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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.53% | 0.88% | -0.35% |
| 3 Months | 1.66% | 0.98% | 0.68% |
| 6 Months | 3.4% | 2.99% | 0.41% |
| 1 Year | 9.28% | 6.69% | 2.59% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.09% | 6.53% | 2.56% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.54% | 0.53% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.67% | -0.35% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | 0% | 2.71% | 0.57% | 0.58% | 0.56% | 0.58% | 0.57% | 0.57% | 0.58% | 0.56% | 0.58% |
| Benchmark | -- | 0% | 1.57% | 1.7% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | -- | 0% | 1.14% | -1.13% | -0.37% | 1% | 0.05% | 1.31% | -0.34% | -0.1% | 0.18% | 0.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 28066.3 | 28561.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | 3477.3 | 24064.7 | 23777.3 | 24179.6 | 24816.3 | 25487.2 | 25912.8 | 26556 | 27006.4 | 27235.4 | 27330.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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Claude
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