Insights
Portfolio intelligence — path risk, portfolio state, and risk log
Path Risk
Monte Carlo data unavailable.
Portfolio State
Performance
90d return: +3.70%90d P&L: $10,918Today: +0.24%MTD: +0.15%vs BM MTD: +0.00%
Risk
Status: STABLEVaR 95: -0.85%CVaR 95: -1.85%Tail flag: normalConcentration: normal
Attribution
ADBE: $502 (+3.88%)MSFT: $363 (+1.35%)CRM: $273 (+1.61%)CASH: $0 (+0.00%)ORCL: -$43 (-0.16%)
Macro
Risk regime: Risk OffCycle: Inflation ReheatStress: 53.2/100 (Neutral)
Event Watch
32026-03-09GOOGLDividend
2026-03-09ORCLEarnings
2026-03-10ORCLEarnings
Risk Log
32026-03-03
Portfolio drawdown is 0.0%. Rolling Sharpe(90d) is n/a. CVaR95 is 0.0% (tail risk stable). Empirical size is 0.0%.
2026-03-02
Portfolio drawdown is 0.0%. Rolling Sharpe(90d) is n/a. CVaR95 is 0.0% (tail risk stable). Empirical size is 0.0%.
2026-03-01
Portfolio drawdown is 0.0%. Rolling Sharpe(90d) is n/a. CVaR95 is 0.0% (tail risk stable). Empirical size is 0.0%.