Winners
Performance
Growth of $1,000 · 6 months
$881.91-$118.09 (-11.81%)
S&P 500: 1,188.22
| Date | Portfolio | S&P 500 |
|---|---|---|
| Mar 26, 2026 | $1,000.00 | Not available |
| Mar 26, 2026 | $1,000.00 | $1,000.00 |
| Mar 27, 2026 | $986.17 | $982.95 |
| Mar 30, 2026 | $991.71 | $979.66 |
| Mar 31, 2026 | $998.70 | $1,008.14 |
| Apr 1, 2026 | $1,004.36 | $1,015.73 |
| Apr 2, 2026 | $1,004.62 | $1,014.45 |
| Apr 6, 2026 | $1,028.57 | $1,021.45 |
| Apr 7, 2026 | $1,024.50 | $1,021.90 |
| Apr 8, 2026 | $1,041.67 | $1,046.80 |
| Apr 9, 2026 | $1,033.98 | $1,053.98 |
| Apr 10, 2026 | $1,018.20 | $1,053.28 |
| Apr 13, 2026 | $1,032.45 | $1,063.57 |
| Apr 14, 2026 | $1,031.20 | $1,076.53 |
| Apr 15, 2026 | $1,046.17 | $1,085.03 |
| Apr 16, 2026 | $1,049.93 | $1,086.71 |
| Apr 17, 2026 | $1,058.41 | $1,103.99 |
| Apr 20, 2026 | $1,065.30 | $1,098.64 |
| Apr 21, 2026 | $1,064.90 | $1,099.69 |
| Apr 22, 2026 | $1,066.41 | $1,098.37 |
| Apr 23, 2026 | $1,036.40 | $1,099.82 |
| Apr 24, 2026 | $1,032.19 | $1,105.00 |
| Apr 27, 2026 | $1,033.60 | $1,108.64 |
| Apr 28, 2026 | $1,025.94 | $1,102.76 |
| Apr 29, 2026 | $1,023.75 | $1,100.58 |
| Apr 30, 2026 | $1,013.42 | $1,103.53 |
| May 1, 2026 | $1,014.07 | $1,117.95 |
| May 4, 2026 | $1,001.30 | $1,113.04 |
| May 5, 2026 | $1,002.55 | $1,121.02 |
| May 6, 2026 | $1,002.31 | $1,134.04 |
| May 7, 2026 | $958.76 | $1,138.46 |
| May 8, 2026 | $935.20 | $1,141.84 |
| May 11, 2026 | $907.26 | $1,146.04 |
| May 12, 2026 | $913.39 | $1,140.46 |
| May 13, 2026 | $899.71 | $1,143.92 |
| May 14, 2026 | $900.94 | $1,159.83 |
| May 15, 2026 | $896.07 | $1,149.52 |
| May 18, 2026 | $916.68 | $1,145.03 |
| May 19, 2026 | $914.44 | $1,135.17 |
| May 20, 2026 | $915.81 | $1,144.06 |
| May 21, 2026 | $921.41 | $1,144.79 |
| May 22, 2026 | $929.93 | $1,158.31 |
| May 26, 2026 | $927.29 | $1,163.54 |
| May 27, 2026 | $938.90 | $1,162.95 |
| May 28, 2026 | $946.59 | $1,169.15 |
| May 29, 2026 | $940.60 | $1,174.88 |
| Jun 1, 2026 | $940.05 | $1,175.87 |
| Jun 2, 2026 | $925.01 | $1,174.20 |
| Jun 3, 2026 | $918.00 | $1,176.05 |
| Jun 4, 2026 | $930.90 | $1,165.42 |
| Jun 5, 2026 | $927.88 | $1,166.67 |
| Jun 8, 2026 | $912.53 | $1,145.92 |
| Jun 9, 2026 | $927.27 | $1,143.58 |
| Jun 10, 2026 | $923.49 | $1,136.34 |
| Jun 11, 2026 | $923.26 | $1,124.81 |
| Jun 12, 2026 | $927.52 | $1,144.48 |
| Jun 15, 2026 | $949.18 | $1,170.12 |
| Jun 16, 2026 | $946.46 | $1,163.14 |
| Jun 17, 2026 | $925.54 | $1,148.61 |
| Jun 18, 2026 | $919.96 | $1,157.57 |
| Jun 22, 2026 | $905.70 | $1,153.93 |
| Jun 23, 2026 | $908.62 | $1,137.17 |
| Jun 24, 2026 | $927.55 | $1,136.65 |
