equaltech
- Tech
- Cloud
- Software
- Hardware
- Discretionaries
Performance
Growth of $1,000 · 3 months
$1,349.13+$349.13 (+34.91%)
S&P 500: 1,046.28
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.04 | $1,000.00 |
| Jun 26, 2026 | $1,004.95 | $995.10 |
| Jun 29, 2026 | $1,028.79 | $1,011.49 |
| Jun 30, 2026 | $1,045.73 | $1,019.37 |
| Jul 1, 2026 | $1,049.41 | $1,017.99 |
| Jul 2, 2026 | $1,047.19 | $1,016.65 |
| Jul 6, 2026 | $1,064.81 | $1,025.52 |
| Jul 7, 2026 | $1,060.07 | $1,020.65 |
| Jul 8, 2026 | $1,059.79 | $1,017.50 |
| Jul 9, 2026 | $1,064.63 | $1,026.11 |
| Jul 10, 2026 | $1,072.56 | $1,030.53 |
| Jul 13, 2026 | $1,060.17 | $1,022.64 |
| Jul 14, 2026 | $1,069.72 | $1,026.27 |
| Jul 15, 2026 | $1,092.21 | $1,030.01 |
| Jul 16, 2026 | $1,073.22 | $1,024.76 |
| Jul 17, 2026 | $1,054.98 | $1,014.62 |
| Jul 20, 2026 | $1,057.55 | $1,012.98 |
| Jul 21, 2026 | $1,061.97 | $1,021.43 |
| Jul 22, 2026 | $1,056.44 | $1,020.51 |
| Jul 23, 2026 | $1,015.95 | $1,007.64 |
| Jul 24, 2026 | $1,016.21 | $1,008.67 |
| Jul 27, 2026 | $1,016.12 | $1,008.88 |
| Jul 28, 2026 | $1,021.59 | $1,011.30 |
| Jul 29, 2026 | $1,009.77 | $995.74 |
| Jul 30, 2026 | $1,031.81 | $1,012.47 |
| Jul 31, 2026 | $1,059.06 | $1,019.72 |
| Aug 3, 2026 | $1,090.13 | $1,034.25 |
| Aug 4, 2026 | $1,104.41 | $1,052.89 |
| Aug 5, 2026 | $1,092.20 | $1,050.79 |
| Aug 6, 2026 | $1,093.18 | $1,049.11 |
| Aug 7, 2026 | $1,097.28 | $1,055.53 |
| Aug 10, 2026 | $1,095.25 | $1,055.21 |
| Aug 11, 2026 | $1,081.02 | $1,051.84 |
| Aug 12, 2026 | $1,080.78 | $1,054.48 |
| Aug 13, 2026 | $1,089.15 | $1,061.83 |
| Aug 14, 2026 | $1,087.89 | $1,059.73 |
| Aug 17, 2026 | $1,079.00 | $1,054.72 |
| Aug 18, 2026 | $1,070.38 | $1,047.60 |
| Aug 19, 2026 | $1,076.17 | $1,049.79 |
| Aug 20, 2026 | $1,064.27 | $1,040.60 |
| Aug 21, 2026 | $1,108.81 | $1,045.23 |
| Aug 24, 2026 | $1,106.83 | $1,042.16 |
| Aug 25, 2026 | $1,113.57 | $1,045.49 |
| Aug 26, 2026 | $1,110.05 | $1,045.73 |
| Aug 27, 2026 | $1,125.66 | $1,052.58 |
| Aug 28, 2026 | $1,128.16 | $1,050.19 |
| Aug 31, 2026 | $1,121.39 | $1,047.05 |
| Sep 1, 2026 | $1,114.67 | $1,039.86 |
| Sep 2, 2026 | $1,122.47 | $1,044.47 |
| Sep 3, 2026 | $1,141.40 | $1,055.40 |
| Sep 4, 2026 | $1,133.62 | $1,051.34 |
| Sep 8, 2026 | $1,167.24 | $1,045.56 |
| Sep 9, 2026 | $1,160.32 | $1,040.70 |
| Sep 10, 2026 | $1,159.56 | $1,034.55 |
| Sep 11, 2026 | $1,322.75 | $1,043.38 |
| Sep 14, 2026 | $1,324.56 | $1,038.63 |
| Sep 15, 2026 | $1,316.12 | $1,033.86 |
| Sep 16, 2026 | $1,315.72 | $1,029.30 |
| Sep 17, 2026 | $1,335.04 | $1,040.98 |
| Sep 18, 2026 | $1,336.48 | $1,039.73 |
| Sep 21, 2026 | $1,364.02 | $1,055.85 |
| Sep 22, 2026 | $1,362.88 | $1,055.81 |
| Sep 23, 2026 | $1,345.95 | $1,048.09 |
| Sep 24, 2026 | $1,349.13 | $1,046.28 |
PortfolioS&P 500
- Time-weighted return
- +34.91%
- Modified Dietz return
- +34.91%
- Normalized wealth
- 1,349.13
- Holdings
- 19
