Param's Portfolio

Today's Briefing

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Portfolio Day Change

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Nifty Day Change

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Alpha Today

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vs benchmark

Best / Worst

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Returns & Risk

Your Returns vs Nifty 500

AUM ÷ Total Invested × 100 · Nifty line = N500 ETF lump-sum at inception

Portfolio

Nifty 500 ETF

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Costs at ~10 bps/buy (brokerage + STT). Sells zero explicit charges. Returns net of all charges.

Portfolio Drawdown

Peak-to-trough decline from highs

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Drawdown % Max DD marks worst peak-to-trough

Attribution

Performance Attribution

Each stock's contribution · Sorted by impact

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Stock-wise P&L

Which stocks carry vs drag the portfolio

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Holding Period

Days held per position · Color intensity = duration

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History & Capital

Realized P&L — Monthly

Booked P&L per month · Cumulative line

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Profit Loss Cumulative

AUM Trajectory

Portfolio value vs capital deployed

Value

Deployed

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Open Positions

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Script	Wt%	Qty	Avg Cost	LTP	Unreal G/L	Ret%

Portfolio Allocation

Closed Trades — P&L Breakdown

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Risk & Return Analytics

Alpha Attribution

per-stock P&L vs Nifty 500 on same capital · sums to total alpha

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Stock	Capital In	Stock P&L	Nifty Would've Made	Alpha (₹)	Alpha %	Realized α	Unrealized α

Lot-level FIFO attribution · Nifty counterfactual = same ₹ on same dates in Nifty 500 · Unrealized rows need live prices & Nifty history

Position Detail

all open positions

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Stock ⇅	Live Price ⇅	Day Change ⇅	Qty ⇅	Avg Cost ⇅	Invested & Wt ⇅	Mkt Value & Wt ⇅	Unrealized ⇅	Realized ⇅	Held ⇅

Closed Trades

all exits

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Stock	Buy Date	Sell Date	Hold	Qty	Buy ₹	Sell ₹	Cost	Proceeds	P&L	Return	Outcome

Risk & Performance

trade-level metrics · ratios · win/loss analysis

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Quantitative Statistics

from daily NAV returns · risk-free rate: 6.5%

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Return & Volatility

Risk-Adjusted Ratios

Distribution & Tail Risk

Beta & CAPM Analysis

portfolio β regressed against Nifty 500 · risk-free: 6.67%

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Per-Stock Beta (1yr Weekly Returns vs Nifty 500)

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Security Market Line (SML)

Green = above SML (positive alpha) · Red = below SML · Diamond = portfolio · Triangle = Nifty 500

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Ticker Configuration Yahoo Finance symbols

▴ collapse

Script	Yahoo Ticker (.NS = NSE)	Last Price	Age	Action

        NSE → SYMBOL.NS  ·  BSE → SYMBOL.BO  ·  Verify at finance.yahoo.com
      