Error

Loading...
{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.55%","ui":"7.09","upi":"-0.85","sharpe":"-0.26","sortino":"-1.30","downsidedeviation":"4.61%","treynor":"20.21","alpha":"-8.89%","ftalpha":"-379.6","corr":"59.76%","r_squared":"35.71%","beta":"1.10"},"describe":{"name":"Apple Inc","sharesout":"15115.82","marketcap":"3,667,853.631","price":"242.65","security_type":"Stock","price_previous":"239.59","high_52":"242.65","low_52":"164.405","yield":"0.41%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.41%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"27.53%","oneday":"2356.44%","fiveday":"696.85%","onemonth":"180.79%","threemonths":"40.67%","sixmonths":"56.61%","ninemonths":"49.44%","one":"27.53%","three":"15.16%","five":"31.10%","ten":"25.19%","ytd":"29.15%","inception":"20.66%"},"total":{"period":"27.50%","oneday":"1.28%","fiveday":"4.20%","onemonth":"8.98%","threemonths":"9.04%","sixmonths":"25.34%","ninemonths":"35.55%","one":"27.50%","three":"52.38%","five":"285.87%","ten":"839.92%","ytd":"26.65%","inception":"89770.37%"},"years":[{"year":"1989","returns":"-11.43%"},{"year":"1990","returns":"23.39%"},{"year":"1991","returns":"32.35%"},{"year":"1992","returns":"6.91%"},{"year":"1993","returns":"-50.35%"},{"year":"1994","returns":"34.88%"},{"year":"1995","returns":"-17.24%"},{"year":"1996","returns":"-34.58%"},{"year":"1997","returns":"-36.94%"},{"year":"1998","returns":"211.11%"},{"year":"1999","returns":"151.30%"},{"year":"2000","returns":"-71.06%"},{"year":"2001","returns":"47.32%"},{"year":"2002","returns":"-34.55%"},{"year":"2003","returns":"49.07%"},{"year":"2004","returns":"201.24%"},{"year":"2005","returns":"123.30%"},{"year":"2006","returns":"18.01%"},{"year":"2007","returns":"133.45%"},{"year":"2008","returns":"-56.91%"},{"year":"2009","returns":"146.91%"},{"year":"2010","returns":"53.07%"},{"year":"2011","returns":"25.55%"},{"year":"2012","returns":"32.59%"},{"year":"2013","returns":"8.06%"},{"year":"2014","returns":"40.62%"},{"year":"2015","returns":"-3.02%"},{"year":"2016","returns":"12.48%"},{"year":"2017","returns":"48.48%"},{"year":"2018","returns":"-5.39%"},{"year":"2019","returns":"88.96%"},{"year":"2020","returns":"82.31%"},{"year":"2021","returns":"34.65%"},{"year":"2022","returns":"-26.40%"},{"year":"2023","returns":"49.00%"},{"year":"2024","returns":"26.65%"}]},"aux":1,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Technology Hardware, Storage & Peripherals","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"AMGN","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.48%","ui":"8.31","upi":"-3.40","sharpe":"-1.09","sortino":"-5.18","downsidedeviation":"5.46%","treynor":"0.02","alpha":"10.39%","ftalpha":"-682.2","corr":"-17.47%","r_squared":"3.05%","beta":"-0.37"},"describe":{"name":"Amgen","sharesout":"537.5327","marketcap":"149,606.105","price":"278.32","security_type":"Stock","price_previous":"278.1","high_52":"334.679","low_52":"256.997","yield":"3.23%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.23%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"5.26%","oneday":"22.08%","fiveday":"-93.70%","onemonth":"-78.78%","threemonths":"-47.57%","sixmonths":"-15.44%","ninemonths":"1.99%","one":"5.26%","three":"14.85%","five":"6.87%","ten":"8.23%","ytd":"-0.47%","inception":"19.44%"},"total":{"period":"5.25%","oneday":"0.08%","fiveday":"-5.33%","onemonth":"-12.11%","threemonths":"-15.11%","sixmonths":"-8.10%","ninemonths":"1.51%","one":"5.25%","three":"51.20%","five":"39.30%","ten":"120.18%","ytd":"-0.44%","inception":"62025.00%"},"years":[{"year":"1989","returns":"45.07%"},{"year":"1990","returns":"154.23%"},{"year":"1991","returns":"264.98%"},{"year":"1992","returns":"-6.77%"},{"year":"1993","returns":"-29.90%"},{"year":"1994","returns":"19.19%"},{"year":"1995","returns":"101.27%"},{"year":"1996","returns":"-8.42%"},{"year":"1997","returns":"-0.48%"},{"year":"1998","returns":"93.20%"},{"year":"1999","returns":"129.76%"},{"year":"2000","returns":"6.46%"},{"year":"2001","returns":"-11.73%"},{"year":"2002","returns":"-14.35%"},{"year":"2003","returns":"27.82%"},{"year":"2004","returns":"3.82%"},{"year":"2005","returns":"22.93%"},{"year":"2006","returns":"-13.38%"},{"year":"2007","returns":"-32.01%"},{"year":"2008","returns":"24.35%"},{"year":"2009","returns":"-2.04%"},{"year":"2010","returns":"-2.95%"},{"year":"2011","returns":"18.18%"},{"year":"2012","returns":"36.23%"},{"year":"2013","returns":"34.80%"},{"year":"2014","returns":"42.32%"},{"year":"2015","returns":"3.97%"},{"year":"2016","returns":"-7.55%"},{"year":"2017","returns":"22.25%"},{"year":"2018","returns":"15.17%"},{"year":"2019","returns":"27.62%"},{"year":"2020","returns":"-2.00%"},{"year":"2021","returns":"0.87%"},{"year":"2022","returns":"20.43%"},{"year":"2023","returns":"13.47%"},{"year":"2024","returns":"-0.44%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.98%","ui":"5.97","upi":"1.96","sharpe":"0.42","sortino":"1.60","downsidedeviation":"7.29%","treynor":"21.34","alpha":"-12.97%","ftalpha":"-348.2","corr":"83.32%","r_squared":"69.42%","beta":"1.87"},"describe":{"name":"Amazon