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Portfolio

89
Assets
10Y
Lookback
6.8%
Vol
4.2%
Return
0.62
Sharpe

Implied Returns

mu* = lambda*Q*w, lambda=2.5
AssetWtRetVolSR
EM Eq8.5%11.2%18.5%0.61
US HY6.2%8.4%12.3%0.68
EU Eq12.1%7.8%16.2%0.48
IG Cr15.8%4.6%5.2%0.88
Bunds18.2%3.1%6.8%0.46
MRAR = [1/T*sum((1+r)/(1+rf))^-g]^(-12/g)-1
UtilityAvgStdCorr
MV4.2%3.1%1.00
MRAR4.5%3.4%0.94
Omega4.1%2.9%0.91

Factor Premia

pi = (B'B)^-1 B'(mu*-rf)
FactorPremt%
Duration0.11%4.238%
Credit1.85%3.828%
Equity5.20%2.922%
FX0.45%1.47%
Comm0.82%1.15%

R^2: 78.4%

Bantleon

M1: 10Y Bond

DE10Y=2.716%, ESTR=1.929% -> Lambda=0.1099%

M2: Historical

10Y lookback, 24mo halflife -> Lambda=0.0823%
R^2Method%
>0.6M142%
0.3-0.6Hybrid31%
<0.3M227%

Frontier

Current

Ret4.2%
Vol6.8%
SR0.62

Max Sharpe

Ret5.1%
Vol5.4%
SR0.94

Quality

110%
Wt Sum
2241
Outliers
0
Missing
10Y
Complete
OK
Valid