equaltech
- Tech
- Cloud
- Software
- Hardware
- Discretionaries
Performance
Growth of $1,000 · 1 month
$1,216.07+$216.07 (+21.61%)
S&P 500: 1,002.31
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 25, 2026 | $1,000.00 | Not available |
| Aug 25, 2026 | $1,000.00 | $1,000.00 |
| Aug 25, 2026 | $1,003.09 | $1,001.36 |
| Aug 25, 2026 | $1,002.43 | $1,001.20 |
| Aug 26, 2026 | $1,001.99 | $1,001.48 |
| Aug 26, 2026 | $998.43 | $1,000.00 |
| Aug 26, 2026 | $1,001.70 | $1,002.34 |
| Aug 27, 2026 | $1,012.99 | $1,007.42 |
| Aug 27, 2026 | $1,015.80 | $1,009.51 |
| Aug 27, 2026 | $1,011.87 | $1,006.45 |
| Aug 28, 2026 | $1,027.79 | $1,013.33 |
| Aug 28, 2026 | $1,019.26 | $1,006.57 |
| Aug 28, 2026 | $1,016.57 | $1,005.18 |
| Aug 31, 2026 | $1,009.51 | $1,001.57 |
| Aug 31, 2026 | $1,009.79 | $1,001.50 |
| Aug 31, 2026 | $1,008.16 | $1,001.26 |
| Sep 1, 2026 | $1,006.44 | $998.45 |
| Sep 1, 2026 | $1,007.26 | $996.82 |
| Sep 1, 2026 | $1,003.37 | $994.79 |
| Sep 2, 2026 | $1,011.00 | $1,000.74 |
| Sep 2, 2026 | $1,013.12 | $1,000.26 |
| Sep 2, 2026 | $1,011.17 | $1,000.10 |
| Sep 3, 2026 | $1,024.03 | $1,005.95 |
| Sep 3, 2026 | $1,028.81 | $1,010.69 |
| Sep 3, 2026 | $1,030.66 | $1,011.69 |
| Sep 4, 2026 | $1,020.84 | $1,006.15 |
| Sep 4, 2026 | $1,022.51 | $1,008.08 |
| Sep 4, 2026 | $1,023.25 | $1,007.23 |
| Sep 8, 2026 | $1,050.79 | $1,003.82 |
| Sep 8, 2026 | $1,052.15 | $1,002.89 |
| Sep 8, 2026 | $1,051.14 | $1,002.70 |
| Sep 9, 2026 | $1,045.82 | $998.76 |
| Sep 9, 2026 | $1,045.31 | $997.21 |
| Sep 9, 2026 | $1,046.14 | $997.80 |
| Sep 10, 2026 | $1,045.17 | $993.02 |
| Sep 10, 2026 | $1,045.64 | $992.77 |
| Sep 10, 2026 | $1,044.62 | $990.94 |
| Sep 11, 2026 | $1,193.96 | $999.06 |
| Sep 11, 2026 | $1,194.48 | $1,001.19 |
| Sep 11, 2026 | $1,193.68 | $1,000.35 |
| Sep 14, 2026 | $1,188.00 | $991.93 |
| Sep 14, 2026 | $1,195.99 | $997.50 |
| Sep 14, 2026 | $1,195.61 | $996.62 |
| Sep 15, 2026 | $1,185.68 | $989.18 |
| Sep 15, 2026 | $1,185.85 | $990.83 |
| Sep 15, 2026 | $1,186.08 | $990.51 |
| Sep 16, 2026 | $1,193.52 | $994.07 |
| Sep 16, 2026 | $1,192.40 | $993.54 |
| Sep 16, 2026 | $1,185.52 | $985.87 |
| Sep 17, 2026 | $1,198.82 | $994.82 |
| Sep 17, 2026 | $1,200.62 | $997.03 |
| Sep 17, 2026 | $1,201.04 | $997.04 |
| Sep 18, 2026 | $1,203.91 | $993.73 |
| Sep 18, 2026 | $1,201.87 | $993.02 |
| Sep 18, 2026 | $1,205.16 | $995.40 |
| Sep 21, 2026 | $1,220.96 | $1,005.87 |
| Sep 21, 2026 | $1,226.15 | $1,009.94 |
| Sep 21, 2026 | $1,228.96 | $1,012.54 |
| Sep 22, 2026 | $1,234.65 | $1,011.36 |
| Sep 22, 2026 | $1,228.40 | $1,011.61 |
| Sep 22, 2026 | $1,229.51 | $1,011.81 |
| Sep 23, 2026 | $1,218.93 | $1,007.22 |
| Sep 23, 2026 | $1,212.53 | $1,003.53 |
| Sep 23, 2026 | $1,214.38 | $1,004.52 |
| Sep 24, 2026 | $1,208.36 | $999.70 |
| Sep 24, 2026 | $1,218.15 | $1,004.74 |
| Sep 24, 2026 | $1,217.29 | $1,004.23 |
| Sep 24, 2026 | $1,216.07 | $1,002.31 |
PortfolioS&P 500
- Time-weighted return
- +21.61%
- Modified Dietz return
- +21.61%
- Normalized wealth
- 1,216.07
- Holdings
- 19
