Wealth Building Portfolio gpt 4.5

The chart shows the growth of an initial investment of £10,000 in Wealth Building Portfolio gpt 4.5, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Nov 23, 2021, Wealth Building Portfolio gpt 4.5's average daily return is +0.03%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +6.7%, while the worst month was Mar 2026 at -5.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Wealth Building Portfolio gpt 4.5 closed higher 42% of trading days. The best single day was Nov 16, 2023 with a return of +3.9%, while the worst single day was Nov 17, 2023 at -4.1%.

Wealth Building Portfolio gpt 4.5 has an annualized alpha of 6.21%, beta of 0.41, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since November 23, 2021.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.24%) than losses (81.97%) - typical of diversified or defensive assets.
• Beta of 0.41 may look defensive, but with R2 of 0.33 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.33 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Wealth Building Portfolio gpt 4.5 has an expense ratio of 0.21%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Wealth Building Portfolio gpt 4.5 ranks 74 for risk / return — better than 74% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below presents risk-adjusted performance metrics for Wealth Building Portfolio gpt 4.5 and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Wealth Building Portfolio gpt 4.5 Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 2.47
• All Time: 0.89

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.60 to 2.47, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Wealth Building Portfolio gpt 4.5 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Wealth Building Portfolio gpt 4.5 provided a 0.21% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Wealth Building Portfolio gpt 4.5. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wealth Building Portfolio gpt 4.5 was 16.61%, occurring on Jun 16, 2022. Recovery took 518 trading sessions.

The current Wealth Building Portfolio gpt 4.5 drawdown is 2.16%.

The chart below shows the rolling one-month volatility.