Hedge Fund Strategy Tracker Excel Template

Navigate Alternative Investments with Institutional Precision

Hedge funds and alternative investments offer unique return profiles but require sophisticated analysis to evaluate performance, risk, and correlation benefits. Our Hedge Fund Strategy Tracker provides institutional-grade tools to monitor strategy performance, conduct due diligence, and optimize alternative investment allocations.

From long/short equity to global macro and event-driven strategies, analyze returns, drawdowns, and risk-adjusted performance across different hedge fund approaches. Built for institutional investors, family offices, and sophisticated individuals, this template helps you construct resilient alternative investment portfolios.

Comprehensive Hedge Fund Strategy Analysis

Performance Metrics & Analytics

Calculate Sharpe ratios, Sortino ratios, and Calmar ratios across different hedge fund strategies. Analyze return distributions, skewness, and kurtosis to understand the true risk-return profile of alternative investments.

Drawdown Analysis

Monitor maximum drawdowns, drawdown duration, and recovery periods for each strategy. Identify strategies with favorable drawdown characteristics and understand the risk of significant losses during market stress.

Strategy Classification

Track performance across major hedge fund strategies including long/short equity, market neutral, event-driven, global macro, relative value, and multi-strategy approaches. Compare strategies and identify the best performers in each category.

Correlation & Diversification

Analyze correlations between different hedge fund strategies and traditional asset classes. Identify truly diversifying strategies that provide meaningful portfolio benefits during different market environments.

Due Diligence & Risk Assessment Framework

Manager Track Record Analysis

Evaluate manager track records across different market cycles and economic environments. Analyze consistency of returns, performance in different market conditions, and ability to preserve capital during downturns.

Operational Risk Assessment

Track operational metrics including assets under management, redemption terms, transparency, and operational infrastructure. Assess operational risk factors that could impact investment performance.

Liquidity Analysis

Monitor liquidity terms, lock-up periods, and redemption schedules across your hedge fund portfolio. Plan cash flows and ensure you have adequate liquidity for portfolio rebalancing and cash needs.

Fee Impact Analysis

Calculate the impact of management fees, performance fees, and other costs on net returns. Compare fee structures across managers and negotiate optimal terms based on performance and relationship.