This map displays the building-block strategies available to build your portfolio. The horizontal axis indicates the largest historical Drawdown experienced by each strategy, while the vertical axis represents annualized returns since inception net of all fees and trading costs. Larger bubbles represent strategies with higher Sharpe Ratios , in other words strategies that have generated higher returns per 'unit' of risk.

To zoom in, click and drag on the chart. Right click to zoom out.

Returns for periods greater than one year are annualized. Past performance is not indicative of future results. Net performance returns are reduced by investment management fees and other expenses relating to the management of the account Index performance returns do not reflect any management fees, transaction costs or expenses. It is not possible to invest directly in any index. Investment management / advisory fees are described in Belvedere Advisors LLC FormADV Part 2A
Performance presented is back-tested and does not indicate actual or future performance. Back-tested performance results do not reflect actual trading and have certain inherent limitations. Please visit the Disclosures Page and refer to the Back-Tested Performance Disclosures section to see important disclosures regarding hypothetical back-tested performance.
Past performance presented represents actual historical returns and is not indicative of future results. Please visit the Disclosures Page and refer to the NTAM Strategies and Actual Performance Disclosures section to see important disclosures regarding past performance.
Performance presented herein has been adjusted for the Manager's fees as specified on the Performance Analysis Overview Page.