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彭熊
fund_report
Commits
34dc1013
Commit
34dc1013
authored
Dec 04, 2020
by
pengxiong@wealthgrow.cn
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34dc1013
<!doctype html>
<html
lang=
"en"
>
<head>
<meta
charset=
"UTF-8"
>
<style>
/*
* Prefixed by https://autoprefixer.github.io
* PostCSS: v7.0.29,
* Autoprefixer: v9.7.6
* Browsers: last 4 version
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page-break-inside
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content
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display
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block
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clear
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both
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overflow
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}
.fl
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float
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.fr
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float
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right
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}
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display
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table
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display
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table-cell
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middle
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absolute
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top
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45px
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right
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38px
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}
.box0
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.cover_logo
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width
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52px
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/* 目录 */
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36px
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34px
10px
34px
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34px
61px
34px
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.tss1_table
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.tss1
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tr
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;
background
:
#F1F1F1
;
width
:
100%
;
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.tss1
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tr
td
{
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25%
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26px
12px
26px
;
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22px
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;
font-weight
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bold
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.tss1
.tss1_table
tr
td
.red
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}
.tss1
.tss1_table
tr
td
.green
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;
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/* 表格样式2 */
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{
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40px
0
0
0
;
}
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33px
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0
;
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/* 表格样式3 */
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margin
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0
0
0
;
}
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24px
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33px
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bold
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15px
0
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18px
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33px
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#666666
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font-weight
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normal
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}
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26px
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16px
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30px
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color
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#ffffff
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position
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absolute
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top
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0
