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 | 2023-07-20 | 20 | 0.51 | $100,511 | 90% | Win |
| B2 | 2023-11-15 | 2024-09-03 | 20 | 0.24 | $100,243 | 80% | Win |
| B3 | 2024-09-30 | 2025-05-14 | 20 | 0.67 | $100,668 | 95% | Win |
| B4 | 2025-05-15 | 2025-09-02 | 20 | 0.68 | $100,678 | 90% | Win |
| B5 | 2025-09-04 | 2026-04-22 | 20 | 0.08 | $100,084 | 65% | Win |
| B6 | 2026-04-23 | 2026-07-17 | 5 | 0.69 | $100,686 | 60% | 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 → Jul 17, 2026). Each position risks 1/20 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