com","sharesout":"10515.01","marketcap":"2,244,323.760","price":"213.44","security_type":"Stock","price_previous":"210.71","high_52":"214.1","low_52":"144.52","yield":"0.00%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.00%","startdate":{"marketdate":"2201","juliandate":"35565","strdate":"05-15-1997"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"45.22%","oneday":"2471.81%","fiveday":"1748.11%","onemonth":"147.49%","threemonths":"112.67%","sixmonths":"42.88%","ninemonths":"26.89%","one":"45.22%","three":"8.03%","five":"19.31%","ten":"29.80%","ytd":"44.48%","inception":"32.32%"},"total":{"period":"45.17%","oneday":"1.30%","fiveday":"5.95%","onemonth":"7.84%","threemonths":"21.10%","sixmonths":"19.68%","ninemonths":"19.76%","one":"45.17%","three":"25.93%","five":"141.18%","ten":"1248.75%","ytd":"40.48%","inception":"219941.20%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"0.00%"},{"year":"1991","returns":"0.00%"},{"year":"1992","returns":"0.00%"},{"year":"1993","returns":"0.00%"},{"year":"1994","returns":"0.00%"},{"year":"1995","returns":"0.00%"},{"year":"1996","returns":"0.00%"},{"year":"1997","returns":"158.76%"},{"year":"1998","returns":"966.53%"},{"year":"1999","returns":"42.17%"},{"year":"2000","returns":"-79.56%"},{"year":"2001","returns":"-30.46%"},{"year":"2002","returns":"74.49%"},{"year":"2003","returns":"178.71%"},{"year":"2004","returns":"-15.81%"},{"year":"2005","returns":"6.46%"},{"year":"2006","returns":"-16.33%"},{"year":"2007","returns":"134.77%"},{"year":"2008","returns":"-44.65%"},{"year":"2009","returns":"162.32%"},{"year":"2010","returns":"33.81%"},{"year":"2011","returns":"-3.83%"},{"year":"2012","returns":"44.92%"},{"year":"2013","returns":"58.97%"},{"year":"2014","returns":"-22.18%"},{"year":"2015","returns":"117.78%"},{"year":"2016","returns":"10.94%"},{"year":"2017","returns":"55.96%"},{"year":"2018","returns":"28.43%"},{"year":"2019","returns":"23.03%"},{"year":"2020","returns":"76.26%"},{"year":"2021","returns":"2.38%"},{"year":"2022","returns":"-49.62%"},{"year":"2023","returns":"80.88%"},{"year":"2024","returns":"40.48%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.92%","ui":"2.98","upi":"14.27","sharpe":"1.77","sortino":"12.42","downsidedeviation":"3.42%","treynor":"43.77","alpha":"25.06%","ftalpha":"587.8","corr":"82.96%","r_squared":"68.83%","beta":"1.62"},"describe":{"name":"American Express","sharesout":"704.4449","marketcap":"212,819.838","price":"302.11","security_type":"Stock","price_previous":"302.26","high_52":"305.57","low_52":"165.531","yield":"0.89%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.89%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"76.04%","oneday":"-11.77%","fiveday":"-40.25%","onemonth":"242.36%","threemonths":"99.14%","sixmonths":"63.89%","ninemonths":"54.09%","one":"76.04%","three":"26.46%","five":"22.72%","ten":"14.42%","ytd":"69.93%","inception":"12.82%"},"total":{"period":"75.95%","oneday":"-0.05%","fiveday":"-1.02%","onemonth":"10.79%","threemonths":"19.10%","sixmonths":"28.24%","ninemonths":"38.73%","one":"75.95%","three":"101.53%","five":"177.59%","ten":"283.24%","ytd":"63.19%","inception":"7785.93%"},"years":[{"year":"1989","returns":"34.37%"},{"year":"1990","returns":"-38.60%"},{"year":"1991","returns":"3.46%"},{"year":"1992","returns":"25.43%"},{"year":"1993","returns":"28.40%"},{"year":"1994","returns":"12.54%"},{"year":"1995","returns":"42.81%"},{"year":"1996","returns":"39.80%"},{"year":"1997","returns":"59.88%"},{"year":"1998","returns":"15.68%"},{"year":"1999","returns":"63.38%"},{"year":"2000","returns":"-0.37%"},{"year":"2001","returns":"-34.50%"},{"year":"2002","returns":"0.17%"},{"year":"2003","returns":"37.66%"},{"year":"2004","returns":"17.60%"},{"year":"2005","returns":"5.13%"},{"year":"2006","returns":"19.09%"},{"year":"2007","returns":"-13.39%"},{"year":"2008","returns":"-63.72%"},{"year":"2009","returns":"126.07%"},{"year":"2010","returns":"7.83%"},{"year":"2011","returns":"11.63%"},{"year":"2012","returns":"23.57%"},{"year":"2013","returns":"59.84%"},{"year":"2014","returns":"3.67%"},{"year":"2015","returns":"-24.22%"},{"year":"2016","returns":"8.57%"},{"year":"2017","returns":"36.21%"},{"year":"2018","returns":"-2.63%"},{"year":"2019","returns":"32.52%"},{"year":"2020","returns":"-1.15%"},{"year":"2021","returns":"36.89%"},{"year":"2022","returns":"-8.53%"},{"year":"2023","returns":"28.69%"},{"year":"2024","returns":"63.19%"}]},"aux":4,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Finance","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"BA","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"9.85%","ui":"32.25","upi":"-2.09","sharpe":"-1.97","sortino":"-7.27","downsidedeviation":"9.26%","treynor":"88.95","alpha":"-26.62%","ftalpha":"-1,021.8","corr":"-15.82%","r_squared":"2.50%","beta":"-0.44"},"describe":{"name":"Boeing","sharesout":"747.5759","marketcap":"115,874.265","price":"155","security_type":"Stock","price_previous":"156.54","high_52":"264.27","low_52":"138.14","yield":"0.00%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.00%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-33.75%","oneday":"-91.74%","fiveday":"86.31%","onemonth":"3.23%","threemonths":"-13.94%","sixmonths":"-29.31%","ninemonths":"-28.58%","one":"-33.75%","three":"-7.95%","five":"-15.07%","ten":"3.00%","ytd":"-43.04%","inception":"9.01%"},"total":{"period":"-33.72%","oneday":"-0.98%","fiveday":"1.24%","onemonth":"0.27%","threemonths":"-3.74%","sixmonths":"-16.02%","ninemonths":"-22.50%","one":"-33.72%","three":"-21.91%","five":"-55.71%","ten":"34.35%","ytd":"-40.54%","inception":"2174.06%"},"years":[{"year":"1989","returns":"50.39%"},{"year":"1990","returns":"16.94%"},{"year":"1991","returns":"7.42%"},{"year":"1992","returns":"-13.93%"},{"year":"1993","returns":"10.71%"},{"year":"1994","returns":"11.17%"},{"year":"1995","returns":"69.67%"},{"year":"1996","returns":"37.61%"},{"year":"1997","returns":"-7.10%"},{"year":"1998","returns":"-32.50%"},{"year":"1999","returns":"28.77%"},{"year":"2000","returns":"61.27%"},{"year":"2001","returns":"-40.43%"},{"year":"2002","returns":"-13.39%"},{"year":"2003","returns":"30.43%"},{"year":"2004","returns":"24.86%"},{"year":"2005","returns":"37.91%"},{"year":"2006","returns":"28.38%"},{"year":"2007","returns":"-0.11%"},{"year":"2008","returns":"-50.03%"},{"year":"2009","returns":"31.72%"},{"year":"2010","returns":"23.59%"},{"year":"2011","returns":"15.20%"},{"year":"2012","returns":"4.58%"},{"year":"2013","returns":"84.74%"},{"year":"2014","returns":"-2.53%"},{"year":"2015","returns":"14.05%"},{"year":"2016","returns":"11.32%"},{"year":"2017","returns":"94.77%"},{"year":"2018","returns":"11.53%"},{"year":"2019","returns":"3.33%"},{"year":"2020","returns":"-33.90%"},{"year":"2021","returns":"-5.95%"},{"year":"2022","returns":"-5.38%"},{"year":"2023","returns":"36.84%"},{"year":"2024","returns":"-40.54%"}]},"aux":5,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Aerospace & Defense","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"CAT","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.68%","ui":"6.96","upi":"3.52","sharpe":"0.92","sortino":"5.25","downsidedeviation":"4.67%","treynor":"40.08","alpha":"15.55%","ftalpha":"-153.0","corr":"60.86%","r_squared":"37.04%","beta":"1.32"},"describe":{"name":"Caterpillar","sharesout":"482.8025","marketcap":"192,763.731","price":"399.26","security_type":"Stock","price_previous":"402.51","high_52":"416.88","low_52":"250.743","yield":"1.36%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.36%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"58.06%","oneday":"-87.06%","fiveday":"-55.11%","onemonth":"83.23%","threemonths":"90.54%","sixmonths":"47.03%","ninemonths":"27.13%","one":"58.06%","three":"29.07%","five":"26.11%","ten":"17.98%","ytd":"40.83%","inception":"14.57%"},"total":{"period":"57.98%","oneday":"-0.81%","fiveday":"-1.58%","onemonth":"5.17%","threemonths":"17.77%","sixmonths":"21.42%","ninemonths":"19.93%","one":"57.98%","three":"114.20%","five":"218.03%","ten":"420.17%","ytd":"37.19%","inception":"13643.89%"},"years":[{"year":"1989","returns":"-7.21%"},{"year":"1990","returns":"-16.86%"},{"year":"1991","returns":"-4.24%"},{"year":"1992","returns":"23.67%"},{"year":"1993","returns":"67.48%"},{"year":"1994","returns":"24.93%"},{"year":"1995","returns":"8.76%"},{"year":"1996","returns":"31.00%"},{"year":"1997","returns":"31.31%"},{"year":"1998","returns":"-3.06%"},{"year":"1999","returns":"4.69%"},{"year":"2000","returns":"4.15%"},{"year":"2001","returns":"13.73%"},{"year":"2002","returns":"-9.81%"},{"year":"2003","returns":"86.11%"},{"year":"2004","returns":"19.75%"},{"year":"2005","returns":"20.68%"},{"year":"2006","returns":"7.86%"},{"year":"2007","returns":"20.48%"},{"year":"2008","returns":"-36.82%"},{"year":"2009","returns":"33.15%"},{"year":"2010","returns":"68.60%"},{"year":"2011","returns":"-1.48%"},{"year":"2012","returns":"1.00%"},{"year":"2013","returns":"3.43%"},{"year":"2014","returns":"3.47%"},{"year":"2015","returns":"-22.99%"},{"year":"2016","returns":"42.17%"},{"year":"2017","returns":"75.00%"},{"year":"2018","returns":"-17.54%"},{"year":"2019","returns":"19.48%"},{"year":"2020","returns":"26.92%"},{"year":"2021","returns":"15.96%"},{"year":"2022","returns":"18.58%"},{"year":"2023","returns":"25.97%"},{"year":"2024","returns":"37.19%"}]},"aux":6,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Machinery","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"CRM","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"9.87%","ui":"13.27","upi":"-0.41","sharpe":"-0.16","sortino":"-0.59","downsidedeviation":"9.29%","treynor":"13.25","alpha":"-25.85%","ftalpha":"-628.2","corr":"61.92%","r_squared":"38.34%","beta":"1.72"},"describe":{"name":"SalesForcecom","sharesout":"956","marketcap":"316,847.073","price":"331.43","security_type":"Stock","price_previous":"331.01","high_52":"343.18","low_52":"217.321","yield":"0.36%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.36%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"28.08%","oneday":"37.69%","fiveday":"-68.52%","onemonth":"309.63%","threemonths":"215.26%","sixmonths":"96.51%","ninemonths":"6.74%","one":"28.08%","three":"8.87%","five":"15.60%","ten":"18.97%","ytd":"29.00%","inception":"23.76%"},"total":{"period":"28.05%","oneday":"0.13%","fiveday":"-2.26%","onemonth":"12.46%","threemonths":"33.82%","sixmonths":"40.51%","ninemonths":"5.06%","one":"28.05%","three":"28.88%","five":"106.05%","ten":"465.42%","ytd":"26.52%","inception":"7643.69%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"0.00%"},{"year":"1991","returns":"0.00%"},{"year":"1992","returns":"0.00%"},{"year":"1993","returns":"0.00%"},{"year":"1994","returns":"0.00%"},{"year":"1995","returns":"0.00%"