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right
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-10px
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border-top
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15px
solid
#A2A2A2
;
border-bottom
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transparent
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5px
solid
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}
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width
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151
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151
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0.18
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table
tr
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font-size
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14px
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20px
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middle
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table
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td
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table
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tr
td
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{
margin
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10px
0
0
0
;
font-size
:
12px
;
line-height
:
17px
;
color
:
#333333
;
}
/* 目标与业绩 */
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.box3_content
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padding
:
47px
34px
61px
34px
;
}
/* 收益比较、相关性分析 */
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margin
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0
0
0
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:
24px
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font-weight
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margin
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0
0
;
border
:
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solid
#E4E4E4
;
}
.par
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{
padding
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27px
30px
40px
30px
;
}
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.par_item
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;
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:
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#D8D8D8
;
}
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td
{
padding
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14px
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14px
0
;
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center
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}
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{
width
:
100%
;
}
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{
width
:
10%
;
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:
vertical
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column
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solid
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}
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border
:
1px
solid
transparent
;
margin
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;
width
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20px
;
height
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20px
;
border-radius
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;
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;
font-size
:
12px
;
line-height
:
20px
;
color
:
#FFFFFF
;
text-align
:
center
;
}
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{
width
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90%
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}
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{
display
:
inline-block
;
margin
:
0
auto
;
width
:
20px
;
height
:
20px
;
border-radius
:
50%
;
background
:
rgba
(
53
,
63
,
83
,
0.5
);
font-size
:
12px
;
line-height
:
20px
;
color
:
#FFFFFF
;
text-align
:
center
;
}
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font-size
:
12px
;
line-height
:
18px
;
color
:
#666666
;
}
.rc_tooltip
{
margin
:
16px
0
0
0
;
text-align
:
center
;
}
.rct_color
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display
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inline-block
;
}
.rct_color_item
{
border
:
1
PX
solid
#FFFFFF
;
width
:
38px
;
height
:
11px
;
}
.rtc_number_item
{
margin
:
0
12px
0
0
;
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;
line-height
:
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color
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;
}
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display
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inline-block
;
}
.rc_label
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margin
