72.21	75.78	73.10	71.94	74.09	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-1	5	-3	5	1	-10	-4
0001404912	KKR Co Inc	KKR Co	NaN	NaN	5	4	6	10	10	26	27	24	24	20	NaN	NaN	35	34	NaN	NaN	137.48	136.17	133.21	119.58	111.20	90.74	93.28	96.83	98.08	98.04	NaN	NaN	75.15	73.76	NaN	NaN	-1	2	4	0	16	1	-3	0	-4	NaN	NaN	NaN	-1
0001647639	Upstart Holdings Inc	Upstart	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	26	45	42	35	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	98.28	77.47	68.26	72.71	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	19	-3	-7
0001386278	Green DOT CORP	Green D	NaN	NaN	NaN	22	19	24	26	27	30	26	31	35	44	53	36	36	NaN	NaN	NaN	97.91	95.64	89.21	89.14	89.33	87.88	92.69	90.11	77.88	76.44	67.40	74.23	71.79	NaN	NaN	NaN	-3	5	2	1	3	-4	5	4	9	9	-17	0
0000804269	General Motors Financial Company Inc	General	NaN	NaN	NaN	30	NaN	NaN	NaN	NaN	NaN	41	47	42	47	48	38	37	NaN	NaN	NaN	81.83	NaN	NaN	NaN	NaN	NaN	70.46	71.27	71.64	73.53	72.66	71.78	70.48	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	6	-5	5	1	-10	-1
0001777835	Perella Weinberg Partners	Perella	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	36	36	28	38	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	84.12	86.67	81.83	70.01	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	-8	10
0001858681	Apollo Global Management Inc	Apollo	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	59	40	39	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	63.69	70.02	69.15	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-19	-1
0000889609	Consumer Portfolio Services Inc	Consume	NaN	NaN	31	34	31	32	34	39	45	42	49	46	49	50	39	40	NaN	NaN	63.73	73.44	68.75	68.95	69.19	68.97	67.82	68.45	68.08	67.96	70.89	71.20	70.25	68.64	NaN	NaN	3	-3	1	2	5	6	-3	7	-3	3	1	-11	1
0000820027	Ameriprise Financial INC	Ameripr	3	10	28	35	32	33	36	42	47	44	50	47	53	54	43	41	68.90	69.18	68.71	68.57	67.54	68.10	67.51	66.95	66.85	66.98	67.29	66.70	66.61	64.87	67.02	67.01	7	18	7	-3	1	3	6	5	-3	6	-3	6	1	-11	-2
0001538716	Oportun Financial Corp	Oportun	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	40	39	43	52	47	42	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	78.78	74.06	76.53	69.54	64.45	66.95	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-1	4	9	-5	-5
0001831631	Loandepot Inc	Loandep	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	45	57	45	43	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	76.40	63.74	65.76	64.59	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	12	-12	-2
0001819796	GCM Grosvenor Inc	GCM Gro	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	43	54	58	51	44	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	71.29	63.75	63.71	63.60	63.71	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	11	4	-7	-7
0001883085	Pagaya Technologies Ltd	Pagaya	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	45	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	63.19	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001711012	Senmiao Technology Ltd	Senmiao	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	53	49	56	20	48	46	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	63.65	56.92	58.95	105.72	63.75	62.13	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-4	7	-36	28	-2
0001706509	Cosmos Group Holdings Inc	Cosmos	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	49	46	57	54	NaN	NaN	NaN	47	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	60.65	62.78	6.76	23.18	NaN	NaN	NaN	50.56	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-3	11	-3	NaN	NaN	NaN	NaN
0001938109	Pineapple Financial Inc	Pineapp	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	52	48	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	57.11	43.13	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-4
0001854963	SHF Holdings Inc	SHF Hol	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	49	49	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	63.75	2.88	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0
0000038777	Franklin Resources INC	Frankli	1	1	11	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	132.69	128.21	122.10	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	10	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0000350797	Mirror Merger Sub 2 LLC	Mirror	NaN	6	20	23	23	20	23	17	16	22	29	27	NaN	NaN	NaN	NaN	NaN	99.69	93.34	95.46	89.55	104.11	92.84	106.41	111.15	98.38	93.43	84.30	NaN	NaN	NaN	NaN	NaN	14	3	0	-3	3	-6	-1	6	7	-2	NaN	NaN	NaN	NaN
0001065865	Janus Capital Group INC	Janus C	NaN	7	15	19	17	18	14	15	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	98.48	104.04	102.97	102.98	105.96	107.16	107.44	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	8	4	-2	1	-4	1	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0000009235	BKF Capital Group INC	BKF Cap	NaN	NaN	4	12	NaN	11	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	142.39	116.12	NaN	119.11	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	8	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0000944130	Ministry Partners Investment Company LLC	Ministr	NaN	NaN	29	36	33	35	37	41	46	43	48	45	48	49	41	NaN	NaN	NaN	65.86	66.93	67.35	65.14	66.79	67.22	67.34	67.20	68.63	69.93	71.15	72.19	68.94	NaN	NaN	NaN	7	-3	2	2	4	5	-3	5	-3	3	1	-8	NaN
0001068875	Avantax INC	Avantax	NaN	NaN	6	13	NaN	23	NaN	NaN	NaN	17	16	48	40	NaN	NaN	NaN	NaN	NaN	137.46	116.04	NaN	93.28	NaN	NaN	NaN	110.81	104.18	62.71	82.60	NaN	NaN	NaN	NaN	NaN	7	NaN	NaN	NaN	NaN	NaN	NaN	-1	32	-8	NaN	NaN	NaN
0001165002	Westwood Holdings Group INC	Westwoo	NaN	NaN	7	8	5	5	5	5	8	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	136.87	131.72	133.96	140.29	129.11	136.49	135.07	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	1	-3	0	0	0	3	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001313918	CIFC Corp	CIFC Co	NaN	NaN	30	37	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	65.64	64.62	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001326141	Lazard Group LLC	Lazard	NaN	NaN	23	33	NaN	26	27	28	29	33	46	31	34	40	50	NaN	NaN	NaN	84.03	75.68	NaN	84.55	87.39	86.27	89.77	82.85	72.60	79.89	85.15	80.38	63.75	NaN	NaN	NaN	10	NaN	NaN	1	1	1	4	13	-15	3	6	10	NaN
0001380393	Fortress Investment Group LLC	Fortres	NaN	NaN	27	18	12	NaN	24	25	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	69.58	103.22	110.91	NaN	91.94	92.17	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-9	-6	NaN	NaN	1	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001386926	KKR Financial Holdings LLC	KKR Fin	NaN	NaN	25	31	27	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	78.01	79.65	84.22	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	6	-4	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001399249	Pzena Investment Management Inc	Pzena I	NaN	NaN	2	NaN	NaN	NaN	NaN	NaN	NaN	18	19	10	11	NaN	NaN	NaN	NaN	NaN	162.46	NaN	NaN	NaN	NaN	NaN	NaN	109.46	102.32	105.71	116.39	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	1	-9	1	NaN	NaN	NaN
0001403256	Sculptor Capital Management Inc	Sculpto	NaN	NaN	32	28	25	31	31	NaN	32	32	43	24	32	37	NaN	NaN	NaN	NaN	53.53	85.72	86.85	78.58	75.83	NaN	84.98	82.96	76.68	90.67	86.73	84.63	NaN	NaN	NaN	NaN	-4	-3	6	0	NaN	NaN	0	11	-19	8	5	NaN	NaN
0001407161	Titanium Asset Management Corp	Titaniu	NaN	NaN	26	14	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	73.70	113.72	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-12	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001411494	Apollo Asset Management Inc	Apollo	NaN	NaN	24	NaN	26	NaN	NaN	20	25	30	27	33	29	33	NaN	NaN	NaN	NaN	79.04	NaN	84.30	NaN	NaN	100.26	97.94	87.61	94.62	79.22	93.15	89.42	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	5	-3	6	-4	4	NaN	NaN
0001419178	Artio Global Investors Inc	Artio G	NaN	NaN	16	29	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	102.20	85.03	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	13	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001430592	Financial Engines LLC	Financi	NaN	NaN	8	7	4	6	4	6	6	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	133.96	133.59	135.68	138.24	134.38	133.88	138.59	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-1	-3	2	-2	2	0	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001496623	Netspend Holdings Inc	Netspen	NaN	NaN	13	21	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	117.84	100.32	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	8	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001497770	Walker Dunlop Inc	Walker	NaN	NaN	22	32	NaN	NaN	32	33	26	28	28	28	33	31	21	NaN	NaN	NaN	88.50	77.18	NaN	NaN	73.56	78.53	95.26	88.44	93.48	83.54	86.24	94.53	92.29	NaN	NaN	NaN	10	NaN	NaN	NaN	1	-7	2	0	0	5	-2	-10	NaN
0000717720	Value LINE INC	Value L	NaN	NaN	NaN	24	20	22	21	22	22	15	13	8	9	7	12	NaN	NaN	NaN	NaN	94.82	95.19	94.38	95.53	96.23	102.86	112.88	109.84	108.12	118.78	123.72	120.89	NaN	NaN	NaN	NaN	-4	2	-1	1	0	-7	-2	-5	1	-2	5	NaN
0000749038	CCUR Holdings Inc	CCUR Ho	NaN	NaN	NaN	26	16	7	16	NaN	1	1	10	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	92.88	105.30	136.96	104.92	NaN	168.52	165.78	116.76	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-10	-9	9	NaN	NaN	0	9	NaN	NaN	NaN	NaN	NaN
0000754811	U S Global Investors INC	U S Glo	NaN	NaN	NaN	3	2	8	8	7	7	3	11	22	1	4	4	NaN	NaN	NaN	NaN	136.87	137.04	133.52	112.76	120.06	136.77	140.46	116.15	97.74	203.32	134.38	136.85	NaN	NaN	NaN	NaN	-1	6	0	-1	0	-4	8	11	-21	3	0	NaN
0001372183	Nextplay Technologies Inc	Nextpla	NaN	NaN	NaN	38	35	37	39	48	NaN	52	1	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	45.16	44.37	7.93	42.53	24.68	NaN	17.82	164.55	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-3	2	2	9	NaN	NaN	-51	NaN	NaN	NaN	NaN	NaN
0001377167	Financial Gravity Companies Inc	Financi	NaN	NaN	NaN	39	NaN	NaN	NaN	45	48	49	51	6	60	NaN	NaN	NaN	NaN	NaN	NaN	0.00	NaN	NaN	NaN	42.14	63.75	49.95	64.22	113.45	14.63	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	3	1	2	-45	54	NaN	NaN	NaN
0001524223	Manning Napier Inc	Manning	NaN	NaN	NaN	5	8	2	1	14	17	14	14	18	14	NaN	NaN	NaN	NaN	NaN	NaN	135.40	131.94	148.49	151.54	107.72	110.50	114.61	108.10	100.17	113.03	NaN	NaN	NaN	NaN	NaN	NaN	3	-6	-1	13	3	-3	0	4	-4	NaN	NaN	NaN
0001014111	Glassbridge Enterprises Inc	Glassbr	NaN	NaN	NaN	NaN	21	36	40	44	51	47	9	53	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	94.72	63.71	35.04	51.37	60.38	61.47	118.27	23.32	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	15	4	4	7	-4	-38	44	NaN	NaN	NaN	NaN
0001411488	Blackhawk Network Holdings INC	Blackha	NaN	NaN	NaN	NaN	30	NaN	NaN	35	44	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	72.40	NaN	NaN	75.64	69.25	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	9	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001510832	Biopower Operations Corp	Biopowe	NaN	NaN	NaN	NaN	36	38	41	NaN	NaN	NaN	NaN	NaN	59	65	NaN	NaN	NaN	NaN	NaN	NaN	0.04	2.56	11.21	NaN	NaN	NaN	NaN	NaN	38.90	34.21	NaN	NaN	NaN	NaN	NaN	NaN	2	3	NaN	NaN	NaN	NaN	NaN	NaN	6	NaN	NaN
0001549966	Silvercrest Asset Management Group Inc	Silverc	NaN	NaN	NaN	NaN	14	16	11	10	14	10	21	13	16	10	NaN	NaN	NaN	NaN	NaN	NaN	110.74	108.50	110.98	111.10	115.20	117.98	98.98	102.04	106.85	117.26	NaN	NaN	NaN	NaN	NaN	NaN	2	-5	-1	4	-4	11	-8	3	-6	NaN	NaN
0001580185	J G Wentworth Co	J G Wen	NaN	NaN	NaN	NaN	34	34	38	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	65.59	66.84	63.75	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	4	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001558432	Capstone Financial Group INC	Capston	NaN	NaN	NaN	NaN	NaN	9	35	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	122.37	68.43	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	26	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001596967	Moelis Co	Moelis	NaN	NaN	NaN	NaN	NaN	25	19	24	24	20	26	15	18	27	NaN	NaN	NaN	NaN	NaN	NaN	NaN	84.65	99.39	95.39	98.59	103.71	95.48	100.69	104.59	98.30	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-6	5	0	-4	6	-11	3	9	NaN	NaN
0001611702	Brightsphere Investment Group plc	Brights	NaN	NaN	NaN	NaN	NaN	29	NaN	32	42	37	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	83.21	NaN	78.71	70.37	78.53	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	10	-5	NaN	NaN	NaN	NaN	NaN	NaN
0001409446	NATE S FOOD CO	NATE S	NaN	NaN	NaN	NaN	NaN	NaN	42	49	NaN	NaN	NaN	52	7	63	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0.00	4.84	NaN	NaN	NaN	42.48	122.62	53.92	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7	NaN	NaN	NaN	NaN	-45	56	NaN	NaN
0001420811	On Deck Capital Inc	On Deck	NaN	NaN	NaN	NaN	NaN	NaN	25	40	38	35	38	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	89.74	68.92	77.37	80.62	79.11	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	15	-2	-3	3	NaN	NaN	NaN	NaN	NaN
0001626115	PJT Partners Inc	PJT Par	NaN	NaN	NaN	NaN	NaN	NaN	9	9	18	11	15	7	10	9	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	112.10	111.78	109.81	117.69	106.04	112.32	117.88	122.39	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	9	-7	4	-8	3	-1	NaN	NaN
0001640384	LM Funding America INC	LM Fund	NaN	NaN	NaN	NaN	NaN	NaN	18	43	55	5	54	26	4	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	102.77	63.72	0.00	127.60	62.15	87.82	151.26	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	25	12	-50	49	-28	-22	NaN	NaN	NaN
0001005101	Marygold Companies Inc	Marygol	NaN	NaN	NaN	NaN	NaN	NaN	NaN	2	2	8	6	2	NaN	6	6	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	152.71	148.34	122.73	122.62	127.77	NaN	125.12	130.88	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	6	-2	-4	NaN	NaN	0	NaN
0001059142	Greystone Housing Impact Investors LP	Greysto	NaN	NaN	NaN	NaN	NaN	NaN	NaN	29	28	27	25	25	35	43	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	83.39	92.70	90.33	96.29	90.02	84.51	78.25	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-1	-1	-2	0	10	8	NaN	NaN
0001302215	Houlihan Lokey INC	Houliha	NaN	NaN	NaN	NaN	NaN	NaN	NaN	12	21	NaN	NaN	NaN	NaN	16	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	110.00	104.44	NaN	NaN	NaN	NaN	109.72	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	9	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001414767	Netcapital Inc	Netcapi	NaN	NaN	NaN	NaN	NaN	NaN	NaN	46	52	48	42	9	17	14	5	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	40.24	22.97	51.84	76.98	106.00	104.64	115.68	135.48	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	6	-4	-6	-33	8	-3	-9	NaN
0001562214	ZAIS Group Holdings Inc	ZAIS Gr	NaN	NaN	NaN	NaN	NaN	NaN	NaN	37	19	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	72.27	108.72	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-18	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001623590	Fintech Scion Ltd	Fintech	NaN	NaN	NaN	NaN	NaN	NaN	NaN	47	54	51	56	50	58	3	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	27.46	5.55	32.87	38.53	45.36	47.51	145.57	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7	-3	5	-6	8	-55	NaN	NaN
0001483646	Blackstar Enterprise Group INC	Blackst	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	50	55	58	56	63	68	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	60.51	0.00	0.00	0.00	1.82	1.84	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	3	-2	7	5	NaN	NaN
0001498122	Arista Financial Corp	Arista	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	53	53	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7.73	1.59	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	0	NaN	NaN	NaN	NaN	NaN	NaN
0001570827	Victory Capital Holdings Inc	Victory	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	34	19	33	17	28	23	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	83.64	108.41	86.64	100.36	96.42	101.27	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-15	14	-16	11	-5	NaN	NaN
0001651094	Elevate Credit Inc	Elevate	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	43	40	39	30	52	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	70.23	73.43	78.94	80.27	66.91	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-3	-1	-9	22	NaN	NaN	NaN
0001697412	Migom Global Corp	Migom G	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	11	54	55	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	119.17	0.16	44.00	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	43	1	NaN	NaN	NaN	NaN	NaN
0000924095	Metavesco Inc	Metaves	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	50	NaN	55	61	69	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	42.23	NaN	4.73	10.99	1.75	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	6	8	NaN	NaN
0001433642	Hamilton Lane INC	Hamilto	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	23	NaN	NaN	NaN	15	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	98.21	NaN	NaN	NaN	112.07	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001651052	Focus Financial Partners Inc	Focus F	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	29	36	29	42	39	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	88.41	80.31	80.35	77.12	80.95	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	7	-7	13	-3	NaN	NaN
0001591587	Assetmark Financial Holdings Inc	Assetma	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	12	5	13	8	9	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	112.75	113.64	115.46	123.26	127.34	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-7	8	-5	1	NaN
0001692376	Velocity Financial Inc	Velocit	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	40	NaN	51	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	72.42	NaN	69.92	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001711291	CURO Group Holdings Corp	CURO Gr	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	36	50	60	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	76.75	69.44	63.59	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	14	10	NaN	NaN
0001813793	Blockchain of Things Inc	Blockch	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	51	57	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	45.22	52.24	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	6	NaN	NaN	NaN
0001605057	Vemanti Group Inc	Vemanti	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	62	66	54	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	3.82	29.35	0.00	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	4	-12	NaN
0001796022	Stepstone Group Inc	Stepsto	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	25	30	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	99.57	94.74	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	NaN	NaN
0001823144	Composecure Inc	Compose	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	55	56	44	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	60.61	63.74	65.83	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	1	-12	NaN
0001841968	P10 Inc.	P10 Inc	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	19	24	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	102.72	100.22	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	5	NaN	NaN
0001661779	Startengine Crowdfunding INC	Starten	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	32	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	91.48	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001769624	Triller Group Inc	Triller	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	62	53	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	59.30	51.94	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	-9	NaN
0001807846	Moneylion INC	Moneyli	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	61	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	63.42	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001821850	Sunlight Financial Holdings Inc	Sunligh	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	64	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	35.50	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001897525	KB Global Holdings Ltd	KB Glob	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	67	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	9.55	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN
0001908984	ENDI Corp	ENDI Co	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	1	2	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	150.66	143.69	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	NaN	1	NaN

PDF reports

All reports for 2024 are collected in a single PDF for easier review.

2009

Logs

warning	10 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000914208 0000820027 0000350797 0001004434 0001289419 0001056288 0001065865 0001109448 0001393818
warning	4 × Zero effects	check_effects	{'var_name': 'LoansPayable', 'zeros': '3 of 3'} {'var_name': 'InvestmentIncome', 'zeros': '3 of 3'} {'var_name': 'LoansIncome', 'zeros': '3 of 3'} {'var_name': 'RevenueFromContractWithCustomer', 'zeros': '3 of 3'}
warning	1 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027
warning	1 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	128,300,000	1,294,369,200	52,444,400,000	58,129,000,000	0000038777	0000914208	0000820027
1	Debt	0	74,570,000	746,000,660	2,098,670,000	2,249,000,000	0000038777	0000914208	0000820027
2	LoansPayable	0	0	0	0	0	0000038777	0000820027	0000038777
3	OperatingAndEmployeeLiabilities	0	72,554,000	725,854,572	2,141,114,000	2,298,400,000	0000820027	0000038777	0000914208
4	remainder_Liabilities	-1,038,300,000	-830,133,800	1,051,857,328	39,272,336,200	43,520,000,000	0000914208	0000038777	0000820027
5	Investments	310,504,000	476,253,600	1,986,627,000	85,789,500,000	95,103,000,000	0000038777	0000914208	0000820027
6	CashAndCurrentAssets	3,097,000,000	3,099,400,000	3,121,424,684	5,032,078,000	5,244,420,000	0000820027	0000914208	0000038777
7	IntangibleAssets	0	200,460,000	2,005,520,420	6,146,490,000	6,606,700,000	0000820027	0000038777	0000914208
8	remainder_Assets	-786,100,000	-516,596,100	1,911,672,012	14,207,493,900	15,574,000,000	0000914208	0000038777	0000820027
9	LaborExpense	0	95,080,000	950,801,542	957,739,900	958,511,000	0000820027	0000914208	0000038777
10	SellingAndGeneralAdministrativeExpense	116,129,000	121,196,100	167,269,440	2,279,280,000	2,514,000,000	0000038777	0000914208	0000820027
11	CostOfGoodsSold	0	69,340,000	693,617,720	1,673,140,000	1,782,000,000	0000038777	0000914208	0000820027
12	OperatingExpenses	0	214,300,000	2,143,169,699	2,906,643,700	2,991,493,000	0000820027	0000914208	0000038777
13	DepreciationInterestAndFeesExpenses	0	6,450,000	64,936,100	2,026,950,000	2,245,000,000	0000038777	0000914208	0000820027
14	remainder_Expenses	-1,662,800,000	-1,565,552,600	-690,054,335	532,167,400	668,000,000	0000914208	0000038777	0000820027
15	InvestmentIncome	0	0	0	0	0	0000038777	0000820027	0000038777
16	LoansIncome	0	0	0	0	0	0000038777	0000820027	0000038777
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000038777	0000820027	0000038777
18	remainder_Revenues	2,627,300,000	2,783,978,700	4,194,837,383	7,570,808,700	7,946,000,000	0000914208	0000038777	0000820027
19	remainder_NetIncome	-62,300,000	-56,070,000	15,700	70,648,200	78,498,000	0000914208	0000820027	0000038777
20	remainder_ComprehensiveNetIncome	0	0	0	0	0	0000038777	0000820027	0000038777

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	1,768,902,000	1,920,891,800	3,308,921,840	93,837,080,000	103,898,000,000	0000038777	0000914208	0000820027
1	Assets	9,468,463,000	9,612,576,700	10,930,172,880	103,487,560,000	113,774,000,000	0000038777	0000914208	0000820027
2	Expenses	2,355,700,000	2,457,710,700	3,376,573,639	6,825,680,700	7,209,000,000	0000914208	0000038777	0000820027
3	Revenues	2,627,300,000	2,783,978,700	4,194,837,383	7,570,808,700	7,946,000,000	0000914208	0000038777	0000820027
4	StockholdersEquity	7,620,800,000	7,628,676,100	7,699,996,288	9,658,356,100	9,876,000,000	0000914208	0000038777	0000820027
5	NetIncome	209,300,000	262,070,000	737,031,956	880,800,200	896,778,000	0000914208	0000820027	0000038777
6	ComprehensiveNetIncome	209,300,000	262,070,000	737,031,956	880,800,200	896,778,000	0000914208	0000820027	0000038777
7	BaseVar	9,442,878,500	9,460,775,650	9,643,208,330	105,734,335,000	116,413,500,000	0000038777	0000914208	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	0.0521	0.104	0.566	0.817	0.845	0000820027	0000914208	0000038777
9	EconomicCapitalRatio	0.689	0.733	1.13	1.31	1.33	0000820027	0000914208	0000038777

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.178	-0.154	0.0598	0.184	0.198	0000820027	0000914208	0000038777
1	Debt	-0.0368	-0.0324	0.00707	0.0308	0.0334	0000914208	0000820027	0000038777
2	LoansPayable	0	0	0	0	0	0000038777	0000820027	0000038777
3	OperatingAndEmployeeLiabilities	-0.113	-0.0991	0.0295	0.0493	0.0515	0000914208	0000038777	0000820027
4	remainder_Liabilities	-0.151	-0.134	0.0157	0.154	0.169	0000820027	0000038777	0000914208
5	Investments	-0.0292	-0.0285	-0.0222	0.0593	0.0684	0000914208	0000038777	0000820027
6	CashAndCurrentAssets	-0.115	-0.103	0.00500	0.0264	0.0287	0000820027	0000914208	0000038777
7	IntangibleAssets	-0.123	-0.112	-0.00719	0.107	0.120	0000820027	0000038777	0000914208
8	remainder_Assets	-0.0327	-0.0283	0.0116	0.0237	0.0250	0000914208	0000038777	0000820027
9	LaborExpense	-0.0395	-0.0388	-0.0323	0.0432	0.0516	0000038777	0000914208	0000820027
10	SellingAndGeneralAdministrativeExpense	-0.00470	-0.00426	-0.000263	0.00490	0.00547	0000820027	0000914208	0000038777
11	CostOfGoodsSold	-0.0431	-0.0374	0.0145	0.0316	0.0335	0000914208	0000820027	0000038777
12	OperatingExpenses	-0.154	-0.143	-0.0431	0.0464	0.0564	0000038777	0000914208	0000820027
13	DepreciationInterestAndFeesExpenses	-0.0110	-0.00973	0.00200	0.00914	0.00993	0000820027	0000914208	0000038777
14	remainder_Expenses	-0.0873	-0.0794	-0.00793	0.0866	0.0971	0000820027	0000038777	0000914208
15	InvestmentIncome	0	0	0	0	0	0000038777	0000820027	0000038777
16	LoansIncome	0	0	0	0	0	0000038777	0000820027	0000038777
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000038777	0000820027	0000038777
18	remainder_Revenues	-0.191	-0.171	0.0115	0.199	0.219	0000820027	0000914208	0000038777
19	remainder_NetIncome	-0.00720	-0.00654	-0.000636	0.00788	0.00883	0000914208	0000820027	0000038777
20	remainder_ComprehensiveNetIncome	0	0	0	0	0	0000038777	0000820027	0000038777

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.273	-0.236	0.0995	0.243	0.259	0000820027	0000914208	0000038777
1	Assets	-0.0288	-0.0262	-0.00303	0.0202	0.0228	0000820027	0000038777	0000914208
2	Expenses	-0.153	-0.140	-0.0236	0.0471	0.0550	0000038777	0000914208	0000820027
3	Revenues	-0.191	-0.171	0.0115	0.199	0.219	0000820027	0000914208	0000038777
4	StockholdersEquity	-0.234	-0.198	0.120	0.146	0.148	0000820027	0000914208	0000038777
5	NetIncome	-0.0358	-0.0342	-0.0195	0.0543	0.0625	0000820027	0000914208	0000038777
6	ComprehensiveNetIncome	-0.0358	-0.0342	-0.0195	0.0543	0.0625	0000820027	0000914208	0000038777
7	BaseVar	nan	nan	nan	nan	nan	0000038777	0000820027	0000038777
8	EconomicCapitalRatiobeforeLimitedLiability	-0.380	-0.336	0.0600	0.239	0.258	0000820027	0000914208	0000038777
9	EconomicCapitalRatio	-0.359	-0.315	0.0804	0.259	0.279	0000820027	0000914208	0000038777

2010

Logs

error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	16 × The stock price does not exist	industry.us_generic	0000350797 0001065865 0001279715 0001313918 0001380393 0001386926 0001399249 0001407161 0001411494 0001419178 0001430592 0000009235 0001068875 0001403256 0001496623 0001498122
warning	13 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0000914208 0001004434 0001289419 0001056288 0001065865 0001109448 0001393818 0000944130 0001326141 0001353174
warning	7 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0001313918 0001386926 0001411494
warning	6 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0001313918 0001411494
warning	2 × Zero effects	check_effects	{'var_name': 'LoansIncome', 'zeros': '10 of 10'} {'var_name': 'RevenueFromContractWithCustomer', 'zeros': '10 of 10'}
warning	1 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0000038777
warning	1 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122
warning	1 × Ignoring company because Expenses is zero	pre-agg	0001279715

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	1,757,089,500	1,762,287,000	0000038777	0001065865	0001393818
1	Debt	0	0	0	4,354,111,350	7,181,100,000	0000820027	0001393818	0000914208
2	LoansPayable	0	0	0	4,530,174,750	7,890,705,000	0000038777	0001056288	0001393818
3	OperatingAndEmployeeLiabilities	0	0	332,863,510	2,248,463,900	3,264,500,000	0000820027	0001004434	0000914208
4	remainder_Liabilities	-657,800,000	-341,660,600	449,375,577	66,891,673,800	119,907,000,000	0000914208	0001065865	0000820027
5	Investments	0	0	0	10,411,589,600	11,974,472,000	0000350797	0001109448	0001393818
6	CashAndCurrentAssets	0	167,926,500	831,476,483	5,423,061,150	6,362,793,000	0000820027	0001065865	0000038777
7	IntangibleAssets	0	93,961,800	1,884,434,846	6,174,458,600	8,317,400,000	0000820027	0000038777	0000914208
8	remainder_Assets	-649,200,000	-324,795,000	769,857,553	73,359,022,850	131,192,000,000	0000914208	0001004434	0000820027
9	LaborExpense	0	0	471,912,530	2,580,738,850	3,610,189,000	0000820027	0001004434	0001393818
10	SellingAndGeneralAdministrativeExpense	0	4,549,500	225,324,496	1,809,547,800	2,868,000,000	0000350797	0000914208	0000820027
11	CostOfGoodsSold	0	0	0	1,774,765,000	2,431,000,000	0000038777	0001109448	0000820027
12	OperatingExpenses	0	0	22,934,207	3,445,885,450	3,894,319,000	0000820027	0001056288	0000038777
13	DepreciationInterestAndFeesExpenses	0	8,541,000	40,447,908	1,512,335,000	2,666,000,000	0000038777	0001393818	0000820027
14	remainder_Expenses	-2,034,200,000	-1,500,240,800	180,099,866	752,360,600	821,000,000	0000914208	0001289419	0000820027
15	InvestmentIncome	0	0	0	318,944,450	561,161,000	0000038777	0001056288	0001393818
16	LoansIncome	0	0	0	0	0	0000038777	0001056288	0000038777
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000038777	0001056288	0000038777
18	remainder_Revenues	0	249,907,950	1,841,213,868	8,159,149,550	10,046,000,000	0001004434	0001393818	0000820027
19	remainder_NetIncome	-8,671,000	-4,769,050	17,393,601	975,580,850	1,363,061,000	0001056288	0001065865	0001004434
20	remainder_ComprehensiveNetIncome	-94,189,000	-63,489,550	0	2,834,700	5,154,000	0001004434	0001056288	0001289419

