PORTAFOGLIO 36

The chart shows the growth of an initial investment of $10,000 in PORTAFOGLIO 36, 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 year.

Based on dividend-adjusted daily data since Sep 16, 2022, PORTAFOGLIO 36's average daily return is +0.28%, while the average monthly return is +5.81%. At this rate, your investment would double in approximately 1.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Dec 2024 with a return of +36.0%, while the worst month was Aug 2023 at -13.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PORTAFOGLIO 36 closed higher 54% of trading days. The best single day was Dec 26, 2024 with a return of +11.4%, while the worst single day was Dec 19, 2024 at -9.4%.

PORTAFOGLIO 36 has an annualized alpha of 59.56%, beta of 1.49, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since September 16, 2022.

• This portfolio captured 385.12% of S&P 500 Index gains but only 89.41% of its losses — a favorable profile for investors.
• R² of 0.37 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

PORTAFOGLIO 36 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

PORTAFOGLIO 36 ranks 100 for risk / return — in the top 100% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

PORTAFOGLIO 36 Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 7.32
• All Time: 2.23

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 0.99 to 1.69, 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 PORTAFOGLIO 36 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

PORTAFOGLIO 36 provided a 0.10% 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 PORTAFOGLIO 36. 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 PORTAFOGLIO 36 was 33.31%, occurring on Oct 20, 2023. Recovery took 80 trading sessions.

The current PORTAFOGLIO 36 drawdown is 6.15%.

The chart below shows the rolling one-month volatility.