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14px
0
14px
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wrap
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flex-wrap
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wrap
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}
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{
width
:
50%
;
position
:
relative
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margin
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4px
0
4px
0
;
}
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position
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absolute
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top
:
2px
;
left
:
0
;
margin
:
0
8px
0
0
;
width
:
20px
;
height
:
20px
;
border-radius
:
50%
;
background
:
#999999
;
font-size
:
12px
;
line-height
:
20px
;
color
:
#FFFFFF
;
text-align
:
center
;
}
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{
padding
:
0
10px
0
30px
;
font-size
:
16px
;
line-height
:
24px
;
color
:
#333333
;
}
.level_color1
{
background
:
#993612
;
color
:
#993612
;
}
.level_color2
{
background
:
#C58E7B
;
color
:
#C58E7B
;
}
.level_color3
{
background
:
#E9D4CD
;
color
:
#E9D4CD
;
}
.level_color4
{
background
:
#C4E4E6
;
color
:
#C4E4E6
;
}
.level_color5
{
background
:
#87C8CB
;
color
:
#87C8CB
;
}
.level_color6
{
background
:
#129298
;
color
:
#129298
;
}
/* 业绩的明细 */
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.box4_content
{
padding
:
47px
34px
61px
34px
;
}
/* 个基点评 */
.box5
.box5_content
{
padding
:
47px
34px
61px
34px
;
}
.geji_list_wrap
.self_item
{
background
:
#FFFFFF
;
-webkit-box-shadow
:
0px
8px
9px
0px
rgba
(
0
,
0
,
0
,
0.05
);
box-shadow
:
0px
8px
9px
0px
rgba
(
0
,
0
,
0
,
0.05
);
border-radius
:
8px
;
border
:
1px
solid
#E4E4E4
;
margin
:
0
0
34px
0
;
}
.geji_list_wrap
.self_item
:last-child
{
margin
:
0
0
0
0
;
}
.geji_list_wrap
.self_item
.self_item_left
{
width
:
710px
;
padding
:
35px
36px
35px
0
;
}
.geji_list_wrap
.self_item
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.self_header
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display
:
inline-block
;
font-size
:
0
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_header
.self_title
{
position
:
relative
;
padding
:
0
10px
0
20px
;
font-size
:
24px
;
line-height
:
33px
;
color
:
#333333
;
font-weight
:
bold
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_header
.self_title
.self_title_tri
{
width
:
0
;
height
:
0
;
border-bottom
:
20px
solid
transparent
;
border-top
:
20px
solid
#6C71AA
;
border-right
:
5px
solid
transparent
;
border-left
:
5px
solid
#6C71AA
;
position
:
absolute
;
right
:
-10px
;
top
:
0
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_header
.self_type
{
margin
:
4px
0
0
0
;
padding
:
0
10px
0
10px
;
font-size
:
18px
;
line-height
:
26px
;
color
:
#4C4C4C
;
font-weight
:
bold
;
background
:
#E5E3E3
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_header
.self_type.red
{
color
:
#983612
;
background
:
#FFEAE2
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_header
.self_type.green
{
color
:
#22999F
;
background
:
#E2F7F8
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
{
margin
:
20px
0
0
20px
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
{
position
:
relative
;
margin
:
0
0
10px
0
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
:last-child
{
margin
:
0
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
.self_description_dot
{
position
:
absolute
;
left
:
0
;
top
:
8px
;
width
:
6px
;
height
:
6px
;
border-radius
:
50%
;
background
:
#CBCBCB
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
.self_description_text
{
font-size
:
16px
;
line-height
:
22px
;
color
:
#666666
;
text-align
:
justify
;
padding-left
:
18px
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
.self_description_text
.self_description_red
{
color
:
#983612
;
}
.geji_list_wrap
.self_item
.self_item_left
.self_description
.self_description_item
.self_description_text
.self_description_green
{
color
:
#129298
;
}
.geji_list_wrap
.self_item
.self_item_right
{
margin
:
20px
26px
20px
26px
;
}
.geji_list_wrap
.self_item
.self_item_right
.self_img
{
width
:
100%
;
}
/*持仓组合点评*/
.target_comment
{
margin
:
36px
0
0
0
;
}
.target_comment
.comment_title
{
display
:
inline-block
;
position
:
relative
;
padding
:
4px
10px
4px
20px
;
border-radius
:
8px
0
0px
0px
;
background
:
#B6172B
;
font-size
:
24px
;
line-height
:
33px
;
color
:
#FFFFFF
;
}
.target_comment
.comment_title
.comment_tri
{
width
:
0
;
height
:
0
;
border-top
:
20px
solid
transparent
;
border-bottom
:
20px
solid
#B6172B
;
border-left
:
10px
solid
#B6172B
;
border-right
:
10px
solid
transparent
;
position
:
absolute
;
right
:
-20px
;
bottom
:
0
;
}
.target_comment
.comment_content
{
padding
:
39px
26px
39px
26px
;
background
:
#F7F7F7
;
}
