Performance Snapshot
See backtested results and learn how the strategy behaves in different markets.
2025
Insights
1 min
What It Is
The Performance Snapshot gives you a clear picture of how the strategy has performed across different time frames and market conditions.
It’s not just about returns. We show the journey: the ups, the downs, and how the strategy behaves when the market tests your nerves.
What’s Inside
Historical Returns: 1-year, 3-year, 5-year (if available), compared to relevant benchmarks.
Risk & Volatility: Standard deviation, max drawdown, and other key stress indicators.
Scenario Highlights: How the strategy responded during major events (e.g., 2020 crash, 2022 inflation spike).
Trailing vs. Calendar Returns: To give you different angles of performance.
Chart & Commentary: A visual curve plus a short narrative that explains the numbers in plain language.
Why It Matters
Performance is more than a number. This snapshot gives you the context to understand how results are achieved, not just what they are. It helps you decide if the strategy matches your expectations — and if you're comfortable with the ride.
Past performance doesn’t guarantee future results — but it does show you the playbook.
