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)
Gross +28.5%Buyable +27.9%Selection gap +0.6%
Return composition — waterfall
portfolio_history → trailing attribution
Market
+30.9%
Sector
-2.3%
Subsector
-4.2%
Style tilt
-3.3%
Stock selection
+1.0%
Gross
Risk decomposition — with peer reference
variance_shares_full + tracked-pension composite
Risk decomposition
This manager
75%
16%
Tracked-pension composite · 11 mgrs
74%
20%
Key
Risk — full vs recent
variance_shares_full + _recent
Full history
75%
16%
Key
Market
Sector
Subsector
Style tilt
Residual risk
Recent window
84%
NAV / CAPM / ERM3 fit
fund_fit
| Beta to SPY | 1.07 | market sensitivity |
| CAPM R² | 88% | variance explained by 1-factor beta |
| ERM3 multifactor R² | 95% | variance explained by the full cascade |
| NAV correlation | 0.88 | modeled vs reported NAV |
| Residual vol (ann.) | 6.2% | the un-modeled, stock-specific piece |
| NAV vol (ann.) | 18.1% | total realized volatility |
| Alpha (ann.) | -1.9% | CAPM intercept |
| Window | 244 mo | estimation length |
Peer rank
cohort_context.ranks
Style cell · Large Growth
| portfolio gross return· 12m | #50 / 421 | top 12% |
| portfolio gross return· 36m | #49 / 421 | top 12% |
| portfolio idiosyncratic return· 36m | #50 / 421 | top 12% |
| total adj mv· 1m | #4 / 421 | top 1% |
| weight sum· 1m | #25 / 421 | top 6% |
Top holdings — ERM3 cascade
holdings.top (enriched l3_*_er)
| Holding | Weight | Market | Sector | Subsec. | Residual |
|---|---|---|---|---|---|
| NVDA | 12.7% | 42% | 12% | -1% | 47% |
| AAPL | 11.3% | 23% | 1% | 1% | 76% |
| GOOG | 10.4% | 30% | 7% | -1% |