.target_comment
.comment_content
.comment_item
{
width
:
100%
;
position
:
relative
;
}
.target_comment
.comment_content
.comment_dot
{
position
:
absolute
;
top
:
16px
;
left
:
0px
;
width
:
8px
;
height
:
8px
;
border-radius
:
50%
;
background
:
#666666
;
}
.target_comment
.comment_content
.comment_text
{
padding-left
:
24px
;
font-size
:
18px
;
line-height
:
42px
;
color
:
#666666
;
}
.target_comment
.comment_content
.comment_text
.comment_tag_red
{
color
:
#A75435
;
}
.target_comment
.comment_content
.comment_text
.comment_tag_green
{
color
:
#129298
;
}
/* 优化组合建议 */
.box6
.box6_content
{
padding
:
47px
34px
61px
34px
;
}
/* 新增基金 */
.box7
.box7_content
{
padding
:
47px
34px
61px
34px
;
}
/* 结尾 */
.box8
.box8_content
{
padding
:
60px
0
60px
0
;
}
.financial_show
.financial_left
{
width
:
763px
;
background
:
#B6172B
;
padding
:
58px
0
48px
0
;
}
.financial_show
.financial_left
.financial_scene
{
border-top
:
1px
solid
#B6172B
;
border-bottom
:
1px
solid
#B6172B
;
position
:
relative
;
height
:
305px
;
}
.financial_show
.financial_left
.financial_scene
.financial_scene_img
{
position
:
absolute
;
top
:
0
;
left
:
0
;
width
:
100%
;
height
:
100%
;
-o-object-fit
:
cover
;
object-fit
:
cover
;
}
.financial_show
.financial_left
.financial_scene
.financial_scene_text
{
margin
:
31px
77px
0
79px
;
font-size
:
26px
;
line-height
:
49px
;
color
:
#FFFFFF
;
letter-spacing
:
4px
;
position
:
relative
;
z-index
:
1
;
}
.financial_show
.financial_left
.financial_scene
.financial_scene_author
{
margin
:
0
77px
34px
79px
;
font-size
:
26px
;
line-height
:
49px
;
color
:
#FFFFFF
;
text-align
:
right
;
position
:
relative
;
z-index
:
1
;
}
.financial_show
.financial_show_right
{
background
:
#F7F7F7
;
padding
:
58px
0
48px
0
;
}
.financial_show
.financial_show_right
.financial_team
{
height
:
305px
;
}
.financial_show
.financial_show_right
.financial_team
.financial_team_img
{
width
:
100%
;
height
:
100%
;
-o-object-fit
:
cover
;
object-fit
:
cover
;
}
.statement_content
{
padding
:
27px
31px
0
31px
;
}
.statement_content
.statement_block
{
margin
:
0
0
20px
0
;
}
.statement_content
.statement_block
.statement_title
{
margin
:
0
0
10px
0
;
font-size
:
10px
;
line-height
:
27px
;
color
:
#717171
;
font-weight
:
bold
;
text-align
:
justify
;
}
.statement_content
.statement_block
.statement_p
{
margin
:
0
0
10px
0
;
font-size
:
10px
;
line-height
:
27px
;
color
:
#717171
;
text-align
:
justify
;
}
.statement_content
.statement_block
.statement_title2
{
font-size
:
10px
;
line-height
:
27px
;
color
:
#333333
;
font-weight
:
bold
;
text-align
:
justify
;
}
</style>
</head>
<body>
<div
class=
"all"
>
<!-- 封面 -->
<div
class=
"box0"
>
<div
class=
"cover_head dtable"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"cover_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"cover_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"cover_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
<div
class=
"cover_people"
>
<span
class=
"cover_pre"
>
敬呈
</span>
<span
class=
"cover_name"
>
王晶
</span>
<span
class=
"cover_sir"
>
先生
</span>
</div>
<img
src=
"./img/cover-back.png"
alt=
""
class=
"cover_back"
>
<div
class=
"cover_date"
>
<div
class=
"cover_time"
>
2020.10
</div>
</div>
<div
class=
"cover_title dtable"
>
<div
class=
"cover_title_text dcell"
>
资产
<br>
存续报告
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 目录 -->
<div
class=
"box1"
>
<div
class=
"catalog_line"
></div>
<div
class=
"catalog_box dtable"
>
<div
class=
"catalog_item dcell"
>
<div
class=
"catalog_en"
>
Contents
</div>
<div
class=
"catalog_ch"
>
目录
</div>
</div>
<div
class=
"catalog_item dcell"
>
<div
class=
"catalog_li"
>
<div
class=
"catalog_dot"
></div>
<div
class=
"catalog_name"
>
投资总览
</div>
</div>
<div
class=
"catalog_li"
>
<div
class=
"catalog_dot"
></div>
<div
class=
"catalog_name"
>
目标与业绩
</div>
</div>
<div
class=
"catalog_li"
>
<div
class=
"catalog_dot"
></div>
<div
class=
"catalog_name"
>
业绩的明细
</div>
</div>
<div
class=
"catalog_li"
>
<div
class=
"catalog_dot"
></div>
<div
class=
"catalog_name"
>
优化建议
</div>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 投资总览 -->
<div
class=
"box2"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
投资总览
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box2_content"
>
<!-- 组合投资表现 -->
<div
class=
"tss1"
style=
"margin: 0;"
>
<div
class=
"tss1_title"
>
组合投资表现
</div>
<table
class=
"tss1_table"
>
<tr>
<td>
本月涨幅:
<span
class=
"red"
>
3.99%
</span>
</td>
<td>
本月收益:
<span
class=
"green"
>
94,477元
</span>
</td>
<td>
今年累计收益率:
<span
class=
"red"
>
19.32%
</span>
</td>
<td>
今年累计收益:
<span
class=
"green"
>
172,623元
</span>
</td>
</tr>
<tr>
<td>
成立以来累计收益率:
<span
class=
"red"
>
19.99%
</span>
</td>
<td>
年化收益率:
<span
class=
"green"
>
56.19%
</span>
</td>
<td>
最大回撤:
<span
class=
"red"
>
19.99%
</span>
</td>
<td>
</td>
</tr>
</table>
</div>
<!-- 资产盈亏情况 -->
<div
