PERFORMANCE ANALYTICS

Transparent insights into our investment performance and comprehensive market analysis

KEY PERFORMANCE METRICS

Real-time data and comprehensive analytics showcasing our first-year investment performance

Total Assets Under Management

$7.2M+38%

Total client assets managed across all portfolios

Client Portfolio Growth

11.8%+3.4%

Average annual portfolio growth rate

Active Clients

50+167%

Number of active investment accounts

Investment Success Rate

87.3%+12.8%

Percentage of profitable investment strategies

60-DAY TRIAL PROGRAM RESULTS

Real performance data from our 60-day trial participants who tested our investment strategies

Active

Total Participants

28

Clients who completed our 60-day trial program

Success

Trial Success Rate

50%

24 of 28 participants achieved positive returns

Growth

Average 60-Day Return

+4.2%

Average portfolio growth during trial period

Client Conversion

34.7%

19 trial participants became full-time clients

Conversion Progress19/28

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  • Full access to our investment strategies
  • Personal advisor support included
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MARKET OVERVIEW

Real-time market data and index performance tracking

S&P 500

4,567.89
+1.24%+56.78

NASDAQ

14,234.56
+0.89%+125.67

DOW JONES

34,567.12
-0.45%-156.23

RUSSELL 2000

2,123.45
+2.15%+44.78

PERFORMANCE ANALYSIS

Detailed performance comparison against market benchmarks

Portfolio Return

+11.8%

Bluenture Portfolio

Benchmark Return

+9.2%

Market Benchmark

Alpha Generated

+2.6%

Excess Return

SECTOR ALLOCATION

Diversified portfolio allocation across key market sectors

Technology
$1.02M+4.8%
32%
Healthcare
$704K+2.3%
22%
Financial Services
$576K+3.1%
18%
Consumer Discretionary
$384K+1.2%
12%
Energy
$256K+5.4%
8%
Real Estate
$160K+0.8%
5%
Others
$96K+1.5%
3%

RISK ANALYSIS

Comprehensive risk assessment and portfolio volatility metrics

Portfolio Beta

0.92

Slightly lower volatility than market

Sharpe Ratio

1.18

Good risk-adjusted returns

Maximum Drawdown

-12.4%

Peak-to-trough decline

Value at Risk (95%)

-3.2%

Daily potential loss

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