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	304,877,000	464,587,400	2,730,774,939	70,936,290,000	119,907,000,000	0001289419	0000038777	0000820027
1	Assets	1,086,302,000	1,116,542,900	6,437,360,355	81,355,445,000	131,192,000,000	0001289419	0001109448	0000820027
2	Expenses	477,048,000	601,725,450	1,805,059,930	6,862,983,950	8,786,000,000	0001289419	0001109448	0000820027
3	Revenues	0	249,907,950	2,038,530,400	8,159,149,550	10,046,000,000	0001004434	0001109448	0000820027
4	StockholdersEquity	477,874,000	485,002,450	3,642,406,601	10,419,155,000	11,285,000,000	0000350797	0001109448	0000820027
5	NetIncome	-607,323,000	-295,122,000	244,353,993	1,365,322,800	1,451,496,000	0001393818	0001004434	0000038777
6	ComprehensiveNetIncome	-607,323,000	-292,802,700	191,154,578	1,365,322,800	1,451,496,000	0001393818	0001004434	0000038777
7	BaseVar	1,218,443,000	1,463,947,250	6,623,391,496	82,940,347,500	134,965,500,000	0001289419	0001109448	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	0.0550	0.138	0.402	0.741	0.780	0000820027	0001004434	0000038777
9	EconomicCapitalRatio	0.692	0.769	1.00	1.25	1.28	0000820027	0001004434	0000038777

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.173	-0.113	0.0294	0.0418	0.0420	0001109448	0001065865	0000350797
1	Debt	-0.221	-0.208	0.0527	0.0912	0.0936	0000914208	0001393818	0001056288
2	LoansPayable	-0.310	-0.173	0.0368	0.0522	0.0525	0001393818	0001065865	0000350797
3	OperatingAndEmployeeLiabilities	-0.126	-0.0924	-0.00760	0.0677	0.0811	0001289419	0001004434	0001109448
4	remainder_Liabilities	-0.523	-0.367	0.0882	0.163	0.176	0000820027	0000038777	0000350797
5	Investments	-0.0512	-0.0499	-0.0311	0.193	0.230	0000820027	0001109448	0001393818
6	CashAndCurrentAssets	-0.101	-0.0794	-0.00565	0.0477	0.0532	0000820027	0000914208	0000038777
7	IntangibleAssets	-0.132	-0.112	0.0151	0.141	0.160	0000820027	0001289419	0001004434
8	remainder_Assets	-0.0734	-0.0685	-0.0175	0.0897	0.134	0000914208	0001004434	0000820027
9	LaborExpense	-0.102	-0.100	-0.00675	0.0980	0.133	0000350797	0001065865	0001289419
10	SellingAndGeneralAdministrativeExpense	-0.138	-0.0876	0.0194	0.0620	0.0681	0001289419	0000820027	0000350797
11	CostOfGoodsSold	-0.0441	-0.0295	0.00810	0.0108	0.0111	0000914208	0001065865	0000350797
12	OperatingExpenses	-0.383	-0.326	0.0889	0.135	0.137	0000350797	0001393818	0001289419
13	DepreciationInterestAndFeesExpenses	-0.0240	-0.0240	0.00279	0.0146	0.0163	0001065865	0001056288	0000038777
14	remainder_Expenses	-0.315	-0.272	0.0164	0.218	0.223	0001056288	0001393818	0000350797
15	InvestmentIncome	-0.00535	-0.00519	-0.00373	0.0164	0.0303	0000350797	0001004434	0001393818
16	LoansIncome	0	0	0	0	0	0000038777	0001056288	0000038777
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000038777	0001056288	0000038777
18	remainder_Revenues	-0.304	-0.271	0.0445	0.377	0.391	0001004434	0001109448	0001056288
19	remainder_NetIncome	-0.0576	-0.0533	-0.0316	0.144	0.268	0001056288	0000038777	0001004434
20	remainder_ComprehensiveNetIncome	-0.0166	-0.0163	0.00303	0.00655	0.00861	0001004434	0001109448	0001289419

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.281	-0.190	0.0277	0.206	0.210	0000820027	0001109448	0000038777
1	Assets	-0.104	-0.0908	0.00654	0.0589	0.0626	0000350797	0001109448	0000914208
2	Expenses	-0.234	-0.217	-0.0105	0.113	0.130	0000350797	0001065865	0000914208
3	Revenues	-0.307	-0.274	0.0422	0.373	0.384	0001004434	0001109448	0001056288
4	StockholdersEquity	-0.173	-0.166	0.0168	0.135	0.136	0000820027	0000914208	0001289419
5	NetIncome	-0.0971	-0.0755	-0.00159	0.0788	0.0791	0001393818	0001004434	0000038777
6	ComprehensiveNetIncome	-0.0943	-0.0727	-0.000146	0.0825	0.0826	0001393818	0001065865	0001056288
7	BaseVar	nan	nan	nan	nan	nan	0000038777	0001056288	0000038777
8	EconomicCapitalRatiobeforeLimitedLiability	-0.329	-0.252	-0.0201	0.234	0.261	0000820027	0001004434	0000038777
9	EconomicCapitalRatio	-0.322	-0.245	-0.0125	0.241	0.269	0000820027	0001004434	0000038777

2011

Logs

error	8 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000318673 0000318673 0001095146 0001095146 0001508594 0001508594 0001183082 0001183082
error	1 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0001393818
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	24 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0001279715 0001313918 0001360901 0001380393 0001386926 0001399249 0001407161 0001411494 0001419178 0001430592 0000009235 0001065865 0001068875 0001403256 0001496623 0001498122 0001095146 0000749038 0001372183 0001524223 0000804269 0001510832
warning	17 × No stock price available	subcommand.plot	0000350797 0001313918 0001380393 0001386926 0001399249 0001407161 0001411494 0001419178 0001430592 0000009235 0000944130 0001065865 0001068875 0001109448 0001326141 0001403256 0001496623
warning	13 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0000914208 0001004434 0001289419 0000944130 0001065865 0001109448 0001326141 0001353174 0001393818 0001056288
warning	13 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0001313918 0001313918 0001313918 0001313918 0001386926 0001386926 0001386926 0001386926 0001411494 0001403528
warning	10 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0001313918 0001313918 0001313918 0001313918 0001411494
warning	6 × Similarly named company. Duplicate?	None	0001380393 0001386926 0001411494 0001430592 0001065865 0001404912
warning	6 × Missing logo	subcommand.report	0001313918 0001386926 0001407161 0001419178 0000009235 0001496623
warning	4 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0000318673 0001095146 0001508594 0001183082
warning	4 × Ignoring company because Assets is zero	pre-agg	0000038777 0001411494 0001498122 0001095146
warning	3 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001360901 0001510832
warning	2 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0001386926
warning	1 × Zero effects	check_effects	{'var_name': 'LoansIncome', 'zeros': '32 of 32'}
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	977,055,800	1,895,972,000	0000009235	0000350797	0001109448
1	Debt	0	0	0	858,155,250	6,582,500,000	0000009235	0001056288	0000914208
2	LoansPayable	0	0	0	126,524,850	368,049,000	0000009235	0001068875	0001109448
3	OperatingAndEmployeeLiabilities	0	0	34,181,910	884,318,000	2,974,400,000	0000009235	0001419178	0000914208
4	remainder_Liabilities	-591,000,000	478,800	169,109,190	7,346,801,350	123,025,000,000	0000914208	0001419178	0000820027
5	Investments	0	0	0	7,120,662,650	37,495,360,000	0000009235	0001068875	0001404912
6	CashAndCurrentAssets	0	8,865,100	258,504,327	3,254,895,000	7,616,768,000	0000944130	0001068875	0000038777
7	IntangibleAssets	0	0	18,862,905	3,276,660,950	8,230,700,000	0000009235	0001284812	0000914208
8	remainder_Assets	-590,300,000	2,885,250	186,302,887	6,516,152,750	131,205,000,000	0000914208	0001360901	0000820027
9	LaborExpense	0	0	51,953,879	1,247,233,650	1,340,778,000	0000820027	0001496623	0001411494
10	SellingAndGeneralAdministrativeExpense	0	0	13,824,033	1,618,646,800	2,965,000,000	0000009235	0001496623	0000820027
11	CostOfGoodsSold	0	0	0	677,297,600	2,497,000,000	0000009235	0001109448	0000820027
12	OperatingExpenses	0	0	40,613,205	2,512,544,400	4,480,212,000	0000009235	0000909108	0000038777
13	DepreciationInterestAndFeesExpenses	0	0	6,898,271	98,792,150	2,410,000,000	0000009235	0001403256	0000820027
14	remainder_Expenses	-3,372,632,000	-1,885,443,700	-1,978,163	1,238,531,300	1,767,718,000	0000038777	0001068875	0001403256
15	InvestmentIncome	0	0	0	4,776,500	21,499,000	0000009235	0000038777	0001109448
16	LoansIncome	0	0	0	0	0	0000009235	0001145255	0000009235
17	RevenueFromContractWithCustomer	0	0	0	0	102,712,000	0000009235	0001145255	0001497770
18	remainder_Revenues	0	0	216,807,399	5,463,727,550	10,239,000,000	0000944130	0001068875	0000820027
19	remainder_NetIncome	-60,000,000	-31,432,150	0	613,924,600	1,671,400,000	0000820027	0001165002	0001004434
20	remainder_ComprehensiveNetIncome	-245,200,000	-6,808,300	0	308,841,850	1,039,005,000	0001004434	0001497770	0001411494

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	41,000	5,104,600	581,747,739	9,004,831,800	123,025,000,000	0000009235	0001056288	0000820027
1	Assets	11,706,000	35,207,825	1,097,556,518	28,810,790,250	133,986,000,000	0000009235	0001056288	0000820027
2	Expenses	16,000	3,742,600	204,546,199	4,428,586,200	9,209,000,000	0000944130	0001419178	0000820027
3	Revenues	0	0	216,807,399	5,463,727,550	10,239,000,000	0000944130	0001068875	0000820027
4	StockholdersEquity	-14,207,000	10,680,850	455,905,309	9,958,130,000	37,684,650,000	0000889609	0001360901	0001404912
5	NetIncome	-1,470,805,000	-1,201,424,350	33,244,509	918,567,300	1,820,776,000	0001403256	0001496623	0000038777
6	ComprehensiveNetIncome	-1,470,805,000	-339,925,500	33,244,509	918,567,300	1,820,776,000	0001403256	0001496623	0000038777
7	BaseVar	6,320,500	41,954,575	1,333,911,025	20,278,273,600	138,259,500,000	0000009235	0001360901	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-0.668	-0.00198	0.427	1.13	1.44	0001403256	0001419178	0000883237
9	EconomicCapitalRatio	0.535	0.648	1.02	1.52	1.72	0001403256	0001419178	0000883237

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.185	-0.0767	0.0188	0.0372	0.0425	0001109448	0001065865	0001399249
1	Debt	-0.352	-0.267	0.0521	0.117	0.131	0000944130	0001497770	0001399249
2	LoansPayable	-0.310	-0.0521	0.0131	0.0248	0.0258	0001497770	0001004434	0001496623
3	OperatingAndEmployeeLiabilities	-0.172	-0.158	0.00139	0.0933	0.106	0001289419	0001403256	0001399249
4	remainder_Liabilities	-0.495	-0.465	0.0600	0.248	0.252	0001313918	0000909108	0001068875
5	Investments	-0.122	-0.0892	-0.0204	0.138	0.229	0001407161	0000038777	0001404912
6	CashAndCurrentAssets	-0.119	-0.115	-0.0268	0.0463	0.0609	0000944130	0001109448	0001430592
7	IntangibleAssets	-0.112	-0.0681	-0.00745	0.217	0.280	0001380393	0001404912	0001004434
8	remainder_Assets	-0.173	-0.0997	-0.0105	0.139	0.248	0001407161	0001430592	0001497770
9	LaborExpense	-0.530	-0.293	0.0125	0.161	0.166	0000909108	0001496623	0001068875
10	SellingAndGeneralAdministrativeExpense	-0.625	-0.143	0.0203	0.0822	0.0852	0001407161	0000944130	0001326141
11	CostOfGoodsSold	-0.453	-0.0946	0.0213	0.0367	0.0410	0001068875	0000883237	0001407161
12	OperatingExpenses	-0.976	-0.609	0.0165	0.257	0.380	0001407161	0001497770	0001496623
13	DepreciationInterestAndFeesExpenses	-0.224	-0.0384	0.0115	0.0288	0.0336	0001407161	0000009235	0000909108
14	remainder_Expenses	-0.875	-0.487	-0.0325	0.600	0.844	0001496623	0000350797	0000883237
15	InvestmentIncome	-0.000336	-0.000291	-0.000176	0.00149	0.00346	0001407161	0001065865	0001380393
16	LoansIncome	0	0	0	0	0	0000009235	0001145255	0000009235
17	RevenueFromContractWithCustomer	-0.0124	-0.0112	-0.00687	-0.00157	0.209	0001407161	0000038777	0001497770
18	remainder_Revenues	-0.411	-0.316	0.0189	0.627	0.808	0001430592	0001065865	0001399249
19	remainder_NetIncome	-0.0693	-0.0631	-0.0339	0.170	0.704	0001399249	0000944130	0001430592
20	remainder_ComprehensiveNetIncome	-0.0619	-0.0236	-0.0113	0.0468	0.139	0001004434	0000038777	0001411494

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.359	-0.342	0.0241	0.330	0.332	0001313918	0001056288	0001399249
1	Assets	-0.183	-0.101	-0.000147	0.0547	0.0829	0001380393	0001284812	0001386926
2	Expenses	-0.756	-0.471	-0.0382	0.169	0.229	0001407161	0001109448	0001404912
3	Revenues	-0.418	-0.321	0.0135	0.625	0.795	0001430592	0001065865	0001399249
4	StockholdersEquity	-0.281	-0.243	-0.0629	0.332	0.540	0000909108	0001403256	0000009235
5	NetIncome	-0.666	-0.439	0.0305	0.383	0.521	0001407161	0001326141	0000883237
6	ComprehensiveNetIncome	-0.681	-0.313	0.0129	0.363	0.509	0001407161	0001326141	0000883237
7	BaseVar	nan	nan	nan	nan	nan	0000009235	0001145255	0000009235
8	EconomicCapitalRatiobeforeLimitedLiability	-0.526	-0.413	-0.0407	0.457	0.660	0001403256	0001419178	0000883237
9	EconomicCapitalRatio	-0.515	-0.403	-0.0302	0.468	0.670	0001403256	0001419178	0000883237

2012

Logs

error	2 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000318673 0000318673
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	26 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0001065865 0001068875 0001095146 0001279715 0001313918 0001360901 0001372183 0001380393 0001386926 0001407161 0001411494 0001419178 0001496623 0001524223 0000009235 0000804269 0001403256 0001430592 0001498122 0001510832 0001014111 0001399249 0001411488
warning	21 × No stock price available	subcommand.plot	0000350797 0000749038 0001065865 0001068875 0001109448 0001313918 0001326141 0001372183 0001377167 0001380393 0001386926 0001403528 0001407161 0001419178 0001496623 0001524223 0000009235 0000804269 0000944130 0001403256 0001430592
warning	17 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0001313918 0001313918 0001313918 0001386926 0001386926 0001386926 0001386926 0001386926 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494
warning	15 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0000914208 0001004434 0001056288 0001065865 0001109448 0001289419 0001326141 0000944130 0001549966 0001580185 0001393818 0001353174
warning	13 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0001095146 0001095146 0001095146 0001095146 0001411494 0001498122 0001498122 0001498122 0001498122
warning	12 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0001313918 0001313918 0001313918 0001411494 0001411494 0001411494
warning	7 × Similarly named company. Duplicate?	None	0001065865 0001279715 0001380393 0001386926 0001404912 0001419178 0001430592
warning	6 × Missing logo	subcommand.report	0001313918 0001386926 0001407161 0001419178 0001496623 0000009235
warning	5 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0001386926 0001386926 0001386926 0001386926
warning	4 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0000038777 0001326141 0001403256 0000318673
warning	4 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001326141 0001360901 0001510832
warning	1 × Zero effects	check_effects	{'var_name': 'LoansIncome', 'zeros': '39 of 39'}
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0001005101
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	1,310,214,000	72,397,000,000	0000009235	0000717720	0000820027
1	Debt	0	0	0	632,910,800	5,085,400,000	0000009235	0000717720	0000914208
2	LoansPayable	0	0	0	557,622,300	14,758,000,000	0000009235	0000749038	0001527166
3	OperatingAndEmployeeLiabilities	0	0	27,185,721	568,526,100	2,713,000,000	0000009235	0000717720	0000914208
4	remainder_Liabilities	-508,600,000	0	57,729,449	10,318,220,800	52,620,000,000	0000914208	0001289419	0000820027
5	Investments	0	0	0	14,000,716,900	40,697,848,000	0000009235	0001056288	0001404912
6	CashAndCurrentAssets	0	58,519	164,827,227	2,197,757,200	3,907,600,000	0000944130	0000883237	0000914208
7	IntangibleAssets	0	0	367	3,205,251,500	8,335,900,000	0000009235	0000909108	0000914208
8	remainder_Assets	-455,300,000	274,500	124,867,681	13,643,266,600	132,358,000,000	0000914208	0001419178	0000820027
9	LaborExpense	0	0	22,986,508	1,181,550,500	1,351,076,000	0000749038	0001313918	0001326141
10	SellingAndGeneralAdministrativeExpense	0	0	6,123,805	381,046,400	3,042,000,000	0000009235	0001313918	0000820027
11	CostOfGoodsSold	0	0	0	371,885,900	2,698,000,000	0000009235	0001145255	0000820027
12	OperatingExpenses	0	0	5,920,446	957,908,000	3,305,500,000	0000009235	0001372183	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	4,426,240	208,325,000	2,677,000,000	0000009235	0001165002	0000820027
14	remainder_Expenses	-2,476,200,000	-393,004,500	611,513	858,696,600	1,603,287,000	0000914208	0000009235	0001403256
15	InvestmentIncome	0	0	0	37,533,100	954,400,000	0000009235	0000749038	0001527166
16	LoansIncome	0	0	0	0	0	0000009235	0001279715	0000009235
17	RevenueFromContractWithCustomer	0	0	0	0	186,543,000	0000009235	0001145255	0001497770
18	remainder_Revenues	0	0	145,143,455	2,864,505,700	10,259,000,000	0000754811	0001403528	0000820027
19	remainder_NetIncome	-178,742,000	-4,226,128	643,854	2,445,159,500	8,071,649,000	0001313918	0001407161	0001404912
20	remainder_ComprehensiveNetIncome	-7,469,319,000	-2,799,977,100	0	253,122,900	571,000,000	0001404912	0001430592	0000820027

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	35,000	2,180,847	315,372,047	12,434,439,600	125,017,000,000	0000009235	0001289419	0000820027
1	Assets	1,580	8,889,144	726,913,190	43,925,633,500	134,729,000,000	0001377167	0001386278	0000820027
2	Expenses	16,000	812,855	263,303,305	2,676,052,200	9,356,000,000	0000944130	0001524223	0000820027
3	Revenues	0	0	187,472,336	3,093,490,000	10,259,000,000	0000754811	0000889609	0000820027
4	StockholdersEquity	-14,229,660	8,583,311	269,988,385	16,330,992,400	41,405,454,000	0001372183	0001284812	0001404912
5	NetIncome	-624,006,000	-65,067,400	37,808,895	2,826,791,700	8,028,244,000	0001403256	0000883237	0001404912
6	ComprehensiveNetIncome	-315,777,000	-13,211,100	33,786,166	586,462,500	1,472,000,000	0001403256	0001497770	0000820027
7	BaseVar	167,178	17,376,950	1,088,902,673	30,851,368,150	139,967,000,000	0001377167	0001386278	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-5.30	-0.0861	0.413	0.907	1.01	0001377167	0000914208	0001284812
9	EconomicCapitalRatio	0.0000108	0.627	1.01	1.37	1.43	0001377167	0000914208	0001284812

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.328	-0.146	0.0265	0.0551	0.0611	0000820027	0001004434	0000909108
1	Debt	-0.504	-0.218	0.0410	0.0948	0.105	0000889609	0000009235	0000909108
2	LoansPayable	-0.473	-0.0555	0.0259	0.0475	0.0579	0001497770	0001065865	0001524223
3	OperatingAndEmployeeLiabilities	-0.324	-0.124	0.0322	0.132	0.173	0001386278	0001004434	0000909108
4	remainder_Liabilities	-0.566	-0.454	0.0431	0.195	0.202	0001313918	0001496623	0001165002
5	Investments	-0.136	-0.104	-0.0259	0.200	0.272	0001419178	0000009235	0001527166
6	CashAndCurrentAssets	-0.146	-0.106	-0.00951	0.228	0.416	0001372183	0000914208	0001279715
7	IntangibleAssets	-0.109	-0.0790	-0.0120	0.175	0.275	0001419178	0001524223	0001065865
8	remainder_Assets	-0.153	-0.108	-0.0141	0.194	0.227	0001372183	0000909108	0001403528
9	LaborExpense	-0.570	-0.376	0.0105	0.150	0.229	0000909108	0001313918	0000749038
10	SellingAndGeneralAdministrativeExpense	-0.554	-0.306	0.0613	0.155	0.201	0001407161	0000909108	0001524223
11	CostOfGoodsSold	-0.459	-0.0754	0.0173	0.0345	0.0426	0001068875	0001065865	0001419178
12	OperatingExpenses	-0.698	-0.532	0.0207	0.318	0.374	0001524223	0000914208	0001496623
13	DepreciationInterestAndFeesExpenses	-0.310	-0.0331	0.0124	0.0306	0.0390	0001407161	0001403528	0001419178
14	remainder_Expenses	-1.07	-0.513	-0.0713	0.621	0.633	0001496623	0000944130	0001407161
15	InvestmentIncome	-0.00425	-0.00345	-0.00174	0.00311	0.0321	0001419178	0001065865	0001527166
16	LoansIncome	0	0	0	0	0	0000009235	0001279715	0000009235
17	RevenueFromContractWithCustomer	-0.00755	-0.00612	-0.00360	-0.00218	0.115	0001419178	0000717720	0001497770
18	remainder_Revenues	-0.519	-0.351	0.0000736	0.592	0.796	0001524223	0001145255	0000909108
19	remainder_NetIncome	-0.205	-0.171	-0.0795	0.702	0.944	0001372183	0000820027	0001524223
20	remainder_ComprehensiveNetIncome	-0.205	-0.153	0.00374	0.0286	0.419	0001404912	0001497770	0001372183

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.372	-0.341	0.0437	0.306	0.386	0001313918	0001380393	0001407161
1	Assets	-0.311	-0.218	0.000368	0.120	0.304	0001372183	0001284812	0001279715
2	Expenses	-0.838	-0.511	0.00606	0.263	0.345	0001419178	0001380393	0001404912
3	Revenues	-0.528	-0.357	-0.000264	0.583	0.793	0001524223	0001377167	0000909108
4	StockholdersEquity	-0.749	-0.239	-0.0110	0.430	0.527	0001372183	0001109448	0000009235
5	NetIncome	-0.860	-0.255	0.0648	0.267	0.443	0001372183	0000754811	0000909108
6	ComprehensiveNetIncome	-0.423	-0.230	0.0538	0.273	0.452	0001377167	0001326141	0000909108
7	BaseVar	nan	nan	nan	nan	nan	0000009235	0001279715	0000009235
8	EconomicCapitalRatiobeforeLimitedLiability	-0.906	-0.280	0.103	0.463	0.528	0001377167	0000914208	0001284812
9	EconomicCapitalRatio	-1.00	-0.374	0.00901	0.369	0.434	0001377167	0000914208	0001284812

2013

Logs

error	2 × No matching role found	input.sec.calculation_linkbase.expand_agg	0001558432 0001183082
error	2 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0000318673 0000009235
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	30 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0001014111 0001065865 0001095146 0001279715 0001360901 0001372183 0001380393 0001386926 0001403528 0001411488 0001411494 0001510832 0001524223 0001580185 0001403256 0001430592 0001498122 0001313918 0000009235 0001399249 0001068875 0001611702 0000804269 0001562214 0001407161 0001419178 0001496623
warning	18 × No stock price available	subcommand.plot	0000350797 0000749038 0001014111 0001065865 0001109448 0001372183 0001380393 0001386926 0001403528 0001411488 0001411494 0001510832 0001524223 0001549966 0001580185 0000944130 0001403256 0001430592
warning	16 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0001004434 0001056288 0001065865 0001109448 0001289419 0001549966 0001580185 0000944130 0001326141 0001558432 0000914208 0001393818 0001353174
warning	16 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0001386926 0001386926 0001386926 0001386926 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001313918 0001313918 0001176948 0001611702
warning	16 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0001095146 0001095146 0001095146 0001403528 0001411494 0001411494 0001411494 0001498122 0001498122 0001498122 0000804269
warning	14 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0001411494 0001411494 0001411494 0001313918 0001313918 0001176948 0001611702
warning	6 × Similarly named company. Duplicate?	None	0001279715 0001380393 0001404912 0001517302 0001549966 0001430592
warning	6 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001360901 0001510832 0001326141 0001498122 0001562214
warning	4 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0001386926 0001386926 0001386926
warning	3 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0000038777 0001558432 0001313918
warning	2 × Missing logo	subcommand.report	0001386926 0001580185
warning	2 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001176948 0001611702
warning	1 × Zero effects	check_effects	{'var_name': 'RevenueFromContractWithCustomer', 'zeros': '36 of 36'}
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	1,044,868,750	81,223,000,000	0000350797	0000749038	0000820027
1	Debt	0	0	0	622,098,000	1,177,559,000	0000717720	0001109448	0000889609
2	LoansPayable	0	0	0	518,276,000	15,528,200,000	0000717720	0000944130	0001527166
3	OperatingAndEmployeeLiabilities	0	0	26,132,393	759,069,500	2,253,000,000	0000820027	0000717720	0001527166
4	remainder_Liabilities	0	981,000	55,152,237	8,283,798,000	54,121,000,000	0000754811	0001289419	0000820027
5	Investments	0	0	0	10,369,238,500	47,383,697,000	0000717720	0000754811	0001404912
6	CashAndCurrentAssets	0	262,830	206,465,380	1,512,310,250	2,632,000,000	0000944130	0001517302	0000820027
7	IntangibleAssets	0	0	419,919	2,077,578,500	3,802,400,000	0000717720	0000749038	0001004434
8	remainder_Assets	0	556,754	162,303,782	25,084,072,250	141,944,000,000	0001372183	0001411488	0000820027
9	LaborExpense	0	0	35,623,715	1,307,567,000	2,244,100,000	0000749038	0000909108	0001527166
10	SellingAndGeneralAdministrativeExpense	0	0	14,152,139	444,500,000	2,945,000,000	0000350797	0001056288	0000820027
11	CostOfGoodsSold	0	0	0	371,602,750	3,036,000,000	0000350797	0000944130	0000820027
12	OperatingExpenses	0	0	24,664,238	1,179,760,750	1,941,715,000	0000820027	0000717720	0001411494
13	DepreciationInterestAndFeesExpenses	0	0	1,590,412	116,550,250	2,760,000,000	0000350797	0001014111	0000820027
14	remainder_Expenses	-1,697,535,000	-949,676,000	-8,012,241	799,059,000	1,011,000,000	0001411494	0001145255	0000820027
15	InvestmentIncome	0	0	0	54,240,000	1,073,800,000	0000350797	0000717720	0001527166
16	LoansIncome	0	0	0	0	231,330,000	0000350797	0001279715	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000350797	0001279715	0000350797
18	remainder_Revenues	0	0	246,677,268	3,458,942,750	11,230,000,000	0000754811	0001284812	0000820027
19	remainder_NetIncome	-78,685,000	-7,250,000	4,200,408	3,601,076,000	7,892,154,000	0000350797	0000909108	0001404912
20	remainder_ComprehensiveNetIncome	-7,163,795,000	-2,670,565,500	-81,525	22,193,500	259,317,000	0001404912	0001372183	0001517302

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	1,825,095	2,576,500	461,240,483	17,065,169,250	135,344,000,000	0001510832	0001386278	0000820027
1	Assets	188,284	17,227,444	953,614,179	46,804,240,750	144,576,000,000	0001510832	0001289419	0000820027
2	Expenses	16,000	5,259,742	400,693,496	2,740,436,750	9,752,000,000	0000944130	0001386926	0000820027
3	Revenues	0	0	276,890,783	3,910,478,250	11,230,000,000	0000754811	0001284812	0000820027
4	StockholdersEquity	-9,119,274	7,048,047	347,722,599	21,182,852,250	46,584,818,000	0001372183	0001014111	0001404912
5	NetIncome	-234,132,000	-16,181,250	62,541,530	3,333,178,500	7,854,228,000	0001517302	0001284812	0001404912
6	ComprehensiveNetIncome	-33,000,000	-5,868,250	51,250,708	701,574,750	809,276,000	0001014111	0001360901	0001411494
7	BaseVar	2,819,172	19,186,288	1,423,135,795	33,927,794,875	150,822,500,000	0001510832	0001517302	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-4.34	-0.227	0.374	0.909	1.11	0001510832	0001360901	0001284812
9	EconomicCapitalRatio	0.000401	0.603	0.977	1.37	1.50	0001510832	0001360901	0001284812

