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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
$-617.43
Unrealized P&L
$-508.30
Total P&L
$-1,125.73
Drawdown Analysis
Current Drawdown -1.46%
Max Drawdown -1.46%
Status In Drawdown
Peak Date 2026-03-02
Trough Date 2026-03-05
Recovery Date
Days to Trough 3
Trade Outcomes
Total Trades 64
Win Rate 20.3%
Avg Gain
Avg Loss 0.00%
Best Trade EQIX +0.00%
Worst Trade EQIX 0.00%
Position Attribution
Ticker Name Layer Weight % P&L P&L %
LITE Lumentum Infrastructure 15.4% $-212.90 -18.94%
COHR Coherent Corp Infrastructure 27.6% $-204.73 -11.10%
ANET Arista Networks Infrastructure 19.0% $-56.34 -4.77%
AAOI Applied Optoelectronics, Inc. Infrastructure 13.1% $-42.60 -5.19%
CRWD CrowdStrike AI Applications 24.9% $8.27 0.56%
Layer Attribution
Infrastructure
75.1% $-516.57 4 tickers
AI Applications
24.9% $8.27 1 ticker