Model Portfolio Performance

Benchmark-relative returns, drawdown analysis, and supply chain attribution

Total Return

—

Max Drawdown

—

Sharpe Ratio

—

Alpha vs SPY

—

Alpha vs SOXX

—

Profit & Loss

Realized P&L

$-76.45

Unrealized P&L

$15.97

Total P&L

$-60.48

Drawdown Analysis

Current Drawdown -2.39%

Max Drawdown -2.39%

Status In Drawdown

Peak Date 2026-05-11

Trough Date 2026-10-19

Recovery Date —

Days to Trough 161

Days to Recover None

Trade Outcomes

Total Trades 102

Win Rate 55.9%

Avg Gain —

Avg Loss 0.00%

Best Trade MSFT +0.00%

Worst Trade MSFT 0.00%

Position Attribution

Ticker	Name	Layer	Weight %	P&L	P&L %
SWKS	Skyworks Solutions, Inc.	AI Applications	35.6%	$34.20	3.88%
AME	Ametek	Secondary / Tertiary Beneficiaries	40.9%	$-32.56	-3.01%
CRM	Salesforce (Einstein)	AI Applications	23.6%	$14.33	2.42%

Layer Attribution

AI Applications

59.2% $48.53 2 tickers

Secondary / Tertiary Beneficiaries

40.9% $-32.56 1 ticker

Performance Summary