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.350	-0.112	0.0236	0.0450	0.0485	0000820027	0000717720	0001284812
1	Debt	-0.579	-0.179	0.0493	0.0928	0.0993	0000889609	0000717720	0001284812
2	LoansPayable	-0.348	-0.0403	0.0182	0.0401	0.0432	0001527166	0001145255	0001284812
3	OperatingAndEmployeeLiabilities	-0.525	-0.178	0.0234	0.155	0.180	0001411488	0001527166	0001284812
4	remainder_Liabilities	-0.426	-0.360	0.0414	0.224	0.259	0001580185	0000889609	0001014111
5	Investments	-0.107	-0.0753	-0.0284	0.242	0.361	0001517302	0001004434	0001404912
6	CashAndCurrentAssets	-0.107	-0.101	-0.0113	0.186	0.219	0001580185	0001404912	0001386278
7	IntangibleAssets	-0.0994	-0.0523	-0.00812	0.182	0.268	0001517302	0001403528	0001065865
8	remainder_Assets	-0.158	-0.147	-0.0243	0.231	0.272	0001014111	0001165002	0001403528
9	LaborExpense	-0.969	-0.377	0.0273	0.202	0.299	0001517302	0001145255	0001014111
10	SellingAndGeneralAdministrativeExpense	-0.478	-0.271	0.0566	0.164	0.209	0001279715	0001109448	0001524223
11	CostOfGoodsSold	-0.998	-0.0609	0.0248	0.0409	0.0543	0001014111	0000754811	0001517302
12	OperatingExpenses	-0.893	-0.493	-0.0160	0.292	0.319	0001517302	0001510832	0001289419
13	DepreciationInterestAndFeesExpenses	-0.0364	-0.0329	0.00688	0.0158	0.0214	0001289419	0001404912	0001517302
14	remainder_Expenses	-0.566	-0.310	-0.0202	0.376	0.594	0001430592	0001145255	0001524223
15	InvestmentIncome	-0.00410	-0.00343	-0.00197	0.00520	0.0318	0001517302	0000754811	0001527166
16	LoansIncome	-0.0107	-0.00896	-0.00524	-0.00142	0.0533	0001517302	0001549966	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000350797	0001279715	0000350797
18	remainder_Revenues	-0.549	-0.359	0.0254	0.562	0.835	0001524223	0001065865	0001284812
19	remainder_NetIncome	-0.308	-0.180	-0.0778	0.589	0.901	0001279715	0001386926	0001524223
20	remainder_ComprehensiveNetIncome	-0.157	-0.134	0.0177	0.0516	0.203	0001404912	0000889609	0001517302

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.336	-0.310	0.0433	0.344	0.433	0000944130	0001386278	0001284812
1	Assets	-0.264	-0.187	0.00576	0.122	0.156	0001517302	0001380393	0001279715
2	Expenses	-0.647	-0.520	-0.00394	0.261	0.330	0001517302	0001549966	0001404912
3	Revenues	-0.560	-0.366	0.0190	0.553	0.821	0001524223	0001065865	0001284812
4	StockholdersEquity	-0.344	-0.192	-0.0177	0.418	0.449	0001517302	0001056288	0001404912
5	NetIncome	-0.514	-0.410	0.0652	0.250	0.287	0001510832	0000717720	0001524223
6	ComprehensiveNetIncome	-0.489	-0.209	0.0510	0.297	0.323	0001510832	0001360901	0001524223
7	BaseVar	nan	nan	nan	nan	nan	0000350797	0001279715	0000350797
8	EconomicCapitalRatiobeforeLimitedLiability	-0.910	-0.307	0.0671	0.460	0.592	0001510832	0001360901	0001284812
9	EconomicCapitalRatio	-0.991	-0.388	-0.0136	0.379	0.511	0001510832	0001360901	0001284812

2014

Logs

error	3 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0000318673 0001550453 0001380393
error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0001183082
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	32 × The stock price does not exist	industry.us_generic	0000009235 0000038777 0000350797 0000749038 0000883237 0001014111 0001065865 0001068875 0001279715 0001360901 0001372183 0001403528 0001411494 0001510832 0001524223 0001580185 0001611702 0000804269 0001403256 0001430592 0001498122 0001562214 0001313918 0001380393 0001399249 0001409446 0001386926 0001407161 0001419178 0001496623 0001095146 0001411488
warning	25 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000883237 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001411494 0001611702 0000804269 0000804269 0000804269 0000804269 0001498122 0001498122 0001095146 0001095146
warning	23 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0001004434 0001056288 0001065865 0001109448 0001289419 0001326141 0001549966 0001558432 0001580185 0001611702 0000804269 0000944130 0001430592 0001498122 0001380393 0000914208 0001420811 0001626115 0001393818 0001353174
warning	18 × No stock price available	subcommand.plot	0000009235 0000350797 0000749038 0001014111 0001065865 0001068875 0001109448 0001326141 0001372183 0001510832 0001524223 0001549966 0001558432 0001580185 0001611702 0000944130 0001403256 0001430592
warning	17 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001411494 0001411494 0001611702 0000318673 0001313918 0001313918 0001386926 0001386926 0001386926
warning	17 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0001176948 0001176948 0001176948 0001176948 0001411494 0001411494 0001611702 0001313918 0001313918
warning	9 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001326141 0001360901 0001510832 0001498122 0001498122 0001498122 0001498122 0001562214
warning	5 × Similarly named company. Duplicate?	None	0001065865 0001279715 0001549966 0001558432 0001611702
warning	5 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001176948 0001176948 0001176948 0001176948 0001611702
warning	4 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0001558432 0001386926 0001386926
warning	3 × Missing logo	subcommand.report	0000009235 0001558432 0001580185
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001313918 0001550453
warning	1 × Zero effects	check_effects	{'var_name': 'RevenueFromContractWithCustomer', 'zeros': '38 of 38'}
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	843,823,100	83,256,000,000	0000009235	0000350797	0000820027
1	Debt	0	0	0	615,856,750	1,598,496,000	0000009235	0000909108	0000889609
2	LoansPayable	0	0	0	492,850,550	16,488,600,000	0000009235	0000749038	0001527166
3	OperatingAndEmployeeLiabilities	0	0	18,419,886	640,694,750	2,312,500,000	0000009235	0001549966	0001527166
4	remainder_Liabilities	0	0	89,350,384	14,275,663,400	56,249,000,000	0000754811	0000889609	0000820027
5	Investments	0	0	0	10,381,773,900	60,167,626,000	0000009235	0000820027	0001404912
6	CashAndCurrentAssets	0	0	194,180,387	1,452,954,500	2,638,000,000	0000944130	0001524223	0000820027
7	IntangibleAssets	0	0	282,443	1,984,467,100	4,431,200,000	0000009235	0000749038	0001004434
8	remainder_Assets	32,427	435,858	115,820,482	9,675,348,550	146,172,000,000	0001510832	0001056288	0000820027
9	LaborExpense	0	0	28,401,133	1,272,846,900	2,005,900,000	0000749038	0001549966	0001527166
10	SellingAndGeneralAdministrativeExpense	0	0	5,810,208	491,695,000	3,095,000,000	0000009235	0001372183	0000820027
11	CostOfGoodsSold	0	0	0	361,087,450	3,236,000,000	0000009235	0001145255	0000820027
12	OperatingExpenses	0	0	27,154,765	959,396,450	1,695,700,000	0000820027	0000717720	0001004434
13	DepreciationInterestAndFeesExpenses	0	0	231,083	119,553,950	2,695,000,000	0000009235	0001558432	0000820027
14	remainder_Expenses	-1,410,300,000	-494,563,050	-2,411,869	799,008,950	1,268,000,000	0001004434	0000009235	0000820027
15	InvestmentIncome	0	0	0	3,348,300	969,400,000	0000009235	0001145255	0001527166
16	LoansIncome	0	0	0	0	286,734,000	0000009235	0001165002	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000009235	0001165002	0000009235
18	remainder_Revenues	0	0	108,932,007	2,922,085,500	12,296,000,000	0000944130	0001165002	0000820027
19	remainder_NetIncome	-19,324,000	-12,400,450	1,588,865	1,160,330,000	5,458,689,000	0001517302	0001549966	0001404912
20	remainder_ComprehensiveNetIncome	-4,931,609,000	-610,241,950	-226,350	813,372	96,200,000	0001404912	0001386278	0001611702

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	52,000	2,143,429	327,651,070	16,120,343,000	139,505,000,000	0000009235	0001289419	0000820027
1	Assets	48,363	5,701,685	774,670,012	40,476,066,750	148,810,000,000	0001510832	0001517302	0000820027
2	Expenses	12,000	1,762,853	378,637,583	2,649,240,050	10,294,000,000	0000944130	0001580185	0000820027
3	Revenues	0	0	207,440,455	3,138,668,200	12,296,000,000	0000944130	0000889609	0000820027
4	StockholdersEquity	-9,413,084	4,669,279	247,264,989	9,837,650,000	51,704,061,000	0001372183	0001580185	0001404912
5	NetIncome	-114,700,000	-36,784,950	39,843,742	1,077,835,000	5,395,020,000	0001014111	0001386278	0001404912
6	ComprehensiveNetIncome	-136,700,000	-19,538,442	39,841,223	581,652,700	1,686,000,000	0001014111	0001386278	0000820027
7	BaseVar	2,142,444	16,477,000	1,204,656,476	35,940,794,700	155,610,500,000	0001510832	0001068875	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-2.87	-0.383	0.459	0.990	1.11	0001510832	0001145255	0001284812
9	EconomicCapitalRatio	0.0256	0.553	1.05	1.42	1.51	0001510832	0001145255	0001284812

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.351	-0.0840	0.0209	0.0378	0.0456	0000820027	0001145255	0001524223
1	Debt	-0.611	-0.226	0.0484	0.0908	0.109	0000889609	0001109448	0001524223
2	LoansPayable	-0.353	-0.0372	0.0151	0.0367	0.0443	0001527166	0001404912	0001524223
3	OperatingAndEmployeeLiabilities	-0.303	-0.109	0.0386	0.126	0.196	0001386278	0000820027	0001284812
4	remainder_Liabilities	-0.442	-0.380	0.0410	0.213	0.235	0001580185	0001527166	0001165002
5	Investments	-0.117	-0.0819	-0.0314	0.189	0.560	0001014111	0001279715	0001404912
6	CashAndCurrentAssets	-0.149	-0.108	-0.0146	0.154	0.181	0001372183	0001524223	0001279715
7	IntangibleAssets	-0.0760	-0.0602	-0.00736	0.189	0.256	0001596967	0000749038	0001065865
8	remainder_Assets	-0.255	-0.143	-0.0104	0.193	0.230	0001014111	0001430592	0001176948
9	LaborExpense	-0.548	-0.264	0.0135	0.195	0.204	0001596967	0000944130	0001068875
10	SellingAndGeneralAdministrativeExpense	-0.346	-0.177	0.0478	0.149	0.173	0001510832	0000889609	0001596967
11	CostOfGoodsSold	-1.08	-0.295	0.0311	0.0496	0.0570	0001014111	0001109448	0001596967
12	OperatingExpenses	-0.641	-0.452	0.00758	0.276	0.345	0001524223	0001510832	0001289419
13	DepreciationInterestAndFeesExpenses	-0.0470	-0.0290	0.00595	0.0141	0.0151	0001289419	0001404912	0001524223
14	remainder_Expenses	-0.578	-0.271	-0.0254	0.370	0.439	0001430592	0001510832	0001549966
15	InvestmentIncome	-0.00173	-0.00151	-0.00101	0.000301	0.0287	0001596967	0001145255	0001527166
16	LoansIncome	-0.00777	-0.00679	-0.00453	-0.000385	0.0547	0001596967	0001145255	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	0	0000009235	0001165002	0000009235
18	remainder_Revenues	-0.556	-0.402	0.0493	0.663	0.868	0001524223	0001386278	0001284812
19	remainder_NetIncome	-0.353	-0.188	-0.0833	0.610	1.03	0001372183	0000909108	0001524223
20	remainder_ComprehensiveNetIncome	-0.170	-0.0672	0.00913	0.0198	0.0264	0001517302	0000944130	0001372183

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.336	-0.310	0.0345	0.352	0.439	0000944130	0000350797	0001284812
1	Assets	-0.359	-0.322	0.00844	0.143	0.290	0001372183	0001284812	0000009235
2	Expenses	-0.863	-0.369	-0.0409	0.213	0.308	0001014111	0001372183	0001404912
3	Revenues	-0.566	-0.408	0.0434	0.655	0.868	0001524223	0001386278	0001284812
4	StockholdersEquity	-0.263	-0.226	-0.00618	0.381	0.557	0001517302	0001527166	0000009235
5	NetIncome	-0.536	-0.291	0.0716	0.308	0.461	0001372183	0001403256	0001524223
6	ComprehensiveNetIncome	-0.496	-0.311	0.0574	0.323	0.483	0001372183	0001360901	0001524223
7	BaseVar	nan	nan	nan	nan	nan	0000009235	0001165002	0000009235
8	EconomicCapitalRatiobeforeLimitedLiability	-0.903	-0.375	0.117	0.496	0.577	0001510832	0001145255	0001284812
9	EconomicCapitalRatio	-0.965	-0.437	0.0556	0.434	0.515	0001510832	0001145255	0001284812

2015

Logs

error	2 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0001377167 0001550453
error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0001183082
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	32 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0000883237 0001014111 0001065865 0001279715 0001360901 0001372183 0001380393 0001403528 0001409446 0001411494 0001524223 0001580185 0001611702 0000804269 0001403256 0001430592 0001498122 0001510832 0001068875 0001399249 0001562214 0001411488 0001313918 0001386926 0001407161 0001419178 0000009235 0001496623 0001095146
warning	27 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0001004434 0001056288 0001065865 0001109448 0001289419 0001326141 0001380393 0001420811 0001549966 0001558432 0001580185 0001611702 0000804269 0000944130 0001430592 0001498122 0001626115 0001059142 0001562214 0000914208 0001411488 0001414767 0001393818 0001353174
warning	27 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000318673 0000820027 0000820027 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001611702 0001611702 0001611702 0001562214 0001313918 0001313918 0001386926 0001386926 0001386926
warning	25 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000883237 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001611702 0000804269 0000804269 0000804269 0000804269 0000804269 0001498122 0001498122 0001095146 0001095146
warning	22 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001411494 0001411494 0001611702 0001562214 0001313918 0001313918
warning	19 × No stock price available	subcommand.plot	0000350797 0000749038 0001014111 0001065865 0001109448 0001326141 0001372183 0001380393 0001409446 0001420811 0001524223 0001549966 0001558432 0001580185 0000944130 0001403256 0001430592 0001510832 0001626115
warning	10 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001326141 0001360901 0001498122 0001498122 0001498122 0001498122 0001498122 0001510832 0001562214
warning	8 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001176948 0001176948 0001176948 0001176948 0001176948 0001611702 0001611702 0001611702
warning	5 × Similarly named company. Duplicate?	None	0001279715 0001380393 0001420811 0001549966 0001558432
warning	4 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0001558432 0001386926 0001386926
warning	2 × Missing logo	subcommand.report	0001558432 0001580185
warning	1 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001550453
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0000318673
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	610,649,600	80,349,000,000	0000318673	0000717720	0000820027
1	Debt	0	0	0	567,564,550	1,731,598,000	0000318673	0000717720	0000889609
2	LoansPayable	0	0	0	721,051,200	17,567,200,000	0000318673	0000754811	0001527166
3	OperatingAndEmployeeLiabilities	0	0	7,111,567	562,291,000	1,953,200,000	0000318673	0001145255	0001527166
4	remainder_Liabilities	0	490	138,242,804	7,252,562,550	56,588,000,000	0000754811	0001386278	0000820027
5	Investments	0	0	0	8,754,866,550	65,305,931,000	0000318673	0000820027	0001404912
6	CashAndCurrentAssets	0	0	160,331,141	1,187,486,850	2,357,000,000	0000944130	0001497770	0000820027
7	IntangibleAssets	0	0	0	1,890,500,750	4,354,800,000	0000717720	0000717720	0001004434
8	remainder_Assets	17,813	809,779	125,105,003	4,839,834,450	142,985,000,000	0001510832	0001056288	0000820027
9	LaborExpense	0	0	12,867,859	1,255,914,700	1,521,100,000	0000318673	0000717720	0001527166
10	SellingAndGeneralAdministrativeExpense	0	0	5,104,480	443,191,750	3,082,000,000	0000318673	0001145255	0000820027
11	CostOfGoodsSold	0	0	0	313,595,000	3,276,000,000	0000318673	0001284812	0000820027
12	OperatingExpenses	0	0	17,940,249	1,050,389,900	1,649,500,000	0000318673	0001145255	0001004434
13	DepreciationInterestAndFeesExpenses	0	0	1,364,131	105,516,500	2,929,000,000	0000318673	0001640384	0000820027
14	remainder_Expenses	-1,330,000,000	-372,738,550	-2,057,958	698,981,300	1,226,000,000	0001004434	0001640384	0000820027
15	InvestmentIncome	0	0	0	24,290,350	1,009,300,000	0000318673	0000350797	0001527166
16	LoansIncome	0	0	0	0	349,912,000	0000318673	0001279715	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	290,466,000	0000318673	0001279715	0001497770
18	remainder_Revenues	0	0	99,984,074	2,384,747,950	12,200,000,000	0000754811	0000909108	0000820027
19	remainder_NetIncome	-69,504,000	-40,410,400	0	849,101,200	5,341,668,000	0001403256	0000889609	0001404912
20	remainder_ComprehensiveNetIncome	-4,793,816,000	-433,949,250	-69,922	566,700	101,828,000	0001404912	0001558432	0001580185

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	415,676	2,042,100	335,657,564	20,941,595,500	136,937,000,000	0001409446	0001289419	0000820027
1	Assets	31,802	1,992,884	717,419,187	31,116,022,800	145,342,000,000	0001510832	0001420811	0000820027
2	Expenses	21,000	1,127,567	304,403,106	2,407,310,650	10,513,000,000	0000944130	0000889609	0000820027
3	Revenues	0	0	193,359,207	2,976,148,050	12,200,000,000	0000754811	0001420811	0000820027
4	StockholdersEquity	-10,765,591	-812	250,322,663	8,203,830,000	49,467,585,000	0001372183	0001596967	0001404912
5	NetIncome	-197,156,000	-59,050,100	35,887,562	821,663,850	5,275,032,000	0001580185	0000909108	0001404912
6	ComprehensiveNetIncome	-205,300,000	-61,231,350	30,175,915	566,598,200	1,153,000,000	0001014111	0001430592	0000820027
7	BaseVar	859,997	11,446,986	897,123,274	30,588,230,225	152,763,000,000	0001409446	0001596967	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-5.50	-1.23	0.343	0.965	1.13	0001409446	0000717720	0001524223
9	EconomicCapitalRatio	0.00000463	0.354	0.952	1.41	1.52	0001409446	0000717720	0001524223

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.343	-0.0935	0.0208	0.0377	0.0449	0000820027	0001004434	0001524223
1	Debt	-0.556	-0.266	0.0377	0.0735	0.0869	0000889609	0001420811	0001524223
2	LoansPayable	-0.549	-0.0432	0.0254	0.0583	0.0691	0001497770	0001404912	0001524223
3	OperatingAndEmployeeLiabilities	-0.298	-0.0986	0.0434	0.163	0.200	0001386278	0001430592	0001284812
4	remainder_Liabilities	-0.397	-0.392	0.0388	0.221	0.240	0001580185	0001065865	0001165002
5	Investments	-0.186	-0.0772	-0.0386	0.180	0.487	0001014111	0001109448	0001404912
6	CashAndCurrentAssets	-0.0993	-0.0976	-0.0171	0.168	0.350	0001558432	0000717720	0000754811
7	IntangibleAssets	-0.118	-0.0453	-0.0270	0.141	0.315	0001014111	0001640384	0001065865
8	remainder_Assets	-0.277	-0.132	-0.0254	0.212	0.434	0001014111	0001430592	0000933136
9	LaborExpense	-0.548	-0.350	0.0224	0.167	0.244	0001626115	0001510832	0000749038
10	SellingAndGeneralAdministrativeExpense	-0.231	-0.149	0.0533	0.178	0.193	0001510832	0000889609	0001596967
11	CostOfGoodsSold	-1.35	-0.00261	0.0235	0.0342	0.0396	0001014111	0001420811	0000749038
12	OperatingExpenses	-0.451	-0.383	0.0120	0.314	0.366	0001524223	0001580185	0001289419
13	DepreciationInterestAndFeesExpenses	-0.105	-0.0477	0.00988	0.0205	0.0248	0001558432	0001404912	0000749038
14	remainder_Expenses	-0.583	-0.409	-0.0646	0.321	0.420	0001430592	0001497770	0001549966
15	InvestmentIncome	-0.0134	-0.0116	-0.00822	-0.00000217	0.260	0000749038	0000754811	0001420811
16	LoansIncome	-0.0103	-0.00889	-0.00648	-0.00000177	0.0744	0000749038	0001386278	0001420811
17	RevenueFromContractWithCustomer	-0.00388	-0.00335	-0.00244	-0.0000391	0.0843	0000749038	0001386278	0001497770
18	remainder_Revenues	-0.479	-0.363	0.0555	0.491	0.796	0001524223	0000717720	0001284812
19	remainder_NetIncome	-0.340	-0.130	-0.0668	0.500	0.985	0001558432	0001403256	0001524223
20	remainder_ComprehensiveNetIncome	-0.150	-0.0695	0.00728	0.0146	0.0797	0001596967	0001056288	0001372183

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.306	-0.272	0.0267	0.358	0.453	0000944130	0001404912	0001284812
1	Assets	-0.363	-0.197	0.00436	0.153	0.284	0001014111	0000717720	0000933136
2	Expenses	-1.46	-0.362	0.0111	0.156	0.336	0001014111	0001580185	0001404912
3	Revenues	-0.505	-0.382	0.0440	0.488	0.795	0001524223	0000717720	0001284812
4	StockholdersEquity	-0.357	-0.214	0.00958	0.380	0.492	0001510832	0001524223	0000754811
5	NetIncome	-0.512	-0.296	0.0770	0.314	0.562	0001409446	0001360901	0001524223
6	ComprehensiveNetIncome	-0.503	-0.289	0.0714	0.294	0.580	0001409446	0000749038	0001524223
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001284812	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.764	-0.410	0.188	0.644	0.751	0001409446	0000717720	0001524223
9	EconomicCapitalRatio	-0.915	-0.561	0.0374	0.493	0.601	0001409446	0000717720	0001524223

2016

Logs

error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0001183082
error	1 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0001550453
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	40 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000318673 0000318673 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001420811 0001562214 0001562214 0001562214 0001562214 0001611702 0001611702 0001611702 0001611702 0001611702 0001313918 0001313918 0001386926 0001386926 0001386926
warning	35 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000883237 0001014111 0001065865 0001279715 0001360901 0001372183 0001380393 0001403528 0001409446 0001411488 0001411494 0001524223 0001562214 0001611702 0000804269 0001430592 0001498122 0001403256 0001068875 0000749038 0001399249 0001651094 0001697412 0001706509 0001313918 0001386926 0001407161 0001419178 0000009235 0001496623 0001095146 0001510832 0001580185
warning	33 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001562214 0001562214 0001562214 0001562214 0001611702 0001313918 0001313918
warning	29 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000820027 0001004434 0001056288 0001059142 0001065865 0001109448 0001289419 0001326141 0001380393 0001411488 0001420811 0001549966 0001562214 0001611702 0000804269 0000944130 0001414767 0001430592 0001498122 0000914208 0000924095 0001570827 0001393818 0001353174 0001580185 0001558432 0001626115
warning	26 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000883237 0001403528 0001403528 0001411494 0001411494 0001411494 0001611702 0000804269 0000804269 0000804269 0000804269 0000804269 0000804269 0001498122 0001498122 0000924095 0001095146 0001095146
warning	21 × No stock price available	subcommand.plot	0000350797 0001005101 0001014111 0001059142 0001065865 0001109448 0001326141 0001372183 0001377167 0001380393 0001403528 0001409446 0001411488 0001411494 0001420811 0001524223 0001562214 0001611702 0000944130 0001414767 0001430592
warning	11 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001611702 0001611702 0001611702 0001611702 0001611702
warning	9 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001326141 0001360901 0001562214 0001498122 0001498122 0001498122 0001498122 0001510832
warning	6 × Similarly named company. Duplicate?	None	0001279715 0001380393 0001420811 0001517302 0001549966 0001611702
warning	6 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000883237 0000749038 0001697412 0001386926 0001386926 0001558432
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001377167 0001550453
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0000318673
warning	1 × Ignoring company because Liabilities is zero	pre-agg	0001498122

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	596,148,000	80,210,000,000	0000318673	0000350797	0000820027
1	Debt	0	0	0	825,368,800	1,352,447,000	0000318673	0000820027	0001411494
2	LoansPayable	0	0	0	609,807,600	5,501,300,000	0000318673	0001145255	0001527166
3	OperatingAndEmployeeLiabilities	0	0	2,633,060	792,456,400	2,168,833,000	0000318673	0001409446	0001411488
4	remainder_Liabilities	0	0	114,291,741	5,032,915,200	53,319,000,000	0000754811	0001302215	0000820027
5	Investments	0	0	0	1,845,138,600	31,409,765,000	0000318673	0000717720	0001404912
6	CashAndCurrentAssets	0	0	115,969,523	2,009,036,400	2,759,354,000	0000944130	0001165002	0001404912
7	IntangibleAssets	0	0	0	1,532,773,200	4,125,500,000	0000717720	0000820027	0001004434
8	remainder_Assets	56,000	455,456	237,648,963	5,345,104,000	137,503,000,000	0001372183	0000350797	0000820027
9	LaborExpense	0	0	4,951,720	1,110,792,600	1,338,819,000	0000318673	0000754811	0001326141
10	SellingAndGeneralAdministrativeExpense	0	0	4,090,863	414,928,200	2,977,000,000	0000318673	0001005101	0000820027
11	CostOfGoodsSold	0	0	0	15,310,740	3,202,000,000	0000318673	0001004434	0000820027
12	OperatingExpenses	0	0	32,675,715	1,173,694,000	1,876,529,000	0000318673	0000717720	0001411488
13	DepreciationInterestAndFeesExpenses	0	0	271,632	104,720,800	3,269,000,000	0000318673	0001562214	0000820027
14	remainder_Expenses	-1,205,100,000	-673,945,600	-2,290,930	334,740,000	973,000,000	0001004434	0001377167	0000820027
15	InvestmentIncome	0	0	0	33,357,200	351,300,000	0000318673	0000350797	0001527166
16	LoansIncome	0	0	0	0	408,996,000	0000318673	0001289419	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	367,185,000	0000318673	0001289419	0001497770
18	remainder_Revenues	0	0	80,467,243	2,218,314,200	11,735,000,000	0000754811	0001549966	0000820027
19	remainder_NetIncome	-90,100,000	-3,594,853	959,240	663,380,200	2,463,900,000	0001014111	0000944130	0001004434
20	remainder_ComprehensiveNetIncome	-660,920,000	-102,975,000	0	489,800	75,500,000	0001404912	0000933136	0001014111

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	375,807	1,512,867	465,749,058	7,279,356,800	133,529,000,000	0001377167	0000883237	0000820027
1	Assets	395,720	1,261,117	854,399,045	9,483,440,000	139,821,000,000	0001409446	0000318673	0000820027
2	Expenses	22,000	1,608,446	376,876,678	2,127,772,400	10,421,000,000	0000944130	0001420811	0000820027
3	Revenues	0	0	136,848,102	2,339,880,600	11,735,000,000	0000754811	0000909108	0000820027
4	StockholdersEquity	-25,300,000	-1,497,028	266,927,424	4,844,459,200	17,118,083,000	0001014111	0001284812	0001404912
5	NetIncome	-125,200,000	-4,243,890	41,623,972	865,998,400	1,314,000,000	0001014111	0001386278	0000820027
6	ComprehensiveNetIncome	-82,965,000	-4,381,090	29,340,493	703,645,600	1,255,000,000	0001420811	0000889609	0000820027
7	BaseVar	2,056,505	4,072,563	1,073,248,373	10,607,287,600	147,782,500,000	0001414767	0001596967	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-2.57	-1.31	0.308	1.07	1.42	0001409446	0001380393	0000933136
9	EconomicCapitalRatio	0.0484	0.326	0.922	1.48	1.71	0001409446	0001380393	0000933136

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.357	-0.0883	0.0191	0.0338	0.0618	0000820027	0001611702	0001005101
1	Debt	-0.521	-0.209	0.0331	0.0722	0.128	0001420811	0001403528	0001005101
2	LoansPayable	-0.480	-0.0878	0.0214	0.0470	0.0851	0001497770	0001403528	0001005101
3	OperatingAndEmployeeLiabilities	-0.339	-0.0983	0.0484	0.146	0.187	0001386278	0001409446	0001284812
4	remainder_Liabilities	-0.453	-0.380	0.0571	0.223	0.468	0000889609	0001626115	0001005101
5	Investments	-0.126	-0.0687	-0.0319	0.138	0.296	0001623590	0001279715	0001404912
6	CashAndCurrentAssets	-0.156	-0.111	-0.0214	0.176	0.266	0001623590	0001004434	0000754811
7	IntangibleAssets	-0.130	-0.0589	-0.0310	0.172	0.276	0001623590	0001145255	0001065865
8	remainder_Assets	-0.781	-0.205	-0.0158	0.183	0.217	0000933136	0001165002	0001059142
9	LaborExpense	-0.499	-0.321	0.0138	0.161	0.199	0001626115	0001640384	0001056288
10	SellingAndGeneralAdministrativeExpense	-0.428	-0.147	0.0265	0.111	0.130	0001623590	0001411494	0001524223
11	CostOfGoodsSold	-0.351	-0.0437	0.0178	0.0257	0.0351	0001623590	0001430592	0001005101
12	OperatingExpenses	-1.71	-0.363	0.0178	0.331	0.628	0001377167	0001409446	0001005101
13	DepreciationInterestAndFeesExpenses	-0.264	-0.0263	0.00988	0.0201	0.0296	0001640384	0001014111	0001005101
14	remainder_Expenses	-1.55	-0.339	-0.00121	0.364	0.474	0001005101	0001497770	0001549966
15	InvestmentIncome	-0.0133	-0.00961	-0.00651	0.00380	0.0642	0001005101	0000883237	0001420811
16	LoansIncome	-0.00831	-0.00602	-0.00419	-0.000303	0.0557	0001005101	0001430592	0000889609
17	RevenueFromContractWithCustomer	-0.00579	-0.00420	-0.00296	-0.000661	0.125	0001005101	0001145255	0001497770
18	remainder_Revenues	-0.497	-0.355	0.0341	0.517	1.07	0001524223	0001411494	0001005101
19	remainder_NetIncome	-0.521	-0.126	-0.0464	0.485	0.668	0001014111	0001109448	0001430592
20	remainder_ComprehensiveNetIncome	-0.330	-0.0765	0.00381	0.0155	0.295	0001524223	0001411488	0001014111

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.307	-0.239	0.00749	0.347	0.634	0000944130	0001109448	0001005101
1	Assets	-0.358	-0.232	0.00359	0.120	0.209	0001623590	0001165002	0001404912
2	Expenses	-1.35	-0.543	0.00136	0.197	0.282	0001377167	0001517302	0000933136
3	Revenues	-0.515	-0.369	0.0218	0.515	1.06	0001524223	0001411494	0001005101
4	StockholdersEquity	-0.330	-0.195	0.00684	0.425	0.563	0001623590	0001380393	0000754811
5	NetIncome	-0.753	-0.427	0.0761	0.354	0.459	0001377167	0001065865	0001005101
6	ComprehensiveNetIncome	-0.740	-0.341	0.0757	0.325	0.469	0001377167	0001176948	0001005101
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001326141	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.772	-0.494	0.102	0.658	0.888	0001409446	0001380393	0000933136
9	EconomicCapitalRatio	-0.863	-0.585	0.0109	0.567	0.797	0001409446	0001380393	0000933136

