Real Estate PEReal Estate PE
Daily Cash Flow Tracker: Real Estate Portfolio
View case study
Back to all work
TradingClient engagement
Trading Track Record
A 24-month multi-asset momentum trading performance report: equity curve, risk-adjusted metrics, and a full transaction log.
Shown anonymised at the client's request.
- Client
- Confidential
- Our role
- Performance Analyst
The engagement
The trader needed a report that would hold up to investor and allocator scrutiny, with verifiable performance metrics, not just a headline return number.
What we built
A 7-tab performance report covering the equity curve, monthly returns, strategy breakdown, a full risk/performance metrics suite, a detailed transaction log, and risk management analysis.
The outcome
41.2% total return (18.8% annualized), 1.41 Sharpe / 3.46 Sortino, a maximum drawdown of -5.2%, and a 62% win rate across 178 trades over 24 months.
Deliverables
- Cover page
- Equity curve
- Monthly returns
- Strategy breakdown
- Performance metrics
- Transaction log
- Risk management report
Skills & tools
- Trading Performance Analysis
- Risk-Adjusted Metrics (Sharpe, Sortino, Calmar)
- Drawdown Analysis
- Equity Curve Reporting
- Multi-Asset Strategy
- Transaction Log Design
- Advanced Excel
Deliverable (view only)
ProtectedTrading Track Record
Opens in a distraction free, full screen reader. View only, no download.
Downloading, printing and copying are disabled. All work is the property of A&S Financial Consultants and its clients.
Discuss a similar model
Book a free scoping call and we will map out the model your business needs. Available 9:00 AM to 8:00 PM EST, Mon to Fri.
More work
