Hypothetical results on past prices (price only, no costs or taxes). Past performance is not a reliable indicator of future results.
Performance
Monthly returns
Portfolio, % per month · Year: portfolio calendar-year return · Index: the same for the index
Asset allocation
Target weights · sum 100%
By sector (% of portfolio)
Top 10 positions
Ratios
Portfolio management ratios
Risk and capture
Concentration
Settings used
Correlation matrix
How monthly returns moved together (−1 to 1). Pairs at 0.85 or above are listed.
Methodology and observations
Methodology
Observations
Educational content. Figures are hypothetical back-tested results based on monthly closing prices adjusted for splits only, converted to the base currency. They exclude dividends, reinvestment, taxes, costs and slippage. Data comes from a third-party provider and may contain errors. The database only holds assets that still trade (survivorship bias). Past performance is not a reliable indicator of future results. Nothing here is investment advice, a personal recommendation or an offer to buy or sell any security. You may lose money.