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 | 2022-01-12 | 10 | 0.47 | $100,475 | 90% | Win |
| B2 | 2022-01-13 | 2023-01-13 | 10 | 0.31 | $100,310 | 90% | Win |
| B3 | 2023-06-07 | 2023-12-15 | 10 | 0.10 | $100,097 | 70% | Win |
| B4 | 2023-12-18 | 2024-05-07 | 10 | 0.44 | $100,442 | 90% | Win |
| B5 | 2024-05-10 | 2024-10-01 | 10 | 0.36 | $100,363 | 80% | Win |
| B6 | 2024-10-02 | 2024-11-26 | 10 | 1.07 | $101,065 | 100% | Win |
| B7 | 2024-11-28 | 2025-05-13 | 10 | 0.73 | $100,729 | 90% | Win |
| B8 | 2025-05-14 | 2025-07-29 | 10 | 0.81 | $100,813 | 90% | Win |
| B9 | 2025-07-30 | 2025-09-15 | 10 | 0.43 | $100,429 | 70% | Win |
| B10 | 2025-09-23 | 2026-02-24 | 10 | 0.24 | $100,242 | 70% | Win |
| B11 | 2026-02-25 | 2026-06-10 | 10 | 0.38 | $100,378 | 70% | Win |
| B12 | 2026-07-14 | 2026-08-25 | 5 | -0.58 | $99,420 | 40% | 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 (Feb 23, 2021 → Aug 25, 2026). Each position risks 1/10 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
