Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 4.36% | 7.49% | -3.13% |
| 3 Months | -16.48% | -5.15% | -11.33% |
| 6 Months | 52.99% | -6.53% | 59.52% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 97.28% | -1.65% | 98.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 28.14% | -8.18% | -12.84% | 4.36% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | 7.49% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 31.18% | -7.67% | -1.54% | -3.13% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | 0% | 20.03% | 4.64% | 9.94% | 30.02% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | 0% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | 0% | 19.26% | 0.02% | 8.02% | 30.3% |
| 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 | 0.5 | 0.4 | 0.4 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | 0.2 | 0.2 | 0.2 | 0.2 | 0.4 |
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