},{"year":"1996","returns":"0.00%"},{"year":"1997","returns":"0.00%"},{"year":"1998","returns":"0.00%"},{"year":"1999","returns":"0.00%"},{"year":"2000","returns":"0.00%"},{"year":"2001","returns":"0.00%"},{"year":"2002","returns":"0.00%"},{"year":"2003","returns":"0.00%"},{"year":"2004","returns":"-1.50%"},{"year":"2005","returns":"89.21%"},{"year":"2006","returns":"13.73%"},{"year":"2007","returns":"71.98%"},{"year":"2008","returns":"-48.94%"},{"year":"2009","returns":"130.45%"},{"year":"2010","returns":"78.94%"},{"year":"2011","returns":"-23.14%"},{"year":"2012","returns":"65.68%"},{"year":"2013","returns":"31.33%"},{"year":"2014","returns":"7.47%"},{"year":"2015","returns":"32.19%"},{"year":"2016","returns":"-12.68%"},{"year":"2017","returns":"49.33%"},{"year":"2018","returns":"33.98%"},{"year":"2019","returns":"18.74%"},{"year":"2020","returns":"36.82%"},{"year":"2021","returns":"14.20%"},{"year":"2022","returns":"-47.83%"},{"year":"2023","returns":"98.46%"},{"year":"2024","returns":"26.52%"}]},"aux":7,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CSCO","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.20%","ui":"6.15","upi":"-1.11","sharpe":"-0.38","sortino":"-1.63","downsidedeviation":"4.19%","treynor":"22.80","alpha":"-5.15%","ftalpha":"-173.6","corr":"64.31%","r_squared":"41.36%","beta":"0.94"},"describe":{"name":"Cisco Systems","sharesout":"3982.758","marketcap":"236,894.444","price":"59.48","security_type":"Stock","price_previous":"59.43","high_52":"59.59","low_52":"44.402","yield":"2.67%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.67%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.73%","oneday":"23.63%","fiveday":"88.06%","onemonth":"129.77%","threemonths":"103.29%","sixmonths":"67.30%","ninemonths":"35.57%","one":"26.73%","three":"5.13%","five":"9.45%","ten":"11.31%","ytd":"23.54%","inception":"22.54%"},"total":{"period":"26.70%","oneday":"0.08%","fiveday":"1.26%","onemonth":"7.17%","threemonths":"19.72%","sixmonths":"29.57%","ninemonths":"25.91%","one":"26.70%","three":"16.11%","five":"56.91%","ten":"191.04%","ytd":"21.56%","inception":"116527.50%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"105.88%"},{"year":"1991","returns":"194.29%"},{"year":"1992","returns":"137.54%"},{"year":"1993","returns":"64.44%"},{"year":"1994","returns":"8.70%"},{"year":"1995","returns":"112.50%"},{"year":"1996","returns":"70.55%"},{"year":"1997","returns":"31.44%"},{"year":"1998","returns":"149.71%"},{"year":"1999","returns":"130.83%"},{"year":"2000","returns":"-28.58%"},{"year":"2001","returns":"-52.65%"},{"year":"2002","returns":"-27.67%"},{"year":"2003","returns":"84.97%"},{"year":"2004","returns":"-20.27%"},{"year":"2005","returns":"-11.39%"},{"year":"2006","returns":"59.64%"},{"year":"2007","returns":"-0.95%"},{"year":"2008","returns":"-39.78%"},{"year":"2009","returns":"46.87%"},{"year":"2010","returns":"-15.50%"},{"year":"2011","returns":"-9.63%"},{"year":"2012","returns":"10.78%"},{"year":"2013","returns":"16.72%"},{"year":"2014","returns":"27.93%"},{"year":"2015","returns":"0.62%"},{"year":"2016","returns":"15.17%"},{"year":"2017","returns":"31.27%"},{"year":"2018","returns":"16.57%"},{"year":"2019","returns":"13.82%"},{"year":"2020","returns":"-3.53%"},{"year":"2021","returns":"45.76%"},{"year":"2022","returns":"-22.46%"},{"year":"2023","returns":"9.30%"},{"year":"2024","returns":"21.56%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.47%","ui":"6.05","upi":"-2.80","sharpe":"-0.89","sortino":"-4.30","downsidedeviation":"3.94%","treynor":"14.66","alpha":"-10.52%","ftalpha":"-433.9","corr":"50.17%","r_squared":"25.17%","beta":"0.77"},"describe":{"name":"Chevron","sharesout":"1782.923","marketcap":"288,690.889","price":"161.92","security_type":"Stock","price_previous":"162.21","high_52":"162.53","low_52":"136.029","yield":"4.03%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"4.03%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"16.59%","oneday":"-36.33%","fiveday":"62.97%","onemonth":"121.73%","threemonths":"62.26%","sixmonths":"10.23%","ninemonths":"12.49%","one":"16.59%","three":"16.78%","five":"11.81%","ten":"8.13%","ytd":"14.34%","inception":"11.83%"},"total":{"period":"16.58%","oneday":"-0.18%","fiveday":"0.97%","onemonth":"6.85%","threemonths":"13.07%","sixmonths":"5.03%","ninemonths":"9.32%","one":"16.58%","three":"58.91%","five":"74.50%","ten":"118.07%","ytd":"13.18%","inception":"5635.74%"},"years":[{"year":"1989","returns":"55.73%"},{"year":"1990","returns":"11.76%"},{"year":"1991","returns":"-0.68%"},{"year":"1992","returns":"5.75%"},{"year":"1993","returns":"30.58%"},{"year":"1994","returns":"6.81%"},{"year":"1995","returns":"22.24%"},{"year":"1996","returns":"28.48%"},{"year":"1997","returns":"22.14%"},{"year":"1998","returns":"11.01%"},{"year":"1999","returns":"7.36%"},{"year":"2000","returns":"0.52%"},{"year":"2001","returns":"9.29%"},{"year":"2002","returns":"-23.12%"},{"year":"2003","returns":"35.42%"},{"year":"2004","returns":"25.56%"},{"year":"2005","returns":"11.51%"},{"year":"2006","returns":"33.75%"},{"year":"2007","returns":"30.56%"},{"year":"2008","returns":"-18.31%"},{"year":"2009","returns":"8.10%"},{"year":"2010","returns":"22.95%"},{"year":"2011","returns":"20.28%"},{"year":"2012","returns":"4.17%"},{"year":"2013","returns":"19.32%"},{"year":"2014","returns":"-6.98%"},{"year":"2015","returns":"-16.21%"},{"year":"2016","returns":"36.64%"},{"year":"2017","returns":"10.62%"},{"year":"2018","returns":"-9.78%"},{"year":"2019","returns":"15.28%"},{"year":"2020","returns":"-25.97%"},{"year":"2021","returns":"46.32%"},{"year":"2022","returns":"58.48%"},{"year":"2023","returns":"-13.62%"},{"year":"2024","returns":"13.18%"}]},"aux":9,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Oil, Gas & Consumable Fuels","sector":"Energy","security_type":"Stocks","xtype":null},{"ticker":"DIS","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.55%","ui":"16.29","upi":"-0.41","sharpe":"-0.26","sortino":"-1.02","downsidedeviation":"6.58%","treynor":"19.57","alpha":"-9.57%","ftalpha":"-736.5","corr":"51.76%","r_squared":"26.79%","beta":"1.10"},"describe":{"name":"Walt Disney","sharesout":"1810.939","marketcap":"210,883.841","price":"116.45","security_type":"Stock","price_previous":"117.16","high_52":"122.259","low_52":"85.6","yield":"0.64%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.64%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.80%","oneday":"-78.42%","fiveday":"21.57%","onemonth":"941.72%","threemonths":"186.85%","sixmonths":"29.35%","ninemonths":"5.98%","one":"26.80%","three":"-7.10%","five":"-4.50%","ten":"3.20%","ytd":"32.37%","inception":"9.98%"},"total":{"period":"26.77%","oneday":"-0.61%","fiveday":"0.39%","onemonth":"21.54%","threemonths":"30.65%","sixmonths":"13.83%","ninemonths":"4.50%","one":"26.77%","three":"-19.74%","five":"-20.54%","ten":"36.93%","ytd":"29.57%","inception":"3032.06%"},"years":[{"year":"1989","returns":"71.22%"},{"year":"1990","returns":"-8.93%"},{"year":"1991","returns":"13.49%"},{"year":"1992","returns":"51.10%"},{"year":"1993","returns":"-0.31%"},{"year":"1994","returns":"8.68%"},{"year":"1995","returns":"29.02%"},{"year":"1996","returns":"19.11%"},{"year":"1997","returns":"42.89%"},{"year":"1998","returns":"-8.52%"},{"year":"1999","returns":"-1.68%"},{"year":"2000","returns":"-0.40%"},{"year":"2001","returns":"-27.71%"},{"year":"2002","returns":"-20.31%"},{"year":"2003","returns":"44.38%"},{"year":"2004","returns":"20.21%"},{"year":"2005","returns":"-12.85%"},{"year":"2006","returns":"44.26%"},{"year":"2007","returns":"-3.46%"},{"year":"2008","returns":"-28.63%"},{"year":"2009","returns":"43.72%"},{"year":"2010","returns":"17.58%"},{"year":"2011","returns":"1.68%"},{"year":"2012","returns":"32.77%"},{"year":"2013","returns":"55.34%"},{"year":"2014","returns":"24.83%"},{"year":"2015","returns":"12.92%"},{"year":"2016","returns":"0.65%"},{"year":"2017","returns":"4.77%"},{"year":"2018","returns":"3.62%"},{"year":"2019","returns":"33.51%"},{"year":"2020","returns":"25.27%"},{"year":"2021","returns":"-14.51%"},{"year":"2022","returns":"-43.91%"},{"year":"2023","returns":"4.26%"},{"year":"2024","returns":"29.57%"}]},"aux":10,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Entertainment","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"GS","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.53%","ui":"2.57","upi":"16.94","sharpe":"1.67","sortino":"21.32","downsidedeviation":"2.04%","treynor":"55.42","alpha":"35.17%","ftalpha":"679.1","corr":"61.13%","r_squared":"37.37%","beta":"1.30"},"describe":{"name":"Goldman Sachs Group","sharesout":"313.9098","marketcap":"188,998.818","price":"602.08","security_type":"Stock","price_previous":"601.71","high_52":"605.551","low_52":"333.681","yield":"1.91%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.91%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"77.08%","oneday":"16.77%","fiveday":"18.70%","onemonth":"526.68%","threemonths":"134.42%","sixmonths":"78.24%","ninemonths":"82.63%","one":"77.08%","three":"19.60%","five":"26.32%","ten":"14.45%","ytd":"66.16%","inception":"10.24%"},"total":{"period":"76.98%","oneday":"0.06%","fiveday":"0.34%","onemonth":"16.51%","threemonths":"24.13%","sixmonths":"33.77%","ninemonths":"57.78%","one":"76.98%","three":"70.63%","five":"220.66%","ten":"284.17%","ytd":"59.85%","inception":"1104.50%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"0.00%"},{"year":"1991","returns":"0.00%"},{"year":"1992","returns":"0.00%"},{"year":"1993","returns":"0.00%"},{"year":"1994","returns":"0.00%"},{"year":"1995","returns":"0.00%"},{"year":"1996","returns":"0.00%"},{"year":"1997","returns":"0.00%"},{"year":"1998","returns":"0.00%"},{"year":"1999","returns":"34.37%"},{"year":"2000","returns":"14.11%"},{"year":"2001","returns":"-12.81%"},{"year":"2002","returns":"-26.12%"},{"year":"2003","returns":"46.30%"},{"year":"2004","returns":"6.49%"},{"year":"2005","returns":"23.89%"},{"year":"2006","returns":"57.41%"},{"year":"2007","returns":"8.59%"},{"year":"2008","returns":"-60.41%"},{"year":"2009","returns":"102.54%"},{"year":"2010","returns":"0.54%"},{"year":"2011","returns":"-45.59%"},{"year":"2012","returns":"42.77%"},{"year":"2013","returns":"40.78%"},{"year":"2014","returns":"10.78%"},{"year":"2015","returns":"-5.79%"},{"year":"2016","returns":"34.91%"},{"year":"2017","returns":"7.74%"},{"year":"2018","returns":"-33.52%"},{"year":"2019","returns":"40.46%"},{"year":"2020","returns":"17.48%"},{"year":"2021","returns":"47.59%"},{"year":"2022","returns":"-7.86%"},{"year":"2023","returns":"15.91%"},{"year":"2024","returns":"59.85%"}]},"aux":11,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Capital