Simulations & Analysis

Advanced portfolio scenario analysis, Monte Carlo simulations, and stress testing

Run New Simulation
Configure and execute Monte Carlo analysis with custom parameters
Expected Return
8.52%

Std Dev: 12.31%

95% Confidence Range
-12.3% to 26.8%

Range: 39.1%

Iterations
10,000

Runtime: 2.3s

Return Distribution
Probability distribution from Monte Carlo simulation
Scenario Outcomes
Expected returns by scenario
Risk by Scenario
Standard deviation comparison
Stress Test: Interest Rate Shock
Portfolio impact under Interest Rates changes
All Scenarios Summary
Complete scenario comparison with metrics
ScenarioTypeExpected ReturnStd DevProb SuccessSharpe Ratio
Base Case 2025Base Case8.50%12.30%72%0.52
Bull Case - Green TransitionBull Case14.20%10.50%85%1.08
Bear Case - Economic SlowdownBear Case2.30%18.90%48%-0.15
Stress Test - Climate CrisisStress Test-5.20%22.10%28%-0.48
Scenario Comparison: Bull vs Base
Comparison of ESG returns between bull case green transition and base case
Expected Return+67.1%
Base: 8.50
Comparison: 14.20
Standard Deviation-14.6%
Base: 12.30
Comparison: 10.50
Sharpe Ratio+107.7%
Base: 0.52
Comparison: 1.08
Carbon Price Assumption+76.5%
Base: 85.00
Comparison: 150.00
Probability of Success+18.1%
Base: 0.72
Comparison: 0.85
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