Performance
Returns vs benchmark, attribution analysis, and holding performance
| Period | Portfolio | Benchmark | Alpha |
|---|
| 1M | +4.47% | -13.98% | +18.45% |
| 3M | +1.63% | -12.13% | +13.76% |
| 6M | -1.75% | -11.41% | +9.66% |
| YTD | +1.78% | -12.43% | +14.21% |
| 1Y | -3.46% | -3.16% | -0.30% |
| Category | Weight (%) | Return (%) | Contribution (pp) | Positions |
|---|
| 34.88 | +157.04% | +54.78 | 4 |
| 20.20 | +96.22% | +19.44 | 2 |
| 7.91 | +106.83% | +8.45 | 1 |
| 7.31 | +102.80% | +7.51 | 1 |
| 5.83 | +113.01% | +6.59 | 1 |
| 8.45 | +53.84% | +4.55 | 1 |
| 4.22 | +99.54% | +4.20 | 1 |
| 10.94 | +2.34% | +0.26 | 4 |
| 0.08 | -0.96% | +0.00 | 1 |
| Symbol | Weight (%) | HPR (%) | Contribution (pp) | Gain/Loss ($) |
|---|
| TSLA | 5.21 | +672.69% | +35.05 | +$508,556 |
| QQQ | 6.71 | +188.96% | +12.68 | +$491,999 |
| IWF | 16.50 | +178.43% | +29.44 | +$1,185,607 |
| VFH | 5.83 | +113.01% | +6.59 | +$346,876 |
| IWS | 7.91 | +106.83% | +8.45 | +$457,963 |
| IWP | 7.31 | +102.80% | +7.51 | +$415,610 |
| IJR | 4.22 | +99.54% | +4.20 | +$235,940 |
| IWD | 17.63 | +96.78% | +17.06 | +$971,895 |
| BRK/B | 2.57 | +92.44% | +2.38 | +$138,498 |
| MDIJX | 8.45 | +53.84% | +4.55 | +$331,419 |
| MSFT | 6.46 | +38.99% | +2.52 | +$203,145 |
| PIMIX | 5.93 | +3.52% | +0.21 | +$22,611 |
| SPSB | 3.00 | +1.50% | +0.05 | +$4,980 |
| DBLTX | 1.08 | +0.58% | +0.01 | +$694 |
| AGG | 0.93 | -0.26% | +0.00 | -$268 |
| VHT | 0.08 | -0.96% | +0.00 | -$89 |
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