Letmo Research

Records

Historical Records

The raw records behind the portfolio, taken from broker statements. The figures on the Performance page are calculated from them.

  • Portfolio
  • SPY

Drag across the chart to focus on a period; click to pin a month

Cumulative Return
559.50%SPY: 257.93%
Annualized Return
23.24%SPY: 15.17%
Months Ahead of SPY
60.00%66 of 110 months
Date
2017-09-25 to 2026-10-05
0%200%400%201820192020202120222023202420252026Sold all index ETFs; 100% hand-picked stocks since-10%0%10%

Monthly Records

2026
01+6.502-3.803-3.204+17.905-4.306+4.907+10.908-0.909+4.1
2025
01+5.402-2.703-7.904-2.905+7.606+8.107+7.608+6.809+7.410+11.411+6.712+0.2
2024
01+2.902+5.403+4.404-2.805+7.606+4.5070.008+0.109+3.410-0.111+4.312-1.1
2023
01+7.302-1.803+4.204+1.305+2.406+5.707+3.908-1.509-5.410-2.211+10.412+5.8
2022
01-5.402-3.203+2.204-9.605+0.206-8.707+8.808-3.909-10.410+6.311+7.212-5.7
2021
01-0.102+2.303+3.204+5.505+0.406+2.907+1.808+3.409-4.610+6.811+0.112+3.0
2020
010.002-13.703-9.004+8.505+3.806+2.307+4.408+6.909-4.010-1.911+11.312+4.5
2019
01+9.002+3.603+4.304+5.605-9.806+8.707+1.908-3.409+3.210+3.511+4.512+5.6
2018
01+6.902+0.703-3.504+0.605+4.906-0.907+4.808+8.209+0.210-9.211+2.212-12.4
2017
09+0.410+9.211+2.112+1.4
All Monthly Records111 records
All Deposits and Withdrawals423 records

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All Trade Records1,308 records

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Notes

  • Shares and prices are adjusted for later splits to today's share basis, matching the trade log, so they may differ from how the statement of the time showed them.
  • A synthetic short (a short call and a long put at the same strike) is recorded as the stock it stands in for; single-leg options are not recorded.