| Jun 25, 2026 | $903.49 | $1,135.63 |
| Jun 26, 2026 | $909.79 | $1,130.06 |
| Jun 29, 2026 | $905.45 | $1,148.68 |
| Jun 30, 2026 | $896.58 | $1,157.62 |
| Jul 1, 2026 | $919.43 | $1,156.06 |
| Jul 2, 2026 | $938.62 | $1,154.54 |
| Jul 6, 2026 | $936.31 | $1,164.61 |
| Jul 7, 2026 | $940.84 | $1,159.08 |
| Jul 8, 2026 | $923.71 | $1,155.50 |
| Jul 9, 2026 | $923.91 | $1,165.28 |
| Jul 10, 2026 | $931.11 | $1,170.30 |
| Jul 13, 2026 | $934.05 | $1,161.34 |
| Jul 14, 2026 | $925.48 | $1,165.47 |
| Jul 15, 2026 | $946.02 | $1,169.70 |
| Jul 16, 2026 | $960.66 | $1,163.74 |
| Jul 17, 2026 | $950.64 | $1,152.23 |
| Jul 20, 2026 | $945.54 | $1,150.37 |
| Jul 21, 2026 | $916.53 | $1,159.96 |
| Jul 22, 2026 | $920.73 | $1,158.92 |
| Jul 23, 2026 | $908.00 | $1,144.31 |
| Jul 24, 2026 | $918.26 | $1,145.47 |
| Jul 27, 2026 | $946.55 | $1,145.72 |
| Jul 28, 2026 | $976.84 | $1,148.46 |
| Jul 29, 2026 | $985.61 | $1,130.79 |
| Jul 30, 2026 | $964.72 | $1,149.79 |
| Jul 31, 2026 | $965.77 | $1,158.02 |
| Aug 3, 2026 | $964.96 | $1,174.52 |
| Aug 4, 2026 | $962.73 | $1,195.69 |
| Aug 5, 2026 | $984.51 | $1,193.31 |
| Aug 6, 2026 | $989.38 | $1,191.40 |
| Aug 7, 2026 | $991.03 | $1,198.69 |
| Aug 10, 2026 | $992.69 | $1,198.33 |
| Aug 11, 2026 | $991.01 | $1,194.50 |
| Aug 12, 2026 | $987.99 | $1,197.49 |
| Aug 13, 2026 | $1,001.98 | $1,205.85 |
| Aug 14, 2026 | $995.11 | $1,203.46 |
| Aug 17, 2026 | $971.90 | $1,197.77 |
| Aug 18, 2026 | $986.88 | $1,189.68 |
| Aug 19, 2026 | $1,000.09 | $1,192.17 |
| Aug 20, 2026 | $994.01 | $1,181.74 |
| Aug 21, 2026 | $999.50 | $1,187.00 |
| Aug 24, 2026 | $1,010.41 | $1,183.51 |
| Aug 25, 2026 | $1,007.81 | $1,187.29 |
| Aug 26, 2026 | $1,001.08 | $1,187.56 |
| Aug 27, 2026 | $985.65 | $1,195.34 |
| Aug 28, 2026 | $999.46 | $1,192.62 |
| Aug 31, 2026 | $986.44 | $1,189.06 |
| Sep 1, 2026 | $978.10 | $1,180.89 |
| Sep 2, 2026 | $977.75 | $1,186.13 |
| Sep 3, 2026 | $976.93 | $1,198.55 |
| Sep 4, 2026 | $971.45 | $1,193.93 |
| Sep 8, 2026 | $932.75 | $1,187.37 |
| Sep 9, 2026 | $919.27 | $1,181.85 |
| Sep 10, 2026 | $917.16 | $1,174.86 |
| Sep 11, 2026 | $920.73 | $1,184.89 |
| Sep 14, 2026 | $927.12 | $1,179.49 |
| Sep 15, 2026 | $912.92 | $1,174.08 |
| Sep 16, 2026 | $909.34 | $1,168.91 |
| Sep 17, 2026 | $910.27 | $1,182.16 |
| Sep 18, 2026 | $905.68 | $1,180.75 |
| Sep 21, 2026 | $908.67 | $1,199.06 |
| Sep 22, 2026 | $895.79 | $1,199.01 |
| Sep 23, 2026 | $881.84 | $1,190.24 |
| Sep 24, 2026 | $881.91 | $1,188.22 |
PortfolioS&P 500
- Time-weighted return
- -11.81%
- Modified Dietz return
- -11.81%
- Normalized wealth
- 881.91
- 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 |