Track Record
Live performance vs S&P 500
⚠ Past performance does not guarantee future results. Realized returns can differ materially from the tracked numbers shown.
Win rate
40.0%
Avg return
-0.56%
Alpha vs SPY
+1.12%
Picks tracked
20
Cumulative Return vs SPY
3-month period · 20 picks
Alpha+1.13% pp
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).
Picks (avg)-0.56%
S&P 500 (same period, avg)-1.69%
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
PATH+18.61%
PGR+7.15%
TSM+5.75%
MSI+3.58%
FTDR+2.53%
Worst performers
DEC-11.30%
INTU-10.48%
DFIN-7.43%
ACN-4.71%
CTSH-4.53%
All tracked positions (20)
| Ticker | Entry | Return |
|---|---|---|
| PATH HC | $9.48 | +18.61% |
| PGR HC | $190.40 | +7.15% |
| TSM HC | $392.61 | +5.75% |
| MSI HC | $396.17 | +3.58% |
| FTDR HC | $62.07 | +2.53% |
| ZTS HC | $77.69 | +2.25% |
| BLBD HC | $69.68 | +0.01% |
| BLBD HC | $69.68 | +0.01% |
| MSFT HC | $418.57 | -0.45% |
| META HC | $598.86 | -1.03% |