class=
"tss1"
>
<div
class=
"tss1_title"
>
资产盈亏情况
</div>
<table
class=
"tss1_table"
>
<tr>
<td>
投资成本:
<span
class=
"red"
>
1,000,000元
</span>
</td>
<td>
期末资产:
<span
class=
"green"
>
2,000,400元
</span>
</td>
<td>
累计盈利:
<span
class=
"red"
>
172,623元
</span>
</td>
<td>
</td>
</tr>
</table>
</div>
<!-- 组合月度及累计回报率曲线 -->
<div
class=
"tss2"
>
<div
class=
"tss2_title"
>
组合月度及累计回报率曲线
</div>
<div
class=
"tss2_content"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"tss2_img"
>
</div>
</div>
<!-- 组合月度及累计回报率曲线 -->
<div
class=
"tss3"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
组合月度及累计回报率曲线
</div>
</div>
<table
border=
"1"
>
<tr>
<th>
年份
</th>
<th>
金额(万)
</th>
<th>
1月
</th>
<th>
2月
</th>
<th>
3月
</th>
<th>
4月
</th>
<th>
5月
</th>
<th>
6月
</th>
<th>
7月
</th>
<th>
8月
</th>
<th>
9月
</th>
<th>
10月
</th>
<th>
11月
</th>
<th>
12月
</th>
<th>
累计/月均
</th>
</tr>
<tr
class=
"yellow"
>
<td
rowspan=
"2"
class=
"gray"
>
2020
</td>
<td>
盈亏
</td>
<td
class=
"text_red"
>
4.34
</td>
<td
class=
"text_green"
>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
</tr>
<tr>
<td>
期末资产
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
<td>
4.34
</td>
</tr>
</table>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 目标与业绩 -->
<div
class=
"box3"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
目标与业绩
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box3_content"
>
<!-- 投资目标 -->
<div
class=
"tss3"
style=
"margin: 0;"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
投资目标
</div>
</div>
<table
border=
"1"
>
<tr>
<th>
现有配置资金
</th>
<th>
现有年化收益情况(%)
</th>
<th>
现有最大回撤(%)
</th>
</tr>
<tr>
<td>
1000
</td>
<td>
1000
</td>
<td>
1000
</td>
</tr>
</table>
<table
border=
"1"
style=
"margin: 0;"
>
<tr>
<th>
计划配置资金
</th>
<th>
目标年化收益情况(%)
</th>
<th>
目标最大回撤(%)
</th>
</tr>
<tr>
<td>
2000
</td>
<td>
5%-10%
</td>
<td>
5%-10%
</td>
</tr>
</table>
</div>
<!-- 指标对比 -->
<div
class=
"tss3"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
指标对比
<span
class=
"tss3_start_time"
>
(起始日期2019-11-06)
</span>
</div>
<div
class=
"tss3_now_time dcell"
>
截止日:最新净值日(2020-11-05)
</div>
</div>
<table
border=
"1"
>
<tr>
<th>
类型
</th>
<th>
区间收益(%)
</th>
<th>
年化收益(%)
</th>
<th>
波动率(%)
</th>
<th>
最大回撤(%)
</th>
<th>
夏普比率
</th>
</tr>
<tr>
<td>
现有持仓组合
</td>
<td>
5.75
</td>
<td>
0.40
</td>
<td>
2.29
</td>
<td>
2.15
</td>
<td>
3.05
</td>
</tr>
<tr>
<td>
中证500
</td>
<td>
5.75
</td>
<td>
0.40
</td>
<td>
2.29
</td>
<td>
2.15
</td>
<td>
3.05
</td>
</tr>
</table>
<div
class=
"tss3_tip"
>
注:以上指标自持仓首日开始计算,结果仅供参考,如果持仓时间过短会造成指标失真的情况。
</div>
</div>
<!-- 收益比较、相关性分析 -->
<div
class=
"par clearfix"
cellpadding=
"38"
>
<div
class=
"par_item fl"
>
<div
class=
"par_title"
>
收益比较
</div>
<div
class=
"par_content"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"par_img"
>
</div>
</div>
<div
class=
"par_item fr"
>
<div
class=
"par_title"
>
相关性分析
</div>
<div
class=
"par_content relative_chart"
>
<div
class=
"rc_chart clearfix"
>
<div
class=
"rcc_left fl"
>
<table
border=
"1"
style=
"border-color: transparent;margin-right: 20px;"
>
<tr>
<td>
<span
class=
"rcc_index"
>
1
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
2
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
3
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
4
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
5
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
6
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
7
</span>
</td>
</tr>
</table>
</div>
<div
class=
"rcc_right fr"
>
<table
border=
"1"
>
<tr>
<td>
<span
class=
"rcc_index"
>
1
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
<td
class=
"level_color5"
>
0.56
</td>
<td
class=
"level_color6"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
2
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
<td
class=
"level_color5"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
3
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
4
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
5
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
6
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
7
</span>
</td>
</tr>
</table>
</div>
</div>
<div
class=
"rc_tooltip"
>
<div
class=
"rct_color clearfix"
>
<div
class=
"rct_color_item fl level_color1"
></div>
<div
class=
"rct_color_item fl level_color2"
></div>
<div
class=
"rct_color_item fl level_color3"
></div>
<div
class=
"rct_color_item fl level_color4"
></div>
<div
class=
"rct_color_item fl level_color5"
></div>
<div
class=
"rct_color_item fl level_color6"
></div>
</div>
</div>
<div
class=
"rc_tooltip"
style=
"margin: 0;"
>
<div
class=
"rct_number clearfix"
>
<div
class=
"rtc_number_item fl"
>
1.00
</div>
<div
class=
"rtc_number_item fl"
>
0.50
</div>
<div
class=
"rtc_number_item fl"
>
0.25
</div>
<div
class=
"rtc_number_item fl"
>
0.00
</div>
<div
class=
"rtc_number_item fl"
>
-0.25
</div>
<div
class=
"rtc_number_item fl"
>
-0.50
