Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0% | -1.36% | 1.36% |
| 3 Months | 0.08% | -1.04% | 1.12% |
| 6 Months | 0.3% | -0.47% | 0.77% |
| 1 Year | 2.54% | 1.79% | 0.75% |
| 2 Year | -22.16% | 5.23% | -27.39% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -14.6% | 5.58% | -20.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.08% | -- | 0% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.43% | -- | -1.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.51% | -- | 1.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.58% | 0.53% | 0.68% | 0.59% | 17.14% | 0% | 0.11% | 0.09% | 0.11% | 0.15% | 0.03% | 0.03% |
| Benchmark | 0.73% | 0.19% | 1.52% | 1.81% | 1.21% | -0.49% | 0.31% | -0.87% | 0.32% | 0.73% | 0.33% | -0.49% |
| Alpha | -0.15% | 0.34% | -0.84% | -1.22% | 15.93% | 0.49% | -0.2% | 0.96% | -0.21% | -0.58% | -0.3% | 0.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.61% | -1.75% | 0.06% | -0.02% | 0% | -41.37% | 0% | 0% | 0.14% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 0.96% | 0.83% | 1.2% | 0.22% | 0.51% | 0.55% |
| Alpha | -- | -- | -- | -0.63% | -1.78% | -6.71% | -0.98% | -0.83% | -42.57% | -0.22% | -0.51% | -0.41% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.8 | -- | 0.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 0 | 0 | 0 | 0 | 7.3 | 6.5 | 2.1 | 0.9 | 1.3 | 2.4 | 1.9 | 1.4 |
| 2024 | -- | -- | -- | 7.1 | 0 | 1.5 | 0 | 0 | 0 | 0 | 0 | 0 |
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
