Saperity | Theme Factsheet

1. Theme

2. Benchmark

3. Weighting

4. Backtest

Describe your theme

Saperity Analyst will search for the most relevent companies for your portfolio.

Theme

Discover Themes

Select a theme to start building a portfolio.

Choose the benchmark to compare performance.

Select the methodology which aligns with your investment approach.

Default is the last 2 years.

Lookback (years)

Your selections

Run single-stock analysis with benchmark comparison.

Stock ticker

Benchmark

Lookback period

Data

Universe (e.g., r1000_universe.yaml)

Start Date (YYYY-MM-DD)

End Date (YYYY-MM-DD)

Universe (e.g., r1000_universe.yaml) Benchmark (default SPY)