Performance vs Benchmark

Liquid portfolio vs. benchmark
Portfolio return
—
since first snapshot
Benchmark return
—
since first snapshot
Alpha
—
portfolio − benchmark
Liquid AUM
—
latest snapshot
CAGR
—
annualised, selected window
YTD Return
—
liquid portfolio, Jan 1 base
Max Drawdown
—
peak-to-trough, selected window
Cumulative Return (rebased to 0%)
Liquid Portfolio
Benchmark
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Snapshot History
Date Liquid AUM (€) Cash In Return (TWR) Bench. Return Alpha BM Prices
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