</div>
<div
class=
"rtc_number_item fl"
>
-1.00
</div>
</div>
</div>
<div
class=
"rc_label clearfix"
>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
1
</div>
<div
class=
"rcl_item_name"
>
基金名称1
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
2
</div>
<div
class=
"rcl_item_name"
>
基金名称2
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
3
</div>
<div
class=
"rcl_item_name"
>
基金名称3
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
4
</div>
<div
class=
"rcl_item_name"
>
基金名称4
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
5
</div>
<div
class=
"rcl_item_name"
>
基金名称5
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
6
</div>
<div
class=
"rcl_item_name"
>
基金名称6
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
7
</div>
<div
class=
"rcl_item_name"
>
基金名称7
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 业绩的明细 -->
<div
class=
"box4"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
业绩的明细
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box4_content"
>
<!-- 持仓收益汇总 -->
<div
class=
"tss3"
style=
"margin: 0;"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
持仓收益汇总
</div>
<div
class=
"tss3_now_time dcell"
>
截止日:最新净值日(2020-11-05)
</div>
</div>
<div
style=
"position: relative;"
>
<div
class=
"tss3_tag"
>
私募基金
<div
class=
"tss3_tri"
></div>
</div>
<table
border=
"1"
>
<tr>
<th
colspan=
"5"
>
投资本金
</th>
<th
colspan=
"4"
>
10月业绩
</th>
<th
colspan=
"3"
>
累计业绩
</th>
</tr>
<tr>
<th>
投资策略
</th>
<th>
基金简称
</th>
<th>
买入时间
</th>
<th>
存续年数
</th>
<th>
投资本金 (万元)
</th>
<th>
当月收益
</th>
<th>
当月收益率
</th>
<th>
月末市值 (万元)
</th>
<th>
月末占比
</th>
<th>
累计收益
</th>
<th>
累计收益率
</th>
<th>
年化收益率
</th>
</tr>
<tr>
<td
rowspan=
"2"
>
宏观策略
</td>
<td>
1.半夏宏观对冲
</td>
<td
class=
"text_red"
>
0.40
</td>
<td
class=
"text_green"
>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
</tr>
<tr>
<td>
2.丹羿-锐进1号
</td>
<td
class=
"text_red"
>
0.40
</td>
<td
class=
"text_green"
>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
</tr>
</table>
</div>
<div
style=
"position: relative;"
>
<div
class=
"tss3_tag"
>
公募基金
<div
class=
"tss3_tri"
></div>
</div>
<table
border=
"1"
style=
"margin: 0;"
>
<tr>
<th
colspan=
"5"
>
投资本金
</th>
<th
colspan=
"4"
>
10月业绩
</th>
<th
colspan=
"3"
>
累计业绩
</th>
</tr>
<tr>
<th>
投资策略
</th>
<th>
基金简称
</th>
<th>
买入时间
</th>
<th>
存续年数
</th>
<th>
投资本金 (万元)
</th>
<th>
当月收益
</th>
<th>
当月收益率
</th>
<th>
月末市值 (万元)
</th>
<th>
月末占比
</th>
<th>
累计收益
</th>
<th>
累计收益率
</th>
<th>
年化收益率
</th>
</tr>
<tr>
<td
rowspan=
"2"
>
宏观策略
</td>
<td>
1.半夏宏观对冲
</td>
<td
class=
"text_red"
>
0.40
</td>
<td
class=
"text_green"
>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
</tr>
<tr>
<td>
2.丹羿-锐进1号
</td>
<td
class=
"text_red"
>
0.40
</td>
<td
class=
"text_green"
>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
</tr>
<tr
class=
"gray"
>
<td
colspan=
"4"
>
总计
</td>
<td
class=
"text_red"
>
0.40
</td>
<td
class=
"text_green"
>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
<td>
0.40
</td>
</tr>
</table>
</div>
</div>
<!-- 基金净值 -->
<div
class=
"tss3"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
基金净值
</div>
<div
class=
"tss3_now_time dcell"
>
截止日:最新净值日(2020-11-05)
</div>
</div>
<table
border=
"1"
>
<tr>
<th
rowspan=
"2"
>
基金简称
</th>
<th
rowspan=
"2"
>
申购净值
</th>
<th
colspan=
"9"
>
最新净值(2020.11.05)
</th>
<th
rowspan=
"2"
>
分红
</th>
</tr>
<tr>
<th>
单位净值
</th>
<th>
累计净值
</th>
<th>
较上周
</th>
<th>
申购以来
</th>
<th>
近一月
</th>
<th>
近半年
</th>
<th>
近一年
</th>
<th>
今年以来
</th>
<th>
成立以来
</th>
</tr>
<tr>
<td>
1.半夏宏观对冲
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
<td>
5.75
</td>
</tr>
</table>
</div>
<!-- 贡献分解 -->
<div
class=
"tss2"
>
<div
class=
"tss2_title"
>
贡献分解
</div>
<div
class=
"tss2_content"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"tss2_img"
>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 个基点评 -->
<div
class=
"box5"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
个基点评
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box5_content"
>
<div
class=
"geji_list_wrap"
>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl"
>
保留
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl red"
>
增仓
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl green"
>
减仓
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
</div>
<!-- 持仓点评 -->
<div
class=
"target_comment"
>
<div
class=
"comment_title"
>
持仓点评
<div
class=
"comment_tri"
></div>
</div>
<div
class=
"comment_content"
>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
1、组合构建于XXXX年XX月,至今已运行XX个月。投入成本为XXXX万元,截止XXXX年XX月XX日,整体盈利XX万元,整体表现
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
2、组合共持有7只基金,XX和XX两只产品收益稳健,对组合的收益率贡献明显,6只基金取得正收益【根据情况变化】,2只基金综合得分较低建议更换,1只基金因为成立时间较短,暂不做评价;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
3、策略角度来看,组合涵盖了管理期货及全市场套利策略【说明:二级分类】,以管理期货【说明:二级分类】为主,策略上有一定分散【根据情况变化】,从组合的相关性矩阵来看,XX和XX相关性较高,建议调整组合配比;
</div>
