Period
2026Through Aug 22
Period Gain
338,190
Period Return
28.48%
- Capital Basis
- 381,694
- Portfolio Value
- 1,525,629
- Cumulative Gain
- 1,143,934
- SPY Return
- 12.29%
Performance
Investment Performance
Portfolio results shown alongside SPY total return as the benchmark.
Portfolio Value
$1.53M
As of 2026-08-22
Track Record
8.9 years
Since 2017-09-28
Cumulative Gain
$1.14M
From 2017-09-28 to 2026-08-22
Cumulative Return
736.57%
SPY: 248.32%
Since-Inception CAGR
26.96%
SPY: 15.06%
2026 YTD
28.48%
SPY: 12.29%
Period
2025
Period Gain
426,651
Period Return
57.39%
- Capital Basis
- 364,266
- Portfolio Value
- 1,170,011
- Cumulative Gain
- 805,745
- SPY Return
- 17.72%
Period
2024
Period Gain
134,902
Period Return
26.99%
- Capital Basis
- 255,692
- Portfolio Value
- 634,786
- Cumulative Gain
- 379,094
- SPY Return
- 24.89%
Period
2023
Period Gain
124,328
Period Return
46.90%
- Capital Basis
- 145,239
- Portfolio Value
- 389,431
- Cumulative Gain
- 244,192
- SPY Return
- 26.18%
Period
2022
Period Gain
-123,824
Period Return
-19.34%
- Capital Basis
- 396,607
- Portfolio Value
- 516,471
- Cumulative Gain
- 119,864
- SPY Return
- -18.18%
Period
2021
Period Gain
140,371
Period Return
26.95%
- Capital Basis
- 417,607
- Portfolio Value
- 661,294
- Cumulative Gain
- 243,688
- SPY Return
- 28.73%
Period
2020
Period Gain
81,167
Period Return
19.04%
- Capital Basis
- 404,250
- Portfolio Value
- 507,566
- Cumulative Gain
- 103,316
- SPY Return
- 18.33%
Period
2019
Period Gain
22,763
Period Return
77.46%
- Capital Basis
- 30,000
- Portfolio Value
- 52,150
- Cumulative Gain
- 22,150
- SPY Return
- 31.22%
Period
2018
Period Gain
-5,203
Period Return
-5.65%
- Capital Basis
- 87,430
- Portfolio Value
- 86,816
- Cumulative Gain
- -614
- SPY Return
- -4.57%
Period
2017Since Sep 28
Period Gain
4,589
Period Return
8.66%
- Capital Basis
- 53,000
- Portfolio Value
- 57,589
- Cumulative Gain
- 4,589
- SPY Return
- 7.14%
View full table
| Period | Capital Basis | Portfolio Value | Cumulative Gain | Period Gain | Period Return | SPY Return |
|---|---|---|---|---|---|---|
| 2026|Through Aug 22 | 381,694 | 1,525,629 | 1,143,934 | 338,190 | 28.48% | 12.29% |
| 2025 | 364,266 | 1,170,011 | 805,745 | 426,651 | 57.39% | 17.72% |
| 2024 | 255,692 | 634,786 | 379,094 | 134,902 | 26.99% | 24.89% |
| 2023 | 145,239 | 389,431 | 244,192 | 124,328 | 46.90% | 26.18% |
| 2022 | 396,607 | 516,471 | 119,864 | -123,824 | -19.34% | -18.18% |
| 2021 | 417,607 | 661,294 | 243,688 | 140,371 | 26.95% | 28.73% |
| 2020 | 404,250 | 507,566 | 103,316 | 81,167 | 19.04% | 18.33% |
| 2019 | 30,000 | 52,150 | 22,150 | 22,763 | 77.46% | 31.22% |
| 2018 | 87,430 | 86,816 | -614 | -5,203 | -5.65% | -4.57% |
| 2017|Since Sep 28 | 53,000 | 57,589 | 4,589 | 4,589 | 8.66% | 7.14% |
| Period | Capital Basis | Portfolio Value | Cumulative Gain | Period Gain | Period Return | SPY Return |
|---|---|---|---|---|---|---|
| 2026|Through Aug 22 | 381,694 | 1,525,629 | 1,143,934 | 338,190 | 28.48% | 12.29% |
| 2025 | 364,266 | 1,170,011 | 805,745 | 426,651 | 57.39% | 17.72% |
| 2024 | 255,692 | 634,786 | 379,094 | 134,902 | 26.99% | 24.89% |
| 2023 | 145,239 | 389,431 | 244,192 | 124,328 | 46.90% | 26.18% |
| 2022 | 396,607 | 516,471 | 119,864 | -123,824 | -19.34% | -18.18% |
| 2021 | 417,607 | 661,294 | 243,688 | 140,371 | 26.95% | 28.73% |
| 2020 | 404,250 | 507,566 | 103,316 | 81,167 | 19.04% | 18.33% |
| 2019 | 30,000 | 52,150 | 22,150 | 22,763 | 77.46% | 31.22% |
| 2018 | 87,430 | 86,816 | -614 | -5,203 | -5.65% | -4.57% |
| 2017|Since Sep 28 | 53,000 | 57,589 | 4,589 | 4,589 | 8.66% | 7.14% |
Notes
- All currency figures are shown in USD unless otherwise noted.
- Portfolio values are shown after deducting most investment-related costs, including transaction fees, regulatory fees, applicable exchange fees, ADR fees, margin interest, short borrow fees, and foreign tax withholding. U.S. income taxes are not deducted.
- Cumulative return compounds the period returns shown in the table.
- Since-inception CAGR annualizes cumulative return over the exact elapsed time from the first period start through the latest period end.
- SPY returns are shown on a total-return basis, including dividends.
- Period return is calculated as period gain divided by the ending capital basis derived from cash-flow records. Large intra-period cash transfers can affect period return.
- 2023 period return was elevated by a large August withdrawal of approximately $310,000.
- 2024 period return was diluted by a large June contribution of approximately $100,000.