Performance Analytics

Track and analyze portfolio performance metrics

YTD Return

+12.4%

Benchmark

+9.8%

Alpha

+2.6%

Sharpe Ratio

1.42

Volatility

14.2%

Max Drawdown

-8.3%

Cumulative Returns

Portfolio
Benchmark

Return Attribution

Asset Allocation+4.2%
Security Selection+6.8%
Sector Rotation+1.4%
Market Timing-0.8%
Total Active Return+2.6%

Top Performers

1Johnson Family Trust
+22.4%
2Venture Partners LP
+18.9%
3Chen Family Trust
+14.2%

Conservative Performers

1Conservative Income Fund
+4.2%
2Fixed Income Portfolio
+5.8%
3Bond Ladder Strategy
+6.1%