2017

Logs

error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0001183082
error	1 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0001550453
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	42 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000318673 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001420811 0001562214 0001562214 0001562214 0001611702 0001611702 0001611702 0001611702 0001611702 0001611702 0001313918 0001313918 0001386926 0001386926 0001386926
warning	39 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0000804269 0000883237 0001014111 0001279715 0001360901 0001403528 0001411488 0001411494 0001524223 0001562214 0001611702 0001651094 0001697412 0001706509 0001403256 0001430592 0001498122 0001068875 0001399249 0001000209 0001372183 0001393818 0001651052 0001711291 0001065865 0001313918 0001380393 0001386926 0001407161 0001419178 0000009235 0001496623 0001095146 0001510832 0001580185 0001409446
warning	36 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001562214 0001562214 0001562214 0001611702 0001313918 0001313918
warning	30 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000804269 0000820027 0000914208 0000924095 0001004434 0001005101 0001056288 0001059142 0001109448 0001326141 0001411488 0001420811 0001549966 0001562214 0001570827 0001611702 0000944130 0001430592 0001498122 0001289419 0001393818 0001626115 0001065865 0001380393 0001353174 0001580185 0001558432 0001414767
warning	27 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000804269 0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0001403528 0001403528 0001411494 0001411494 0001411494 0001611702 0001498122 0001498122 0001711291 0001095146 0001095146
warning	24 × No stock price available	subcommand.plot	0000350797 0000749038 0001005101 0001014111 0001056288 0001059142 0001109448 0001326141 0001377167 0001403528 0001411488 0001411494 0001420811 0001524223 0001562214 0001570827 0001611702 0001651094 0001697412 0001706509 0000944130 0001403256 0001430592 0001498122
warning	14 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001176948 0001176948 0001176948 0001176948 0001176948 0001326141 0001360901 0001411494 0001527166 0001611702 0001611702 0001611702 0001611702 0001403256
warning	12 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000749038 0000749038 0000749038 0000749038 0000883237 0001697412 0001697412 0001697412 0001697412 0001386926 0001386926 0001558432
warning	9 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001326141 0001360901 0001562214 0001498122 0001498122 0001498122 0001393818 0001510832
warning	7 × Similarly named company. Duplicate?	None	0001279715 0001517302 0001549966 0001570827 0001601712 0001611702 0001498122
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001377167 0001550453
warning	2 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0000318673 0001601712
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001498122 0001000209

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	2,904,736,600	87,368,000,000	0000318673	0000717720	0000820027
1	Debt	0	0	0	1,241,988,700	20,799,000,000	0000318673	0000754811	0001601712
2	LoansPayable	0	0	0	833,750,000	6,232,500,000	0000318673	0000820027	0001527166
3	OperatingAndEmployeeLiabilities	0	0	956,139	1,104,362,800	2,780,787,000	0000318673	0001279715	0001411488
4	remainder_Liabilities	0	0	136,710,903	12,523,836,700	56,488,000,000	0000754811	0001626115	0001601712
5	Investments	0	0	0	9,944,150,000	76,373,000,000	0000318673	0001176948	0001601712
6	CashAndCurrentAssets	0	0	69,607,226	2,487,801,700	11,602,000,000	0000820027	0001059142	0001601712
7	IntangibleAssets	0	0	0	3,477,708,800	8,149,400,000	0000717720	0001640384	0000914208
8	remainder_Assets	-3,987,000	14,690	163,409,701	6,681,699,300	147,470,000,000	0000749038	0001284812	0000820027
9	LaborExpense	0	0	17,512,348	1,371,999,600	1,961,300,000	0000318673	0000717720	0001527166
10	SellingAndGeneralAdministrativeExpense	0	0	4,660,500	394,251,200	3,051,000,000	0000318673	0001623590	0000820027
11	CostOfGoodsSold	0	0	0	5,991,419	3,399,000,000	0000318673	0001326141	0000820027
12	OperatingExpenses	0	0	35,251,073	1,500,937,400	3,883,200,000	0000318673	0000717720	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	234,747	111,085,300	2,889,000,000	0000318673	0001562214	0000820027
14	remainder_Expenses	-3,121,200,000	-844,450,400	-2,794,233	561,773,900	1,431,000,000	0000914208	0001377167	0001601712
15	InvestmentIncome	0	0	0	26,017,600	446,400,000	0000318673	0001302215	0001527166
16	LoansIncome	0	0	0	0	424,174,000	0000318673	0001326141	0000889609
17	RevenueFromContractWithCustomer	0	0	0	0	439,370,000	0000318673	0001326141	0001497770
18	remainder_Revenues	0	0	91,587,106	3,236,617,200	12,075,000,000	0000749038	0001549966	0000820027
19	remainder_NetIncome	-67,848,000	-1,703,300	5,655,307	1,379,398,800	6,783,000,000	0001651094	0001284812	0001601712
20	remainder_ComprehensiveNetIncome	-1,518,179,000	-764,626,300	0	46,436,485	384,400,000	0001404912	0001498122	0000914208

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	4,980	499,562	561,600,719	23,280,575,700	141,472,000,000	0001697412	0001570827	0000820027
1	Assets	19,748	164,367	837,634,234	35,918,575,700	147,470,000,000	0001414767	0001517302	0000820027
2	Expenses	7,711	333,360	365,525,942	3,054,140,000	10,595,000,000	0001697412	0001420811	0000820027
3	Revenues	0	0	145,913,041	3,429,440,200	12,075,000,000	0000749038	0000909108	0000820027
4	StockholdersEquity	-26,700,000	-854,680	266,365,285	6,958,240,000	20,662,800,000	0001014111	0001420811	0001404912
5	NetIncome	-155,768,000	-15,621,500	28,393,322	1,454,547,300	3,324,000,000	0001411488	0000749038	0001601712
6	ComprehensiveNetIncome	-122,940,000	-9,401,125	26,436,547	1,182,004,100	1,924,000,000	0001411488	0001570827	0001601712
7	BaseVar	26,507	1,149,820	1,184,714,952	33,791,836,650	155,820,500,000	0001697412	0000318673	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-5.38	-1.83	0.314	1.03	1.38	0001640384	0001059142	0000749038
9	EconomicCapitalRatio	0.00000758	0.184	0.927	1.45	1.69	0001640384	0001059142	0000749038

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.367	-0.151	0.0218	0.0421	0.0653	0000820027	0001562214	0001005101
1	Debt	-0.470	-0.210	0.0367	0.0794	0.121	0001651094	0001403528	0001005101
2	LoansPayable	-0.359	-0.0354	0.0152	0.0339	0.0538	0001527166	0001596967	0001005101
3	OperatingAndEmployeeLiabilities	-0.378	-0.0772	0.0555	0.147	0.230	0001386278	0000350797	0001414767
4	remainder_Liabilities	-0.471	-0.379	0.0552	0.219	0.375	0000889609	0001411488	0001005101
5	Investments	-0.181	-0.0729	-0.0239	0.163	0.320	0001377167	0001706509	0001404912
6	CashAndCurrentAssets	-0.381	-0.146	-0.0223	0.123	0.527	0000749038	0001004434	0001697412
7	IntangibleAssets	-0.0756	-0.0524	-0.0205	0.110	0.237	0001517302	0001360901	0001570827
8	remainder_Assets	-0.269	-0.169	-0.00932	0.221	0.345	0001377167	0001430592	0001483646
9	LaborExpense	-0.771	-0.361	0.0194	0.119	0.164	0001377167	0001403528	0001570827
10	SellingAndGeneralAdministrativeExpense	-0.539	-0.170	0.0361	0.133	0.152	0001623590	0000944130	0001517302
11	CostOfGoodsSold	-0.0432	-0.00726	0.00587	0.00977	0.0109	0000914208	0001145255	0001005101
12	OperatingExpenses	-1.78	-0.391	0.0408	0.276	0.533	0001377167	0000820027	0001005101
13	DepreciationInterestAndFeesExpenses	-0.178	-0.0230	0.0179	0.0357	0.0478	0001697412	0001109448	0001005101
14	remainder_Expenses	-1.12	-0.387	-0.000648	0.387	0.514	0001005101	0001640384	0001549966
15	InvestmentIncome	-0.0194	-0.0130	-0.00698	0.00381	0.150	0001377167	0000889609	0001420811
16	LoansIncome	-0.00715	-0.00610	-0.00346	-0.000751	0.0453	0001377167	0001145255	0000889609
17	RevenueFromContractWithCustomer	-0.00905	-0.00716	-0.00408	-0.000881	0.213	0001377167	0001527166	0001497770
18	remainder_Revenues	-0.507	-0.345	0.0000522	0.509	0.944	0001596967	0001640384	0001005101
19	remainder_NetIncome	-0.257	-0.144	-0.0557	0.569	0.654	0001377167	0001274173	0001430592
20	remainder_ComprehensiveNetIncome	-0.226	-0.107	0.00635	0.0261	0.0523	0001524223	0000820027	0001014111

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.321	-0.258	0.0252	0.352	0.571	0000944130	0001483646	0001005101
1	Assets	-0.392	-0.322	0.00216	0.130	0.175	0001640384	0000909108	0001404912
2	Expenses	-1.30	-0.501	0.0158	0.258	0.296	0001377167	0001414767	0001404912
3	Revenues	-0.528	-0.361	0.00543	0.499	0.932	0001596967	0001420811	0001005101
4	StockholdersEquity	-0.368	-0.246	-0.000193	0.405	0.566	0001414767	0001640384	0000933136
5	NetIncome	-0.782	-0.511	0.0699	0.311	0.558	0001640384	0000933136	0000749038
6	ComprehensiveNetIncome	-0.746	-0.509	0.0741	0.303	0.561	0001640384	0000933136	0000749038
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001377167	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.780	-0.596	0.147	0.670	0.905	0001640384	0001059142	0000749038
9	EconomicCapitalRatio	-0.922	-0.738	0.00509	0.528	0.763	0001640384	0001059142	0000749038

2018

Logs

error	1 × No NetIncome node found, ignoring company.	input.sec.calculation_linkbase.edgar_model_mapping	0001550453
error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	44 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001014111 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001420811 0001611702 0001611702 0001611702 0001611702 0001611702 0000318673 0000318673 0000318673 0001748824 0001313918 0001313918 0001386926 0001386926 0001386926 0001562214 0001562214
warning	42 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0000804269 0000883237 0000924095 0001000209 0001014111 0001068875 0001279715 0001360901 0001372183 0001393818 0001399249 0001403256 0001403528 0001411494 0001498122 0001524223 0001611702 0001651052 0001651094 0001697412 0001706509 0001711291 0000933136 0001591587 0001065865 0001313918 0001380393 0001386926 0001407161 0001419178 0001430592 0000009235 0001496623 0001095146 0001510832 0001411488 0001580185 0001562214 0001409446
warning	40 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001611702 0001748824 0001313918 0001313918 0001562214 0001562214
warning	31 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000804269 0000820027 0000914208 0000924095 0001005101 0001056288 0001059142 0001109448 0001289419 0001326141 0001393818 0001420811 0001498122 0001549966 0001570827 0001611702 0001626115 0000944130 0001550453 0001004434 0001065865 0001380393 0001430592 0001353174 0001411488 0001580185 0001558432 0001562214 0001414767
warning	29 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001005101 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001360901 0001360901 0001360901 0001360901 0001393818 0001403256 0001403256 0001403256 0001403256 0001411494 0001411494 0001411494 0001411494 0001527166 0001527166 0001527166 0001527166 0001611702 0001611702 0001611702
warning	28 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0001403528 0001403528 0001411494 0001411494 0001411494 0001498122 0001498122 0001611702 0001711291 0000933136 0001095146 0001095146
warning	23 × No stock price available	subcommand.plot	0000350797 0000749038 0000804269 0001005101 0001014111 0001059142 0001068875 0001109448 0001326141 0001372183 0001377167 0001399249 0001403256 0001411494 0001420811 0001498122 0001524223 0001611702 0001651052 0001651094 0001697412 0001706509 0000944130
warning	13 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000749038 0000749038 0000749038 0000754811 0000883237 0001411494 0001697412 0001697412 0001697412 0000933136 0001386926 0001386926 0001558432
warning	10 × Ignoring company because Expenses is zero	pre-agg	0001000209 0001279715 0001326141 0001360901 0001393818 0001498122 0001498122 0001498122 0001510832 0001562214
warning	8 × Similarly named company. Duplicate?	None	0001279715 0001498122 0001517302 0001549966 0001570827 0001601712 0001611702 0001651052
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001377167 0001550453
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001000209 0001498122
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0001601712
warning	1 × Negative minimum value	check_abs_values	{'var_name': 'InvestmentIncome', 'min_value': -395183000}
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	3,753,200,000	77,925,000,000	0000350797	0000889609	0000820027
1	Debt	0	0	0	3,294,422,000	90,988,000,000	0000717720	0000820027	0000804269
2	LoansPayable	0	0	0	1,109,454,600	6,832,700,000	0000717720	0000749038	0001527166
3	OperatingAndEmployeeLiabilities	0	0	657,671	734,787,300	2,222,300,000	0000804269	0001377167	0001527166
4	remainder_Liabilities	0	0	86,350,830	13,740,475,500	64,019,000,000	0000924095	0001289419	0001601712
5	Investments	0	0	0	26,220,654,600	96,071,000,000	0000717720	0000820027	0000804269
6	CashAndCurrentAssets	0	0	70,724,726	2,135,912,800	9,396,000,000	0000820027	0001399249	0001601712
7	IntangibleAssets	0	0	0	2,456,530,000	9,333,200,000	0000717720	0000754811	0000914208
8	remainder_Assets	-8,646,000	958	115,581,200	8,823,796,800	137,216,000,000	0000749038	0001651094	0000820027
9	LaborExpense	0	0	18,678,975	1,393,267,700	1,508,813,000	0000749038	0000717720	0001326141
10	SellingAndGeneralAdministrativeExpense	0	0	3,876,789	447,388,800	3,171,000,000	0000350797	0000754811	0000820027
11	CostOfGoodsSold	0	0	0	136,052,500	3,637,000,000	0000350797	0001360901	0000820027
12	OperatingExpenses	0	0	20,043,771	1,259,532,900	4,109,200,000	0000820027	0001005101	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	114,906	473,817,800	3,225,000,000	0000350797	0001377167	0000804269
14	remainder_Expenses	-3,172,000,000	-619,893,600	-1,599,238	825,179,200	7,882,000,000	0000914208	0001611702	0000804269
15	InvestmentIncome	-395,183,000	0	0	29,467,800	383,579,000	0001411494	0001326141	0001420811
16	LoansIncome	0	0	0	0	3,629,000,000	0000350797	0001377167	0000804269
17	RevenueFromContractWithCustomer	0	0	0	1,210,797,600	5,314,100,000	0000350797	0000820027	0000914208
18	remainder_Revenues	0	0	3,890,406	3,011,700,000	12,924,000,000	0000883237	0001377167	0000820027
19	remainder_NetIncome	-84,854,000	-46,695,500	0	397,353,300	7,474,000,000	0001411494	0001697412	0001601712
20	remainder_ComprehensiveNetIncome	-1,337,576,000	-394,330,000	0	1,631,500	38,673,000	0001404912	0001498122	0001651052

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	7,474	236,843	504,130,275	45,386,736,200	131,628,000,000	0001697412	0001056288	0000820027
1	Assets	4,624	69,743	805,604,549	67,557,962,500	137,216,000,000	0000924095	0001517302	0000820027
2	Expenses	20,000	254,513	375,437,794	4,209,210,000	12,629,000,000	0000944130	0000889609	0000804269
3	Revenues	0	0	381,157,786	3,988,062,000	14,016,000,000	0000924095	0001284812	0000804269
4	StockholdersEquity	-19,200,000	-2,284,614	304,464,765	10,030,380,000	25,382,609,000	0001014111	0001420811	0001404912
5	NetIncome	-806,322,000	-19,352,099	41,147,189	1,728,400,000	3,644,000,000	0001176948	0001059142	0001601712
6	ComprehensiveNetIncome	-806,322,000	-10,843,799	20,635,945	1,160,959,000	2,792,000,000	0001176948	0001145255	0001601712
7	BaseVar	27,780	1,093,988	1,217,314,826	61,027,997,350	146,556,500,000	0001697412	0001068875	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-8.48	-2.18	0.264	0.913	1.34	0001483646	0001497770	0000749038
9	EconomicCapitalRatio	0.000000000000375	0.130	0.885	1.37	1.66	0001483646	0001497770	0000749038

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.343	-0.173	0.0210	0.0441	0.0581	0000820027	0001404912	0001005101
1	Debt	-0.556	-0.309	0.0316	0.108	0.138	0000804269	0001059142	0001005101
2	LoansPayable	-0.369	-0.0810	0.0130	0.0342	0.0463	0001527166	0001549966	0001005101
3	OperatingAndEmployeeLiabilities	-0.339	-0.0621	0.0709	0.177	0.205	0001386278	0000883237	0001623590
4	remainder_Liabilities	-0.478	-0.370	0.0598	0.185	0.296	0000889609	0000909108	0001005101
5	Investments	-0.174	-0.0938	-0.0383	0.192	0.348	0001706509	0001549966	0001404912
6	CashAndCurrentAssets	-0.597	-0.125	-0.0334	0.127	0.819	0000749038	0001498122	0001279715
7	IntangibleAssets	-0.0731	-0.0522	-0.0234	0.230	0.447	0001651094	0001498122	0001068875
8	remainder_Assets	-0.198	-0.113	-0.0304	0.202	0.358	0001706509	0001399249	0001640384
9	LaborExpense	-0.959	-0.348	0.00860	0.149	0.165	0001377167	0001411494	0001640384
10	SellingAndGeneralAdministrativeExpense	-0.548	-0.117	0.0324	0.123	0.126	0001706509	0000820027	0001433642
11	CostOfGoodsSold	-0.278	-0.0280	0.00713	0.0110	0.0133	0001289419	0001497770	0001005101
12	OperatingExpenses	-1.96	-0.446	0.00769	0.293	0.391	0001377167	0001176948	0001289419
13	DepreciationInterestAndFeesExpenses	-0.362	-0.0852	0.0303	0.0648	0.0790	0001697412	0001601712	0001005101
14	remainder_Expenses	-1.62	-0.249	0.00163	0.451	0.495	0001706509	0001697412	0001377167
15	InvestmentIncome	-0.0756	-0.00794	-0.00486	0.00199	0.178	0001411494	0001497770	0001420811
16	LoansIncome	-0.00631	-0.00525	-0.00341	-0.0000112	0.0499	0001005101	0001145255	0000889609
17	RevenueFromContractWithCustomer	-0.366	-0.182	-0.110	0.549	0.603	0001706509	0001279715	0001056288
18	remainder_Revenues	-0.323	-0.276	-0.0774	0.578	0.823	0001651094	0001372183	0001284812
19	remainder_NetIncome	-0.153	-0.0837	-0.0267	0.110	0.520	0001651094	0001497770	0001596967
20	remainder_ComprehensiveNetIncome	-0.297	-0.0884	0.0107	0.0255	0.0799	0001399249	0001109448	0000754811

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.275	-0.219	0.0269	0.381	0.487	0000944130	0001109448	0001005101
1	Assets	-0.478	-0.247	0.0116	0.155	0.285	0001706509	0000754811	0001279715
2	Expenses	-1.59	-0.530	0.0363	0.220	0.317	0001706509	0001570827	0001404912
3	Revenues	-0.447	-0.275	0.00391	0.542	0.629	0001596967	0001403256	0001005101
4	StockholdersEquity	-0.572	-0.274	0.0464	0.457	0.541	0001706509	0001433642	0001640384
5	NetIncome	-0.629	-0.417	0.0936	0.353	0.462	0001697412	0001403528	0001399249
6	ComprehensiveNetIncome	-0.625	-0.399	0.0959	0.296	0.387	0001697412	0001420811	0000749038
7	BaseVar	nan	nan	nan	nan	nan	0000350797	0001377167	0000350797
8	EconomicCapitalRatiobeforeLimitedLiability	-0.637	-0.508	0.247	0.736	1.02	0001483646	0001497770	0000749038
9	EconomicCapitalRatio	-0.880	-0.750	0.00466	0.493	0.778	0001483646	0001497770	0000749038

2019

Logs

error	1 × Negative Expenses, ignoring company.	pre-agg	0001353174
warning	52 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000350797 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001014111 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001420811 0001748824 0001748824 0001748824 0001748824 0001313918 0001313918 0001386926 0001386926 0001386926 0001611702 0001611702 0001611702 0001611702 0001562214 0001562214
warning	51 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000350797 0000804269 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001313918 0001313918 0001611702 0001562214 0001562214
warning	43 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000749038 0000804269 0000883237 0000924095 0000933136 0001014111 0001068875 0001279715 0001284812 0001360901 0001372183 0001393818 0001399249 0001403256 0001403528 0001411494 0001524223 0001591587 0001651052 0001651094 0001697412 0001706509 0001000209 0001409446 0001711291 0001510832 0001065865 0001313918 0001380393 0001386926 0001407161 0001419178 0001430592 0000009235 0001496623 0001498122 0001095146 0001411488 0001580185 0001611702 0001562214
warning	41 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0001005101 0001005101 0001005101 0001005101 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001326141 0001360901 0001360901 0001360901 0001360901 0001360901 0001386278 0001393818 0001393818 0001393818 0001393818 0001403256 0001403256 0001403256 0001403256 0001403256 0001411494 0001411494 0001411494 0001411494 0001411494 0001527166 0001527166 0001527166 0001527166 0001527166 0001611702 0001611702 0001611702
warning	34 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000804269 0000820027 0000914208 0000924095 0001005101 0001056288 0001059142 0001109448 0001289419 0001326141 0001393818 0001420811 0001549966 0001550453 0001570827 0001626115 0000944130 0001004434 0001409446 0001813793 0001510832 0001065865 0001380393 0001430592 0001353174 0001498122 0001411488 0001580185 0001558432 0001611702 0001562214 0001414767
warning	30 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0000933136 0001403528 0001403528 0001411494 0001411494 0001411494 0001711291 0001510832 0001498122 0001498122 0001095146 0001095146 0001611702
warning	23 × No stock price available	subcommand.plot	0000350797 0000749038 0000804269 0001005101 0001014111 0001059142 0001068875 0001109448 0001326141 0001372183 0001377167 0001399249 0001403256 0001411494 0001420811 0001524223 0001550453 0001591587 0001651052 0001651094 0001697412 0001706509 0000944130
warning	15 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001284812 0001326141 0001360901 0001393818 0001550453 0001000209 0001000209 0001000209 0001000209 0001510832 0001498122 0001498122 0001498122 0001562214
warning	11 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000749038 0000749038 0000754811 0000883237 0000933136 0001411494 0001697412 0001697412 0001386926 0001386926 0001558432
warning	9 × Similarly named company. Duplicate?	None	0001279715 0001517302 0001549966 0001570827 0001591587 0001601712 0001651052 0001748824 0001538716
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001377167 0001550453
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001000209 0001498122
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	3,808,500,000	87,488,000,000	0000318673	0000909108	0000820027
1	Debt	0	0	0	3,500,245,000	88,938,000,000	0000318673	0000889609	0000804269
2	LoansPayable	0	0	0	1,911,350,000	11,886,882,000	0000318673	0000820027	0001393818
3	OperatingAndEmployeeLiabilities	0	0	4,023,915	1,279,180,400	4,339,038,000	0000318673	0001640384	0001393818
4	remainder_Liabilities	0	0	192,662,167	13,191,800,050	65,154,000,000	0001279715	0001403256	0001601712
5	Investments	0	0	19,603,109	27,580,270,050	95,573,000,000	0000717720	0000749038	0000804269
6	CashAndCurrentAssets	0	32,146	73,166,632	3,101,145,200	12,147,000,000	0000820027	0000883237	0001601712
7	IntangibleAssets	0	0	0	2,461,393,800	15,867,700,000	0000717720	0001403256	0000914208
8	remainder_Assets	-12,322,000	52,888	218,227,496	9,155,712,400	151,828,000,000	0000749038	0001289419	0000820027
9	LaborExpense	0	0	14,396,034	1,577,188,750	3,067,857,000	0000318673	0000717720	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	4,759,453	522,151,200	3,287,000,000	0000318673	0001145255	0000820027
11	CostOfGoodsSold	0	0	0	116,055,550	3,810,000,000	0000350797	0000350797	0000820027
12	OperatingExpenses	0	0	13,438,894	1,565,048,050	5,309,200,000	0000318673	0001005101	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	1,554,537	235,013,650	3,641,000,000	0000350797	0001640384	0000804269
14	remainder_Expenses	-3,771,400,000	-657,625,100	-2,379,890	908,800,000	7,948,000,000	0000914208	0001372183	0000804269
15	InvestmentIncome	0	0	0	133,232,850	3,473,813,000	0000318673	0000350797	0001393818
16	LoansIncome	0	0	0	270,264,750	4,071,000,000	0000318673	0000350797	0000804269
17	RevenueFromContractWithCustomer	0	0	0	1,234,623,950	6,117,400,000	0000318673	0001005101	0000914208
18	remainder_Revenues	0	0	3,457,517	3,530,202,150	13,103,000,000	0000883237	0000754811	0000820027
19	remainder_NetIncome	-97,237,000	-47,391,150	257,479	494,661,000	4,887,000,000	0001538716	0001623590	0001601712
20	remainder_ComprehensiveNetIncome	-2,635,549,000	-709,973,650	0	20,195,000	553,000,000	0001404912	0001145255	0000820027

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	52,295	461,329	652,774,412	39,298,103,250	146,099,000,000	0001697412	0001596967	0000820027
1	Assets	37,819	177,787	1,163,558,912	67,488,321,150	151,828,000,000	0001697412	0001591587	0000820027
2	Expenses	19,000	384,758	457,697,680	4,181,194,150	13,153,000,000	0000944130	0000883237	0000804269
3	Revenues	0	0	378,685,671	6,300,530,500	14,554,000,000	0000944130	0001284812	0000804269
4	StockholdersEquity	-4,668,067	-257,605	338,379,786	14,759,730,000	30,502,374,000	0001623590	0001403256	0001404912
5	NetIncome	-1,392,634,000	-5,664,896	38,905,270	2,171,100,000	4,639,540,000	0001176948	0001399249	0001404912
6	ComprehensiveNetIncome	-1,392,634,000	-5,868,197	31,796,473	2,012,041,500	3,764,000,000	0001176948	0001651094	0001601712
7	BaseVar	73,360	1,796,912	1,515,231,588	59,860,028,875	161,396,500,000	0001697412	0000318673	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-6.19	-0.997	0.308	0.971	1.32	0001483646	0000350797	0001372183
9	EconomicCapitalRatio	0.000000193	0.432	0.922	1.41	1.65	0001483646	0000350797	0001372183

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.354	-0.136	0.0209	0.0350	0.0522	0000820027	0001014111	0001005101
1	Debt	-0.555	-0.354	0.0473	0.0932	0.137	0000804269	0001059142	0001005101
2	LoansPayable	-0.338	-0.237	0.0248	0.0468	0.0729	0001527166	0001420811	0001005101
3	OperatingAndEmployeeLiabilities	-0.363	-0.105	0.0626	0.127	0.266	0001386278	0001014111	0001623590
4	remainder_Liabilities	-0.479	-0.396	0.0455	0.171	0.319	0000889609	0000717720	0001005101
5	Investments	-0.291	-0.0915	-0.0311	0.176	0.356	0001377167	0001145255	0001404912
6	CashAndCurrentAssets	-0.277	-0.0981	-0.0221	0.248	0.942	0001377167	0000350797	0001279715
7	IntangibleAssets	-0.126	-0.0732	-0.0329	0.191	0.404	0001706509	0000717720	0001068875
8	remainder_Assets	-0.322	-0.124	-0.0274	0.164	0.331	0001377167	0001399249	0001059142
9	LaborExpense	-2.03	-0.290	0.0149	0.133	0.156	0001377167	0001279715	0001068875
10	SellingAndGeneralAdministrativeExpense	-0.512	-0.125	0.0340	0.0942	0.106	0001706509	0000717720	0001651094
11	CostOfGoodsSold	-0.401	-0.0431	0.0139	0.0202	0.0282	0001706509	0001420811	0001005101
12	OperatingExpenses	-2.44	-0.354	0.00497	0.231	0.299	0001377167	0001711012	0001626115
13	DepreciationInterestAndFeesExpenses	-0.141	-0.0696	0.0142	0.0333	0.0472	0001651052	0001109448	0001005101
14	remainder_Expenses	-0.451	-0.241	-0.0127	0.357	0.633	0001651094	0001420811	0001377167
15	InvestmentIncome	-0.0223	-0.00764	-0.00513	0.00875	0.147	0001377167	0000889609	0001411494
16	LoansIncome	-0.0385	-0.0132	-0.00921	0.0319	0.153	0001377167	0001411494	0001538716
17	RevenueFromContractWithCustomer	-0.452	-0.164	-0.103	0.423	0.613	0001377167	0000944130	0001056288
18	remainder_Revenues	-0.272	-0.226	-0.0909	0.468	0.800	0001651094	0000820027	0001284812
19	remainder_NetIncome	-0.356	-0.113	-0.0167	0.156	1.01	0001711012	0001056288	0001372183
20	remainder_ComprehensiveNetIncome	-0.181	-0.0721	0.00752	0.0197	0.155	0001399249	0000944130	0001014111

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.364	-0.248	0.00172	0.307	0.545	0001414767	0001386278	0001005101
1	Assets	-0.521	-0.204	0.00418	0.125	0.369	0001706509	0001176948	0001279715
2	Expenses	-1.98	-0.329	0.00546	0.204	0.250	0001377167	0000754811	0001014111
3	Revenues	-0.385	-0.254	0.0191	0.443	0.671	0001372183	0001570827	0001284812
4	StockholdersEquity	-0.512	-0.237	-0.00766	0.413	0.546	0001414767	0001640384	0001550453
5	NetIncome	-0.509	-0.430	0.0592	0.275	0.481	0001483646	0001068875	0001372183
6	ComprehensiveNetIncome	-0.500	-0.423	0.0578	0.275	0.494	0001483646	0001626115	0001372183
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001377167	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.781	-0.349	0.142	0.631	0.865	0001483646	0000350797	0001372183
9	EconomicCapitalRatio	-0.904	-0.472	0.0185	0.508	0.741	0001483646	0000350797	0001372183

