Composites
3 model portfolios · $214.8M total AUM · built from your block library
Growth
Equity-heavy · Long horizon · 7 clients
AUM
$89.6M
YTD
+9.7%
Avg drift
3.8%
Block Allocation
Core Equity
40%
Tech & Innovation
24%
International Eq.
16%
Short Duration
10%
Cash
10%
Balanced
Moderate risk · Medium horizon · 6 clients
AUM
$86.4M
YTD
+5.3%
Avg drift
1.6%
Block Allocation
Core Equity
25%
Short Duration
25%
Healthcare
20%
International Eq.
15%
Cash
15%
Income
Conservative · Near-term · 5 clients
AUM
$38.8M
YTD
+2.9%
Avg drift
0.9%
Block Allocation
Short Duration
35%
Core Equity
20%
Healthcare
20%
International Eq.
12%
Cash
13%
Performance Comparison
✦ AI benchmarked
YTD
1Y
3Y
Since inception
| Composite | Return | Benchmark | Alpha | Sharpe | Max Drawdown | Volatility | Trend |
|---|---|---|---|---|---|---|---|
|
Growth
S&P 500 benchmark
|
+9.7% | +8.9% | +0.8% | 1.42 | −8.4% | 14.2% |
|
|
Balanced
60/40 benchmark
|
+5.3% | +4.8% | +0.5% | 1.28 | −4.1% | 9.6% |
|
|
Income
Agg Bond benchmark
|
+2.9% | +2.1% | +0.8% | 1.14 | −1.8% | 5.3% |
|