Performance Attribution

As of May 23, 2026

Sleeve-level return vs benchmark. IPS §3 (Performance Measurement).

Month-to-Date
+0.57%
-13 bps vs benchmark
Benchmark
+0.70%
Quarter-to-Date
+2.41%
0 bps vs benchmark
Benchmark
+2.80%
Year-to-Date
+5.20%
+0 bps vs benchmark
Blended Benchmark
+4.80%
Sleeve Breakdown Total portfolio: $2.82M
Sleeve NAV Cost Basis Gain / Loss Unrealized % MTD QTD YTD Benchmark Alpha
Real Estate
$750,000 $720,000 +$30K +4.17% +1.84% +2.30% +4.17% +5.80% +40 bps
Fixed Income
$450,000 $435,000 +$15K +3.45% +0.24% +3.20% +1.54% +5.60% +30 bps
Public Equity
$420,000 $395,000 +$25K +6.33% +0.88% +6.50% +5.07% +5.90% +190 bps
Private Equity
$400,000 $380,000 +$20K +5.26% +1.48% +3.40% +4.42% +3.20% +100 bps
Real Assets
$280,000 $260,000 +$20K +7.69% +0.88% +7.20% +5.26% +5.10% +200 bps
Cash & Equivalents
$270,000 $270,000 +$0 0.00% +0.90% +3.10% +5.00% 0.00% +0 bps
Private Credit
$250,000 $240,000 +$10K +4.17% +1.35% +3.80% +4.65% +3.50% +100 bps
Total Portfolio $2.82M $2.70M +$120K +4.44% +0.57% +2.41% +5.20% +4.80% +0 bps
Blended benchmarks:
S&P 500 (Public Equity) ~10.5% ann.
Bloomberg Agg (Fixed Income) ~5.5% ann.
Cambridge PE/Real Assets
Top Contributors
1 Arro Arrowroot Capital QP Fund
+3.80%
+$100K
2 SPY SPDR S&P 500 ETF
+5.10%
+$70K
3 Blue Blue Owl Capital DS Fund
+4.80%
+$30K
Laggards
1 TLT 20+ Year Treasury Bond
-4.80%
$10K
2 Mone Money Market Fund
0.00%
+$0
3 T-Bi T-Bill Ladder (6-mo)
0.00%
+$0