2020

Logs

error	2 × Negative Expenses, ignoring company.	pre-agg	0001834755 0001353174
error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000909108
warning	59 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000350797 0000804269 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0001372183 0001313918 0001313918 0001611702 0001562214 0001562214
warning	58 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000350797 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001014111 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0000318673 0000318673 0000318673 0001313918 0001313918 0001386926 0001386926 0001386926 0001611702 0001611702 0001611702 0001611702 0001562214 0001562214 0001420811
warning	46 × The stock price does not exist	industry.us_generic	0000038777 0000350797 0000804269 0000883237 0000924095 0000933136 0001014111 0001360901 0001393818 0001399249 0001403256 0001403528 0001409446 0001411494 0001524223 0001591587 0001651052 0001651094 0001706509 0001711291 0001000209 0001068875 0001284812 0001510832 0001279715 0001372183 0001692376 0001834755 0001838615 0001065865 0001313918 0001380393 0001386926 0001407161 0001419178 0001430592 0000009235 0001496623 0001498122 0000749038 0001095146 0001411488 0001580185 0001611702 0001562214 0001697412
warning	44 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0000820027 0001005101 0001005101 0001005101 0001109448 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001360901 0001360901 0001360901 0001360901 0001386278 0001393818 0001393818 0001393818 0001403256 0001403256 0001403256 0001403256 0001403256 0001403256 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001527166 0001527166 0001527166 0001527166 0001748824 0001796022 0001611702 0001611702 0001611702
warning	35 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000038777 0000350797 0000804269 0000820027 0000914208 0000924095 0001004434 0001005101 0001056288 0001059142 0001109448 0001289419 0001326141 0001393818 0001409446 0001549966 0001570827 0001626115 0001813793 0000944130 0001510832 0001550453 0001684682 0001065865 0001380393 0001430592 0001353174 0001498122 0001411488 0001580185 0001558432 0001611702 0001562214 0001420811 0001414767
warning	30 × Ignoring company because Assets is zero	pre-agg	0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0000933136 0001403528 0001403528 0001411494 0001411494 0001411494 0001711291 0001510832 0001372183 0001498122 0001498122 0001095146 0001095146 0001611702
warning	21 × No stock price available	subcommand.plot	0000350797 0000804269 0001005101 0001014111 0001059142 0001109448 0001326141 0001377167 0001399249 0001403256 0001409446 0001411494 0001524223 0001591587 0001651052 0001651094 0001706509 0001711291 0001813793 0000944130 0001068875
warning	21 × Ignoring company because Expenses is zero	pre-agg	0001326141 0001360901 0001393818 0001000209 0001000209 0001000209 0001000209 0001000209 0001284812 0001510832 0001550453 0001550453 0001550453 0001550453 0001279715 0001692376 0001838615 0001498122 0001498122 0001498122 0001562214
warning	12 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000754811 0000883237 0000933136 0001411494 0001841968 0001386926 0001386926 0000749038 0000749038 0001558432 0001697412 0001697412
warning	7 × Similarly named company. Duplicate?	None	0001549966 0001591587 0001601712 0001651052 0001748824 0001692376 0001538716
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001813793 0001550453
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001000209 0001498122
warning	1 × Missing logo	subcommand.report	0001711291
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	3,801,862,000	92,611,000,000	0000350797	0000924095	0000820027
1	Debt	0	0	0	8,806,775,000	92,425,000,000	0000754811	0000924095	0000804269
2	LoansPayable	0	0	0	3,478,306,250	7,820,200,000	0000717720	0001145255	0001527166
3	OperatingAndEmployeeLiabilities	0	0	12,518,183	1,773,862,000	4,054,104,000	0000804269	0001813793	0001393818
4	remainder_Liabilities	0	0	282,001,680	19,534,511,500	67,405,000,000	0000924095	0001626115	0000820027
5	Investments	0	0	25,497,725	26,836,675,000	71,607,000,000	0000717720	0001591587	0001601712
6	CashAndCurrentAssets	0	0	116,119,091	5,319,039,250	11,524,000,000	0000820027	0001591587	0001601712
7	IntangibleAssets	0	0	393,087	3,273,005,500	16,221,900,000	0000717720	0001711012	0000914208
8	remainder_Assets	0	11,969	231,580,512	16,967,075,000	165,883,000,000	0001409446	0001289419	0000820027
9	LaborExpense	0	0	65,466,594	1,752,250,000	2,588,758,000	0000804269	0001399249	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	5,231,925	713,736,500	3,120,000,000	0000350797	0001711012	0000820027
11	CostOfGoodsSold	0	0	0	904,200,000	5,882,000,000	0000350797	0000717720	0000804269
12	OperatingExpenses	0	0	8,205,170	1,617,841,000	5,225,200,000	0000820027	0001711012	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	1,134,371	251,072,750	3,023,000,000	0000350797	0001640384	0000804269
14	remainder_Expenses	-3,974,700,000	-1,366,100,250	10,110	849,754,250	1,574,000,000	0000914208	0000944130	0000804269
15	InvestmentIncome	0	0	0	335,345,250	1,998,628,000	0000350797	0000754811	0001393818
16	LoansIncome	0	0	0	405,662,250	3,996,000,000	0000350797	0000717720	0000804269
17	RevenueFromContractWithCustomer	0	0	0	2,011,968,250	9,530,000,000	0000350797	0000944130	0000804269
18	remainder_Revenues	-288,811,000	-235	54,322	2,902,812,750	11,958,000,000	0001711291	0001145255	0000820027
19	remainder_NetIncome	-503,000,000	-198,301,250	0	445,420,000	4,428,936,000	0000933136	0001409446	0001404912
20	remainder_ComprehensiveNetIncome	-3,090,530,000	-237,645,250	0	76,557,250	367,000,000	0001404912	0000944130	0000820027

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	129,062	804,740	1,009,150,134	50,066,689,500	160,016,000,000	0001483646	0001570827	0000820027
1	Assets	727	79,110	1,482,310,373	83,841,876,500	165,883,000,000	0001409446	0001403256	0000820027
2	Expenses	20,000	127,684	457,130,092	4,280,710,000	11,969,000,000	0000944130	0001819796	0000804269
3	Revenues	0	0	512,478,314	6,112,845,250	13,831,000,000	0000924095	0001711291	0000804269
4	StockholdersEquity	-11,728,183	-3,048,586	449,387,228	13,846,127,250	40,799,916,000	0001813793	0001059142	0001404912
5	NetIncome	-342,755,000	-49,711,500	50,265,651	1,652,750,000	5,117,598,000	0001068875	0001399249	0001404912
6	ComprehensiveNetIncome	-342,483,000	-17,314,024	33,908,823	1,498,750,000	2,027,068,000	0001068875	0001059142	0001404912
7	BaseVar	137,690	1,165,506	1,985,613,440	72,966,002,750	174,324,000,000	0000924095	0001748824	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-14.2	-1.60	0.191	0.645	0.843	0001483646	0001497770	0001145255
9	EconomicCapitalRatio	0.0000000000000000000000000000000000407	0.233	0.820	1.19	1.33	0001483646	0001497770	0001145255

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.338	-0.121	0.0177	0.0330	0.0484	0000820027	0000883237	0001005101
1	Debt	-0.546	-0.314	0.0440	0.0962	0.138	0000804269	0001692376	0001005101
2	LoansPayable	-0.379	-0.179	0.0242	0.0490	0.0756	0001497770	0000883237	0001005101
3	OperatingAndEmployeeLiabilities	-0.365	-0.0756	0.0857	0.173	0.227	0001386278	0001692376	0001706509
4	remainder_Liabilities	-0.491	-0.423	0.0535	0.192	0.274	0000889609	0001591587	0001005101
5	Investments	-0.148	-0.0798	-0.0331	0.174	0.354	0001014111	0001591587	0001404912
6	CashAndCurrentAssets	-0.120	-0.0776	-0.0126	0.209	0.832	0001014111	0001414767	0001640384
7	IntangibleAssets	-0.0742	-0.0652	-0.0396	0.186	0.502	0001706509	0001813793	0001377167
8	remainder_Assets	-0.141	-0.117	-0.0389	0.158	0.279	0001706509	0001056288	0001059142
9	LaborExpense	-0.427	-0.304	0.0238	0.126	0.135	0001626115	0001068875	0001414767
10	SellingAndGeneralAdministrativeExpense	-0.225	-0.111	0.0299	0.0804	0.0879	0001005101	0000717720	0001626115
11	CostOfGoodsSold	-0.205	-0.0611	0.0156	0.0226	0.0275	0001068875	0000889609	0001005101
12	OperatingExpenses	-0.529	-0.395	0.0385	0.245	0.297	0001005101	0000883237	0001524223
13	DepreciationInterestAndFeesExpenses	-0.198	-0.0521	0.0173	0.0361	0.0439	0001640384	0001570827	0001005101
14	remainder_Expenses	-0.337	-0.216	-0.0521	0.350	0.497	0001068875	0001706509	0001377167
15	InvestmentIncome	-0.0220	-0.0187	-0.0125	0.00651	0.216	0001005101	0000883237	0001711291
16	LoansIncome	-0.0190	-0.0161	-0.0108	0.0497	0.112	0001005101	0000883237	0001538716
17	RevenueFromContractWithCustomer	-0.213	-0.159	-0.102	0.390	0.625	0001005101	0000933136	0001056288
18	remainder_Revenues	-0.358	-0.178	-0.0564	0.406	0.758	0001711291	0001059142	0001005101
19	remainder_NetIncome	-0.239	-0.142	0.0366	0.112	0.460	0001414767	0000804269	0001596967
20	remainder_ComprehensiveNetIncome	-0.233	-0.0448	-0.000787	0.0258	0.154	0001399249	0001145255	0001014111

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.199	-0.181	0.0326	0.348	0.581	0000944130	0000924095	0001005101
1	Assets	-0.324	-0.196	0.0285	0.163	0.246	0000924095	0000820027	0001640384
2	Expenses	-0.656	-0.322	0.0157	0.166	0.221	0001005101	0001570827	0001059142
3	Revenues	-0.344	-0.226	0.00940	0.429	0.670	0001596967	0001004434	0001005101
4	StockholdersEquity	-0.330	-0.209	0.0325	0.365	0.487	0001706509	0000883237	0001377167
5	NetIncome	-0.797	-0.407	0.0865	0.315	0.420	0001014111	0001527166	0001399249
6	ComprehensiveNetIncome	-0.555	-0.392	0.0866	0.253	0.341	0001483646	0001651052	0001414767
7	BaseVar	nan	nan	nan	nan	nan	0000350797	0001393818	0000350797
8	EconomicCapitalRatiobeforeLimitedLiability	-0.631	-0.398	0.188	0.555	0.694	0001483646	0001497770	0001145255
9	EconomicCapitalRatio	-0.825	-0.592	-0.00509	0.362	0.501	0001483646	0001497770	0001145255

2021

Logs

error	6 × Negative Expenses, ignoring company.	pre-agg	0001834755 0001834755 0001834755 0001834755 0001818502 0001353174
error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000909108
warning	64 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000804269 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001372183 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001858681 0000350797 0001313918 0001313918 0001611702 0001562214 0001562214
warning	62 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0000318673 0000318673 0000318673 0001858681 0000350797 0001313918 0001313918 0001386926 0001386926 0001386926 0001014111 0001611702 0001611702 0001611702 0001611702 0001562214 0001562214 0001420811
warning	61 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0001109448 0001109448 0001109448 0001109448 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001386278 0001393818 0001393818 0001393818 0001393818 0001403256 0001403256 0001403256 0001403256 0001403256 0001403256 0001403256 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001527166 0001527166 0001527166 0001527166 0001527166 0001748824 0001748824 0001748824 0001748824 0001796022 0001796022 0001796022 0001796022 0001360901 0001360901 0001360901 0001005101 0001005101 0001005101 0001005101 0001611702 0001611702 0001611702
warning	49 × The stock price does not exist	industry.us_generic	0000804269 0000883237 0000924095 0000933136 0001068875 0001284812 0001372183 0001393818 0001399249 0001403256 0001403528 0001409446 0001411494 0001510832 0001524223 0001591587 0001651052 0001651094 0001711291 0001000209 0001692376 0001834755 0001838615 0001360901 0000038777 0001807846 0001706509 0001279715 0001697412 0001818502 0001821850 0000350797 0001065865 0001313918 0001380393 0001386926 0001407161 0001419178 0001430592 0000009235 0001496623 0001498122 0000749038 0001095146 0001014111 0001411488 0001580185 0001611702 0001562214
warning	37 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000804269 0000820027 0000914208 0000924095 0001004434 0001056288 0001059142 0001109448 0001289419 0001326141 0001393818 0001409446 0001510832 0001549966 0001570827 0001626115 0001684682 0001813793 0000944130 0001550453 0000038777 0001005101 0001414767 0001661779 0001897525 0000350797 0001065865 0001380393 0001430592 0001353174 0001498122 0001411488 0001580185 0001558432 0001611702 0001562214 0001420811
warning	29 × Ignoring company because Assets is zero	pre-agg	0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0000933136 0001372183 0001403528 0001403528 0001411494 0001411494 0001411494 0001510832 0001711291 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0001498122 0001498122 0001095146 0001095146 0001611702
warning	24 × Ignoring company because Expenses is zero	pre-agg	0001284812 0001326141 0001393818 0001510832 0001000209 0001000209 0001000209 0001000209 0001000209 0001000209 0001550453 0001550453 0001550453 0001692376 0001838615 0001838615 0001838615 0001838615 0001360901 0001279715 0001498122 0001498122 0001498122 0001562214
warning	19 × No stock price available	subcommand.plot	0000804269 0001059142 0001068875 0001109448 0001326141 0001399249 0001403256 0001409446 0001411494 0001510832 0001524223 0001591587 0001651052 0001651094 0001684682 0001711291 0001813793 0001829311 0000944130
warning	12 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000754811 0000883237 0000933136 0001411494 0001841968 0001697412 0001697412 0001386926 0001386926 0000749038 0000749038 0001558432
warning	6 × Similarly named company. Duplicate?	None	0001549966 0001591587 0001601712 0001651052 0001748824 0001538716
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001684682 0001550453
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001000209 0001498122
warning	1 × Missing logo	subcommand.report	0001711291
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	2,486,509,800	133,241,000,000	0000717720	0000924095	0000820027
1	Debt	0	0	0	7,238,779,500	92,561,000,000	0000717720	0001399249	0000804269
2	LoansPayable	0	0	0	2,366,300,000	8,685,332,000	0000717720	0000889609	0001393818
3	OperatingAndEmployeeLiabilities	0	0	16,848,043	3,430,868,700	11,419,035,000	0000804269	0001711012	0001679788
4	remainder_Liabilities	-20,000	0	204,335,153	12,988,842,800	62,270,000,000	0001813793	0001591587	0001601712
5	Investments	0	0	22,491,698	28,294,040,600	100,908,000,000	0000717720	0001591587	0000804269
6	CashAndCurrentAssets	0	4.40	94,603,864	3,838,110,000	18,373,863,000	0001176948	0001549966	0001679788
7	IntangibleAssets	0	0	3,187,011	3,876,003,400	16,110,500,000	0000717720	0001377167	0000914208
8	remainder_Assets	0	2,405	401,556,128	13,850,864,100	75,693,000,000	0000924095	0001274173	0000820027
9	LaborExpense	0	0	72,572,215	1,927,906,800	8,350,126,000	0000804269	0001549966	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	17,010,632	809,315,500	3,435,000,000	0000804269	0001777835	0000820027
11	CostOfGoodsSold	0	0	0	676,545,100	5,015,000,000	0000717720	0000754811	0000820027
12	OperatingExpenses	0	0	9,357,098	3,235,274,700	5,106,300,000	0000820027	0001640384	0000914208
13	DepreciationInterestAndFeesExpenses	0	0	2,272,181	632,381,300	2,546,000,000	0000717720	0001640384	0000804269
14	remainder_Expenses	-4,016,500,000	-2,078,688,600	-116,334	1,147,125,000	1,495,000,000	0000914208	0000924095	0000804269
15	InvestmentIncome	0	0	0	770,448,700	16,788,721,000	0000717720	0001841968	0001393818
16	LoansIncome	0	0	0	428,039,200	4,103,000,000	0000717720	0001414767	0000804269
17	RevenueFromContractWithCustomer	0	0	0	2,350,955,100	9,026,000,000	0000717720	0001684682	0000804269
18	remainder_Revenues	-245,668,000	0	2,007	5,650,239,700	11,487,000,000	0001711291	0001145255	0000820027
19	remainder_NetIncome	-940,210,000	-55,218,300	1,132,199	1,503,606,300	5,503,000,000	0001823945	0001823144	0001601712
20	remainder_ComprehensiveNetIncome	-6,521,393,000	-502,675,100	0	6,129,039	36,000,000	0001393818	0001651094	0000804269

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	208,368	835,631	733,073,122	19,395,075,200	170,294,000,000	0000924095	0001748824	0000820027
1	Assets	44.0	227,552	1,385,916,009	40,345,327,200	175,979,000,000	0000924095	0001059142	0000820027
2	Expenses	20,000	149,734	514,447,618	5,738,670,000	10,683,000,000	0000944130	0001711291	0000820027
3	Revenues	0	0	531,843,615	8,687,834,400	22,577,148,000	0000924095	0001819796	0001393818
4	StockholdersEquity	-407,650,000	-9,560,239	478,435,462	13,485,940,000	21,706,046,000	0001823144	0001596967	0001393818
5	NetIncome	-1,802,266,000	-6,899,130	65,855,542	3,772,512,000	12,374,995,000	0001823945	0000889609	0001393818
6	ComprehensiveNetIncome	-1,802,266,000	-10,049,208	47,473,979	3,546,612,100	5,853,602,000	0001823945	0001538716	0001393818
7	BaseVar	162,537	1,581,599	1,757,103,650	48,665,197,700	185,512,500,000	0000924095	0001796022	0000820027
8	EconomicCapitalRatiobeforeLimitedLiability	-3.01	-1.86	0.245	1.12	1.87	0001483646	0001403256	0000754811
9	EconomicCapitalRatio	0.0182	0.171	0.867	1.51	2.03	0001483646	0001403256	0000754811

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.513	-0.0399	0.0168	0.0324	0.0576	0000820027	0001176948	0000754811
1	Debt	-0.551	-0.282	0.0400	0.117	0.179	0000804269	0001274173	0000754811
2	LoansPayable	-0.265	-0.143	0.0193	0.0434	0.0689	0001527166	0001403528	0000754811
3	OperatingAndEmployeeLiabilities	-5.92	-0.203	0.112	0.224	0.325	0001409446	0001601712	0001284812
4	remainder_Liabilities	-0.501	-0.407	0.0561	0.186	0.320	0000889609	0001829311	0000754811
5	Investments	-0.184	-0.0763	-0.0273	0.151	0.294	0001377167	0001524223	0001527166
6	CashAndCurrentAssets	-0.182	-0.0779	-0.0220	0.0949	0.342	0000754811	0000914208	0001679788
7	IntangibleAssets	-0.0885	-0.0652	-0.0332	0.190	0.392	0001651094	0001818502	0001841968
8	remainder_Assets	-0.367	-0.156	-0.0508	0.226	0.314	0001377167	0001813793	0001818502
9	LaborExpense	-0.606	-0.324	0.0159	0.129	0.175	0001777835	0001605057	0001068875
10	SellingAndGeneralAdministrativeExpense	-0.670	-0.137	0.0513	0.113	0.130	0001605057	0000717720	0001777835
11	CostOfGoodsSold	-0.402	-0.0388	0.0155	0.0228	0.0301	0001068875	0001004434	0001777835
12	OperatingExpenses	-0.662	-0.419	0.0178	0.226	0.258	0001777835	0001651094	0001524223
13	DepreciationInterestAndFeesExpenses	-0.126	-0.0501	0.00970	0.0237	0.0260	0001651052	0001274173	0000754811
14	remainder_Expenses	-0.315	-0.200	-0.0573	0.257	0.404	0001524223	0001813793	0001596967
15	InvestmentIncome	-0.0253	-0.0201	-0.0131	0.00141	0.462	0001777835	0001004434	0001393818
16	LoansIncome	-0.0187	-0.0148	-0.00988	0.0675	0.155	0001777835	0001570827	0000933136
17	RevenueFromContractWithCustomer	-0.213	-0.185	-0.0949	0.426	0.611	0001284812	0001684682	0001626115
18	remainder_Revenues	-0.214	-0.179	-0.0929	0.376	0.951	0001711291	0001818502	0001284812
19	remainder_NetIncome	-0.748	-0.148	-0.0389	0.483	0.781	0001377167	0001145255	0001409446
20	remainder_ComprehensiveNetIncome	-0.327	-0.135	0.0114	0.0229	0.157	0001399249	0001601712	0000754811

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.989	-0.189	0.0241	0.404	0.654	0001409446	0001651094	0000754811
1	Assets	-0.434	-0.200	0.0189	0.113	0.200	0001377167	0001831631	0001823945
2	Expenses	-0.561	-0.351	0.0264	0.196	0.369	0001605057	0001829311	0001409446
3	Revenues	-0.369	-0.260	-0.00961	0.482	0.908	0001596967	0001841968	0001284812
4	StockholdersEquity	-0.822	-0.326	0.0336	0.391	0.602	0001409446	0001679788	0001684682
5	NetIncome	-0.874	-0.332	0.0398	0.468	0.884	0001377167	0001289419	0001748824
6	ComprehensiveNetIncome	-0.834	-0.325	0.0409	0.406	0.870	0001377167	0001497770	0001748824
7	BaseVar	nan	nan	nan	nan	nan	0000717720	0001497770	0000717720
8	EconomicCapitalRatiobeforeLimitedLiability	-0.759	-0.606	0.0904	0.735	1.26	0001483646	0001403256	0000754811
9	EconomicCapitalRatio	-0.879	-0.726	-0.0294	0.615	1.14	0001483646	0001403256	0000754811

2022

Logs

error	5 × Negative Expenses, ignoring company.	pre-agg	0001818502 0001834755 0001834755 0001834755 0001353174
error	1 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000909108
warning	72 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000804269 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001858681 0001858681 0001858681 0001858681 0001404912 0000350797 0001313918 0001313918 0001372183 0001611702 0001562214 0001562214
warning	68 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0001005101 0001005101 0001005101 0001005101 0001109448 0001109448 0001109448 0001109448 0001109448 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001386278 0001393818 0001393818 0001393818 0001393818 0001393818 0001393818 0001403256 0001403256 0001403256 0001403256 0001403256 0001403256 0001411494 0001411494 0001411494 0001411494 0001411494 0001411494 0001527166 0001527166 0001527166 0001527166 0001527166 0001527166 0001527166 0001748824 0001748824 0001748824 0001748824 0001748824 0001796022 0001796022 0001796022 0001858681 0001360901 0001360901 0001360901 0001404912 0001611702 0001611702 0001611702
warning	66 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001411494 0001411494 0001411494 0001411494 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001858681 0001404912 0000350797 0001313918 0001313918 0001386926 0001386926 0001386926 0001014111 0001611702 0001611702 0001611702 0001611702 0001562214 0001562214 0001420811
warning	49 × The stock price does not exist	industry.us_generic	0000804269 0000883237 0000924095 0000933136 0001284812 0001393818 0001403256 0001403528 0001409446 0001411494 0001510832 0001591587 0001651052 0001711291 0001807846 0001000209 0001818502 0001821850 0001834755 0001838615 0001692376 0001360901 0000038777 0001068875 0001279715 0000350797 0001065865 0001313918 0001380393 0001386926 0001399249 0001407161 0001419178 0001430592 0000009235 0001496623 0001498122 0000749038 0001095146 0001372183 0001524223 0001014111 0001411488 0001580185 0001611702 0001562214 0001651094 0001697412 0001706509
warning	37 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000804269 0000820027 0000914208 0000924095 0001004434 0001005101 0001056288 0001059142 0001109448 0001289419 0001326141 0001393818 0001409446 0001414767 0001510832 0001549966 0001550453 0001570827 0001626115 0001661779 0001684682 0000944130 0001897525 0000038777 0000350797 0001065865 0001380393 0001430592 0001353174 0001498122 0001411488 0001580185 0001558432 0001611702 0001562214 0001420811 0001813793
warning	29 × Ignoring company because Assets is zero	pre-agg	0000804269 0000804269 0000804269 0000804269 0000883237 0000924095 0000933136 0001403528 0001403528 0001411494 0001411494 0001411494 0001510832 0001711291 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0001498122 0001498122 0001095146 0001095146 0001372183 0001611702
warning	21 × Ignoring company because Expenses is zero	pre-agg	0001284812 0001326141 0001393818 0001510832 0001550453 0001550453 0001000209 0001000209 0001000209 0001000209 0001000209 0001838615 0001838615 0001838615 0001692376 0001360901 0001279715 0001498122 0001498122 0001498122 0001562214
warning	20 × No stock price available	subcommand.plot	0000804269 0001005101 0001059142 0001109448 0001326141 0001403256 0001409446 0001411494 0001510832 0001550453 0001591587 0001651052 0001661779 0001684682 0001711291 0001807846 0001829311 0000944130 0001821850 0001897525
warning	13 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000754811 0000883237 0000933136 0001411494 0001841968 0001404912 0001386926 0001386926 0000749038 0000749038 0001558432 0001697412 0001697412
warning	10 × Similarly named company. Duplicate?	None	0001549966 0001591587 0001601712 0001651052 0001748824 0001854401 0001858681 0001821850 0001692376 0001538716
warning	7 × Missing logo	subcommand.report	0001661779 0001711291 0001769624 0001807846 0001908984 0001821850 0001897525
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001550453 0001684682
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001000209 0001498122
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0001601712
warning	1 × Negative minimum value	check_abs_values	{'var_name': 'InvestmentIncome', 'min_value': -857460}
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095
warning	1 × Expenses in unusual place in relation to revenue	input.sec.calculation_linkbase.edgar_model_mapping	0001483646

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	2,196,192,400	110,029,000,000	0000318673	0000924095	0000820027
1	Debt	0	0	0	6,106,400,000	96,854,000,000	0000318673	0000754811	0000804269
2	LoansPayable	0	0	0	2,476,600,000	13,507,655,000	0000318673	0000889609	0001393818
3	OperatingAndEmployeeLiabilities	0	0	5,954,294	2,875,478,600	80,815,293,000	0000318673	0001510832	0001679788
4	remainder_Liabilities	0	0	307,701,850	12,420,316,400	244,634,000,000	0001409446	0001289419	0001858681
5	Investments	0	0	15,964,337	24,269,859,200	107,215,000,000	0000717720	0001841968	0000804269
6	CashAndCurrentAssets	0	0	85,172,432	6,918,968,400	86,448,215,000	0001176948	0001819796	0001679788
7	IntangibleAssets	0	0	5,264,127	4,156,717,600	15,698,900,000	0000717720	0000318673	0000914208
8	remainder_Assets	0	35,826	443,853,077	10,875,200,000	246,031,000,000	0001483646	0001651052	0001858681
9	LaborExpense	0	0	51,881,075	1,707,460,000	3,532,454,000	0000318673	0001821850	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	17,455,168	769,320,000	3,723,000,000	0000318673	0001059142	0000820027
11	CostOfGoodsSold	0	0	0	531,112,800	4,923,000,000	0000717720	0001483646	0000820027
12	OperatingExpenses	0	0	27,723,702	2,738,153,800	17,480,000,000	0000318673	0001684682	0001858681
13	DepreciationInterestAndFeesExpenses	0	0	1,882,639	682,834,200	2,881,000,000	0000717720	0001684682	0000804269
14	remainder_Expenses	-3,733,100,000	-2,019,649,800	-2,023,392	773,186,400	1,645,000,000	0000914208	0001711012	0000804269
15	InvestmentIncome	-857,460	0	0	317,376,400	1,474,000,000	0000318673	0001497770	0000820027
16	LoansIncome	0	0	0	183,142,200	4,521,000,000	0000318673	0001497770	0000804269
17	RevenueFromContractWithCustomer	0	0	0	2,305,743,200	7,811,000,000	0000318673	0001326141	0000804269
18	remainder_Revenues	-400,325,000	-444,707	945	3,995,302,200	11,462,000,000	0001711291	0001897525	0000820027
19	remainder_NetIncome	-265,473,000	-110,291,800	0	1,048,386,800	7,919,000,000	0001679788	0001326141	0001601712
20	remainder_ComprehensiveNetIncome	-10,788,000,000	-1,040,051,400	0	16,505,200	44,833,000	0001858681	0000924095	0001777835

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	139,310	730,136	913,746,592	88,722,726,400	252,104,000,000	0000924095	0001056288	0001858681
1	Assets	12,174	375,718	1,503,366,557	98,628,349,200	259,333,000,000	0001897525	0001591587	0001858681
2	Expenses	20,000	1,008,886	515,190,857	5,510,572,400	16,411,000,000	0000944130	0001591587	0001858681
3	Revenues	-741,179	0	419,189,190	7,530,163,800	14,347,000,000	0001483646	0001403256	0000820027
4	StockholdersEquity	-291,998,000	-15,335,897	548,121,566	10,615,400,000	19,681,067,000	0001823144	0001538716	0001393818
5	NetIncome	-5,443,000,000	-382,788,000	58,106,800	2,333,128,000	3,962,000,000	0001858681	0001684682	0001601712
6	ComprehensiveNetIncome	-16,231,000,000	-398,645,200	23,802,670	1,102,340,000	2,982,000,000	0001858681	0000717720	0000804269
7	BaseVar	181,563	1,366,062	1,707,616,172	99,576,653,000	274,802,000,000	0001897525	0000318673	0001858681
8	EconomicCapitalRatiobeforeLimitedLiability	-3.03	-1.35	0.254	0.852	1.11	0000924095	0001527166	0001908984
9	EconomicCapitalRatio	0.0175	0.313	0.875	1.33	1.51	0000924095	0001527166	0001908984