</div>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 优化组合建议 -->
<div
class=
"box6"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
优化组合建议
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box6_content"
>
<!-- 调仓建议 -->
<div
class=
"tss3"
style=
"margin: 0;"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
调仓建议
</div>
</div>
<table
border=
"1"
>
<tr>
<th>
投资策略
</th>
<th>
基金简称
</th>
<th>
优化前(万元)
</th>
<th>
优化后(万元)
</th>
</tr>
<tr>
<td
rowspan=
"2"
>
宏观策略
</td>
<td>
半夏宏观对冲
</td>
<td>
200
</td>
<td
class=
"text_red"
>
1000
</td>
</tr>
<tr>
<td>
丹羿-锐进1号
</td>
<td>
200
</td>
<td
class=
"text_green"
>
1000
</td>
</tr>
<tr>
<td
colspan=
"2"
class=
"gray"
>
总市值(万元)
</td>
<td
class=
"summary"
>
1200
</td>
<td
class=
"summary"
>
1200
</td>
</tr>
</table>
</div>
<!-- 指标对比 -->
<div
class=
"tss3"
>
<div
class=
"tss3_head dtable"
>
<div
class=
"tss3_title dcell"
>
指标对比
<span
class=
"tss3_start_time"
>
(起始日期2019-11-06)
</span>
</div>
<div
class=
"tss3_now_time dcell"
>
截止日:最新净值日(2020-11-05)
</div>
</div>
<table
border=
"1"
>
<tr>
<th>
类型
</th>
<th>
区间收益(%)
</th>
<th>
年化收益(%)
</th>
<th>
波动率(%)
</th>
<th>
最大回撤(%)
</th>
<th>
夏普比率
</th>
</tr>
<tr
class=
"yellow"
>
<td>
现有持仓组合
</td>
<td>
5.75
</td>
<td>
0.40
</td>
<td>
2.29
</td>
<td>
2.15
</td>
<td>
3.05
</td>
</tr>
<tr>
<td>
中证500
</td>
<td>
5.75
</td>
<td>
0.40
</td>
<td>
2.29
</td>
<td>
2.15
</td>
<td>
3.05
</td>
</tr>
</table>
<div
class=
"tss3_tip"
>
注:以上指标自持仓首日开始计算,结果仅供参考,如果持仓时间过短会造成指标失真的情况。
</div>
</div>
<!-- 收益比较、相关性分析 -->
<div
class=
"par clearfix"
cellpadding=
"38"
>
<div
class=
"par_item fl"
>
<div
class=
"par_title"
>
收益比较
</div>
<div
class=
"par_content"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"par_img"
>
</div>
</div>
<div
class=
"par_item fr"
>
<div
class=
"par_title"
>
相关性分析
</div>
<div
class=
"par_content relative_chart"
>
<div
class=
"rc_chart clearfix"
>
<div
class=
"rcc_left fl"
>
<table
border=
"1"
style=
"border-color: transparent;margin-right: 20px;"
>
<tr>
<td>
<span
class=
"rcc_index"
>
1
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
2
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
3
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
4
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
5
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
6
</span>
</td>
</tr>
<tr>
<td>
<span
class=
"rcc_index"
>
7
</span>
</td>
</tr>
</table>
</div>
<div
class=
"rcc_right fr"
>
<table
border=
"1"
>
<tr>
<td>
<span
class=
"rcc_index"
>
1
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
<td
class=
"level_color5"
>
0.56
</td>
<td
class=
"level_color6"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
2
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
<td
class=
"level_color5"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
3
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
<td
class=
"level_color4"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
4
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
<td
class=
"level_color3"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
5
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
<td
class=
"level_color2"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
6
</span>
</td>
<td
class=
"level_color1"
>
0.56
</td>
</tr>
<tr>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
0.56
</td>
<td>
<span
class=
"rcc_index"
>
7
</span>
</td>
</tr>
</table>
</div>
</div>
<div
class=
"rc_tooltip"
>
<div
class=
"rct_color clearfix"
>
<div
class=
"rct_color_item fl level_color1"
></div>
<div
class=
"rct_color_item fl level_color2"
></div>
<div
class=
"rct_color_item fl level_color3"
></div>
<div
class=
"rct_color_item fl level_color4"
></div>
<div
class=
"rct_color_item fl level_color5"
></div>
<div
class=
"rct_color_item fl level_color6"
></div>
</div>
</div>
<div
class=
"rc_tooltip"
style=
"margin: 0;"
>
<div
class=
"rct_number clearfix"
>
<div
class=
"rtc_number_item fl"
>
1.00
</div>
<div
class=
"rtc_number_item fl"
>
0.50
</div>
<div
class=
"rtc_number_item fl"
>
0.25
</div>
<div
class=
"rtc_number_item fl"
>
0.00
</div>
<div
class=
"rtc_number_item fl"
>
-0.25
</div>
<div
class=
"rtc_number_item fl"
>
-0.50
</div>
<div
class=
"rtc_number_item fl"
>
-1.00
</div>
</div>
</div>
<div
class=
"rc_label clearfix"
>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
1
</div>
<div
class=
"rcl_item_name"
>
基金名称1
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
2
</div>
<div
class=
"rcl_item_name"
>
基金名称2
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
3
</div>
<div
class=
"rcl_item_name"
>
基金名称3
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
4
</div>
<div
class=
"rcl_item_name"
>
基金名称4
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
5
</div>
<div
class=
"rcl_item_name"
>
基金名称5
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
6
</div>
<div
class=
"rcl_item_name"
>
基金名称6
</div>
</div>
<div
class=
