{% if header_logo %} {% endif %}

{{ title }}

{{ header_primary }}

{{ header_secondary }}

{% if has_benchmark %}

Benchmark: {{ benchmark_label }}

{% endif %}

Portfolio Summary

{% for card in summary_stat_cards %}
{{ card.label }} {% if card.tooltip %} ⓘ {% endif %} {{ card.value }}
{% endfor %}
{% if has_benchmark %}

Benchmark Comparison: {{ benchmark_label }}

{% endif %}
{% if parameter_rows %}

Strategy Parameters

{% endif %}

Performance Analysis

EOY Returns

EOY Breakdown

{% if has_benchmark %} {% endif %} {% if has_benchmark %} {% endif %}
Year ReturnReturn ({{ benchmark_label }})Cum.Cum. ({{ benchmark_label }})

Daily Returns

Period Returns

{% if has_benchmark %} {% endif %}
Period Strategy{{ benchmark_label }}

Risk Analysis

Rolling Sharpe

Rolling Sortino

Risk-adjusted Returns

{% if has_benchmark %} {% endif %}
Metric Strategy{{ benchmark_label }}

Rolling Volatility

Underwater Curve

Volatility & Drawdown

{% if has_benchmark %} {% endif %}
Metric Strategy{{ benchmark_label }}

Return Distribution (0.5–99.5%)

Distribution & Tail Risk

{% if has_benchmark %} {% endif %}
Metric Strategy{{ benchmark_label }}

Top 5 Longest Drawdowns

Worst 10 Drawdowns

Started Recovered Drawdown Days

Consistency Metrics

Monthly Returns Heatmap

Performance by Period (Trend)

Performance by Period

Performance by Year (Chart)

Performance by Year

{% if custom_panels %} {% for panel in custom_panels %}

{{ panel.title }}

{% if panel.layout == "charts_only" %}
{% for chart_html in panel.charts %}
{{ chart_html | safe }}
{% endfor %}
{% elif panel.layout == "metrics_only" %}
{% for metric in panel.metrics %} {% endfor %}
{{ metric.label }} {{ metric.value }}
{% elif panel.layout == "both" %}
{% for chart_html in panel.charts %}
{{ chart_html | safe }}
{% endfor %}
{% for metric in panel.metrics %} {% endfor %}
{{ metric.label }} {{ metric.value }}
{% endif %}
{% endfor %} {% endif %}