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.451	-0.0798	0.0154	0.0290	0.0395	0000820027	0001841968	0001005101
1	Debt	-0.541	-0.297	0.0379	0.0975	0.120	0000804269	0001692376	0001005101
2	LoansPayable	-0.288	-0.109	0.0136	0.0332	0.0410	0001527166	0001601712	0001005101
3	OperatingAndEmployeeLiabilities	-1.00	-0.157	0.0746	0.139	0.334	0001409446	0001433642	0001510832
4	remainder_Liabilities	-0.570	-0.428	0.0315	0.225	0.305	0001823144	0001433642	0001005101
5	Investments	-0.112	-0.0959	-0.0276	0.143	0.308	0001605057	0000933136	0001393818
6	CashAndCurrentAssets	-0.139	-0.0751	-0.0189	0.109	0.268	0001908984	0001858681	0001661779
7	IntangibleAssets	-0.119	-0.0926	-0.0348	0.276	0.397	0001823144	0001145255	0001823945
8	remainder_Assets	-0.215	-0.161	-0.0262	0.291	0.532	0001823144	0001284812	0001550453
9	LaborExpense	-0.557	-0.324	0.00674	0.128	0.196	0001777835	0001483646	0001661779
10	SellingAndGeneralAdministrativeExpense	-0.753	-0.196	0.0297	0.103	0.121	0001605057	0001829311	0001626115
11	CostOfGoodsSold	-0.423	-0.0254	0.00901	0.0157	0.0187	0001823144	0001527166	0001661779
12	OperatingExpenses	-1.47	-0.521	0.0241	0.229	0.311	0000924095	0001711291	0001626115
13	DepreciationInterestAndFeesExpenses	-0.146	-0.0349	0.00493	0.0214	0.0312	0001651052	0001409446	0001661779
14	remainder_Expenses	-0.984	-0.169	-0.0223	0.313	0.398	0001821850	0001433642	0001302215
15	InvestmentIncome	-0.00514	-0.00433	-0.00246	0.0152	0.0589	0001661779	0001679788	0001647639
16	LoansIncome	-0.0124	-0.0104	-0.00603	0.0191	0.0747	0001661779	0001176948	0000889609
17	RevenueFromContractWithCustomer	-0.239	-0.177	-0.0920	0.430	0.651	0001005101	0001605057	0001626115
18	remainder_Revenues	-0.229	-0.183	-0.0806	0.390	0.756	0001647639	0001821850	0001005101
19	remainder_NetIncome	-0.168	-0.0823	-0.0338	0.118	0.485	0000754811	0000889609	0001711012
20	remainder_ComprehensiveNetIncome	-0.205	-0.0597	0.00857	0.0278	0.0973	0001854401	0001527166	0001777835

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.252	-0.231	0.0125	0.385	0.522	0001692376	0001807846	0001005101
1	Assets	-0.403	-0.281	0.000247	0.108	0.305	0000924095	0000318673	0001829311
2	Expenses	-1.17	-0.556	0.0368	0.179	0.203	0000924095	0000754811	0001403528
3	Revenues	-0.336	-0.219	-0.00913	0.452	0.657	0001596967	0001769624	0001005101
4	StockholdersEquity	-0.658	-0.309	-0.00180	0.432	0.539	0001823144	0001807846	0001684682
5	NetIncome	-0.992	-0.460	0.0744	0.248	0.343	0000924095	0001601712	0001854401
6	ComprehensiveNetIncome	-0.944	-0.451	0.0768	0.219	0.344	0000924095	0001823144	0001284812
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001527166	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.735	-0.440	0.123	0.579	0.754	0000924095	0001527166	0001908984
9	EconomicCapitalRatio	-0.852	-0.557	0.00559	0.462	0.637	0000924095	0001527166	0001908984

2023

Logs

error	5 × Negative Expenses, ignoring company.	pre-agg	0001818874 0001353174 0001834755 0001834755 0001818502
warning	82 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000804269 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001404912 0001404912 0001404912 0001404912 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001858681 0001858681 0001858681 0001858681 0001858681 0001517302 0000350797 0001313918 0001313918 0001411494 0001411494 0001411494 0001411494 0001372183 0001611702 0001562214 0001562214
warning	77 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0000820027 0000820027 0000820027 0000820027 0000820027 0000820027 0001005101 0001005101 0001005101 0001109448 0001109448 0001109448 0001109448 0001109448 0001109448 0001176948 0001176948 0001176948 0001176948 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001326141 0001386278 0001386278 0001386278 0001393818 0001393818 0001393818 0001393818 0001393818 0001393818 0001393818 0001404912 0001404912 0001404912 0001404912 0001527166 0001527166 0001527166 0001527166 0001527166 0001527166 0001527166 0001527166 0001748824 0001748824 0001748824 0001748824 0001858681 0001858681 0001858681 0001858681 0001360901 0001360901 0001360901 0001360901 0001360901 0001714174 0001411494 0001411494 0001411494 0001411494 0001411494 0001403256 0001403256 0001403256 0001403256 0001403256 0001611702 0001611702 0001611702 0001796022 0001796022
warning	73 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000318673 0000318673 0000318673 0000820027 0000820027 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0000883237 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001176948 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001403528 0001404912 0001404912 0001404912 0001404912 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001748824 0001858681 0000350797 0001313918 0001313918 0001386926 0001386926 0001386926 0001411494 0001411494 0001411494 0001411494 0001014111 0001611702 0001611702 0001611702 0001611702 0001562214 0001562214 0001420811
warning	51 × The stock price does not exist	industry.us_generic	0000804269 0000883237 0000933136 0001279715 0001284812 0001393818 0001403528 0001591587 0001838615 0001360901 0000038777 0001706509 0001883085 0001818874 0000350797 0001065865 0001313918 0001380393 0001386926 0001399249 0001407161 0001411494 0001419178 0001430592 0000009235 0001068875 0001403256 0001496623 0001498122 0000749038 0001095146 0001372183 0001524223 0001510832 0001014111 0001411488 0001580185 0001611702 0001562214 0001409446 0000924095 0001651094 0001697412 0001000209 0001651052 0001711291 0001692376 0001834755 0001807846 0001818502 0001821850
warning	42 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000804269 0000820027 0000914208 0001004434 0001005101 0001056288 0001109448 0001279715 0001289419 0001326141 0001393818 0001414767 0001684682 0000944130 0001550453 0000038777 0001706509 0001710350 0001714174 0001937926 0000350797 0001065865 0001380393 0001430592 0001353174 0001498122 0001510832 0001411488 0001549966 0001580185 0001558432 0001611702 0001562214 0001409446 0001420811 0001626115 0001059142 0000924095 0001570827 0001813793 0001661779 0001897525
warning	29 × Ignoring company because Assets is zero	pre-agg	0000804269 0000804269 0000804269 0000804269 0000883237 0000933136 0001403528 0001403528 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0000038777 0001411494 0001411494 0001411494 0001498122 0001498122 0001095146 0001095146 0001372183 0001510832 0001611702 0000924095 0001711291
warning	19 × Ignoring company because Expenses is zero	pre-agg	0001279715 0001284812 0001326141 0001393818 0001838615 0001838615 0001550453 0001550453 0001360901 0001498122 0001498122 0001498122 0001510832 0001562214 0001000209 0001000209 0001000209 0001000209 0001692376
warning	16 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0000754811 0000883237 0000933136 0001404912 0001404912 0001404912 0001404912 0001386926 0001386926 0001411494 0000749038 0000749038 0001558432 0001697412 0001697412 0001841968
warning	8 × No stock price available	subcommand.plot	0000804269 0001109448 0001326141 0001591587 0001684682 0001829311 0000944130 0001550453
warning	7 × Similarly named company. Duplicate?	None	0001279715 0001538716 0001591587 0001601712 0001854401 0001858681 0001938109
warning	6 × Missing logo	subcommand.report	0001769624 0001838615 0001854963 0001880661 0001908984 0001938109
warning	2 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001684682 0001550453
warning	2 × Ignoring company because Liabilities is zero	pre-agg	0001498122 0001000209
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0001601712
warning	1 × Ignoring company because ECR is too negative	pre-agg	0000924095

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	2,867,992,750	115,002,000,000	0000318673	0000804269	0000820027
1	Debt	0	0	0	8,273,755,000	105,327,000,000	0000318673	0000909108	0000804269
2	LoansPayable	0	0	0	2,721,650,000	13,581,317,000	0000318673	0000754811	0001393818
3	OperatingAndEmployeeLiabilities	0	0	5,174,344	4,463,178,500	197,714,131,000	0000318673	0001711012	0001679788
4	remainder_Liabilities	0	460,409	339,515,218	62,798,050,000	280,151,000,000	0001279715	0001823144	0001858681
5	Investments	0	0	11,847,637	44,652,103,850	115,219,000,000	0000717720	0001818502	0000804269
6	CashAndCurrentAssets	0	0	96,687,190	3,895,700,150	203,466,531,000	0001176948	0001854401	0001679788
7	IntangibleAssets	0	0	1,251,646	4,331,450,000	14,539,600,000	0000717720	0001938109	0000914208
8	remainder_Assets	0	2,037,982	649,212,703	48,659,938,850	313,187,194,000	0001605057	0001647639	0001404912
9	LaborExpense	0	0	10,189,655	1,904,714,000	3,312,970,000	0000318673	0001854963	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	14,956,636	897,796,750	3,871,000,000	0000318673	0001777835	0000820027
11	CostOfGoodsSold	0	0	0	1,187,095,000	5,078,000,000	0000717720	0000717720	0000820027
12	OperatingExpenses	0	0	37,348,044	2,963,123,450	27,331,000,000	0000318673	0001854963	0001858681
13	DepreciationInterestAndFeesExpenses	0	0	1,866,658	575,414,200	4,685,000,000	0000717720	0001684682	0000804269
14	remainder_Expenses	-4,231,100,000	-1,695,323,950	-7,786,198	1,406,450,000	13,556,128,000	0000914208	0001711012	0001404912
15	InvestmentIncome	0	0	0	211,132,650	3,206,000,000	0000717720	0001403528	0000820027
16	LoansIncome	0	0	0	337,892,350	6,204,000,000	0000318673	0001403528	0000804269
17	RevenueFromContractWithCustomer	0	0	0	2,608,729,400	7,266,000,000	0000318673	0000754811	0000804269
18	remainder_Revenues	0	0	496,295	9,036,349,350	32,644,000,000	0000883237	0001829311	0001858681
19	remainder_NetIncome	-596,839,000	-61,726,200	1,570,282	685,537,700	7,373,000,000	0001538716	0001854963	0001601712
20	remainder_ComprehensiveNetIncome	-1,045,031,000	-474,524,100	0	156,821,700	780,000,000	0001393818	0001538716	0000820027

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	83,000	2,243,438	1,033,602,551	181,045,756,400	288,243,000,000	0001279715	0000318673	0001858681
1	Assets	144,941	6,951,952	1,820,933,146	186,318,183,550	317,294,194,000	0001605057	0001647639	0001404912
2	Expenses	20,000	2,073,047	545,819,768	12,615,050,000	26,408,000,000	0000944130	0001591587	0001858681
3	Revenues	0	0	435,897,015	14,320,359,200	32,644,000,000	0000944130	0001819796	0001858681
4	StockholdersEquity	-205,773,000	1,100,527	590,803,272	16,671,724,900	58,378,912,000	0001823144	0001647639	0001404912
5	NetIncome	-496,700,000	-237,129,000	20,755,175	2,677,800,000	6,236,000,000	0001527166	0001880661	0001858681
6	ComprehensiveNetIncome	-583,500,000	-207,944,200	31,517,298	2,734,100,000	6,531,000,000	0001527166	0001818502	0001858681
7	BaseVar	1,103,621	7,421,886	1,995,522,420	194,698,614,450	330,539,000,000	0001605057	0001647639	0001858681
8	EconomicCapitalRatiobeforeLimitedLiability	-6.86	-0.237	0.192	0.926	1.06	0001605057	0000883237	0001684682
9	EconomicCapitalRatio	0.00000000640	0.613	0.820	1.38	1.47	0001605057	0000883237	0001684682

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.427	-0.0234	0.0129	0.0220	0.0315	0000820027	0001393818	0001005101
1	Debt	-0.561	-0.311	0.0448	0.104	0.147	0000944130	0001404912	0001005101
2	LoansPayable	-0.290	-0.118	0.0169	0.0345	0.0508	0001527166	0001404912	0001005101
3	OperatingAndEmployeeLiabilities	-0.639	-0.201	0.0368	0.0741	0.112	0001679788	0001005101	0000909108
4	remainder_Liabilities	-0.450	-0.421	0.0256	0.191	0.335	0000889609	0000909108	0001005101
5	Investments	-0.130	-0.0852	-0.0243	0.143	0.307	0001711012	0000717720	0001393818
6	CashAndCurrentAssets	-0.108	-0.0920	-0.0278	0.0900	0.957	0001647639	0001497770	0001279715
7	IntangibleAssets	-0.110	-0.0792	-0.0217	0.212	0.360	0001823144	0000717720	0001823945
8	remainder_Assets	-0.260	-0.167	-0.0154	0.191	0.253	0001823144	0001497770	0001818502
9	LaborExpense	-0.602	-0.243	0.00958	0.100	0.128	0001777835	0000914208	0001748824
10	SellingAndGeneralAdministrativeExpense	-0.405	-0.194	0.0362	0.0880	0.116	0001711012	0001829311	0001777835
11	CostOfGoodsSold	-0.496	-0.113	0.0164	0.0239	0.0321	0001711012	0001393818	0001777835
12	OperatingExpenses	-0.575	-0.448	0.0217	0.235	0.281	0001777835	0001679788	0001109448
13	DepreciationInterestAndFeesExpenses	-0.145	-0.0433	0.00883	0.0209	0.0290	0001829311	0001684682	0001005101
14	remainder_Expenses	-0.302	-0.209	-0.0337	0.190	0.279	0000318673	0001176948	0001777835
15	InvestmentIncome	-0.00302	-0.00277	-0.00154	0.00896	0.0389	0001823144	0000804269	0001527166
16	LoansIncome	-0.0163	-0.0141	-0.00786	0.0216	0.0654	0001711012	0000717720	0000889609
17	RevenueFromContractWithCustomer	-0.204	-0.161	-0.103	0.293	0.544	0001005101	0001818502	0000909108
18	remainder_Revenues	-0.218	-0.178	-0.0835	0.369	0.759	0001823144	0001684682	0001005101
19	remainder_NetIncome	-0.207	-0.0544	-0.0230	0.0735	0.241	0001538716	0000933136	0001769624
20	remainder_ComprehensiveNetIncome	-0.0532	-0.0269	-0.00197	0.0102	0.156	0000754811	0000944130	0001838615

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.291	-0.255	0.000352	0.314	0.510	0001679788	0001854963	0001005101
1	Assets	-0.347	-0.214	0.00140	0.0762	0.254	0001823144	0000889609	0001279715
2	Expenses	-0.636	-0.380	0.0350	0.183	0.253	0001711012	0000717720	0001818502
3	Revenues	-0.255	-0.210	-0.0154	0.375	0.691	0001831631	0001854963	0001005101
4	StockholdersEquity	-0.650	-0.280	-0.0396	0.383	0.539	0001823144	0001056288	0001550453
5	NetIncome	-0.571	-0.312	0.0548	0.197	0.254	0001605057	0001858681	0000909108
6	ComprehensiveNetIncome	-0.573	-0.340	0.0522	0.201	0.251	0001605057	0001601712	0000909108
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001404912	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.798	-0.185	0.0219	0.583	0.671	0001605057	0000883237	0001684682
9	EconomicCapitalRatio	-0.897	-0.283	-0.0766	0.485	0.573	0001605057	0000883237	0001684682

2024

Logs

error	8 × No matching role found	input.sec.calculation_linkbase.expand_agg	0000944130 0000944130 0001953984 0001953984 0001497770 0001497770 0001661779 0001661779
error	1 × Negative Expenses, ignoring company.	pre-agg	0001818874
warning	11 × No stock price available	subcommand.plot	0000804269 0001109448 0001279715 0001550453 0001684682 0001706509 0001710350 0001714174 0001829311 0001883085 0001937926
warning	9 × The EntityCommonStockSharesOutstanding does not exist	industry.us_generic	0000804269 0001109448 0001279715 0001550453 0001684682 0001706509 0001710350 0001714174 0001937926
warning	9 × Large missing amount for aggregate "Revenues" added to remainder.	industry.us_generic	0000820027 0001109448 0001360901 0001386278 0001393818 0001404912 0001527166 0001714174 0001858681
warning	8 × Missing logo	subcommand.report	0001710350 0001714174 0001838615 0001854963 0001880661 0001883085 0001937926 0001938109
warning	8 × Large missing amount for aggregate "Assets" added to remainder.	industry.us_generic	0000820027 0000883237 0001176948 0001403528 0001404912 0001517302 0001748824 0001858681
warning	7 × Similarly named company. Duplicate?	None	0001538716 0001601712 0001748824 0001854401 0001858681 0001937926 0001938109
warning	6 × No LiabilitiesAndStockholdersEquity node found	input.sec.calculation_linkbase.edgar_model_mapping	0001550453 0001684682 0000944130 0001953984 0001497770 0001661779
warning	5 × Large missing amount for aggregate "Liabilities" added to remainder.	industry.us_generic	0000883237 0001176948 0001403528 0001404912 0001748824
warning	2 × The stock price does not exist	industry.us_generic	0001883085 0001818874
warning	1 × NetIncome node detected by IncomeLoss name heuristic	input.sec.calculation_linkbase.edgar_model_mapping	0001601712
warning	1 × Large missing amount for aggregate "Expenses" added to remainder.	industry.us_generic	0001404912

Diagrams

Calculation Linkbase Overview

Edges which exists for less than five companies (and the corresponding nodes) are not included.

Absolute xval/yval quantiles

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	0	0	0	3,162,173,200	119,987,000,000	0000318673	0000883237	0000820027
1	Debt	0	0	0	11,066,800,000	114,264,000,000	0000318673	0001386278	0000804269
2	LoansPayable	0	0	0	2,690,800,000	14,113,270,000	0000318673	0001056288	0001393818
3	OperatingAndEmployeeLiabilities	0	0	12,687,446	5,362,114,000	7,941,320,000	0000318673	0001854963	0001679788
4	remainder_Liabilities	-74,319	130,749	568,185,930	70,630,800,000	336,327,000,000	0001706509	0001517302	0001858681
5	Investments	0	0	41,919,078	59,124,074,400	125,096,000,000	0000889609	0001854401	0000804269
6	CashAndCurrentAssets	0	0	152,109,718	4,251,560,400	18,112,653,000	0001176948	0001823945	0001679788
7	IntangibleAssets	0	0	2,226,377	4,309,280,000	14,067,400,000	0000804269	0001938109	0000914208
8	remainder_Assets	0	417,196	1,043,471,989	70,432,457,600	373,568,000,000	0001706509	0001937926	0001858681
9	LaborExpense	0	0	43,359,624	2,428,620,000	4,994,053,000	0000318673	0001714174	0001393818
10	SellingAndGeneralAdministrativeExpense	0	0	24,301,988	1,145,825,400	3,903,000,000	0000318673	0000909108	0000820027
11	CostOfGoodsSold	0	0	0	1,573,640,000	6,024,000,000	0000883237	0001404912	0000820027
12	OperatingExpenses	0	0	156,148,835	3,985,450,000	18,982,000,000	0000318673	0001714174	0001858681
13	DepreciationInterestAndFeesExpenses	0	0	0	369,515,200	1,915,000,000	0000804269	0001858681	0000820027
14	remainder_Expenses	-4,323,600,000	-2,179,920,200	-3,089,660	2,222,920,000	21,940,256,000	0000914208	0001684682	0001404912
15	InvestmentIncome	0	0	0	576,005,200	4,542,002,000	0000804269	0001517302	0001393818
16	LoansIncome	0	0	0	407,784,800	7,669,000,000	0000318673	0001938109	0000804269
17	RevenueFromContractWithCustomer	0	0	0	3,249,039,400	7,297,000,000	0000318673	0001279715	0000804269
18	remainder_Revenues	-4,593,000	0	35,338	11,106,586,400	26,114,000,000	0001883085	0001711012	0001858681
19	remainder_NetIncome	-487,962,000	-137,323,000	10,300,243	1,056,941,000	7,871,000,000	0001883085	0001777835	0001601712
20	remainder_ComprehensiveNetIncome	-2,682,494,000	-1,447,000,000	-39,808	28,577,200	61,674,000	0001393818	0001279715	0001838615

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	115,000	3,699,002	1,734,442,048	156,040,200,000	346,915,000,000	0001279715	0001647639	0001858681
1	Assets	43,344	5,371,367	3,494,132,154	165,253,800,000	377,895,000,000	0001706509	0000889609	0001858681
2	Expenses	282,945	3,611,108	809,696,224	14,346,200,000	21,940,256,000	0001706509	0001647639	0001404912
3	Revenues	0	0	878,177,768	17,105,600,000	26,114,000,000	0001550453	0001777835	0001858681
4	StockholdersEquity	-90,339,000	-6,833,082	970,380,870	18,329,009,000	61,984,692,000	0001819796	0001838615	0001404912
5	NetIncome	-445,698,000	-156,015,400	109,960,946	4,764,822,200	6,070,000,000	0001883085	0001684682	0001858681
6	ComprehensiveNetIncome	-413,338,000	-122,201,000	109,812,222	3,079,847,200	4,355,000,000	0001883085	0001684682	0001858681
7	BaseVar	1,919,500	12,226,849	3,733,115,150	176,492,900,000	386,341,500,000	0001279715	0000889609	0001858681
8	EconomicCapitalRatiobeforeLimitedLiability	-2.81	-0.564	0.213	0.839	1.08	0001854963	0001176948	0001684682
9	EconomicCapitalRatio	0.0288	0.552	0.840	1.32	1.48	0001854963	0001176948	0001684682

Effect quantiles (final effects with respect to final var and normalized if applicable)

	xvar	min	5%	median	95%	max	min_company	median_company	max_company
0	DepositsAndPayablesToCustomers	-0.431	-0.0183	0.0136	0.0217	0.0225	0000820027	0001823945	0001284812
1	Debt	-0.538	-0.326	0.0472	0.0866	0.0977	0000804269	0001404912	0001284812
2	LoansPayable	-0.275	-0.166	0.0173	0.0327	0.0363	0001527166	0001404912	0001284812
3	OperatingAndEmployeeLiabilities	-1.86	-0.243	0.0490	0.0920	0.136	0001706509	0000889609	0001284812
4	remainder_Liabilities	-0.441	-0.392	0.0264	0.181	0.211	0000889609	0001711012	0001829311
5	Investments	-0.0914	-0.0844	-0.0325	0.154	0.295	0001538716	0000914208	0001393818
6	CashAndCurrentAssets	-0.0880	-0.0758	-0.0194	0.178	0.790	0001748824	0001714174	0001279715
7	IntangibleAssets	-0.0774	-0.0619	-0.0226	0.191	0.402	0001777835	0001393818	0001838615
8	remainder_Assets	-0.326	-0.186	-0.0211	0.214	0.301	0001854963	0001748824	0001714174
9	LaborExpense	-0.670	-0.273	0.0291	0.116	0.131	0001777835	0001706509	0001748824
10	SellingAndGeneralAdministrativeExpense	-0.200	-0.139	0.0197	0.0646	0.0736	0001938109	0001854401	0001748824
11	CostOfGoodsSold	-0.358	-0.159	0.0183	0.0269	0.0385	0001883085	0001858681	0001777835
12	OperatingExpenses	-0.678	-0.411	0.0248	0.209	0.279	0001777835	0001145255	0001289419
13	DepreciationInterestAndFeesExpenses	-0.0874	-0.0416	0.00686	0.0122	0.0139	0001829311	0001274173	0001748824
14	remainder_Expenses	-0.378	-0.171	-0.0189	0.244	0.377	0001854963	0001706509	0001360901
15	InvestmentIncome	-0.00808	-0.00566	-0.00389	0.0154	0.111	0001777835	0001176948	0001393818
16	LoansIncome	-0.0176	-0.0123	-0.00864	0.0347	0.0495	0001777835	0001004434	0000889609
17	RevenueFromContractWithCustomer	-0.183	-0.172	-0.110	0.360	0.554	0001360901	0001818502	0000909108
18	remainder_Revenues	-0.212	-0.147	-0.0789	0.396	0.637	0001777835	0001684682	0001284812
19	remainder_NetIncome	-0.346	-0.120	-0.0240	0.113	0.260	0001883085	0000933136	0001937926
20	remainder_ComprehensiveNetIncome	-0.0729	-0.0370	0.00391	0.0113	0.0699	0001403528	0001109448	0001838615

	yvar	min	5%	median	95%	max	min_company	median_company	max_company
0	Liabilities	-0.245	-0.218	0.000756	0.278	0.313	0000820027	0001393818	0001550453
1	Assets	-0.463	-0.197	-0.00125	0.0825	0.160	0001854963	0000318673	0001279715
2	Expenses	-0.595	-0.543	0.0403	0.193	0.248	0001854963	0000820027	0001818502
3	Revenues	-0.268	-0.209	-0.00891	0.381	0.480	0001831631	0001004434	0001056288
4	StockholdersEquity	-0.529	-0.239	-0.0378	0.350	0.549	0001706509	0001289419	0001550453
5	NetIncome	-0.585	-0.356	0.0377	0.171	0.230	0001854963	0001601712	0001517302
6	ComprehensiveNetIncome	-0.582	-0.338	0.0367	0.163	0.209	0001854963	0000883237	0001284812
7	BaseVar	nan	nan	nan	nan	nan	0000318673	0001538716	0000318673
8	EconomicCapitalRatiobeforeLimitedLiability	-0.815	-0.292	-0.00453	0.479	0.639	0001854963	0001176948	0001684682
9	EconomicCapitalRatio	-0.868	-0.345	-0.0573	0.426	0.587	0001854963	0001176948	0001684682

Estimates

Parameter	Value	Min	Max
PresentValueFactor	1.0	1.0	15.0
BalanceFactor	0.5	0.5	5.0
OCIFactor	1.0	0.5	1.0
HiddenReservesFactor	0.0	0.0	1.0
LLPO_stddev	1.13	0.02	10.0

