Performance Benchmark
Since inception: Apr 05, 2026
Portfolio
+4.18%
S&P 500
+13.91%
SPY
Russell 2000
+15.88%
IWM
Total Market
+13.73%
VTI
Nasdaq 100
+17.61%
QQQ
Sharpe Ratio
0.86
ANNUALIZED
Max Drawdown
-3.94%
Up/Down Days
52 / 64
45% POSITIVE
Best Day
+2.17%
Worst Day
-2.16%
Cumulative Return (%)
| Benchmark | Ticker | Return | Alpha |
|---|---|---|---|
| S&P 500 | SPY | +13.91% | -9.73% |
| Russell 2000 | IWM | +15.88% | -11.70% |
| Total Market | VTI | +13.73% | -9.55% |
| Nasdaq 100 | QQQ | +17.61% | -13.43% |