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
$692.60
Unrealized P&L
$66.73
Total P&L
$759.33
Drawdown Analysis
Current Drawdown
-1.62%
Max Drawdown
-1.87%
Status
Recovered
Peak Date
2026-03-02
Trough Date
2026-03-30
Recovery Date
2026-04-20
Days to Trough
28
Days to Recover
21
Trade Outcomes
Total Trades
105
Win Rate
42.9%
Avg Gain
—
Avg Loss
0.00%
Best Trade
STX +0.00%
Worst Trade
STX 0.00%
Position Attribution
| Ticker | Name | Layer | Weight % | P&L | P&L % |
|---|---|---|---|---|---|
| PLTR | Palantir | AI Platforms & Tools | 14.3% | $-47.01 | -8.72% |
| CVX | Chevron | AI HALO Stocks | 13.4% | $28.98 | 6.66% |
| NUE | Nucor Corp | AI HALO Stocks | 12.2% | $25.39 | 6.44% |
| CSX | CSX Corp | AI HALO Stocks | 11.5% | $23.09 | 6.19% |
| COP | ConocoPhillips | AI HALO Stocks | 12.4% | $21.97 | 5.43% |
| AME | Ametek | Secondary / Tertiary Beneficiaries | 19.6% | $16.80 | 2.55% |
| UNH | UnitedHealth | AI-Enabled Transformation | 16.7% | $-2.49 | -0.43% |
Layer Attribution