Stock Table

					Adjusted stock price	Split	Original stock price (Adjusted stock price * Split)	Outstanding shares	Market cap (Original stock price * Outstanding shares)	obs_EconomicCapitalRatio
Company	Name	Name_short	Identifier	Year
0000009235	BKF Capital Group INC	BKF Cap	nan	2011	nan	nan	nan	7,446,593.0	nan	nan
				2012	nan	nan	nan	7,446,593.0	nan	nan
				2014	nan	nan	nan	7,471,593.0	nan	nan
0000038777	Franklin Resources INC	Frankli	BEN	2009	20.1100	3.0000	60.3300	nan	nan	nan
				2010	21.3100	3.0000	63.9300	nan	nan	nan
				2011	18.9700	3.0000	56.9100	215,185,362.0	12,246,198,951.42	1.3288
0000318673	Security National Financial CORP	Securit	SNFCA	2015	4.7800	1.3400	6.4100	12,481,039.0	80,003,459.99	0.1151
				2016	5.1900	1.3400	6.9500	13,153,850.0	91,419,257.50	0.1157
				2017	3.9500	1.3400	5.2900	13,820,079.0	73,108,217.91	0.0807
				2019	4.8500	1.2160	5.9000	15,327,298.0	90,431,058.20	0.0731
				2022	5.9200	1.1020	6.5200	18,722,859.0	122,073,040.68	0.0929
				2023	8.9100	1.0500	9.3600	20,008,016.0	187,275,029.76	0.1470
				2024	12.0400	1.0000	12.0400	21,155,319.0	254,710,040.76	0.1929
0000350797	Mirror Merger Sub 2 LLC	Mirror	nan	2010	nan	nan	nan	nan	nan	nan
				2011	nan	nan	nan	115,623,067.0	nan	nan
				2012	nan	nan	nan	116,291,551.0	nan	nan
				2013	nan	nan	nan	121,631,746.0	nan	nan
				2014	nan	nan	nan	118,261,351.0	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
				2020	nan	nan	nan	464,716.0	nan	nan
0000717720	Value LINE INC	Value L	VALU	2012	5.8500	1.0000	5.8500	9,892,941.0	57,873,704.85	0.8488
				2013	7.7500	1.0000	7.7500	9,837,277.0	76,238,896.75	1.1238
				2014	11.4200	1.0000	11.4200	9,812,868.0	112,062,952.56	1.5964
				2015	10.5700	1.0000	10.5700	9,772,161.0	103,291,741.77	1.4708
				2016	16.2400	1.0000	16.2400	9,715,128.0	157,773,678.72	2.2790
				2017	15.6300	1.0000	15.6300	9,700,515.0	151,619,049.45	2.2369
				2018	20.3600	1.0000	20.3600	9,689,334.0	197,274,840.24	3.0341
				2019	24.7100	1.0000	24.7100	9,641,547.0	238,242,626.37	3.5023
				2020	27.2800	1.0000	27.2800	9,589,347.0	261,597,386.16	3.1531
				2021	43.4700	1.0000	43.4700	9,537,600.0	414,599,472.00	4.7315
				2022	46.1100	1.0000	46.1100	9,450,819.0	435,777,264.09	4.9008
				2023	46.5700	1.0000	46.5700	9,426,983.0	439,014,598.31	4.9200
0000749038	CCUR Holdings Inc	CCUR Ho	nan	2012	nan	nan	nan	9,226,054.0	nan	nan
				2013	nan	nan	nan	9,233,043.0	nan	nan
				2014	nan	nan	nan	9,263,788.0	nan	nan
				2015	nan	nan	nan	9,206,593.0	nan	nan
				2017	nan	nan	nan	9,893,228.0	nan	nan
				2018	nan	nan	nan	9,104,896.0	nan	nan
				2019	nan	nan	nan	8,923,657.0	nan	nan
0000754811	U S Global Investors INC	U S Glo	GROW	2012	3.0500	1.0000	3.0500	13,410,949.0	40,903,394.45	1.8275
				2013	1.9300	1.0000	1.9300	13,399,699.0	25,861,419.07	1.2798
				2014	2.1800	1.0000	2.1800	13,347,783.0	29,098,166.94	1.4557
				2015	0.9700	1.0000	0.9700	13,239,021.0	12,841,850.37	0.7946
				2016	1.0900	1.0000	1.0900	13,153,506.0	14,337,321.54	1.0419
				2017	3.8000	1.0000	3.8000	13,097,979.0	49,772,320.20	3.7295
				2018	0.8500	1.0000	0.8500	13,076,774.0	11,115,257.90	0.6975
				2019	1.1400	1.0000	1.1400	13,061,666.0	14,890,299.24	1.1751
				2020	4.2500	1.0000	4.2500	13,018,048.0	55,326,704.00	5.2973
				2021	3.9800	1.0000	3.9800	12,948,626.0	51,535,531.48	1.4672
				2022	2.5100	1.0000	2.5100	12,836,542.0	32,219,720.42	1.0257
				2023	2.6800	1.0000	2.6800	12,187,354.0	32,662,108.72	1.1013
0000804269	General Motors Financial Company Inc	General	nan	2012	nan	nan	nan	500.0	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
				2020	nan	nan	nan	nan	nan	nan
				2021	nan	nan	nan	nan	nan	nan
				2022	nan	nan	nan	nan	nan	nan
				2023	nan	nan	nan	nan	nan	nan
				2024	nan	nan	nan	nan	nan	nan
0000820027	Ameriprise Financial INC	Ameripr	AMP	2009	28.0200	1.0000	28.0200	nan	nan	nan
				2010	42.1700	1.0000	42.1700	nan	nan	nan
				2011	36.8200	1.0000	36.8200	226,255,030.0	8,330,710,204.60	0.0648
				2012	47.7800	1.0000	47.7800	205,816,370.0	9,833,906,158.60	0.0757
				2013	88.3300	1.0000	88.3300	194,540,676.0	17,183,777,911.08	0.1228
				2014	107.3000	1.0000	107.3000	184,532,059.0	19,800,289,930.70	0.1373
				2015	87.3000	1.0000	87.3000	174,111,562.0	15,199,939,362.60	0.1077
				2016	94.0300	1.0000	94.0300	158,047,749.0	14,861,229,838.47	0.1087
				2017	147.4000	1.0000	147.4000	147,930,011.0	21,804,883,621.40	0.1509
				2018	92.1100	1.0000	92.1100	139,356,365.0	12,836,114,780.15	0.0955
				2019	151.8600	1.0000	151.8600	126,695,584.0	19,239,991,386.24	0.1292
				2020	176.5800	1.0000	176.5800	117,977,834.0	20,832,525,927.72	0.1278
				2021	286.2900	1.0000	286.2900	111,889,817.0	32,032,935,708.93	0.1850
				2022	297.4500	1.0000	297.4500	106,417,199.0	31,653,795,842.55	0.2021
				2023	370.6800	1.0000	370.6800	101,196,192.0	37,511,404,450.56	0.2170
				2024	530.1100	1.0000	530.1100	97,014,566.0	51,428,391,582.26	0.2876
0000883237	Virtus Investment Partners Inc	Virtus	VRTS	2011	58.5900	1.0000	58.5900	6,171,584.0	361,593,106.56	2.0406
				2012	92.3600	1.0000	92.3600	7,837,412.0	723,863,372.32	3.4646
				2013	160.6200	1.0000	160.6200	9,101,026.0	1,461,806,796.12	3.8731
				2014	130.7600	1.0000	130.7600	9,059,976.0	1,184,682,461.76	2.9211
				2016	96.0300	1.0000	96.0300	5,888,533.0	565,475,823.99	0.8768
				2017	94.6100	1.0000	94.6100	7,158,015.0	677,219,799.15	0.2962
				2018	62.6800	1.0000	62.6800	7,146,602.0	447,949,013.36	0.1778
				2019	103.9000	1.0000	103.9000	6,878,020.0	714,626,278.00	0.2526
				2020	184.5400	1.0000	184.5400	7,613,154.0	1,404,931,439.16	0.4608
				2021	261.1300	1.0000	261.1300	7,587,757.0	1,981,390,985.41	0.5749
				2022	172.4900	1.0000	172.4900	7,231,973.0	1,247,443,022.77	0.3580
				2023	224.2700	1.0000	224.2700	7,184,989.0	1,611,377,483.03	0.5048
				2024	215.4200	1.0000	215.4200	7,018,480.0	1,511,920,961.60	0.4332
0000889609	Consumer Portfolio Services Inc	Consume	CPSS	2011	0.9500	1.0000	0.9500	19,678,773.0	18,694,834.35	0.0208
				2012	5.3700	1.0000	5.3700	19,636,989.0	105,450,630.93	0.1046
				2013	8.9600	1.0000	8.9600	24,437,296.0	218,958,172.16	0.1623
				2014	7.6300	1.0000	7.6300	25,371,198.0	193,582,240.74	0.1095
				2015	5.2100	1.0000	5.2100	25,934,696.0	135,119,766.16	0.0656
				2016	5.1200	1.0000	5.1200	23,841,970.0	122,070,886.40	0.0527
				2017	4.3100	1.0000	4.3100	21,775,158.0	93,850,930.98	0.0402
				2018	3.1700	1.0000	3.1700	22,589,549.0	71,608,870.33	0.0300
				2019	3.3300	1.0000	3.3300	22,530,918.0	75,027,956.94	0.0308
				2020	4.2000	1.0000	4.2000	22,565,112.0	94,773,470.40	0.0456
				2021	9.3600	1.0000	9.3600	21,073,571.0	197,248,624.56	0.0951
				2022	8.4300	1.0000	8.4300	20,438,986.0	172,300,651.98	0.0653
				2023	9.8500	1.0000	9.8500	21,120,270.0	208,034,659.50	0.0752
				2024	10.6100	1.0000	10.6100	21,405,198.0	227,109,150.78	0.0678
0000909108	Diamond HILL Investment Group INC	Diamond	DHIL	2011	36.8000	1.0000	36.8000	2,996,287.0	110,263,361.60	3.8424
				2012	38.7600	1.0000	38.7600	3,161,896.0	122,555,088.96	4.0353
				2013	68.1900	1.0000	68.1900	3,264,230.0	222,587,843.70	4.2091
				2014	81.9800	1.0000	81.9800	3,315,183.0	271,778,702.34	3.8522
				2015	114.9100	1.0000	114.9100	3,407,358.0	391,539,507.78	4.2317
				2016	131.1500	1.0000	131.1500	3,414,065.0	447,754,624.75	3.6347
				2017	132.8100	1.0000	132.8100	3,469,263.0	460,752,819.03	2.9894
				2018	100.2800	1.0000	100.2800	3,511,541.0	352,137,331.48	1.7911
				2019	101.7900	1.0000	101.7900	3,384,158.0	344,473,442.82	2.0365
				2023	157.3000	1.0000	157.3000	2,878,433.0	452,777,510.90	2.9800
				2024	150.6800	1.0000	150.6800	2,722,456.0	410,219,670.08	2.5037
0000914208	Invesco Ltd	Invesco	IVZ	2009	12.8600	1.0000	12.8600	nan	nan	nan
				2010	13.4200	1.0000	13.4200	nan	nan	nan
				2011	11.4700	1.0000	11.4700	450,994,910.0	5,172,911,617.70	0.3499
				2012	15.5600	1.0000	15.5600	444,042,032.0	6,909,294,017.92	0.5327
				2017	25.4300	1.0000	25.4300	407,078,530.0	10,352,007,017.90	0.3825
				2018	12.0100	1.0000	12.0100	411,335,893.0	4,940,144,074.93	0.1878
				2019	13.9900	1.0000	13.9900	453,893,875.0	6,349,975,311.25	0.1980
				2020	14.4100	1.0000	14.4100	459,335,113.0	6,619,018,978.33	0.2283
				2021	19.6300	1.0000	19.6300	461,206,517.0	9,053,483,928.71	0.3718
				2022	16.1500	1.0000	16.1500	454,784,608.0	7,344,771,419.20	0.3442
				2023	16.3800	1.0000	16.3800	449,554,399.0	7,363,701,055.62	0.3510
				2024	17.0500	1.0000	17.0500	449,439,952.0	7,662,951,181.60	0.3997
0000924095	Metavesco Inc	Metaves	MVCO	2018	0.0000	1000.0000	0.0000	1,915,548.0	0.00	0.0144
				2020	0.0000	1000.0000	0.0000	6,082,214.0	0.00	17.0570
				2021	0.0000	1000.0000	0.0000	6,082,214.0	0.00	86.3835
				2022	0.0000	1000.0000	0.0000	6,082,214.0	0.00	8.4357
0000933136	Mr Cooper Group Inc	Mr Coop	COOP	2015	29.2200	0.0830	2.4300	206,168,035.0	500,988,325.05	1.1654
				2016	16.8000	0.0830	1.3900	206,380,800.0	286,869,312.00	0.7417
				2017	8.7600	0.0830	0.7300	206,714,132.0	150,901,316.36	0.4764
				2020	30.3700	1.0000	30.3700	90,853,569.0	2,759,222,890.53	0.1204
				2021	41.6300	1.0000	41.6300	75,122,633.0	3,127,355,211.79	0.2498
				2022	40.5100	1.0000	40.5100	70,564,728.0	2,858,577,131.28	0.2660
				2023	65.6200	1.0000	65.6200	65,860,343.0	4,321,755,707.66	0.3585
				2024	94.8400	1.0000	94.8400	63,983,716.0	6,068,215,625.44	0.3671
0000944130	Ministry Partners Investment Company LLC	Ministr	nan	2011	nan	nan	nan	nan	nan	nan
				2012	nan	nan	nan	nan	nan	nan
				2013	nan	nan	nan	nan	nan	nan
				2014	nan	nan	nan	nan	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
				2020	nan	nan	nan	nan	nan	nan
				2021	nan	nan	nan	nan	nan	nan
				2022	nan	nan	nan	nan	nan	nan
				2023	nan	nan	nan	nan	nan	nan
0001004434	Affiliated Managers Group INC	Affilia	AMG	2010	96.5500	1.0000	96.5500	nan	nan	nan
				2011	92.5100	1.0000	92.5100	51,470,034.0	4,761,492,845.34	1.2721
				2012	126.4400	1.0000	126.4400	51,801,413.0	6,549,770,659.72	1.4793
				2013	207.1500	1.0000	207.1500	52,978,842.0	10,974,567,120.30	2.4798
				2014	206.7600	1.0000	206.7600	55,572,618.0	11,490,194,497.68	2.0689
				2015	155.1600	1.0000	155.1600	54,036,984.0	8,384,378,437.44	1.4988
				2016	140.9600	1.0000	140.9600	54,817,433.0	7,727,065,355.68	1.2465
				2017	197.8000	1.0000	197.8000	55,581,915.0	10,994,102,787.00	1.8302
				2020	100.9600	1.0000	100.9600	45,361,059.0	4,579,652,516.64	0.7769
				2021	162.5000	1.0000	162.5000	40,651,314.0	6,605,838,525.00	0.9883
				2022	156.4100	1.0000	156.4100	37,668,634.0	5,891,751,043.94	0.8981
				2023	151.4000	1.0000	151.4000	33,808,636.0	5,118,627,490.40	0.7782
				2024	185.0600	1.0000	185.0600	30,225,132.0	5,593,462,927.92	0.8597
0001005101	Marygold Companies Inc	Marygol	MGLD	2016	nan	1.0000	nan	67,593,870.0	nan	nan
				2017	nan	1.0000	nan	886,753,847.0	nan	nan
				2018	nan	1.0000	nan	nan	nan	nan
				2019	nan	1.0000	nan	nan	nan	nan
				2020	nan	1.0000	nan	nan	nan	nan
				2022	1.4500	1.0000	1.4500	nan	nan	nan
				2023	1.0800	1.0000	1.0800	39,383,459.0	42,534,135.72	2.1072
0001014111	Glassbridge Enterprises Inc	Glassbr	nan	2013	nan	nan	nan	41,805,568.0	nan	nan
				2014	nan	nan	nan	42,235,232.0	nan	nan
				2015	nan	nan	nan	37,095,668.0	nan	nan
				2016	nan	nan	nan	37,114,895.0	nan	nan
				2017	nan	nan	nan	4,977,307.0	nan	nan
				2018	nan	nan	nan	5,137,487.0	nan	nan
				2019	nan	nan	nan	25,170.0	nan	nan
				2020	nan	nan	nan	25,170.0	nan	nan
0001056288	Federated Hermes INC	Federat	FHI	2010	12.8700	1.0000	12.8700	nan	nan	nan
				2011	7.5400	1.0000	7.5400	9,000.0	67,860.00	0.0001
				2012	11.6700	1.0000	11.6700	9,000.0	105,030.00	0.0001
				2013	16.9500	1.0000	16.9500	9,000.0	152,550.00	0.0002
				2014	20.4700	1.0000	20.4700	9,000.0	184,230.00	0.0002
				2015	18.4000	1.0000	18.4000	9,000.0	165,600.00	0.0002
				2016	19.3100	1.0000	19.3100	9,000.0	173,790.00	0.0002
				2017	25.8600	1.0000	25.8600	nan	nan	nan
				2018	18.7500	1.0000	18.7500	9,000.0	168,750.00	0.0002
				2019	25.3500	1.0000	25.3500	9,000.0	228,150.00	0.0002
				2020	23.9400	1.0000	23.9400	9,000.0	215,460.00	0.0002
				2021	32.5300	1.0000	32.5300	9,000.0	292,770.00	0.0002
				2022	31.9500	1.0000	31.9500	9,000.0	287,550.00	0.0002
				2023	31.2000	1.0000	31.2000	9,000.0	280,800.00	0.0002
				2024	40.4300	1.0000	40.4300	9,000.0	363,870.00	0.0002
0001059142	Greystone Housing Impact Investors LP	Greysto	GHI	2016	7.7700	0.3350	2.6000	nan	nan	nan
				2017	9.3800	0.3350	3.1400	nan	nan	nan
				2018	9.4900	0.3350	3.1800	nan	nan	nan
				2019	14.1300	0.3350	4.7300	nan	nan	nan
				2020	8.3000	0.3350	2.7800	nan	nan	nan
				2021	13.6100	0.3350	4.5600	nan	nan	nan
				2022	14.4200	1.0040	14.4800	nan	nan	nan
0001065865	Janus Capital Group INC	Janus C	nan	2010	nan	nan	nan	nan	nan	nan
				2011	nan	nan	nan	186,593,640.0	nan	nan
				2012	nan	nan	nan	188,397,957.0	nan	nan
				2013	nan	nan	nan	189,111,260.0	nan	nan
				2014	nan	nan	nan	185,995,017.0	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
0001068875	Avantax INC	Avantax	nan	2011	nan	nan	nan	39,429,913.0	nan	nan
				2012	nan	nan	nan	40,743,534.0	nan	nan
				2014	nan	nan	nan	41,002,763.0	nan	nan
				2018	nan	nan	nan	47,970,272.0	nan	nan
				2019	nan	nan	nan	48,943,206.0	nan	nan
				2020	nan	nan	nan	48,043,723.0	nan	nan
				2021	nan	nan	nan	48,718,718.0	nan	nan
0001109448	Alliancebernstein L P	Allianc	nan	2010	nan	nan	nan	nan	nan	nan
				2011	nan	nan	nan	nan	nan	nan
				2012	nan	nan	nan	nan	nan	nan
				2013	nan	nan	nan	nan	nan	nan
				2014	nan	nan	nan	nan	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
				2020	nan	nan	nan	nan	nan	nan
				2021	nan	nan	nan	nan	nan	nan
				2022	nan	nan	nan	nan	nan	nan
				2023	nan	nan	nan	nan	nan	nan
				2024	nan	nan	nan	nan	nan	nan
0001145255	Hennessy Advisors INC	Henness	HNNA	2011	1.2000	1.5000	1.8000	5,741,451.0	10,334,611.80	0.5230
				2012	1.7000	1.5000	2.5500	5,759,857.0	14,687,635.35	0.7239
				2013	4.7100	1.5000	7.0600	5,898,756.0	41,645,217.36	0.6959
				2014	8.8100	1.5000	13.2200	6,024,621.0	79,645,489.62	1.4060
				2015	12.6700	1.5000	19.0000	5,065,203.0	96,238,857.00	1.5631
				2016	13.7100	1.5000	20.5600	5,125,555.0	105,381,410.80	1.5795
				2017	10.4000	1.0000	10.4000	7,802,995.0	81,151,148.00	1.1246
				2018	6.8700	1.0000	6.8700	7,916,115.0	54,383,710.05	0.7354
				2019	7.3000	1.0000	7.3000	7,501,447.0	54,760,563.10	0.7563
				2020	6.5800	1.0000	6.5800	7,357,201.0	48,410,382.58	0.8686
				2021	8.6600	1.0000	8.6600	7,357,201.0	63,713,360.66	1.0570
				2022	7.0700	1.0000	7.0700	7,573,706.0	53,546,101.42	0.5331
				2023	6.0100	1.0000	6.0100	7,673,869.0	46,119,952.69	0.4525
				2024	11.6500	1.0000	11.6500	7,780,319.0	90,640,716.35	0.8515
0001165002	Westwood Holdings Group INC	Westwoo	WHG	2011	18.9000	1.0000	18.9000	7,696,093.0	145,456,157.70	2.6342
				2012	21.2200	1.0000	21.2200	8,026,845.0	170,329,650.90	2.9201
				2013	31.8800	1.0000	31.8800	8,187,529.0	261,018,424.52	3.6403
				2014	34.3700	1.0000	34.3700	8,290,018.0	284,927,918.66	3.3572
				2015	31.1200	1.0000	31.1200	8,613,907.0	268,064,785.84	2.3438
				2016	37.2200	1.0000	37.2200	8,799,797.0	327,528,444.34	3.0713
				2017	42.1900	1.0000	42.1900	8,884,421.0	374,833,721.99	3.2751
0001176948	Ares Management Corp	Ares Ma	ARES	2014	10.8400	1.0000	10.8400	80,667,664.0	874,437,477.76	0.0479
				2015	8.6800	1.0000	8.6800	80,676,995.0	700,276,316.60	0.1830
				2016	12.6300	1.0000	12.6300	80,802,687.0	1,020,537,936.81	0.1986
				2017	14.4400	1.0000	14.4400	82,211,302.0	1,187,131,200.88	0.1515
				2018	14.3000	1.0000	14.3000	101,494,220.0	1,451,367,346.00	0.1535
				2019	29.3100	1.0000	29.3100	114,745,595.0	3,363,193,389.45	0.3034
				2020	43.1200	1.0000	43.1200	143,831,710.0	6,202,023,335.20	0.4467
				2021	73.2000	1.0000	73.2000	167,613,551.0	12,269,311,933.20	0.6407
				2022	63.2600	1.0000	63.2600	173,420,074.0	10,970,553,881.24	0.5611
				2023	113.5200	1.0000	113.5200	181,355,274.0	20,587,450,704.48	0.9265
				2024	177.2800	1.0000	177.2800	198,390,128.0	35,170,601,891.84	1.6601
0001274173	Janus Henderson Group PLC	Janus H	JHG	2017	25.6100	1.0000	25.6100	200,406,138.0	5,132,401,194.18	1.0830
				2018	13.9100	1.0000	13.9100	198,632,634.0	2,762,979,938.94	0.6259
				2019	18.5500	1.0000	18.5500	187,486,613.0	3,477,876,671.15	0.7202
				2020	25.9300	1.0000	25.9300	181,405,733.0	4,703,850,656.69	1.0988
				2021	34.9600	1.0000	34.9600	170,584,530.0	5,963,635,168.80	1.3822
				2022	21.1900	1.0000	21.1900	165,657,905.0	3,510,291,006.95	0.8912
				2023	28.2400	1.0000	28.2400	165,657,905.0	4,678,179,237.20	1.1496
				2024	41.8600	1.0000	41.8600	158,994,913.0	6,655,527,058.18	1.5053
0001279715	Wright Investors Service Holdings Inc	Wright	IWSH	2012	2.5500	1.0000	2.5500	17,588,559.0	44,850,825.45	2.8113
				2013	2.0000	1.0000	2.0000	18,475,347.0	36,950,694.00	3.0457
				2014	1.3200	1.0000	1.3200	18,494,129.0	24,412,250.28	2.2374
				2015	1.9900	1.0000	1.9900	18,558,939.0	36,932,288.61	4.0525
				2016	0.6000	1.0000	0.6000	19,081,666.0	11,448,999.60	1.5051
				2017	0.5200	1.0000	0.5200	19,280,397.0	10,025,806.44	1.4459
				2018	0.4400	1.0000	0.4400	19,647,243.0	8,644,786.92	1.7869
				2019	0.4800	1.0000	0.4800	19,839,777.0	9,523,092.96	2.4623
				2023	0.1600	1.0000	0.1600	20,620,711.0	3,299,313.76	1.8491
				2024	0.2000	1.0000	0.2000	nan	nan	nan
0001284812	Cohen Steers INC	Cohen S	CNS	2011	14.8600	1.0000	14.8600	43,162,959.0	641,401,570.74	3.8044
				2012	16.9700	1.0000	16.9700	43,759,838.0	742,604,450.86	3.6693
				2013	23.7400	1.0000	23.7400	44,251,756.0	1,050,536,687.44	6.4428
				2014	26.1600	1.0000	26.1600	44,789,474.0	1,171,692,639.84	7.0416
				2015	19.7100	1.0000	19.7100	45,436,698.0	895,557,317.58	4.8744
				2016	22.7800	1.0000	22.7800	45,886,346.0	1,045,290,961.88	5.2156
				2017	33.1200	1.0000	33.1200	46,312,525.0	1,533,870,828.00	6.1734
				2018	26.7400	1.0000	26.7400	46,764,855.0	1,250,492,222.70	4.7337
				2019	52.0400	1.0000	52.0400	47,248,129.0	2,458,792,633.16	9.1445
				2021	81.6200	1.0000	81.6200	48,257,022.0	3,938,738,135.64	12.2881
				2022	58.9000	1.0000	58.9000	48,706,340.0	2,868,803,426.00	6.2373
				2023	71.1600	1.0000	71.1600	49,138,628.0	3,496,704,768.48	7.1327
				2024	91.2100	1.0000	91.2100	50,557,758.0	4,611,373,107.18	8.7849
0001289419	Morningstar Inc	Morning	MORN	2010	47.3900	1.0000	47.3900	nan	nan	nan
				2011	53.4400	1.0000	53.4400	50,010,222.0	2,672,546,263.68	3.5944
				2012	57.6000	1.0000	57.6000	47,131,295.0	2,714,762,592.00	4.0009
				2013	71.8500	1.0000	71.8500	45,953,013.0	3,301,723,984.05	4.8196
				2014	60.2500	1.0000	60.2500	44,581,820.0	2,686,054,655.00	3.8809
				2015	74.9800	1.0000	74.9800	44,216,841.0	3,315,378,738.18	4.6783
				2016	69.5600	1.0000	69.5600	43,058,990.0	2,995,183,344.40	2.9877
				2018	105.2900	1.0000	105.2900	42,660,038.0	4,491,675,401.02	4.5532
				2019	146.6400	1.0000	146.6400	42,809,867.0	6,277,638,896.88	3.4321
				2020	216.7200	1.0000	216.7200	42,832,941.0	9,282,754,973.52	4.5055
				2021	333.6100	1.0000	333.6100	43,095,493.0	14,377,087,419.73	6.6722
				2022	211.0600	1.0000	211.0600	42,446,188.0	8,958,692,439.28	3.1201
				2023	281.4600	1.0000	281.4600	42,699,798.0	12,018,285,145.08	4.3871
				2024	338.3700	1.0000	338.3700	42,884,181.0	14,510,720,324.97	5.2967
0001302215	Houlihan Lokey INC	Houliha	HLI	2016	25.9800	1.0000	25.9800	12,652,379.0	328,708,806.42	0.4417
				2017	38.9500	1.0000	38.9500	26,550,020.0	1,034,123,279.00	1.0135
				2022	85.1400	1.0000	85.1400	49,850,823.0	4,244,299,070.22	1.9604
0001313918	CIFC Corp	CIFC Co	nan	2011	nan	nan	nan	20,255,430.0	nan	nan
0001313918	CIFC Corp	CIFC Co	nan	2012	nan	nan	nan	20,255,430.0	nan	nan
0001326141	Lazard Group LLC	Lazard	nan	2011	nan	nan	nan	nan	nan	nan
				2012	nan	nan	nan	nan	nan	nan
				2014	nan	nan	nan	nan	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
				2020	nan	nan	nan	nan	nan	nan
				2021	nan	nan	nan	nan	nan	nan
				2022	nan	nan	nan	nan	nan	nan
				2023	nan	nan	nan	nan	nan	nan
0001360901	Evercore Inc	Evercor	EVR	2011	19.5200	1.0000	19.5200	27,478,422.0	536,378,797.44	0.6709
				2013	46.5100	1.0000	46.5100	32,813,913.0	1,526,175,093.63	1.7329
				2014	41.4600	1.0000	41.4600	36,005,809.0	1,492,800,841.14	1.3716
				2015	43.6900	1.0000	43.6900	36,433,346.0	1,591,772,886.74	1.4143
				2016	57.5500	1.0000	57.5500	38,917,572.0	2,239,706,268.60	1.7625
				2017	76.3800	1.0000	76.3800	38,617,437.0	2,949,599,838.06	2.4856
				2018	59.7200	1.0000	59.7200	40,471,185.0	2,416,939,168.20	1.4904
				2019	67.0000	1.0000	67.0000	39,085,998.0	2,618,761,866.00	1.2866
				2020	100.2400	1.0000	100.2400	40,631,720.0	4,072,923,612.80	1.5509
				2024	275.6300	1.0000	275.6300	38,068,746.0	10,492,888,459.98	3.2758
0001372183	Nextplay Technologies Inc	Nextpla	nan	2012	nan	nan	nan	9,396,197.0	nan	nan
				2013	nan	nan	nan	13,972,097.0	nan	nan
				2014	nan	nan	nan	20,558,347.0	nan	nan
				2015	nan	nan	nan	1,809,080.0	nan	nan
				2016	nan	nan	nan	8,992,329.0	nan	nan
				2018	nan	nan	nan	9,100,956.0	nan	nan
				2019	nan	nan	nan	12,994,034.0	nan	nan
0001377167	Financial Gravity Companies Inc	Financi	FGCO	2012	nan	1.0000	nan	5,749,000.0	nan	nan
				2016	nan	1.0000	nan	440,949.0	nan	nan
				2017	nan	1.0000	nan	35,487,900.0	nan	nan
				2018	nan	1.0000	nan	35,837,900.0	nan	nan
				2019	nan	1.0000	nan	41,524,589.0	nan	nan
				2020	nan	1.0000	nan	83,618,412.0	nan	nan
				2021	0.1200	1.0000	0.1200	91,806,412.0	11,016,769.44	3.2673
0001380393	Fortress Investment Group LLC	Fortres	nan	2011	nan	nan	nan	189,706,571.0	nan	nan
				2012	nan	nan	nan	189,905,184.0	nan	nan
				2013	nan	nan	nan	239,568,798.0	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
0001386278	Green DOT CORP	Green D	GDOT	2012	12.7600	1.0000	12.7600	31,320,883.0	399,654,467.08	0.7113
				2013	24.5200	1.0000	24.5200	37,355,439.0	915,955,364.28	1.3583
				2014	20.7700	1.0000	20.7700	46,507,491.0	965,960,588.07	0.7379
				2015	16.5800	1.0000	16.5800	52,276,710.0	866,747,851.80	0.6374
				2016	23.8100	1.0000	23.8100	50,192,889.0	1,195,092,687.09	0.8544
				2017	61.2700	1.0000	61.2700	50,820,326.0	3,113,761,374.02	1.7153
				2018	76.6300	1.0000	76.6300	52,701,571.0	4,038,521,385.73	2.2042
				2019	23.2100	1.0000	23.2100	51,496,511.0	1,195,234,020.31	0.5985
				2020	56.1000	1.0000	56.1000	53,479,785.0	3,000,215,938.50	0.8310
				2021	35.5800	1.0000	35.5800	54,683,320.0	1,945,632,525.60	0.4644
				2022	15.9100	1.0000	15.9100	52,568,864.0	836,370,626.24	0.1902
				2023	9.9500	1.0000	9.9500	52,452,310.0	521,900,484.50	0.1190
				2024	10.6400	1.0000	10.6400	53,786,844.0	572,292,020.16	0.1145
0001386926	KKR Financial Holdings LLC	KKR Fin	nan	2011	nan	nan	nan	178,145,482.0	nan	nan
				2012	nan	nan	nan	178,403,785.0	nan	nan
				2013	nan	nan	nan	204,824,159.0	nan	nan
0001393818	Blackstone Inc	Blackst	BX	2010	8.0900	1.0000	8.0900	nan	nan	nan
				2019	46.0800	1.0000	46.0800	659,349,978.0	30,382,846,986.24	1.2136
				2020	55.3000	1.0000	55.3000	674,005,898.0	37,272,526,159.40	1.9646
				2021	114.2500	1.0000	114.2500	686,871,813.0	78,475,104,635.25	2.5862
				2022	68.8500	1.0000	68.8500	701,780,900.0	48,317,614,965.00	1.4782
				2023	124.8300	1.0000	124.8300	710,544,667.0	88,697,290,781.61	2.8384
				2024	169.6500	1.0000	169.6500	722,002,699.0	122,487,757,885.35	3.6323
