{{ portfolio_name | e }}

Report date: {{ report_date | e }} Benchmark: {{ benchmark | e }} Period: {{ period_start | e }} to {{ period_end | e }} Currency: {{ currency | e }}

CAGR

{{ metrics.cagr | pct }}

Sharpe

{{ metrics.sharpe_ratio | round2 }}

Max Drawdown

{{ metrics.max_drawdown | pct }}

VaR 95%

{{ metrics.var_95 | pct }}

Beta

{{ metrics.beta | round2 }}

Alpha

{{ metrics.alpha | pct }}

Volatility

{{ metrics.volatility | pct }}

{% if narrative %}

{{ narrative | e }}

{% endif %}

Cumulative Returns

{{ charts.cumulative_returns }}

Drawdown

{{ charts.drawdown }}

Rolling Sharpe

{{ charts.rolling_sharpe }}

Correlation Matrix

{{ charts.correlation_heatmap }}

Portfolio Weights

{{ charts.weight_treemap }}