Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 8.72% | 10.38% | -1.66% |
| 3 Months | -3.52% | -1.73% | -1.79% |
| 6 Months | 3.3% | -4.33% | 7.63% |
| 1 Year | 15.51% | 3.64% | 11.87% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.1% | 0.45% | 8.65% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.59% | -1.43% | -9.97% | 8.72% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 5.93% | -1.88% | 1.4% | -1.66% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -7.99% | 5.29% | 3.63% | 4.22% | 3.77% | -1.82% | -1.17% | 2.75% | 3.71% | 1.91% | 2.41% |
| Benchmark | -- | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -0.25% | -2.03% | 0.45% | 0.68% | 0.09% | 0.89% | 0.58% | 1.51% | -0.56% | 0.95% | 2.65% |
| 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 | 99.9 | 108.3 | 105.7 | 121.3 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | 1.9 | 5.8 | 11.4 | 26 | 33.7 | 43.8 | 52 | 58.6 | 66.2 | 72.9 | 85.8 |
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
