Audit Stock Portfolio Performance

I need a clear, independent audit of my stock-portfolio model that focuses strictly on performance evaluation—no compliance or risk review at this stage. You will dig into the historical trades, benchmark the returns, and validate the calculations behind metrics such as CAGR, Sharpe/Sortino ratios, alpha, beta, and drawdown figures.

Your analysis should culminate in two concise deliverables:
• A spreadsheet (Excel, Google Sheets, or Python notebook) that recreates the performance calculations step-by-step so I can trace every formula.
• A short written report (PDF) that interprets the numbers, highlights any discrepancies you find, and offers recommendations to improve reporting accuracy.

I already have transaction data, benchmark indices, and the original model logic ready to share. Familiarity with tools like Bloomberg, Morningstar, or similar data APIs will help you cross-check figures quickly, but use whatever you are most comfortable with as long as the final numbers are reproducible.

When you reply, please keep it brief and focus on your direct experience auditing or back-testing equity portfolios.