| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 11.85% | -0.09% | 11.94% |
| 3 Months | 12.3% | 3.86% | 8.44% |
| 6 Months | 0% | 0% | 0% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 21.97% | 4.18% | 17.79% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -- | -- | -- | 0% | 10.05% | 3.42% | -- | 11.85% | -- | -- | -- | -- |
| Benchmark | -- | -- | -- | 0% | -0.17% | 1.73% | -- | -0.09% | -- | -- | -- | -- |
| Alpha | -- | -- | -- | 0% | 10.22% | 1.69% | -- | 11.94% | -- | -- | -- | -- |
| 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 |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -- | -- | -- | 0.5 | 1.9 | 2.5 | -- | 4.6 | -- | -- | -- | -- |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