Markets","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"HD","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.84%","ui":"8.18","upi":"0.50","sharpe":"0.20","sortino":"0.67","downsidedeviation":"6.13%","treynor":"43.20","alpha":"11.19%","ftalpha":"-490.7","corr":"45.60%","r_squared":"20.79%","beta":"0.75"},"describe":{"name":"Home Depot","sharesout":"993.3626","marketcap":"426,500.238","price":"429.35","security_type":"Stock","price_previous":"426.96","high_52":"429.35","low_52":"312.003","yield":"2.10%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.10%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"37.65%","oneday":"308.81%","fiveday":"41.20%","onemonth":"212.13%","threemonths":"94.16%","sixmonths":"74.60%","ninemonths":"19.45%","one":"37.65%","three":"4.38%","five":"17.95%","ten":"18.64%","ytd":"29.44%","inception":"19.52%"},"total":{"period":"37.61%","oneday":"0.56%","fiveday":"0.69%","onemonth":"9.94%","threemonths":"18.33%","sixmonths":"32.39%","ninemonths":"14.41%","one":"37.61%","three":"13.64%","five":"127.81%","ten":"450.04%","ytd":"26.92%","inception":"63507.41%"},"years":[{"year":"1989","returns":"74.48%"},{"year":"1990","returns":"58.71%"},{"year":"1991","returns":"162.29%"},{"year":"1992","returns":"50.59%"},{"year":"1993","returns":"-21.77%"},{"year":"1994","returns":"16.85%"},{"year":"1995","returns":"4.26%"},{"year":"1996","returns":"5.43%"},{"year":"1997","returns":"17.95%"},{"year":"1998","returns":"108.44%"},{"year":"1999","returns":"68.97%"},{"year":"2000","returns":"-33.31%"},{"year":"2001","returns":"12.06%"},{"year":"2002","returns":"-52.62%"},{"year":"2003","returns":"49.04%"},{"year":"2004","returns":"21.47%"},{"year":"2005","returns":"-4.35%"},{"year":"2006","returns":"1.01%"},{"year":"2007","returns":"-31.14%"},{"year":"2008","returns":"-11.50%"},{"year":"2009","returns":"30.42%"},{"year":"2010","returns":"24.97%"},{"year":"2011","returns":"23.40%"},{"year":"2012","returns":"49.67%"},{"year":"2013","returns":"35.93%"},{"year":"2014","returns":"30.25%"},{"year":"2015","returns":"28.54%"},{"year":"2016","returns":"3.54%"},{"year":"2017","returns":"44.61%"},{"year":"2018","returns":"-7.32%"},{"year":"2019","returns":"30.54%"},{"year":"2020","returns":"24.55%"},{"year":"2021","returns":"59.50%"},{"year":"2022","returns":"-21.98%"},{"year":"2023","returns":"12.77%"},{"year":"2024","returns":"26.92%"}]},"aux":12,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Specialty Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"HON","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.06%","ui":"5.05","upi":"-3.23","sharpe":"-0.93","sortino":"-4.15","downsidedeviation":"3.94%","treynor":"13.62","alpha":"-12.83%","ftalpha":"-485.4","corr":"61.53%","r_squared":"37.86%","beta":"0.88"},"describe":{"name":"Honeywell International","sharesout":"650.2474","marketcap":"147,580.154","price":"226.96","security_type":"Stock","price_previous":"229.95","high_52":"232.93","low_52":"187.421","yield":"1.93%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.93%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"17.21%","oneday":"-96.32%","fiveday":"-55.19%","onemonth":"182.49%","threemonths":"52.68%","sixmonths":"28.07%","ninemonths":"21.70%","one":"17.21%","three":"5.94%","five":"7.86%","ten":"10.84%","ytd":"11.44%","inception":"12.21%"},"total":{"period":"17.19%","oneday":"-1.30%","fiveday":"-1.58%","onemonth":"9.03%","threemonths":"11.33%","sixmonths":"13.27%","ninemonths":"16.03%","one":"17.19%","three":"18.80%","five":"45.83%","ten":"179.10%","ytd":"10.52%","inception":"6369.78%"},"years":[{"year":"1989","returns":"12.96%"},{"year":"1990","returns":"-18.20%"},{"year":"1991","returns":"70.53%"},{"year":"1992","returns":"40.42%"},{"year":"1993","returns":"32.80%"},{"year":"1994","returns":"-12.35%"},{"year":"1995","returns":"42.31%"},{"year":"1996","returns":"43.13%"},{"year":"1997","returns":"17.43%"},{"year":"1998","returns":"15.83%"},{"year":"1999","returns":"31.82%"},{"year":"2000","returns":"-16.61%"},{"year":"2001","returns":"-27.07%"},{"year":"2002","returns":"-27.28%"},{"year":"2003","returns":"43.27%"},{"year":"2004","returns":"8.21%"},{"year":"2005","returns":"7.52%"},{"year":"2006","returns":"24.14%"},{"year":"2007","returns":"38.65%"},{"year":"2008","returns":"-45.33%"},{"year":"2009","returns":"23.70%"},{"year":"2010","returns":"39.43%"},{"year":"2011","returns":"4.88%"},{"year":"2012","returns":"19.86%"},{"year":"2013","returns":"47.04%"},{"year":"2014","returns":"11.55%"},{"year":"2015","returns":"5.80%"},{"year":"2016","returns":"14.34%"},{"year":"2017","returns":"35.09%"},{"year":"2018","returns":"-12.09%"},{"year":"2019","returns":"36.72%"},{"year":"2020","returns":"22.97%"},{"year":"2021","returns":"-0.29%"},{"year":"2022","returns":"4.88%"},{"year":"2023","returns":"0.02%"},{"year":"2024","returns":"10.52%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.55%","ui":"7.26","upi":"1.97","sharpe":"0.63","sortino":"2.07","downsidedeviation":"6.90%","treynor":"36.53","alpha":"9.63%","ftalpha":"-298.6","corr":"63.19%","r_squared":"39.93%","beta":"1.17"},"describe":{"name":"International Business