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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
$334.12
Unrealized P&L
$24.06
Total P&L
$358.18
Drawdown Analysis
Current Drawdown -1.99%
Max Drawdown -2.15%
Status In Drawdown
Peak Date 2026-05-11
Trough Date 2026-08-24
Recovery Date
Days to Trough 105
Trade Outcomes
Total Trades 105
Win Rate 42.9%
Avg Gain
Avg Loss 0.00%
Best Trade PLTR +0.00%
Worst Trade PLTR 0.00%
Position Attribution
Ticker Name Layer Weight % P&L P&L %
CRWD CrowdStrike AI Applications 15.6% $-91.65 -7.84%
NVDA NVIDIA Chips & Accelerators 32.0% $90.06 4.24%
AMD AMD Chips & Accelerators 31.7% $29.36 1.35%
AVGO Broadcom Chips & Accelerators 6.9% $-17.02 -3.46%
ASX ASE Technology Semiconductor Manufacturing 13.9% $13.31 1.41%
Layer Attribution
Chips & Accelerators
70.6% $102.40 3 tickers
AI Applications
15.6% $-91.65 1 ticker
Semiconductor Manufacturing
13.9% $13.31 1 ticker