Returns by month.
Inception on June 1st, 2024.
Numbers are leverage-adjusted ROI. For year-end results vs the S&P 500, see December of each year.
2025
January 31
Portfolio B: 5,20%
Portfolio A: 4,29%
Combined: 4,73%
S&P 500: 3,09%
February 28
Portfolio B: -2,54%
Portfolio A: 2,99%
Combined: 0,23%
S&P 500: -2,42%
YTD combined: 4,98%
March 31
Portfolio B: -7,13%
Portfolio A: -8,28%
Combined: -7,73%
S&P 500: -3,54%
YTD combined: -1,49%
April 30
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
May 31
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
June 30
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
July 31
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
August 30
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
September 31
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
October 30
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
November 31
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined:
December 31
Portfolio B:
Portfolio A:
Combined:
S&P 500:
YTD combined vs S&P 500:
Since inception combined vs S&P 500:
2024
0,28 correlation between portfolios.
June 30
Portfolio B: 4,52%
Portfolio A: -0,61%
Combined: 1,47%
S&P 500: 4,23%
July 31
Portfolio B: 1,90%
Portfolio A: 5,26%
Combined: 3,66%
S&P 500: 0,44%
Since inception combined: 4,96%
August 31
Portfolio B: -1,02%
Portfolio A: 7,48%
Combined: 3,45%
S&P 500: 3,30%
Since inception combined: 6,84%
September 30
Portfolio B: 2,98%
Portfolio A: -3,85%
Combined: -0,75%
S&P 500: 4,92%
Since inception combined: 6,04%
October 31
Portfolio B: 1,40%
Portfolio A: -2,06%
Combined: -0,44%
S&P 500: -0,37%
Since inception combined: 6,97%
November 30
Portfolio B: 10,81%
Portfolio A: 9,47%
Combined: 10,11%
S&P 500: 5,09%
Since inception combined: 17,96%
December 31
Portfolio B: -1,32%
Portfolio A: 2,30%
Combined: 0,55%
S&P 500: -2,08%
Since inception combined: 18,61% v S&P 500 12,05%