Machines","sharesout":"924.6452","marketcap":"211,743.751","price":"229","security_type":"Stock","price_previous":"227.39","high_52":"233.411","low_52":"153.604","yield":"2.91%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.91%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"47.85%","oneday":"492.82%","fiveday":"88.94%","onemonth":"244.07%","threemonths":"71.54%","sixmonths":"97.50%","ninemonths":"34.21%","one":"47.85%","three":"30.26%","five":"17.01%","ten":"7.95%","ytd":"49.61%","inception":"8.69%"},"total":{"period":"47.79%","oneday":"0.71%","fiveday":"1.27%","onemonth":"10.83%","threemonths":"14.67%","sixmonths":"40.87%","ninemonths":"24.95%","one":"47.79%","three":"120.16%","five":"118.93%","ten":"114.50%","ytd":"45.08%","inception":"1945.19%"},"years":[{"year":"1989","returns":"-19.44%"},{"year":"1990","returns":"25.68%"},{"year":"1991","returns":"-17.58%"},{"year":"1992","returns":"-40.01%"},{"year":"1993","returns":"15.83%"},{"year":"1994","returns":"32.27%"},{"year":"1995","returns":"25.69%"},{"year":"1996","returns":"67.66%"},{"year":"1997","returns":"39.32%"},{"year":"1998","returns":"77.49%"},{"year":"1999","returns":"17.57%"},{"year":"2000","returns":"-20.85%"},{"year":"2001","returns":"43.00%"},{"year":"2002","returns":"-35.47%"},{"year":"2003","returns":"20.49%"},{"year":"2004","returns":"7.19%"},{"year":"2005","returns":"-15.83%"},{"year":"2006","returns":"19.77%"},{"year":"2007","returns":"12.84%"},{"year":"2008","returns":"-20.76%"},{"year":"2009","returns":"58.61%"},{"year":"2010","returns":"14.28%"},{"year":"2011","returns":"26.34%"},{"year":"2012","returns":"4.17%"},{"year":"2013","returns":"-0.18%"},{"year":"2014","returns":"-12.39%"},{"year":"2015","returns":"-11.41%"},{"year":"2016","returns":"25.19%"},{"year":"2017","returns":"-3.98%"},{"year":"2018","returns":"-22.54%"},{"year":"2019","returns":"23.57%"},{"year":"2020","returns":"-1.19%"},{"year":"2021","returns":"11.57%"},{"year":"2022","returns":"10.70%"},{"year":"2023","returns":"21.88%"},{"year":"2024","returns":"45.08%"}]},"aux":14,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"IT Services","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"JNJ","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"4.32%","ui":"5.44","upi":"-6.30","sharpe":"-2.29","sortino":"-9.30","downsidedeviation":"3.69%","treynor":"11.40","alpha":"8.90%","ftalpha":"-594.8","corr":"-43.33%","r_squared":"18.77%","beta":"-0.53"},"describe":{"name":"Johnson & Johnson","sharesout":"2407.623","marketcap":"366,825.442","price":"152.36","security_type":"Stock","price_previous":"154.8","high_52":"166.048","low_52":"141.061","yield":"3.22%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.22%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-0.74%","oneday":"-98.18%","fiveday":"-51.17%","onemonth":"-39.43%","threemonths":"-28.39%","sixmonths":"9.65%","ninemonths":"-4.94%","one":"-0.74%","three":"1.41%","five":"5.01%","ten":"6.44%","ytd":"0.32%","inception":"12.49%"},"total":{"period":"-0.74%","oneday":"-1.58%","fiveday":"-1.41%","onemonth":"-4.09%","threemonths":"-8.12%","sixmonths":"4.75%","ninemonths":"-3.76%","one":"-0.74%","three":"4.26%","five":"27.63%","ten":"86.39%","ytd":"0.30%","inception":"6999.72%"},"years":[{"year":"1989","returns":"42.66%"},{"year":"1990","returns":"23.40%"},{"year":"1991","returns":"62.33%"},{"year":"1992","returns":"-10.19%"},{"year":"1993","returns":"-8.93%"},{"year":"1994","returns":"25.00%"},{"year":"1995","returns":"59.13%"},{"year":"1996","returns":"18.13%"},{"year":"1997","returns":"34.30%"},{"year":"1998","returns":"28.99%"},{"year":"1999","returns":"12.46%"},{"year":"2000","returns":"14.24%"},{"year":"2001","returns":"14.01%"},{"year":"2002","returns":"-7.88%"},{"year":"2003","returns":"-2.11%"},{"year":"2004","returns":"25.16%"},{"year":"2005","returns":"-3.36%"},{"year":"2006","returns":"12.44%"},{"year":"2007","returns":"3.61%"},{"year":"2008","returns":"-7.77%"},{"year":"2009","returns":"11.28%"},{"year":"2010","returns":"-0.58%"},{"year":"2011","returns":"9.89%"},{"year":"2012","returns":"10.83%"},{"year":"2013","returns":"34.61%"},{"year":"2014","returns":"17.34%"},{"year":"2015","returns":"1.16%"},{"year":"2016","returns":"15.32%"},{"year":"2017","returns":"24.40%"},{"year":"2018","returns":"-5.14%"},{"year":"2019","returns":"16.21%"},{"year":"2020","returns":"10.85%"},{"year":"2021","returns":"11.45%"},{"year":"2022","returns":"5.97%"},{"year":"2023","returns":"-8.60%"},{"year":"2024","returns":"0.30%"}]},"aux":15,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"JPM","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.70%","ui":"3.34","upi":"7.88","sharpe":"1.13","sortino":"7.74","downsidedeviation":"3.40%","treynor":"42.17","alpha":"18.00%","ftalpha":"232.8","corr":"68.60%","r_squared":"47.06%","beta":"1.29"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2815.34","marketcap":"689,251.559","price":"244.82","security_type":"Stock","price_previous":"246.25","high_52":"250.29","low_52":"152.684","yield":"1.88%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.88%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"59.88%","oneday":"-76.99%","fiveday":"-67.20%","onemonth":"207.89%","threemonths":"55.15%","sixmonths":"50.15%","ninemonths":"47.83%","one":"59.88%","three":"19.04%","five":"16.92%","ten":"18.07%","