Directory Strategy Dashboard

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Strategy Dashboard About this view
Variant
Horizon
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Eleven analytical layers behind this page Each strategy carries its own matched benchmark Numbers shown are medians across hundreds of start dates Ranges shown are p10 to p90
The lefttop chart shows actual ₹100 growth from Jun 2016 across all variants. The rightbottom chart is a rolling risk–return map by default — each dot is a start date, plotting excess volatility against excess CAGR versus the benchmark — and can flip to rolling CAGR; use the toggle to compare all variants.
Cumulative Growth
Growth of ₹100 · all variants · single realised path from Jun 2016
All Variants · 10Y
Rolling Risk–Return
D10 · 5Y
Each point = a portfolio started on that date, held for the selected horizon.
D10 · 5Y
Rolling Sharpe and Volatility by start date for the selected variant and horizon — use the toggle to compare all variants. Benchmark Sharpe is a dashed line; benchmark volatility a flat reference line. Lower volatility and higher Sharpe are better.
Rolling Performance — Sharpe Ratio
D10 · 5Y rolling
Each point = a portfolio started on that date, held for the selected horizon.
D10 · 5Y
Rolling Performance — Volatility
D10 · 5Y rolling
Each point = a portfolio started on that date, held for the selected horizon.
D10 · 5Y
The lefttop chart shows the full underwater curve for Portfolio 1 — how far below peak the strategy fell over time. The rightbottom chart shows rolling Max Drawdown by start date for the selected variant and horizon — use the toggle to compare all variants. Less negative (closer to 0) is better.
Drawdown Path
D10 Portfolio 1 · underwater from peak · full 10Y term
D10 P1 · 10Y
Rolling Performance — Max Drawdown
D10 · 5Y rolling
Each point = a portfolio started on that date, held for the selected horizon. Less negative = better.
D10 · 5Y
The decile ladder (lefttop) shows factor monotonicity: higher deciles (D10) should outperform lower ones (D1). Spearman ρ measures this — ρ = −1 is perfect, 0 is random. The rightbottom chart traces ρ by start date, coloured green / amber / red by strength (y-axis reversed, −1 at top). ρ measures decile ordering, so the variant toggle has no effect here.
Decile Ladder — Factor Monotonicity
CAGR by decile D10 (top) → D1 (bottom) · full-term structural measure
Full Term · Structural
Rolling Signal Quality — ρ by Start Date
Spearman ρ across rolling portfolios — ρ = −1 is perfect signal
Each bar = ρ computed for a portfolio starting on that date. ρ = −1 means D10 was the best decile every time.
5Y
All Variants — Full-Term Performance
10-year backtest · CAGR, risk and consistency across all portfolio constructions
PortfolioCAGRVolatilitySharpeMax DDWin % 5Y
Rolling Performance Comparison · 5Y horizon · D10 highlighted
Strategy Lines
Parameters
Backtest Details
Strategy Tilt & Alpha
Index correlation · alpha over closest index
Run Closest MF analysis to see strategy tilt
Open the full style picture. Strategy characterisation versus the closest benchmark, index correlation tilt across every NSE index, and whether the signal alpha actually survives implementation from D10 down to Constrained.
Strategy Returns by Macro Regime
D10 · full term · median monthly return per regime state
Current Regime
Open the full regime breakdown. Median monthly return per regime as a heatmap with the current regime marked, the per strategy return profile sorted by regime, and the expanding versus contracting differential across every state.
How the D10 basket is composed across reconstructions — market-cap tiers and sector mix. The same charts as in the Strategy Insights tab of Company Selections.
Size Composition
Cap-tier share per reconstruction
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Sector Composition
Top-6 sectors · concentration HHI
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Audit Inspector
Select period, portfolio, and date — then generate audit
Audit a single rebalance end to end. The exact ranked universe on that date, every filter passed and failed, what was bought, what was sold, and the trade footprint.
Select a period, portfolio, and reconstruction date, then click Generate Audit. Typically completes in 2–5 seconds.
Guidance