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Performance
Growth of $1,000 · 5 years
$1,442.18+$442.18 (+44.22%)
S&P 500: 1,342.59
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 7, 2025 | $1,000.00 | Not available |
| Mar 9, 2025 | $1,001.41 | $1,000.00 |
| Mar 16, 2025 | $977.21 | $977.24 |
| Mar 23, 2025 | $971.19 | $979.27 |
| Mar 30, 2025 | $942.06 | $964.82 |
| Apr 6, 2025 | $830.60 | $877.34 |
| Apr 13, 2025 | $899.82 | $927.11 |
| Apr 20, 2025 | $849.60 | $914.03 |
| Apr 27, 2025 | $921.38 | $956.11 |
| May 4, 2025 | $948.75 | $984.10 |
| May 11, 2025 | $936.06 | $979.89 |
| May 18, 2025 | $1,024.31 | $1,031.74 |
| May 25, 2025 | $987.07 | $1,005.54 |
| Jun 1, 2025 | $1,014.23 | $1,023.39 |
| Jun 8, 2025 | $1,057.22 | $1,040.32 |
| Jun 15, 2025 | $1,041.72 | $1,036.60 |
| Jun 22, 2025 | $1,050.32 | $1,031.88 |
| Jun 29, 2025 | $1,113.01 | $1,067.70 |
| Jul 6, 2025 | $1,115.26 | $1,085.81 |
| Jul 13, 2025 | $1,142.92 | $1,082.82 |
| Jul 20, 2025 | $1,159.31 | $1,089.70 |
| Jul 27, 2025 | $1,173.79 | $1,106.23 |
| Aug 3, 2025 | $1,149.54 | $1,079.52 |
| Aug 10, 2025 | $1,224.06 | $1,106.37 |
| Aug 17, 2025 | $1,235.18 | $1,117.24 |
| Aug 24, 2025 | $1,213.33 | $1,120.49 |
| Aug 31, 2025 | $1,206.16 | $1,120.03 |
| Sep 7, 2025 | $1,206.38 | $1,123.84 |
| Sep 14, 2025 | $1,221.45 | $1,141.50 |
| Sep 21, 2025 | $1,240.94 | $1,152.42 |
| Sep 28, 2025 | $1,241.09 | $1,149.15 |
| Oct 5, 2025 | $1,259.41 | $1,161.98 |
| Oct 12, 2025 | $1,225.32 | $1,133.87 |
| Oct 19, 2025 | $1,234.96 | $1,153.62 |
| Oct 26, 2025 | $1,275.20 | $1,175.94 |
| Nov 2, 2025 | $1,320.87 | $1,184.30 |
| Nov 9, 2025 | $1,279.49 | $1,165.04 |
| Nov 16, 2025 | $1,286.74 | $1,166.71 |
| Nov 23, 2025 | $1,228.53 | $1,144.31 |
| Nov 30, 2025 | $1,261.85 | $1,186.61 |
| Dec 7, 2025 | $1,277.83 | $1,190.60 |
| Dec 14, 2025 | $1,247.61 | $1,183.78 |
| Dec 21, 2025 | $1,260.96 | $1,181.74 |
| Dec 28, 2025 | $1,291.12 | $1,198.62 |
| Jan 4, 2026 | $1,273.69 | $1,186.22 |
| Jan 11, 2026 | $1,270.29 | $1,205.15 |
| Jan 18, 2026 | $1,250.77 | $1,200.97 |
| Jan 25, 2026 | $1,253.63 | $1,196.75 |
| Feb 1, 2026 | $1,293.75 | $1,201.50 |
| Feb 8, 2026 | $1,272.86 | $1,199.16 |
| Feb 15, 2026 | $1,204.63 | $1,183.76 |
| Feb 22, 2026 | $1,212.36 | $1,184.58 |
| Mar 1, 2026 | $1,257.59 | $1,193.15 |
| Mar 8, 2026 | $1,215.29 | $1,187.94 |
| Mar 15, 2026 | $1,201.11 | $1,177.94 |
| Mar 22, 2026 | $1,210.20 | $1,162.15 |
| Mar 29, 2026 | $1,191.13 | $1,142.59 |
| Apr 5, 2026 | $1,138.48 | $1,097.32 |
| Apr 12, 2026 | $1,188.07 | $1,144.13 |
| Apr 19, 2026 | $1,257.69 | $1,180.82 |
| Apr 26, 2026 | $1,334.13 | $1,222.53 |
| May 3, 2026 | $1,364.33 | $1,241.79 |
| May 10, 2026 | $1,347.94 | $1,251.60 |
| May 17, 2026 | $1,402.51 | $1,283.69 |
| May 24, 2026 | $1,442.72 | $1,287.07 |
| May 31, 2026 | $1,443.58 | $1,303.29 |
| Jun 7, 2026 | $1,440.06 | $1,312.43 |
| Jun 14, 2026 | $1,393.42 | $1,293.52 |
| Jun 21, 2026 | $1,368.86 | $1,296.60 |
| Jun 28, 2026 | $1,284.68 | $1,265.78 |
| Jul 5, 2026 | $1,345.25 | $1,293.20 |
| Jul 12, 2026 | $1,420.11 | $1,310.86 |
| Jul 19, 2026 | $1,422.34 | $1,290.61 |
| Jul 26, 2026 | $1,401.83 | $1,283.04 |
| Aug 2, 2026 | $1,384.68 | $1,297.11 |
| Aug 9, 2026 | $1,460.89 | $1,342.65 |
| Aug 10, 2026 | $1,442.18 | $1,342.59 |
PortfolioS&P 500
- Time-weighted return
- +44.22%
- Modified Dietz return
- +44.22%
- Normalized wealth
- 1,442.18
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 NVDANvidia Corp | +37.80% | 124.01 | $27,127.32 | $13,161.24 |
 AAPLApple Inc. | +30.65% | 71.71 | $21,998.89 | $4,855.73 |
 AMZNAmazon.Com Inc | +20.83% | 53.87 | $14,947.53 | $4,172.53 |
 METAMeta Platforms, Inc. Class A Common Stock | +10.73% | 12.97 | $7,698.64 | -$417.36 |