Advanced Analytics

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Advanced Analytics

Portfolio Inputs

Historical Assumptions

Select a time period to use historical rolling averages for returns and volatility.

Based on 10-Year rolling averages (2016-2026)

%
Avg 10-year Treasury yield
%
Avg S&P 500 return
Market Risk Premium 9.3%

Portfolio Risk Metrics

Expected Return
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Portfolio Beta
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Volatility (Std Dev)
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Sharpe Ratio
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Projected Outcomes

Projected Balance
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Total Contributions
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Investment Growth
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Asset Class Historical Performance

Asset Class Weight Beta Volatility (1 Std Dev) Historical Return

*Data as of --. Historical assumptions are updated monthly.

Projections Over Time

Balance Growth

Allocation Glide Path