PERFORMANCE ANALYTICS

Transparent insights into our investment performance and comprehensive market analysis

KEY PERFORMANCE METRICS

Real-time data and comprehensive analytics showcasing our investment performance

Total Assets Under Management

$2B+15.2%

Total client assets managed across all portfolios

Client Portfolio Growth

14%+2.1%

Average annual portfolio growth rate

Active Clients

12,450+28%

Number of active investment accounts

Investment Success Rate

94%+3.2%

Percentage of profitable investment strategies

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

+18.7%

Bluenture Portfolio

Benchmark Return

+14.2%

Market Benchmark

Alpha Generated

+4.5%

Excess Return

SECTOR ALLOCATION

Diversified portfolio allocation across key market sectors

Technology

$784M+3.2%

28%

Healthcare

$504M+1.8%

18%

Financial Services

$420M+2.1%

15%

Consumer Discretionary

$336M-0.5%

12%

Energy

$280M+4.7%

10%

Real Estate

$224M+1.3%

Others

$252M+0.9%

RISK ANALYSIS

Comprehensive risk assessment and portfolio volatility metrics

Portfolio Beta

0.87

Lower volatility than market

Sharpe Ratio

1.42

Excellent risk-adjusted returns

Maximum Drawdown

-8.3%

Peak-to-trough decline

Value at Risk (95%)

-2.1%

Daily potential loss

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