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 | 2021-06-03 | 2023-11-16 | 20 | 0.72 | $100,724 | 100% | Win |
| B2 | 2023-11-17 | 2024-08-14 | 20 | 0.29 | $100,292 | 85% | Win |
| B3 | 2024-08-26 | 2025-01-22 | 20 | 0.86 | $100,863 | 95% | Win |
| B4 | 2025-02-03 | 2025-08-05 | 20 | 0.66 | $100,658 | 90% | Win |
| B5 | 2025-08-06 | 2026-02-24 | 20 | 0.28 | $100,280 | 65% | Win |
| B6 | 2026-02-25 | 2026-07-31 | 14 | -0.14 | $99,858 | 50% | Loss |
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 (Jun 3, 2021 → Jul 31, 2026). Each position risks 1/20 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
