Compound annual growth rate over this track, the headline pace at which capital grew.
Solid = this strategy (1/10 NAV) · Dashed = 100% NAV sizing
Each bar = $100K split equally across up to 10 stocks
Analyzed equal-weight baskets from the live trade history.
| Basket | From | To | Names | Return % | End $ | Hit | Result |
|---|---|---|---|---|---|---|---|
| B1 | 2021-02-23 | 2022-03-22 | 10 | 0.32 | $100,324 | 90% | Win |
| B2 | 2022-04-04 | 2023-06-16 | 10 | 0.82 | $100,822 | 100% | Win |
| B3 | 2023-11-14 | 2023-12-18 | 10 | 0.17 | $100,173 | 80% | Win |
| B4 | 2024-03-07 | 2024-05-10 | 10 | 0.48 | $100,481 | 90% | Win |
| B5 | 2024-05-16 | 2024-10-01 | 10 | 0.57 | $100,574 | 90% | Win |
| B6 | 2024-10-03 | 2025-01-30 | 10 | 1.24 | $101,241 | 100% | Win |
| B7 | 2025-02-03 | 2025-05-14 | 10 | 0.57 | $100,571 | 90% | Win |
| B8 | 2025-05-16 | 2025-08-06 | 10 | 0.69 | $100,694 | 90% | Win |
| B9 | 2025-08-07 | 2025-09-12 | 10 | 0.52 | $100,520 | 80% | Win |
| B10 | 2025-09-15 | 2025-11-24 | 10 | 0.70 | $100,696 | 90% | Win |
| B11 | 2026-02-12 | 2026-04-14 | 10 | 0.44 | $100,443 | 100% | Win |
| B12 | 2026-04-15 | 2026-07-22 | 10 | 0.31 | $100,312 | 60% | Win |
| B13 | 2026-07-30 | 2026-08-13 | 10 | 1.25 | $101,249 | 100% | Win |
| B14 | 2026-08-14 | 2026-09-30 | 6 | 1.34 | $101,340 | 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 1/10 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
