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◈ Fund Glance
mobile · read-only · PIN protected
Atlas
v2.0
Overview
Performance
Monthly NAV
Trade Log
Model Library
Total Return
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CAGR
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Sharpe
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Max DD
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Sortino
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Churn/Qtr
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⚠ EXPERIMENTAL MODE — Trades are paper only and not reflected in Live Fund
Monthly NAV monthly ledger · BC confirmed NAV overrides estimate
Strategy Performance rebalance decisions only — applications and redemptions are not a verdict on the strategy
Trade Log the complete record — every trade, application and redemption
Month-end Close
BAG & DAF side by side — status for everyone, launchers admin-only
Signed NAV & Unit Pricing
BAG & DAF side by side — admin-gated entry, BC confirms the fund's real unit price
BAG
DAF
Audit Log
Who / when — tracked writes + Investment Committee round actions
System
Admin only — user accounts & the signup whitelist
Portfolio Window
Model Parameters
Alpha (α) — proximity focus 1.00
mcBeta (β) — mkt cap weight 0.00
Top N assets 15
⚡ Auto-optimise on run:
Min Sharpe ≥
Sector Caps
Crypto100%
Equity100%
ETF100%
Commodity100%
Asset Constraints green=min · red=max
Benchmark Lines
None added
Charts
Year Breakdown
Attribution
Regime Map
Sensitivity
🌐 Regime
Portfolio Builder
Paper Portfolio
Cumulative Return
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Attribution River — click band to cap asset monthly contribution per asset
Monthly Returns Heatmap green = positive · red = negative
Drawdown
Rolling 12-Month Return trailing 12m · shaded = regime
Portfolio Churn per Quarter L1 turnover at each rebalance
Click a year to expand quarters · Click a quarter to view full portfolio snapshot
All-Time Asset Attribution total contribution to portfolio return
Ring = ambiguous zone (regime dist < 1.5)
How to read the sensitivity chart
Green cells = good parameters
Best combinations for the chosen metric. Prefer wide green plateaus over a single bright peak — plateaus mean results are robust to small parameter changes.
Red cells = poor parameters
Avoid regions where colours shift sharply with small parameter changes. Sharp gradients signal fragile, likely overfit results.
Crosshair = your current params
Ideally sits inside a green plateau. If it's on a steep colour gradient, consider moving — small α or N changes may hurt performance significantly.
Patterns to look for
Ridge: one axis dominates. Plateau: robust zone, target this. Single peak: fragile, likely overfit.
Macro Inputs
Classification Results
Enter macro inputs and click Compute
Quick Start Presets
Asset Allocation
Total: 100%
Portfolio Settings
Backtest Preview (2010 → today)
Run preview to see backtest results from 2010
Backfill runs from 2010-01-01 to yesterday (~195 months). Uses monthly return data from the research dataset.
Switch to this tab to load portfolios.
Selected Period Full history
Return
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Ann. CAGR
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Sharpe
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Max DD
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Best Month
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Worst Month
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Regime Mix
Model Verdict does proximity predict returns?
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of quarters: closest assets beat distant
Top Contributors
Top Detractors
Avg Eligible Assets —