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
64.3%
Avg return
+2.11%
Alpha vs SPY
+2.86%
Picks tracked
14
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
3-month period · 14 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 (15)
| Ticker | Entry | Return |
|---|---|---|
| PATH HC365d | $9.48 | +11.28% |
| FTDR HC365d | $62.07 | +10.71% |
| TSM HC365d | $392.61 | +7.94% |
| PGR HC365d | $190.40 | +6.70% |
| MSI HC365d | $396.17 | +4.05% |
| BLBD HC180d | $69.68 | +2.67% |
| ZTS HC365d | $77.69 | +2.41% |
| IESC HC180d | $743.76 | +0.85% |
| MMS HC365d | $61.93 | +0.57% |
| ACN HC180d | $173.47 | -1.87% |