Manager SkillAllocatorsExamplesAccessAnalyst
Checking session...

Native artifact registry · 7 artifacts · rendered live

Artifact Gallery

Every visual is the real component, drawn live from the fund snapshot — the same building blocks the tearsheet, roster, and manager pages use. Subject: SEEGX · JPMorgan Large Cap Growth Fund · open its tearsheet →

Cumulative return strip

portfolio_daily.rows (cumulative gross vs buyable)

Fund tearsheet →
-5%0%5%10%15%20%25%JunJulAugSepOctNovDecJanFebMarAprMayJun20252026
Gross +20.5%Buyable +23.9%Selection gap -3.4%

Return composition — waterfall

portfolio_history → trailing attribution

Fund tearsheet →
Market
+24.4%
Sector
+0.7%
Subsector
-0.9%
Style tilt
-4.5%
Stock selection
+2.4%
Gross

Risk decomposition — with peer reference

variance_shares_full + tracked-pension composite

Fund tearsheet · Summary →
Risk decomposition
This manager
87%
Tracked-pension composite · 11 mgrs
75%
19%
Market

Risk — full vs recent

variance_shares_full + _recent

Fund tearsheet · Full →
Full history
87%
MarketSectorSubsectorStyle tiltResidual risk
Recent window
71%

NAV / CAPM / ERM3 fit

fund_fit

Fund tearsheet · Full →
Beta to SPY1.08market sensitivity
CAPM R²85%variance explained by 1-factor beta
ERM3 multifactor R²95%variance explained by the full cascade
NAV correlation0.83modeled vs reported NAV
Residual vol (ann.)7.3%the un-modeled, stock-specific piece
NAV vol (ann.)18.7%total realized volatility
Alpha (ann.)-2.9%CAPM intercept
Window199 moestimation length

Peer rank

cohort_context.ranks

Fund tearsheet · Standard →

Style cell · Large Growth

portfolio market return· 1m#17 / 400top 4%
portfolio market return· 3m#11 / 407top 3%
total adj mv· 1m#4 / 420top 1%
weight sum· 1m#11 / 419top 3%

Top holdings — ERM3 cascade

holdings.top (enriched l3_*_er)

Fund tearsheet →
HoldingWeightMarketSectorSubsec.Residual
NVDA10.4%42%11%-1%48%
GOOG9.9%30%13%-1%57%
AAPL

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Manager SkillAllocatorsExamplesAccessAnalyst
Checking session...

Native artifact registry · 7 artifacts · rendered live

Artifact Gallery

Every visual is the real component, drawn live from the fund snapshot — the same building blocks the tearsheet, roster, and manager pages use. Subject: SEEGX · JPMorgan Large Cap Growth Fund · open its tearsheet →

Cumulative return strip

portfolio_daily.rows (cumulative gross vs buyable)

Fund tearsheet →
-5%0%5%10%15%20%25%JunJulAugSepOctNovDecJanFebMarAprMayJun20252026
Gross +20.5%Buyable +23.9%Selection gap -3.4%

Return composition — waterfall

portfolio_history → trailing attribution

Fund tearsheet →
Market
+24.4%
Sector
+0.7%
Subsector
-0.9%
Style tilt
-4.5%
Stock selection
+2.4%
Gross

Risk decomposition — with peer reference

variance_shares_full + tracked-pension composite

Fund tearsheet · Summary →
Risk decomposition
This manager
87%
Tracked-pension composite · 11 mgrs
75%
19%
Market

Risk — full vs recent

variance_shares_full + _recent

Fund tearsheet · Full →
Full history
87%
MarketSectorSubsectorStyle tiltResidual risk
Recent window
71%

NAV / CAPM / ERM3 fit

fund_fit

Fund tearsheet · Full →
Beta to SPY1.08market sensitivity
CAPM R²85%variance explained by 1-factor beta
ERM3 multifactor R²95%variance explained by the full cascade
NAV correlation0.83modeled vs reported NAV
Residual vol (ann.)7.3%the un-modeled, stock-specific piece
NAV vol (ann.)18.7%total realized volatility
Alpha (ann.)-2.9%CAPM intercept
Window199 moestimation length

Peer rank

cohort_context.ranks

Fund tearsheet · Standard →

Style cell · Large Growth

portfolio market return· 1m#17 / 400top 4%
portfolio market return· 3m#11 / 407top 3%
total adj mv· 1m#4 / 420top 1%
weight sum· 1m#11 / 419top 3%

Top holdings — ERM3 cascade

holdings.top (enriched l3_*_er)

Fund tearsheet →
HoldingWeightMarketSectorSubsec.Residual
NVDA10.4%42%11%-1%48%
GOOG9.9%30%13%-1%57%
AAPL

Data handling — Linked brokerage holdings are stored encrypted and used only to provide your RiskModels analytics and reports. We do not sell your data. Privacy Policy

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
+21.3%
Sector
Subsector
Style tilt
Residual risk
12%
MarketSectorSubsectorStyle tiltResidual risk

Residual risk share (stock-specific variance) is up 5.3pp recently — the fund is taking more stock-specific risk.

5.5%
12%
2%
-2%
87%
MU4.2%26%29%5%40%
AVGO3.8%35%17%-0%49%
AMD3.7%32%21%6%42%
TSLA2.9%39%9%4%48%
LRCX2.6%40%21%12%27%
AMAT2.6%32%22%12%34%
GEV2.5%23%12%5%61%
SNDK2.3%19%16%1%64%
GS2.2%41%7%13%39%
WDC2.0%21%15%1%62%
CAT2.0%30%27%3%40%
LLY2.0%1%52%-0%48%

A Subsector share is negative for some holdings above: over this window that layer covaried negatively with the position, offsetting its variance rather than adding to it. Shown signed here; the composite bar cannot draw a negative width, so it clamps such a layer to 0% and says so beneath itself.

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    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

    Informational use only — not investment advice. Blue Water Macro Corp.

    +21.3%
    Sector
    Subsector
    Style tilt
    Residual risk
    12%
    MarketSectorSubsectorStyle tiltResidual risk

    Residual risk share (stock-specific variance) is up 5.3pp recently — the fund is taking more stock-specific risk.

    5.5%
    12%
    2%
    -2%
    87%
    MU4.2%26%29%5%40%
    AVGO3.8%35%17%-0%49%
    AMD3.7%32%21%6%42%
    TSLA2.9%39%9%4%48%
    LRCX2.6%40%21%12%27%
    AMAT2.6%32%22%12%34%
    GEV2.5%23%12%5%61%
    SNDK2.3%19%16%1%64%
    GS2.2%41%7%13%39%
    WDC2.0%21%15%1%62%
    CAT2.0%30%27%3%40%
    LLY2.0%1%52%-0%48%

    A Subsector share is negative for some holdings above: over this window that layer covaried negatively with the position, offsetting its variance rather than adding to it. Shown signed here; the composite bar cannot draw a negative width, so it clamps such a layer to 0% and says so beneath itself.

  • Stock Risk Profiles
    • Infrastructure
    • Access
    • Developer pricing
    • About
    • Support
    • FAQ
    • Privacy
    • Terms
    RiskModelsResearch/Workspace/API

    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

    Informational use only — not investment advice. Blue Water Macro Corp.