Winners
Performance
Growth of $1,000 · 5 years
$845.98-$154.02 (-15.40%)
S&P 500: 1,359.1
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 19, 2025 | $1,000.00 | Not available |
| Mar 23, 2025 | $993.13 | $1,000.00 |
| Mar 30, 2025 | $992.53 | $985.25 |
| Apr 6, 2025 | $922.40 | $895.92 |
| Apr 13, 2025 | $955.12 | $946.74 |
| Apr 20, 2025 | $954.91 | $933.38 |
| Apr 27, 2025 | $982.69 | $976.35 |
| May 4, 2025 | $1,031.32 | $1,004.93 |
| May 11, 2025 | $1,027.83 | $1,000.64 |
| May 18, 2025 | $1,055.22 | $1,053.58 |
| May 25, 2025 | $1,054.59 | $1,026.83 |
| Jun 1, 2025 | $1,084.66 | $1,045.05 |
| Jun 8, 2025 | $1,106.24 | $1,062.34 |
| Jun 15, 2025 | $1,060.75 | $1,058.55 |
| Jun 22, 2025 | $1,049.59 | $1,053.73 |
| Jun 29, 2025 | $1,087.11 | $1,090.30 |
| Jul 6, 2025 | $1,099.86 | $1,108.80 |
| Jul 13, 2025 | $1,082.75 | $1,105.75 |
| Jul 20, 2025 | $1,073.96 | $1,112.77 |
| Jul 27, 2025 | $1,067.38 | $1,129.65 |
| Aug 3, 2025 | $1,044.47 | $1,102.38 |
| Aug 10, 2025 | $1,042.81 | $1,129.79 |
| Aug 17, 2025 | $1,060.12 | $1,140.89 |
| Aug 24, 2025 | $1,088.49 | $1,144.21 |
| Aug 31, 2025 | $1,075.25 | $1,143.75 |
| Sep 7, 2025 | $1,072.92 | $1,147.63 |
| Sep 14, 2025 | $1,069.72 | $1,165.66 |
| Sep 21, 2025 | $1,055.41 | $1,176.81 |
| Sep 28, 2025 | $1,064.42 | $1,173.48 |
| Oct 5, 2025 | $1,056.30 | $1,186.58 |
| Oct 12, 2025 | $1,026.02 | $1,157.88 |
| Oct 19, 2025 | $1,018.99 | $1,178.04 |
| Oct 26, 2025 | $1,031.89 | $1,200.84 |
| Nov 2, 2025 | $1,038.34 | $1,209.37 |
| Nov 9, 2025 | $983.48 | $1,189.71 |
| Nov 16, 2025 | $991.19 | $1,191.41 |
| Nov 23, 2025 | $966.38 | $1,168.53 |
| Nov 30, 2025 | $994.21 | $1,211.73 |
| Dec 7, 2025 | $998.40 | $1,215.81 |
| Dec 14, 2025 | $1,012.43 | $1,208.84 |
| Dec 21, 2025 | $1,030.12 | $1,206.76 |
| Dec 28, 2025 | $1,051.24 | $1,224.00 |
| Jan 4, 2026 | $1,031.73 | $1,211.34 |
| Jan 11, 2026 | $1,048.41 | $1,230.66 |
| Jan 18, 2026 | $1,032.14 | $1,226.39 |
| Jan 25, 2026 | $1,027.88 | $1,222.08 |
| Feb 1, 2026 | $1,032.43 | $1,226.94 |
| Feb 8, 2026 | $987.00 | $1,224.55 |
| Feb 15, 2026 | $952.60 | $1,208.82 |
| Feb 22, 2026 | $953.84 | $1,209.66 |
| Mar 1, 2026 | $946.61 | $1,218.41 |
| Mar 8, 2026 | $997.93 | $1,213.09 |
| Mar 15, 2026 | $1,003.99 | $1,202.88 |
| Mar 22, 2026 | $977.81 | $1,186.75 |
| Mar 29, 2026 | $986.47 | $1,166.78 |
| Apr 5, 2026 | $946.16 | $1,120.55 |
| Apr 12, 2026 | $966.92 | $1,168.36 |
| Apr 19, 2026 | $966.09 | $1,205.82 |
| Apr 26, 2026 | $1,017.70 | $1,248.41 |
| May 3, 2026 | $995.02 | $1,268.08 |
| May 10, 2026 | $973.82 | $1,278.10 |
| May 17, 2026 | $893.08 | $1,310.86 |
| May 24, 2026 | $861.97 | $1,314.32 |
| May 31, 2026 | $902.28 | $1,330.88 |
| Jun 7, 2026 | $890.07 | $1,340.22 |
| Jun 14, 2026 | $889.73 | $1,320.91 |
| Jun 21, 2026 | $882.48 | $1,324.05 |
| Jun 28, 2026 | $872.73 | $1,292.58 |
| Jul 5, 2026 | $900.38 | $1,320.58 |
| Jul 12, 2026 | $893.18 | $1,338.61 |
| Jul 19, 2026 | $911.91 | $1,317.94 |
| Jul 26, 2026 | $880.85 | $1,310.21 |
| Aug 2, 2026 | $926.42 | $1,324.57 |
| Aug 9, 2026 | $950.66 | $1,371.08 |
| Aug 16, 2026 | $954.57 | $1,376.54 |
| Aug 23, 2026 | $958.78 | $1,357.71 |
| Aug 30, 2026 | $958.74 | $1,364.14 |
| Sep 6, 2026 | $931.87 | $1,365.63 |
| Sep 13, 2026 | $883.22 | $1,355.17 |
| Sep 20, 2026 | $868.78 | $1,350.56 |
| Sep 24, 2026 | $845.98 | $1,359.10 |
PortfolioS&P 500
- Time-weighted return
- -15.40%
- Modified Dietz return
- -15.40%
- Normalized wealth
- 845.98
- Holdings
- 4
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 BKNGBooking Holdings Inc. Common Stock | +37.47% | 54.19 | $8,509.31 | -$1,490.84 |
 MSCIMSCI, Inc. | +25.86% | 10.48 | $5,871.48 | -$128.49 |
 ZTSZOETIS INC. | +18.86% | 60.92 | $4,283.02 | -$5,716.99 |
 CMECME Group Inc. | +17.81% | 15.03 | $4,043.15 | $43.14 |