Alpha Nasdaq OCIO Index.
A clearer benchmark for the OCIO industry.

Peer ranges and medians come from the OCIO Analytics Portfolio Checkup dataset for the selected institutional or allocation cohort. Each period includes only accounts with a complete quarterly return history. Long-term returns are geometrically compounded and annualized. The eligible peer sample changes by period.

The shaded band shows the middle 50% of peer returns. The chart spans the 5th to 95th return percentiles; returns outside that range appear at the corresponding edge. Estimated peer rank follows Portfolio Checkup's convention: 1st is highest, 100th is lowest, with approximately two-percentile resolution. It is an estimate from aggregate distributions, not an exact account rank. We show peer standing only with at least 20 eligible portfolios.

The published index is an equally weighted average, distinct from the peer median. Its basis-point difference is your return minus the index return (100 basis points equals one percentage point). Neither comparison adjusts for risk or establishes provider quality.

Published index inclusion criteria require U.S.-based clients, fully discretionary OCIO mandates, account size of at least $50 million, and live performance net of all fees; defined contribution accounts are excluded. Account size, asset allocation, private-asset valuation timing, liquidity needs, and investment objectives can limit comparability. Positive relative results do not establish that a portfolio is appropriate.

Quarterly, year-to-date, and one-year returns are cumulative; periods of three years or longer are annualized. All periods end June 30, 2026. Source: OCIO Analytics aggregate peer performance and AlphaNasdaq OCIO Index Deliverable 2Q26 workbook. Entered returns stay in this browser page and are not sent with interaction analytics.