Compound annual growth rate over this track, the headline pace at which capital grew.
Solid = this strategy (1/20 NAV) · Dashed = 100% NAV sizing
Each bar = $100K split equally across up to 20 stocks
Analyzed equal-weight baskets from the live trade history.
| Basket | From | To | Names | Return % | End $ | Hit | Result |
|---|---|---|---|---|---|---|---|
| B1 | 2021-02-23 | 2023-06-16 | 20 | 0.57 | $100,573 | 95% | Win |
| B2 | 2023-11-14 | 2024-05-10 | 20 | 0.33 | $100,327 | 85% | Win |
| B3 | 2024-05-16 | 2025-01-30 | 20 | 0.91 | $100,908 | 95% | Win |
| B4 | 2025-02-03 | 2025-08-06 | 20 | 0.63 | $100,632 | 90% | Win |
| B5 | 2025-08-07 | 2025-11-24 | 20 | 0.61 | $100,608 | 85% | Win |
| B6 | 2026-02-12 | 2026-07-22 | 20 | 0.38 | $100,377 | 80% | Win |
| B7 | 2026-07-30 | 2026-09-30 | 16 | 1.28 | $101,283 | 100% | Win |
Market-diagnostic allocation on this strategy’s historical signals, not a live funded account. CAGR and Sharpe are annualized; max DD covers the full track (Feb 23, 2021 → Sep 30, 2026). Each position risks 1/20 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
