Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 12.12% | -11.3% | 23.42% |
| 3 Months | 16.02% | -14.44% | 30.46% |
| 6 Months | 13.86% | -9.02% | 22.88% |
| 1 Year | 44.83% | -3.99% | 48.82% |
| 2 Year | 15.88% | 1.19% | 14.69% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.92% | 7.89% | 6.03% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.58% | 0.87% | 12.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 5.62% | 1.38% | 23.42% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.3% | -2.01% | -4.69% | 5.12% | 5.66% | 6.83% | 0.47% | 2.17% | 4.43% | 1.58% | 0.06% | -3.45% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | 0.75% | 3.78% | -11% | 1.64% | 3.74% | 3.46% | 3.24% | 3.38% | 3.66% | -3.04% | -1.86% | -3.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.95% | 0.74% | 1.82% | 0.06% | -0.84% | -2.66% | 1.64% | -0.78% | -1.88% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -0.29% | 0.71% | -4.95% | -3.94% | -2.2% | -4.94% | 7.76% | -0.52% | 0.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 184.2 | 186.1 | 217 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 148.3 | 144.9 | 135.2 | 143.5 | 152.7 | 162.7 | 165.5 | 169.3 | 179.8 | 183.9 | 184.2 | 178.7 |
| 2024 | -- | -- | -- | 133.4 | 146.3 | 149.8 | 151.9 | 151.3 | 147 | 149.9 | 148.8 | 146.8 |
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
