Track Record - public performance
Live performance vs S&P 500
⚠ Past performance does not guarantee future results. Realized returns can differ materially from the tracked numbers shown.
Live (open + closed)
Win rate
53.9%
26 of 26 positions
Avg return
+6.10%
26 companies
Alpha vs SPY
+4.23%
26 benchmarked
Total picks
26
20 open, 6 closed
Most of these positions are open. The numbers are at current prices and move every day. Small sample: under 30 measured positions, or few distinct holdings. Every new position still shifts these percentages noticeably.
By horizon
Long-term (~12-month value) and medium-term (~6-month momentum) are different strategies over different windows. The combined figures above blend both, so here is each on its own.
Cumulative Return vs SPY
All-time · 26 picks
For each pick we entered, we also recorded what the S&P 500 (SPY) did over the same holding period. The two lines below are the running average of those returns. The gap between them is the average outperformance per pick (alpha).
Both lines update at every pick's entry date. Alpha is in percentage points, not relative. E.g. +9 pp means picks beat SPY by 9 points on average over the same holding window.
Best performers
Worst performers
All tracked positions (26)
| Ticker | Entry | Return |
|---|---|---|
| PATH HC365d | $9.48 | +97.02% |
| AEM HC365d | $157.23 | +38.58% |
| FTDR 365d | $62.07 | +30.51% |
| ADBE HC365d | $204.02 | +23.63% |
| DFIN HC365d | $39.69 | +20.81% |
| SIG HC365d | $84.12 | +19.19% |
| MSI 365d | $396.17 | +17.67% |
| EAT HC365d | $185.26 | +14.70% |
| PGR 365d | $190.40 | +14.30% |
| BLBD 180d | $69.68 | +13.51% |