Performance
Returns vs benchmark, attribution analysis, and holding performance
| Period | Portfolio | Benchmark | Alpha |
|---|
| 1M | +11.36% | -3.51% | +14.87% |
| 3M | +12.17% | -1.43% | +13.61% |
| 6M | +14.25% | -0.63% | +14.87% |
| YTD | +12.77% | -1.63% | +14.40% |
| 1Y | +13.98% | +8.63% | +5.35% |
| Category | Weight (%) | Return (%) | Contribution (pp) | Positions |
|---|
| 34.00 | +73.53% | +25.00 | 4 |
| 20.15 | +44.57% | +8.98 | 2 |
| 7.32 | +36.60% | +2.68 | 1 |
| 7.87 | +33.85% | +2.66 | 1 |
| 5.83 | +43.25% | +2.52 | 1 |
| 8.34 | +25.91% | +2.16 | 1 |
| 4.22 | +28.53% | +1.20 | 1 |
| 10.87 | +0.83% | +0.09 | 4 |
| 0.08 | +10.32% | +0.01 | 1 |
| Symbol | Weight (%) | HPR (%) | Contribution (pp) | Gain/Loss ($) |
|---|
| TSLA | 5.50 | +719.85% | +39.59 | +$543,429 |
| IWF | 16.53 | +54.42% | +9.00 | +$655,513 |
| MSFT | 6.41 | +51.91% | +3.33 | +$246,605 |
| BRK/B | 2.57 | +49.87% | +1.28 | +$96,380 |
| IWD | 17.58 | +43.83% | +7.70 | +$602,783 |
| VFH | 5.83 | +43.25% | +2.52 | +$198,105 |
| QQQ | 5.56 | +39.11% | +2.17 | +$176,060 |
| IWP | 7.32 | +36.60% | +2.68 | +$220,670 |
| IWS | 7.87 | +33.85% | +2.66 | +$223,884 |
| IJR | 4.22 | +28.53% | +1.20 | +$105,433 |
| MDIJX | 8.34 | +25.91% | +2.16 | +$193,058 |
| VHT | 0.08 | +10.32% | +0.01 | +$874 |
| PIMIX | 5.89 | +2.67% | +0.16 | +$17,212 |
| AGG | 0.92 | -0.36% | +0.00 | -$378 |
| SPSB | 2.99 | -0.83% | -0.02 | -$2,801 |
| DBLTX | 1.07 | -3.19% | -0.03 | -$3,963 |
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