Performance
Track record: January 2019 – June 2026.
Performance is derived from the founder's personal trading account and is presented gross of fees. Past performance is not indicative of future results.
Snapshot
Performance snapshot (gross).
287.91%
Cumulative Gross Return
~19%
Annualized Gross Return
~1.6%
Monthly Avg Return
~83%
Win Rate
+44%
Outperformance vs S&P 500
Compounding
Growth of a $100,000 investment.
A hypothetical $100,000 investment would have grown to approximately $387,910 over the track record period, reflecting consistent compounding across varying market conditions.
Benchmark
Cumulative comparison vs. S&P 500.
Relative to the S&P 500, the strategy has demonstrated higher consistency of positive periods and lower overall volatility — resulting in improved risk-adjusted performance across the measured period.
Quarterly Returns
Gross performance by quarter.
| Year | Q1 | Q2 | Q3 | Q4 | YTD |
|---|---|---|---|---|---|
| 2026 | -0.22% | 14.38% | — | — | 13.89% |
| 2025 | 4.05% | 3.32% | 5.35% | 5.66% | 20.5% |
| 2024 | 3.73% | 7.05% | 2.09% | 8.75% | 23.24% |
| 2023 | 5.22% | 8.94% | 2.96% | 5.46% | 24.80% |
| 2022 | 3.14% | 2.71% | 0.82% | 7.84% | 15.27% |
| 2021 | 11.10% | 4.70% | 4.51% | 6.48% | 29.44% |
| 2020 | -27.01% | 5.07% | 15.59% | 20.75% | 7.41% |
| 2019 | 4.39% | 2.05% | 3.82% | 2.70% | 13.54% |
Risk & Return
Downside-first metrics.
These metrics reflect a strategy designed to prioritize downside control and consistency rather than return maximization.