Analytics
Performance, attribution, drawdown, correlation, optimization and projected cash flows.
Illustrative performance — portfolio vs. blended benchmark
Rolling returns
| Period | Portfolio (sample) | Benchmark | Excess |
|---|---|---|---|
| YTD | +10,2% | +6,8% | +3,4% |
| 12m | +14,5% | +10,1% | +4,4% |
| 3y ann. | +11,6% | +8,9% | +2,7% |
| 5y ann. | +9,7% | +7,5% | +2,2% |
| Since inception | +8,5% | +6,7% | +1,8% |