Daily Journal

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Annualized+7.42%
Alpha-5.90%
Total Return+145.87%
Start Date2014-02-11
Years Tracked12y 6m 27d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown51.90%
Recovery Period1y 1m 20d
Sharpe Ratio0.33
Composite RankRank #97Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-07-16