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 | 2021-06-03 | 2022-01-25 | 10 | 0.66 | $100,660 | 100% | Win |
| B2 | 2022-03-28 | 2023-11-16 | 10 | 0.79 | $100,788 | 100% | Win |
| B3 | 2023-11-17 | 2024-03-07 | 10 | 0.14 | $100,135 | 80% | Win |
| B4 | 2024-03-18 | 2024-08-14 | 10 | 0.45 | $100,449 | 90% | Win |
| B5 | 2024-08-26 | 2024-10-07 | 10 | 0.53 | $100,535 | 90% | Win |
| B6 | 2024-10-08 | 2025-01-22 | 10 | 1.19 | $101,191 | 100% | Win |
| B7 | 2025-02-03 | 2025-05-13 | 10 | 0.52 | $100,518 | 90% | Win |
| B8 | 2025-05-15 | 2025-08-05 | 10 | 0.80 | $100,798 | 90% | Win |
| B9 | 2025-08-06 | 2025-09-23 | 10 | -0.09 | $99,909 | 50% | Loss |
| B10 | 2025-09-25 | 2026-02-24 | 10 | 0.65 | $100,650 | 80% | Win |
| B11 | 2026-02-25 | 2026-06-10 | 10 | 0.33 | $100,335 | 70% | Win |
| B12 | 2026-07-14 | 2026-07-31 | 4 | -1.33 | $98,668 | 0% | 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 1/10 of NAV. Positive months = share of months the fund finished higher. Past results do not guarantee future performance.
