Portfolio Lab

Ways to hold the same market

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Fixed-weight strategies rebalance quarterly. Two are dynamic: Regime Rotation v0 flips between growth and bunker books on the S&P 500's 40-week moving average; Macro Rotation v1 scores trend + yield curve + inflation (0–3) and holds one of four books. Growth of $1, log scale, dividends reinvested.

Window

Risk vs reward

Annualized volatility → CAGR, current window

What each one holds

Weights · hover a bar segment
Metrics
StrategyCAGRVolSharpeMax DD Worst 12mUnderwater$1 →

Reading it: Sharpe = return per unit of risk (higher is better); “Underwater” = longest stretch below a previous peak. The 2007 window includes the global financial crisis — the honest stress test. The 2015 window exists because Bitcoin has no earlier price history; BTC strategies are absent from 2007 for that reason, and their 2015-era numbers ride the greatest bull run Bitcoin may ever have — discount accordingly. Sharpe uses 0% risk-free rate. Nominal returns, no taxes, fees, or slippage.