0001399249	Pzena Investment Management Inc	Pzena I	nan	2011	nan	nan	nan	10,575,089.0	nan	nan
				2018	nan	nan	nan	17,323,691.0	nan	nan
				2019	nan	nan	nan	17,758,470.0	nan	nan
				2020	nan	nan	nan	16,843,614.0	nan	nan
				2021	nan	nan	nan	17,441,912.0	nan	nan
0001403256	Sculptor Capital Management Inc	Sculpto	nan	2011	nan	nan	nan	100,782,288.0	nan	nan
				2012	nan	nan	nan	143,641,257.0	nan	nan
				2013	nan	nan	nan	159,780,374.0	nan	nan
				2014	nan	nan	nan	172,199,039.0	nan	nan
				2015	nan	nan	nan	177,489,226.0	nan	nan
				2017	nan	nan	nan	185,436,163.0	nan	nan
				2018	nan	nan	nan	191,620,504.0	nan	nan
				2019	nan	nan	nan	20,788,825.0	nan	nan
				2020	nan	nan	nan	22,581,124.0	nan	nan
				2021	nan	nan	nan	25,554,922.0	nan	nan
				2022	nan	nan	nan	23,922,929.0	nan	nan
0001403528	Brookfield Oaktree Holdings LLC	Brookfi	OAK-PA	2012	nan	1.0000	nan	30,180,933.0	nan	nan
				2013	nan	1.0000	nan	38,239,441.0	nan	nan
				2016	nan	1.0000	nan	62,913,996.0	nan	nan
				2017	nan	1.0000	nan	64,603,505.0	nan	nan
				2018	14.5400	1.0000	14.5400	71,510,743.0	1,039,766,203.22	0.1194
				2019	18.4700	1.0000	18.4700	97,967,255.0	1,809,455,199.85	0.2267
				2020	20.0900	1.0000	20.0900	98,677,040.0	1,982,421,733.60	0.2179
				2021	20.4800	1.0000	20.4800	99,136,620.0	2,030,317,977.60	0.1638
				2022	18.7000	1.0000	18.7000	103,080,160.0	1,927,598,992.00	0.5338
				2023	19.3600	1.0000	19.3600	109,198,991.0	2,114,092,465.76	0.4600
				2024	21.0800	1.0000	21.0800	116,373,234.0	2,453,147,772.72	0.5654
0001404912	KKR Co Inc	KKR Co	KKR	2011	7.9400	1.0000	7.9400	223,284,460.0	1,772,878,612.40	0.0823
				2012	9.5100	1.0000	9.5100	243,654,461.0	2,317,153,924.11	0.0977
				2013	17.2800	1.0000	17.2800	288,143,327.0	4,979,116,690.56	0.1770
				2014	17.7300	1.0000	17.7300	428,631,716.0	7,599,640,324.68	0.1898
				2015	13.0500	1.0000	13.0500	464,720,514.0	6,064,602,707.70	0.1309
				2016	14.1000	1.0000	14.1000	449,530,989.0	6,338,386,944.90	0.2081
				2017	18.9500	1.0000	18.9500	477,572,397.0	9,049,996,923.15	0.2549
				2018	18.1600	1.0000	18.1600	529,181,096.0	9,609,928,703.36	0.2526
				2019	27.5900	1.0000	27.5900	550,457,689.0	15,187,127,639.51	0.3327
				2020	38.0900	1.0000	38.0900	569,189,096.0	21,680,412,666.64	0.3650
				2023	82.3400	1.0000	82.3400	885,008,676.0	72,871,614,381.84	0.2529
				2024	148.2500	1.0000	148.2500	888,228,909.0	131,679,935,759.25	0.4001
0001407161	Titanium Asset Management Corp	Titaniu	nan	2011	nan	nan	nan	20,634,232.0	nan	nan
0001407161	Titanium Asset Management Corp	Titaniu	nan	2012	nan	nan	nan	20,634,232.0	nan	nan
0001409446	NATE S FOOD CO	NATE S	nan	2015	nan	nan	nan	77,200,000.0	nan	nan
				2016	nan	nan	nan	308,861,435.0	nan	nan
				2020	nan	nan	nan	nan	nan	nan
				2021	nan	nan	nan	543,024,616.0	nan	nan
				2022	nan	nan	nan	580,024,616.0	nan	nan
0001411488	Blackhawk Network Holdings INC	Blackha	nan	2013	nan	nan	nan	11,549,713.0	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
0001411494	Apollo Asset Management Inc	Apollo	nan	2011	nan	nan	nan	123,041,890.0	nan	nan
				2013	nan	nan	nan	143,707,112.0	nan	nan
				2016	nan	nan	nan	185,479,663.0	nan	nan
				2017	nan	nan	nan	193,540,853.0	nan	nan
				2018	nan	nan	nan	201,427,878.0	nan	nan
				2019	nan	nan	nan	222,462,062.0	nan	nan
				2020	nan	nan	nan	228,815,821.0	nan	nan
				2021	nan	nan	nan	246,579,482.0	nan	nan
				2022	nan	nan	nan	1,000.0	nan	nan
0001414767	Netcapital Inc	Netcapi	NCPL	2016	140.0000	1.0000	140.0000	nan	nan	nan
				2017	420.0000	1.0000	420.0000	683,964,346.0	287,265,025,320.00	218435.9627
				2018	140.0000	1.0000	140.0000	746,894,212.0	104,565,189,680.00	124423.0455
				2019	980.0000	1.0000	980.0000	830,644,212.0	814,031,327,760.00	706590.6817
				2020	579.2500	0.0140	8.1100	2,085,815.0	16,915,959.65	9.0265
				2021	1050.0000	0.0140	14.7000	2,865,610.0	42,124,467.00	2.2615
				2022	92.7500	0.0140	1.3000	4,619,027.0	6,004,735.10	0.3131
				2023	19.0800	0.0140	0.2700	9,459,132.0	2,553,965.64	0.1064
0001419178	Artio Global Investors Inc	Artio G	nan	2011	nan	nan	nan	58,051,113.0	nan	nan
0001419178	Artio Global Investors Inc	Artio G	nan	2012	nan	nan	nan	58,276,178.0	nan	nan
0001420811	On Deck Capital Inc	On Deck	nan	2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
				2019	nan	nan	nan	nan	nan	nan
0001430592	Financial Engines LLC	Financi	nan	2011	nan	nan	nan	45,501,895.0	nan	nan
				2012	nan	nan	nan	46,005,397.0	nan	nan
				2013	nan	nan	nan	50,408,883.0	nan	nan
				2014	nan	nan	nan	51,955,106.0	nan	nan
				2015	nan	nan	nan	nan	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
0001433642	Hamilton Lane INC	Hamilto	HLNE	2018	30.5700	1.0000	30.5700	25,919,710.0	792,365,534.70	3.5102
0001433642	Hamilton Lane INC	Hamilto	HLNE	2022	63.0900	1.0000	63.0900	37,866,085.0	2,388,971,302.65	2.5794
0001483646	Blackstar Enterprise Group INC	Blackst	BEGI	2017	4.3000	1.0000	4.3000	52,000,000.0	223,600,000.00	2208.9727
				2018	0.5800	1.0000	0.5800	52,000,000.0	30,160,000.00	557.3934
				2019	0.0300	1.0000	0.0300	53,853,443.0	1,615,603.29	8.3651
				2020	0.0300	1.0000	0.0300	82,454,275.0	2,473,628.25	18.4944
				2021	0.0200	1.0000	0.0200	128,689,319.0	2,573,786.38	2.6942
				2022	0.0000	1.0000	0.0000	352,797,304.0	0.00	0.3694
0001496623	Netspend Holdings Inc	Netspen	nan	2011	nan	nan	nan	79,317,512.0	nan	nan
0001496623	Netspend Holdings Inc	Netspen	nan	2012	nan	nan	nan	76,223,241.0	nan	nan
0001497770	Walker Dunlop Inc	Walker	WD	2011	10.3300	1.0000	10.3300	22,236,657.0	229,704,666.81	0.5210
				2012	13.7900	1.0000	13.7900	34,618,820.0	477,393,527.80	0.3156
				2015	24.1100	1.0000	24.1100	30,566,233.0	736,951,877.63	0.2255
				2016	26.4700	1.0000	26.4700	30,804,028.0	815,382,621.16	0.2970
				2017	39.4000	1.0000	39.4000	31,064,545.0	1,223,943,073.00	0.6796
				2018	34.8000	1.0000	34.8000	31,238,670.0	1,087,105,716.00	0.4669
				2019	57.0800	1.0000	57.0800	30,817,298.0	1,759,051,369.84	0.8167
				2020	81.5300	1.0000	81.5300	31,227,460.0	2,545,974,813.80	0.6282
				2021	135.7000	1.0000	135.7000	32,038,216.0	4,347,585,911.20	0.9843
				2022	72.7500	1.0000	72.7500	33,012,082.0	2,401,628,965.50	0.7536
				2023	102.6000	1.0000	102.6000	33,450,185.0	3,431,988,981.00	1.0795
0001498122	Arista Financial Corp	Arista	nan	2017	nan	nan	nan	nan	nan	nan
0001498122	Arista Financial Corp	Arista	nan	2018	nan	nan	nan	nan	nan	nan
0001510832	Biopower Operations Corp	Biopowe	nan	2013	nan	nan	nan	90,280,000.0	nan	nan
				2014	nan	nan	nan	30,781,180.0	nan	nan
				2015	nan	nan	nan	42,107,680.0	nan	nan
				2021	nan	nan	nan	45,000,000.0	nan	nan
				2022	nan	nan	nan	45,625,000.0	nan	nan
0001517302	Artisan Partners Asset Management Inc	Artisan	APAM	2013	22.9500	1.0000	22.9500	19,807,436.0	454,580,656.20	0.8823
				2014	18.9900	1.0000	18.9900	34,121,560.0	647,968,424.40	0.8143
				2015	14.9600	1.0000	14.9600	39,411,178.0	589,591,222.88	0.6638
				2016	13.6000	1.0000	13.6000	42,111,819.0	572,720,738.40	0.6529
				2017	19.7600	1.0000	19.7600	49,989,107.0	987,784,754.32	1.3141
				2018	11.9800	1.0000	11.9800	54,019,493.0	647,153,526.14	0.9019
				2019	20.1800	1.0000	20.1800	56,260,602.0	1,135,338,948.36	1.3469
				2024	41.8500	1.0000	41.8500	70,069,120.0	2,932,392,672.00	2.3575
0001524223	Manning Napier Inc	Manning	nan	2012	nan	nan	nan	13,583,873.0	nan	nan
				2013	nan	nan	nan	13,634,246.0	nan	nan
				2014	nan	nan	nan	13,705,419.0	nan	nan
				2015	nan	nan	nan	14,775,130.0	nan	nan
				2016	nan	nan	nan	15,002,880.0	nan	nan
				2017	nan	nan	nan	15,039,347.0	nan	nan
				2018	nan	nan	nan	15,333,041.0	nan	nan
				2019	nan	nan	nan	15,594,407.0	nan	nan
				2020	nan	nan	nan	16,490,832.0	nan	nan
				2021	nan	nan	nan	18,465,554.0	nan	nan
0001527166	Carlyle Group Inc	Carlyle	CG	2012	12.9100	1.0000	12.9100	43,244,180.0	558,282,363.80	0.0225
				2013	18.2100	1.0000	18.2100	49,286,225.0	897,502,157.25	0.0318
				2014	14.6800	1.0000	14.6800	67,369,854.0	988,989,456.72	0.0334
				2015	9.8600	1.0000	9.8600	80,241,015.0	791,176,407.90	0.0285
				2016	10.7100	1.0000	10.7100	84,578,736.0	905,838,262.56	0.0979
				2017	16.8000	1.0000	16.8000	97,805,907.0	1,643,139,237.60	0.1521
				2018	12.4800	1.0000	12.4800	107,748,095.0	1,344,696,225.60	0.1170
				2019	26.0300	1.0000	26.0300	117,268,088.0	3,052,488,330.64	0.2477
				2020	27.0700	1.0000	27.0700	353,269,793.0	9,563,013,296.51	0.6744
				2021	48.1200	1.0000	48.1200	356,527,526.0	17,156,104,551.12	0.9326
				2022	26.9600	1.0000	26.9600	363,605,317.0	9,802,799,346.32	0.5449
				2023	39.3500	1.0000	39.3500	360,795,648.0	14,197,308,748.80	0.7766
				2024	49.7900	1.0000	49.7900	357,681,261.0	17,808,949,985.19	0.8937
0001538716	Oportun Financial Corp	Oportun	OPRT	2019	22.9000	1.0000	22.9000	27,001,251.0	618,328,647.90	0.3158
				2020	19.1600	1.0000	19.1600	27,607,142.0	528,952,840.72	0.2978
				2021	20.5200	1.0000	20.5200	28,387,950.0	582,520,734.00	0.2203
				2022	5.1500	1.0000	5.1500	33,192,703.0	170,942,420.45	0.0512
				2023	3.5900	1.0000	3.5900	34,230,172.0	122,886,317.48	0.0382
				2024	3.9100	1.0000	3.9100	35,971,037.0	140,646,754.67	0.0461
0001549966	Silvercrest Asset Management Group Inc	Silverc	SAMG	2013	10.6000	1.0000	10.6000	nan	nan	nan
				2014	10.0000	1.0000	10.0000	nan	nan	nan
				2015	7.9400	1.0000	7.9400	nan	nan	nan
				2016	9.2800	1.0000	9.2800	8,049,025.0	74,694,952.00	0.9423
				2017	11.4000	1.0000	11.4000	8,131,220.0	92,695,908.00	1.1398
				2018	9.9900	1.0000	9.9900	8,345,635.0	83,372,893.65	0.9044
				2019	9.7800	1.0000	9.7800	9,180,013.0	89,780,527.14	0.5432
				2020	11.7900	1.0000	11.7900	9,544,607.0	112,530,916.53	0.6939
				2021	14.5600	1.0000	14.5600	9,653,214.0	140,550,795.84	0.8223
				2022	16.5900	1.0000	16.5900	9,627,462.0	159,719,594.58	1.0662
0001550453	Trilinc Global Impact Fund LLC	Trilinc	TRIC	2019	nan	1.0000	nan	nan	nan	nan
				2022	nan	1.0000	nan	nan	nan	nan
				2023	nan	1.0000	nan	nan	nan	nan
				2024	nan	1.0000	nan	nan	nan	nan
0001558432	Capstone Financial Group INC	Capston	nan	2014	nan	nan	nan	nan	nan	nan
0001558432	Capstone Financial Group INC	Capston	nan	2015	nan	nan	nan	nan	nan	nan
0001562214	ZAIS Group Holdings Inc	ZAIS Gr	nan	2016	nan	nan	nan	nan	nan	nan
0001562214	ZAIS Group Holdings Inc	ZAIS Gr	nan	2017	nan	nan	nan	nan	nan	nan
0001570827	Victory Capital Holdings Inc	Victory	VCTR	2017	nan	1.0000	nan	nan	nan	nan
				2018	7.9100	1.0000	7.9100	14,383,572.0	113,774,054.52	0.1984
				2019	18.2100	1.0000	18.2100	16,325,352.0	297,284,659.92	0.2003
				2020	20.9700	1.0000	20.9700	16,304,521.0	341,905,805.37	0.2483
				2021	32.6000	1.0000	32.6000	16,337,956.0	532,617,365.60	0.2519
				2022	25.0600	1.0000	25.0600	68,509,826.0	1,716,856,239.56	0.8548
0001580185	J G Wentworth Co	J G Wen	nan	2013	nan	nan	nan	nan	nan	nan
				2014	nan	nan	nan	14,923,670.0	nan	nan
				2015	nan	nan	nan	nan	nan	nan
0001591587	Assetmark Financial Holdings Inc	Assetma	nan	2019	nan	nan	nan	72,400,000.0	nan	nan
				2020	nan	nan	nan	72,449,255.0	nan	nan
				2021	nan	nan	nan	73,550,507.0	nan	nan
				2022	nan	nan	nan	73,847,106.0	nan	nan
				2023	nan	nan	nan	74,265,358.0	nan	nan
0001596967	Moelis Co	Moelis	MC	2014	15.9000	1.0000	15.9000	15,159,781.0	241,040,517.90	0.6394
				2015	13.7000	1.0000	13.7000	20,203,279.0	276,784,922.30	0.6739
				2016	18.2400	1.0000	18.2400	20,588,226.0	375,529,242.24	0.7938
				2017	27.8600	1.0000	27.8600	33,297,858.0	927,678,323.88	1.7606
				2018	21.4800	1.0000	21.4800	45,740,441.0	982,504,672.68	1.3490
				2019	22.1900	1.0000	22.1900	49,348,474.0	1,095,042,638.06	1.2519
				2020	35.0500	1.0000	35.0500	55,460,834.0	1,943,902,231.70	1.9951
				2021	52.5100	1.0000	52.5100	60,964,311.0	3,201,235,970.61	2.4316
				2022	34.8900	1.0000	34.8900	63,965,801.0	2,231,766,796.89	2.2605
0001601712	Synchrony Financial	Synchro	SYF	2017	31.9100	1.0000	31.9100	782,591,569.0	24,972,496,966.79	0.2816
				2018	19.7100	1.0000	19.7100	718,731,714.0	14,166,202,082.94	0.1425
				2019	31.5200	1.0000	31.5200	646,192,751.0	20,367,995,511.52	0.2094
				2020	30.5300	1.0000	30.5300	583,792,187.0	17,823,175,469.11	0.1989
				2021	42.4300	1.0000	42.4300	547,259,177.0	23,220,206,880.11	0.2611
				2022	30.7500	1.0000	30.7500	450,541,428.0	13,854,148,911.00	0.1412
				2023	36.9400	1.0000	36.9400	413,804,360.0	15,285,933,058.40	0.1383
				2024	64.8600	1.0000	64.8600	389,344,383.0	25,252,876,681.38	0.2271
0001605057	Vemanti Group Inc	Vemanti	VMNT	2021	0.8200	1.0000	0.8200	70,304,086.0	57,649,350.52	97.8264
				2022	0.0800	1.0000	0.0800	69,351,709.0	5,548,136.72	10.0945
				2023	0.0800	1.0000	0.0800	72,315,503.0	5,785,240.24	26.3604
0001611702	Brightsphere Investment Group plc	Brights	nan	2014	nan	nan	nan	120,000,000.0	nan	nan
				2016	nan	nan	nan	nan	nan	nan
				2017	nan	nan	nan	nan	nan	nan
				2018	nan	nan	nan	nan	nan	nan
0001623590	Fintech Scion Ltd	Fintech	FINR	2016	14.0000	0.0010	0.0100	5,098,725,000.0	50,987,250.00	75.2331
				2017	3.9800	0.1000	0.4000	54,087,903.0	21,635,161.20	10.3045
				2018	2.0000	0.1000	0.2000	54,087,903.0	10,817,580.60	3.2622
				2019	0.8000	0.1000	0.0800	54,087,903.0	4,327,032.24	1.7220
				2020	0.9100	0.1000	0.0900	54,087,903.0	4,867,911.27	1.8872
				2021	1.0700	0.1000	0.1100	54,087,903.0	5,949,669.33	2.3265
				2022	4.6000	1.0000	4.6000	5,409,310.0	24,882,826.00	0.7237
0001626115	PJT Partners Inc	PJT Par	PJT	2015	24.3500	1.0000	24.3500	nan	nan	nan
				2016	27.9800	1.0000	27.9800	18,003,272.0	503,731,550.56	1.3126
				2017	41.3500	1.0000	41.3500	18,595,394.0	768,919,541.90	2.2110
				2018	35.3400	1.0000	35.3400	22,252,160.0	786,391,334.40	1.8374
				2019	40.8800	1.0000	40.8800	23,086,207.0	943,764,142.16	1.4180
				2020	70.1000	1.0000	70.1000	23,798,298.0	1,668,260,689.80	2.0156
				2021	71.5200	1.0000	71.5200	24,267,706.0	1,735,626,333.12	2.5950
				2022	73.2900	1.0000	73.2900	24,413,796.0	1,789,287,108.84	2.6671
0001640384	LM Funding America INC	LM Fund	LMFA	2015	2698.5000	0.0030	8.1000	3,300,000.0	26,730,000.00	2.3271
				2016	1261.5000	0.0030	3.7800	3,300,000.0	12,474,000.00	1.5749
				2017	513.0000	0.0030	1.5400	3,300,000.0	5,082,000.00	3.3416
				2018	34.8000	0.0330	1.1500	2,300,000.0	2,645,000.00	0.8371
				2019	24.1400	0.0330	0.8000	3,100,000.0	2,480,000.00	0.3967
				2020	19.2800	0.0330	0.6400	15,400,000.0	9,856,000.00	1.4879
				2021	32.0700	0.1670	5.3600	12,804,619.0	68,632,757.84	2.1703
0001647639	Upstart Holdings Inc	Upstart	UPST	2021	148.5600	1.0000	148.5600	81,957,413.0	12,175,593,275.28	8.5927
				2022	13.2700	1.0000	13.2700	81,877,350.0	1,086,512,434.50	0.6791
				2023	44.7500	1.0000	44.7500	85,057,317.0	3,806,314,935.75	2.2397
				2024	68.2000	1.0000	68.2000	91,228,026.0	6,221,751,373.20	3.0345
0001651052	Focus Financial Partners Inc	Focus F	nan	2018	nan	nan	nan	42,529,651.0	nan	nan
				2019	nan	nan	nan	47,255,907.0	nan	nan
				2020	nan	nan	nan	50,610,589.0	nan	nan
				2021	nan	nan	nan	60,333,968.0	nan	nan
				2022	nan	nan	nan	65,865,932.0	nan	nan
0001651094	Elevate Credit Inc	Elevate	nan	2017	nan	nan	nan	41,859,871.0	nan	nan
				2018	nan	nan	nan	43,197,206.0	nan	nan
				2019	nan	nan	nan	44,158,038.0	nan	nan
				2020	nan	nan	nan	38,070,426.0	nan	nan
				2021	nan	nan	nan	32,569,391.0	nan	nan
0001661779	Startengine Crowdfunding INC	Starten	nan	2022	nan	nan	nan	nan	nan	nan
0001679788	Coinbase Global Inc	Coinbas	COIN	2021	253.5800	1.0000	253.5800	155,243,470.0	39,366,639,122.60	2.1769
				2022	35.0600	1.0000	35.0600	178,849,467.0	6,270,462,313.02	0.0721
				2023	170.0400	1.0000	170.0400	192,049,284.0	32,656,060,251.36	0.1602
				2024	274.1700	1.0000	274.1700	204,910,047.0	56,180,187,585.99	3.2280
0001684682	CNL Strategic Capital LLC	CNL Str	nan	2021	nan	nan	nan	nan	nan	nan
				2022	nan	nan	nan	nan	nan	nan
				2023	nan	nan	nan	nan	nan	nan
				2024	nan	nan	nan	nan	nan	nan
0001692376	Velocity Financial Inc	Velocit	VEL	2020	6.2600	1.0000	6.2600	20,087,494.0	125,747,712.44	0.0645
0001692376	Velocity Financial Inc	Velocit	VEL	2022	9.5300	1.0000	9.5300	32,415,860.0	308,923,145.80	0.0868
0001697412	Migom Global Corp	Migom G	nan	2017	nan	nan	nan	7,235,000.0	nan	nan
				2018	nan	nan	nan	7,315,000.0	nan	nan
				2019	nan	nan	nan	7,315,000.0	nan	nan
0001706509	Cosmos Group Holdings Inc	Cosmos	nan	2017	nan	nan	nan	429,848,898.0	nan	nan
				2018	nan	nan	nan	21,492,933.0	nan	nan
				2019	nan	nan	nan	27,725,884.0	nan	nan
				2020	nan	nan	nan	21,536,933.0	nan	nan
				2024	nan	nan	nan	nan	nan	nan
0001710350	Bit Digital Inc	Bit Dig	BTBT	2024	nan	nan	nan	nan	nan	nan
0001711012	Senmiao Technology Ltd	Senmiao	AIHS	2019	6.4500	0.1000	0.6400	28,839,803.0	18,457,473.92	2.2901
				2020	10.6500	0.1000	1.0700	43,696,318.0	46,755,060.26	3.1244
				2021	4.1000	0.1000	0.4100	61,783,794.0	25,331,355.54	1.2053
				2022	0.9200	1.0000	0.9200	7,682,908.0	7,068,275.36	0.5332
				2023	0.4200	1.0000	0.4200	9,568,040.0	4,018,576.80	0.4051
				2024	0.9300	1.0000	0.9300	10,518,040.0	9,781,777.20	1.2675
0001711291	CURO Group Holdings Corp	CURO Gr	nan	2020	nan	nan	nan	40,885,113.0	nan	nan
				2021	nan	nan	nan	40,452,336.0	nan	nan
				2022	nan	nan	nan	40,485,381,000.0	nan	nan
0001714174	Burford Capital Ltd	Burford	BUR	2024	nan	nan	nan	nan	nan	nan
0001748824	Acadian Asset Management Inc	Acadian	AAMI	2019	9.8400	1.0000	9.8400	86,107,800.0	847,300,752.00	0.6419
				2020	18.7900	1.0000	18.7900	79,885,287.0	1,501,044,542.73	1.2646
				2021	25.5000	1.0000	25.5000	79,819,128.0	2,035,387,764.00	2.8126
				2022	19.1100	1.0000	19.1100	41,433,855.0	791,800,969.05	1.4953
				2023	19.1800	1.0000	19.1800	41,508,144.0	796,126,201.92	1.3568
				2024	26.9700	1.0000	26.9700	37,317,938.0	1,006,464,787.86	1.5260
0001769624	Triller Group Inc	Triller	ILLR	2022	3.8000	0.4840	1.8400	1,398,642.0	2,573,501.28	0.0260
0001769624	Triller Group Inc	Triller	ILLR	2023	0.8300	0.4840	0.4000	67,561,998.0	27,024,799.20	0.4348
0001777835	Perella Weinberg Partners	Perella	PWP	2021	11.6900	1.0000	11.6900	42,492,628.0	496,738,821.32	0.8529
				2022	9.0300	1.0000	9.0300	42,375,596.0	382,651,631.88	0.6517
				2023	12.1500	1.0000	12.1500	43,268,614.0	525,713,660.10	0.8382
				2024	23.7400	1.0000	23.7400	52,535,701.0	1,247,197,541.74	1.6373
0001796022	Stepstone Group Inc	Stepsto	STEP	2021	37.5800	1.0000	37.5800	55,735,256.0	2,094,530,920.48	2.1137
0001796022	Stepstone Group Inc	Stepsto	STEP	2022	24.1300	1.0000	24.1300	62,061,427.0	1,497,542,233.51	0.4571
0001807846	Moneylion INC	Moneyli	ML	2022	nan	nan	nan	253,552,979.0	nan	nan
0001813793	Blockchain of Things Inc	Blockch	nan	2020	nan	nan	nan	nan	nan	nan
0001813793	Blockchain of Things Inc	Blockch	nan	2021	nan	nan	nan	nan	nan	nan
0001818502	Oppfi Inc	Oppfi I	OPFI	2021	4.2200	1.0000	4.2200	13,464,542.0	56,820,367.24	0.1343
				2023	4.2400	1.0000	4.2400	110,669,080.0	469,236,899.20	0.9298
				2024	7.2300	1.0000	7.2300	86,214,225.0	623,328,846.75	1.1897
0001819796	GCM Grosvenor Inc	GCM Gro	GCMG	2020	11.0700	1.0000	11.0700	42,259,797.0	467,815,952.79	0.7874
				2021	8.6000	1.0000	8.6000	44,036,239.0	378,711,655.40	0.6215
				2022	6.9100	1.0000	6.9100	42,238,879.0	291,870,653.89	0.5448
				2023	8.3900	1.0000	8.3900	42,988,563.0	360,674,043.57	0.6437
				2024	12.0200	1.0000	12.0200	44,899,246.0	539,688,936.92	0.8202
0001821850	Sunlight Financial Holdings Inc	Sunligh	nan	2022	nan	nan	nan	82,026,904.0	nan	nan
0001823144	Composecure Inc	Compose	CMPO	2021	8.2800	1.2040	9.9700	23,156,000.0	230,865,320.00	0.6888
				2022	3.8000	1.2040	4.5800	15,759,668.0	72,179,279.44	0.2333
				2023	4.3000	1.2040	5.1800	19,356,819.0	100,268,322.42	0.3299
0001823945	BLUE OWL Capital INC	BLUE OW	OWL	2021	13.0100	1.0000	13.0100	364,697,135.0	4,744,709,726.35	0.8884
				2022	9.5500	1.0000	9.5500	438,600,597.0	4,188,635,701.35	0.6843
				2023	14.1400	1.0000	14.1400	455,748,576.0	6,444,284,864.64	1.0433
				2024	23.1100	1.0000	23.1100	568,430,654.0	13,136,432,413.94	1.6240
0001829311	Bitmine Immersion Technologies Inc	Bitmine	BMNR	2021	nan	1.0000	nan	41,208,399.0	nan	nan
				2022	nan	1.0000	nan	48,706,915.0	nan	nan
				2023	nan	1.0000	nan	49,665,649.0	nan	nan
				2024	nan	1.0000	nan	39,667,607.0	nan	nan
0001831631	Loandepot Inc	Loandep	LDI	2021	4.4700	1.0000	4.4700	20,019,448.0	89,486,932.56	0.0081
				2022	1.5700	1.0000	1.5700	72,066,120.0	113,143,808.40	0.0184
				2023	3.3100	1.0000	3.3100	81,557,677.0	269,955,910.87	0.0466
				2024	1.9400	1.0000	1.9400	98,076,575.0	190,268,555.50	0.0312
0001838615	AlTi Global Inc	AlTi Gl	ALTI	2023	8.6700	1.0000	8.6700	64,770,908.0	561,563,772.36	0.6440
0001838615	AlTi Global Inc	AlTi Gl	ALTI	2024	4.3500	1.0000	4.3500	93,686,980.0	407,538,363.00	0.5282
0001841968	P10 Inc.	P10 Inc	PX	2021	12.1700	1.0000	12.1700	23,000,000.0	279,910,000.00	0.5848
0001841968	P10 Inc.	P10 Inc	PX	2022	9.9300	1.0000	9.9300	40,911,332.0	406,249,526.76	0.6669
0001854401	Bridge Investment Group Holdings Inc	Bridge	BRDG	2022	10.9100	1.0000	10.9100	29,247,221.0	319,087,181.11	0.3835
				2023	8.8600	1.0000	8.8600	34,223,059.0	303,216,302.74	0.2983
				2024	8.3600	1.0000	8.3600	41,762,675.0	349,135,963.00	0.3513
0001854963	SHF Holdings Inc	SHF Hol	SHFS	2023	23.9000	0.0500	1.2000	46,593,317.0	55,911,980.40	1.0986
0001854963	SHF Holdings Inc	SHF Hol	SHFS	2024	8.3000	0.0500	0.4200	55,673,327.0	23,382,797.34	1.1933
0001858681	Apollo Global Management Inc	Apollo	APO	2022	60.7600	1.0000	60.7600	572,283,625.0	34,771,953,055.00	0.1360
				2023	91.2200	1.0000	91.2200	567,555,284.0	51,772,393,006.48	0.1721
				2024	169.5700	1.0000	169.5700	565,816,456.0	95,945,496,443.92	0.2647
0001880661	TPG Inc.	TPG Inc	TPG	2023	41.0400	1.0000	41.0400	72,337,600.0	2,968,735,104.00	0.3861
0001880661	TPG Inc.	TPG Inc	TPG	2024	62.9000	1.0000	62.9000	97,449,967.0	6,129,602,924.30	0.7014
0001883085	Pagaya Technologies Ltd	Pagaya	PGY	2024	nan	nan	nan	61,003,320.0	nan	nan
0001897525	KB Global Holdings Ltd	KB Glob	nan	2022	nan	nan	nan	nan	nan	nan
0001908984	ENDI Corp	ENDI Co	ENDI	2022	3.7500	1.0000	3.7500	5,452,383.0	20,446,436.25	1.8126
0001908984	ENDI Corp	ENDI Co	ENDI	2023	4.1000	1.0000	4.1000	5,452,383.0	22,354,770.30	1.6013
0001937926	Brookfield Asset Management Ltd	Brookfi	BAM	2024	nan	nan	nan	nan	nan	nan
0001938109	Pineapple Financial Inc	Pineapp	PAPLF	2023	1.8100	1.0000	1.8100	7,181,978.0	12,999,380.18	3.4699
0001938109	Pineapple Financial Inc	Pineapp	PAPLF	2024	0.4500	1.0000	0.4500	8,808,019.0	3,963,608.55	1.1686

QA: us_finance_services 2009-2024

Table of Contents

Ranks across the years

PDF reports

2009

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2010

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2011

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2012

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2013

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2014

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2015

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2016

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2017

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2018

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2019

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2020

Logs

Diagrams

Calculation Linkbase Overview

Absolute xval/yval quantiles

Effect quantiles (final effects with respect to final var and normalized if applicable)

2021

Logs

Diagrams

Calculation Linkbase Overview