equaltech
- Tech
- Cloud
- Software
- Hardware
- Discretionaries
Performance
Growth of $1,000 · 5 years
$1,632.95+$632.95 (+63.29%)
S&P 500: 1,374.77
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 13, 2025 | $1,000.00 | Not available |
| Mar 16, 2025 | $1,014.46 | $1,000.00 |
| Mar 23, 2025 | $1,013.96 | $1,002.08 |
| Mar 30, 2025 | $982.89 | $987.30 |
| Apr 6, 2025 | $907.05 | $897.78 |
| Apr 13, 2025 | $964.27 | $948.70 |
| Apr 20, 2025 | $923.15 | $935.32 |
| Apr 27, 2025 | $995.09 | $978.38 |
| May 4, 2025 | $1,029.86 | $1,007.02 |
| May 11, 2025 | $1,015.72 | $1,002.72 |
| May 18, 2025 | $1,098.69 | $1,055.77 |
| May 25, 2025 | $1,076.57 | $1,028.96 |
| Jun 1, 2025 | $1,102.36 | $1,047.23 |
| Jun 8, 2025 | $1,125.46 | $1,064.55 |
| Jun 15, 2025 | $1,128.55 | $1,060.75 |
| Jun 22, 2025 | $1,125.52 | $1,055.92 |
| Jun 29, 2025 | $1,185.69 | $1,092.57 |
| Jul 6, 2025 | $1,194.27 | $1,111.10 |
| Jul 13, 2025 | $1,205.16 | $1,108.05 |
| Jul 20, 2025 | $1,228.64 | $1,115.08 |
| Jul 27, 2025 | $1,247.39 | $1,132.00 |
| Aug 3, 2025 | $1,227.98 | $1,104.67 |
| Aug 10, 2025 | $1,289.87 | $1,132.14 |
| Aug 17, 2025 | $1,297.06 | $1,143.26 |
| Aug 24, 2025 | $1,280.63 | $1,146.59 |
| Aug 31, 2025 | $1,281.94 | $1,146.12 |
| Sep 7, 2025 | $1,315.35 | $1,150.02 |
| Sep 14, 2025 | $1,352.26 | $1,168.09 |
| Sep 21, 2025 | $1,389.03 | $1,179.26 |
| Sep 28, 2025 | $1,380.44 | $1,175.92 |
| Oct 5, 2025 | $1,394.33 | $1,189.05 |
| Oct 12, 2025 | $1,361.24 | $1,160.28 |
| Oct 19, 2025 | $1,399.18 | $1,180.49 |
| Oct 26, 2025 | $1,427.72 | $1,203.34 |
| Nov 2, 2025 | $1,472.98 | $1,211.88 |
| Nov 9, 2025 | $1,430.47 | $1,192.18 |
| Nov 16, 2025 | $1,430.03 | $1,193.88 |
| Nov 23, 2025 | $1,404.27 | $1,170.96 |
| Nov 30, 2025 | $1,467.46 | $1,214.25 |
| Dec 7, 2025 | $1,480.50 | $1,218.33 |
| Dec 14, 2025 | $1,446.55 | $1,211.35 |
| Dec 21, 2025 | $1,454.98 | $1,209.27 |
| Dec 28, 2025 | $1,480.11 | $1,226.54 |
| Jan 4, 2026 | $1,465.52 | $1,213.86 |
| Jan 11, 2026 | $1,483.18 | $1,233.22 |
| Jan 18, 2026 | $1,475.40 | $1,228.94 |
| Jan 25, 2026 | $1,475.85 | $1,224.62 |
| Feb 1, 2026 | $1,487.55 | $1,229.49 |
| Feb 8, 2026 | $1,448.57 | $1,227.09 |
| Feb 15, 2026 | $1,404.45 | $1,211.33 |
| Feb 22, 2026 | $1,400.63 | $1,212.17 |
| Mar 1, 2026 | $1,433.74 | $1,220.94 |
| Mar 8, 2026 | $1,402.65 | $1,215.61 |
| Mar 15, 2026 | $1,375.34 | $1,205.38 |
| Mar 22, 2026 | $1,393.03 | $1,189.22 |
| Mar 29, 2026 | $1,367.61 | $1,169.20 |
| Apr 5, 2026 | $1,300.14 | $1,122.88 |
| Apr 12, 2026 | $1,359.31 | $1,170.79 |
| Apr 19, 2026 | $1,425.83 | $1,208.33 |
| Apr 26, 2026 | $1,524.04 | $1,251.01 |
| May 3, 2026 | $1,554.94 | $1,270.71 |
| May 10, 2026 | $1,593.36 | $1,280.76 |
| May 17, 2026 | $1,642.70 | $1,313.59 |
| May 24, 2026 | $1,665.02 | $1,317.05 |
| May 31, 2026 | $1,669.62 | $1,333.65 |
| Jun 7, 2026 | $1,664.15 | $1,343.01 |
| Jun 14, 2026 | $1,611.69 | $1,323.65 |
| Jun 21, 2026 | $1,597.96 | $1,326.81 |
| Jun 28, 2026 | $1,497.81 | $1,295.27 |
| Jul 5, 2026 | $1,562.27 | $1,323.32 |
| Jul 12, 2026 | $1,599.62 | $1,341.39 |
| Jul 19, 2026 | $1,573.40 | $1,320.68 |
| Jul 26, 2026 | $1,515.57 | $1,312.93 |
| Aug 2, 2026 | $1,579.24 | $1,327.32 |
| Aug 9, 2026 | $1,636.32 | $1,373.93 |
| Aug 10, 2026 | $1,632.95 | $1,374.77 |
PortfolioS&P 500
- Time-weighted return
- +63.29%
- Modified Dietz return
- +63.29%
- Normalized wealth
- 1,632.95
- Holdings
- 19