"rcl_item fl"
>
<div
class=
"rcl_item_number"
>
7
</div>
<div
class=
"rcl_item_name"
>
基金名称7
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 新增基金 -->
<div
class=
"box7"
>
<div
class=
"page dtable"
>
<div
class=
"page_title dcell"
>
新增基金
</div>
<div
class=
"page_head dcell"
>
<div
class=
"dcell"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"page_logo"
>
</div>
<div
class=
"dcell"
>
<div
class=
"page_line"
></div>
</div>
<div
class=
"dcell"
>
<div
class=
"page_text"
>
小飞象
<br>
工作室
</div>
</div>
</div>
</div>
<div
class=
"box7_content"
>
<div
class=
"geji_list_wrap"
>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl"
>
保留
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl red"
>
增仓
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
<div
class=
"self_item"
>
<table>
<tr>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_left"
>
<div
class=
"self_header clearfix"
>
<div
class=
"self_title fl"
>
远澜银杏 1 号
</div>
<div
class=
"self_type fl green"
>
减仓
</div>
</div>
<div
class=
"self_description"
>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
1、该基金整体表现
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
,
风险收益比例
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
2、在收益方面,该基金年化收益能力
<span
class=
"self_description_red"
>
高于
</span>
/
<span
class=
"self_description_green"
>
持平
</span>
/
<span
class=
"self_description_green"
>
低于
</span>
,
同类基金平均水平,有x%区间跑赢大盘/指数,绝对收益能力
<span
class=
"self_description_red"
>
优秀
</span>
/
<span
class=
"self_description_red"
>
良好
</span>
/
<span
class=
"self_description_green"
>
一般
</span>
/
<span
class=
"self_description_green"
>
合格
</span>
/
<span
class=
"self_description_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"self_description_item"
>
<div
class=
"self_description_dot"
></div>
<div
class=
"self_description_text"
>
3、在风险方面,该基金抵御风险能力优秀,在同类基金中处于中等水平,最大回撤为x%,低于同类基金平均水平;
</div>
</div>
</div>
</div>
</td>
<td
style=
"padding: 0;text-align: left;vertical-align: middle;"
>
<div
class=
"self_item_right"
>
<img
src=
"./img/logo.png"
alt=
""
class=
"self_img"
>
</div>
</td>
</tr>
</table>
</div>
</div>
<!-- 持仓点评 -->
<div
class=
"target_comment"
>
<div
class=
"comment_title"
>
优化方案点评
<div
class=
"comment_tri"
></div>
</div>
<div
class=
"comment_content"
>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
1、组合构建于XXXX年XX月,至今已运行XX个月。投入成本为XXXX万元,截止XXXX年XX月XX日,整体盈利XX万元,整体表现
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
2、组合共持有7只基金,XX和XX两只产品收益稳健,对组合的收益率贡献明显,6只基金取得正收益【根据情况变化】,2只基金综合得分较低建议更换,1只基金因为成立时间较短,暂不做评价;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
3、策略角度来看,组合涵盖了管理期货及全市场套利策略【说明:二级分类】,以管理期货【说明:二级分类】为主,策略上有一定分散【根据情况变化】,从组合的相关性矩阵来看,XX和XX相关性较高,建议调整组合配比;
</div>
</div>
</div>
</div>
</div>
</div>
<div
class=
"box_line"
></div>
<!-- 结尾 -->
<div
class=
"box8"
>
<div
class=
"box8_content"
>
<div
class=
"financial_show dtable"
>
<div
class=
"financial_left dcell"
>
<div
class=
"financial_scene"
>
<img
src=
"./img/scene.png"
alt=
""
class=
"financial_scene_img"
>
<div
class=
"financial_scene_text"
>
我们挣的是⻆度和变化的钱⽽不是纠正市场错 误的钱,市场永远是正确的,关键是在其正确 被反复证明后的逆向⽽⾏,⼀定是避开它的正 确被展开的过程 。
</div>
<div
class=
"financial_scene_author"
>
——飞度
</div>
</div>
</div>
<div
class=
"financial_show_right dcell"
>
<div
class=
"financial_team"
>
<img
src=
"./img/team.png"
alt=
""
class=
"financial_team_img"
>
</div>
</div>
</div>
<div
class=
"statement_content"
>
<div
class=
"statement_block"
>
<div
class=
"statement_title"
>
探普研究院声明
</div>
<div
class=
"statement_p"
>
本诊断报告所表述的任何观点均准确地反应了研究人员的看法;该研究人员所得报酬的任何组成部分无论是过去、现在、或者将来均不会直接或间接地与研究报告所表述的建议或观点相联系。
</div>
</div>
<div
class=
"statement_block"
>
<div
class=
"statement_title"
>
一般性声明
</div>
<div
class=
"statement_p"
>
本报告对于收件人而言属于高度机密,只有收件人才能使用。本报告并非意图发送、发布给在
当地法律或监管规则下不允许向其发送、发布该研究报告的人员。本研究报告仅供参考之用,在任何地区均不应被视为买卖任何证券、金融工具、基金、以及其他理财产品的要约或要约邀请。探普研究院并不因收件人收到本报告而视其为客户。本报告所包含的观点及建议并未考虑个别客户的特殊状况、目标或需要,不应视为对特定客户关于特定证券或金融工具、基金、以及其他理财产品的购买建议或策略。对于本报告中提及的任何证券、金融工具、基金、以及其他理财产品,本报告的
收件人须保持自身的独立判断。
</div>
<div
class=
"statement_p"
>
本报告所载资料的来源被认为是可靠的,但探普研究院不保证其准确性或完整性,并不对使用本报告所包含的材料产生任何直接或间接损失或与此有关的其他损失承担任何责任。本报告提及的任何证券、金融工具、基金或其他理财产品均可能含有巨大的风险,可能不易变卖以及不适合所有的投资者。本报告所提及的证券、金融工具、基金或其他理财产品的价格、价值以及收益可能会受
汇率影响而波动。过往的业绩也不能代表未来的表现。
</div>
<div
class=
"statement_p"
>
本报告所载的资料、观点以及预测分析均反映了探普研究院在最初报告发布日期当日的判断,可以在不发出通知的情况下做出更改、亦可因使用不同假设和标准、采用不同观点和分析方法而与市场上其他机构、部门、单位、个人在制作类似的其他材料时所给出的意见不同或者相反。探普研究院以及关联公司、单位并不承担提示本报告收件人注意该等材料的责任。负责撰写本报告研究人员薪酬并不基于任何金融产品的销售情况而定,但其薪酬可能会与我司的整体收入有关。
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若以探普研究院以外的机构或个人发送本报告,则由该机构或个人为此发送行为承担全部责任。该机构或个人应联系相关机构以交易本报告中提及的证券、金融工具、基金、其他理财产品获悉更详细信息。本报告不构成探普研究院向发送本报告的机构或个人的客户提供的投资建议,探普研究院以及关联单位、公司中的各个高级职员、董事、员工亦不为(前述机构或个人)因使用本报告或报告载明的内容产生的直接或间接损失承担任何责任。
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未经探普研究院事先书面授权,任何人不得以任何目的复制、发送或者销售本报告。探普研究院 2020 版权所有,保留一切权利。
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