ytd":"52.14%","inception":"12.86%"},"total":{"period":"59.80%","oneday":"-0.58%","fiveday":"-2.19%","onemonth":"9.81%","threemonths":"11.79%","sixmonths":"22.71%","ninemonths":"34.44%","one":"59.80%","three":"68.26%","five":"118.02%","ten":"424.42%","ytd":"47.34%","inception":"7887.60%"},"years":[{"year":"1989","returns":"4.37%"},{"year":"1990","returns":"-60.24%"},{"year":"1991","returns":"107.62%"},{"year":"1992","returns":"88.03%"},{"year":"1993","returns":"7.35%"},{"year":"1994","returns":"-6.44%"},{"year":"1995","returns":"68.77%"},{"year":"1996","returns":"56.88%"},{"year":"1997","returns":"25.53%"},{"year":"1998","returns":"32.79%"},{"year":"1999","returns":"11.66%"},{"year":"2000","returns":"-10.04%"},{"year":"2001","returns":"-17.42%"},{"year":"2002","returns":"-30.71%"},{"year":"2003","returns":"60.28%"},{"year":"2004","returns":"9.97%"},{"year":"2005","returns":"5.74%"},{"year":"2006","returns":"25.60%"},{"year":"2007","returns":"-6.90%"},{"year":"2008","returns":"-25.13%"},{"year":"2009","returns":"34.36%"},{"year":"2010","returns":"2.30%"},{"year":"2011","returns":"-19.98%"},{"year":"2012","returns":"36.18%"},{"year":"2013","returns":"36.71%"},{"year":"2014","returns":"9.88%"},{"year":"2015","returns":"8.36%"},{"year":"2016","returns":"34.57%"},{"year":"2017","returns":"26.73%"},{"year":"2018","returns":"-6.65%"},{"year":"2019","returns":"47.27%"},{"year":"2020","returns":"-5.52%"},{"year":"2021","returns":"27.73%"},{"year":"2022","returns":"-12.61%"},{"year":"2023","returns":"30.63%"},{"year":"2024","returns":"47.34%"}]},"aux":16,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Banks","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"KO","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"3.64%","ui":"4.23","upi":"-5.18","sharpe":"-1.74","sortino":"-4.33","downsidedeviation":"5.06%","treynor":"-177.70","alpha":"7.38%","ftalpha":"-279.4","corr":"-3.50%","r_squared":"0.12%","beta":"-0.04"},"describe":{"name":"Coca-Cola","sharesout":"4307.797","marketcap":"273,631.267","price":"63.52","security_type":"Stock","price_previous":"63.65","high_52":"71.973","low_52":"55.906","yield":"3.05%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.05%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.63%","oneday":"-40.29%","fiveday":"-25.75%","onemonth":"-17.14%","threemonths":"-38.89%","sixmonths":"6.43%","ninemonths":"13.35%","one":"11.63%","three":"9.13%","five":"6.64%","ten":"7.16%","ytd":"12.04%","inception":"12.02%"},"total":{"period":"11.62%","oneday":"-0.20%","fiveday":"-0.59%","onemonth":"-1.55%","threemonths":"-11.74%","sixmonths":"3.19%","ninemonths":"9.95%","one":"11.62%","three":"29.80%","five":"37.81%","ten":"99.27%","ytd":"11.07%","inception":"5995.97%"},"years":[{"year":"1989","returns":"77.07%"},{"year":"1990","returns":"22.73%"},{"year":"1991","returns":"75.39%"},{"year":"1992","returns":"5.77%"},{"year":"1993","returns":"8.28%"},{"year":"1994","returns":"17.46%"},{"year":"1995","returns":"46.18%"},{"year":"1996","returns":"43.26%"},{"year":"1997","returns":"27.89%"},{"year":"1998","returns":"1.32%"},{"year":"1999","returns":"-12.17%"},{"year":"2000","returns":"5.98%"},{"year":"2001","returns":"-21.46%"},{"year":"2002","returns":"-5.50%"},{"year":"2003","returns":"18.11%"},{"year":"2004","returns":"-16.12%"},{"year":"2005","returns":"-0.66%"},{"year":"2006","returns":"23.10%"},{"year":"2007","returns":"30.44%"},{"year":"2008","returns":"-24.11%"},{"year":"2009","returns":"30.24%"},{"year":"2010","returns":"19.03%"},{"year":"2011","returns":"9.44%"},{"year":"2012","returns":"6.52%"},{"year":"2013","returns":"17.23%"},{"year":"2014","returns":"5.26%"},{"year":"2015","returns":"5.12%"},{"year":"2016","returns":"-0.34%"},{"year":"2017","returns":"14.37%"},{"year":"2018","returns":"6.79%"},{"year":"2019","returns":"20.61%"},{"year":"2020","returns":"2.44%"},{"year":"2021","returns":"11.40%"},{"year":"2022","returns":"10.61%"},{"year":"2023","returns":"-4.46%"},{"year":"2024","returns":"11.07%"}]},"aux":17,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Beverages","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"MCD","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.16%","ui":"7.91","upi":"-3.54","sharpe":"-1.57","sortino":"-6.44","downsidedeviation":"4.35%","treynor":"-3.75","alpha":"1.90%","ftalpha":"-603.0","corr":"-4.08%","r_squared":"0.17%","beta":"-0.06"},"describe":{"name":"McDonald's","sharesout":"716.6197","marketcap":"211,044.502","price":"294.5","security_type":"Stock","price_previous":"292.44","high_52":"314.656","low_52":"242.92","yield":"2.30%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.30%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"5.49%","oneday":"487.48%","fiveday":"1.59%","onemonth":"4.45%","threemonths":"15.70%","sixmonths":"31.38%","ninemonths":"4.20%","one":"5.49%","three":"8.19%","five":"11.39%","ten":"14.84%","ytd":"1.88%","inception":"13.85%"},"total":{"period":"5.49%","oneday":"0.70%","fiveday":"0.03%","onemonth":"0.36%","threemonths":"3.77%","sixmonths":"14.73%","ninemonths":"3.17%","one":"5.49%","three":"26.48%","five":"71.26%","ten":"297.70%","ytd":"1.73%","inception":"10852.03%"},"years":[{"year":"1989","returns":"44.87%"},{"year":"1990","returns":"-14.65%"},{"year":"1991","returns":"31.88%"},{"year":"1992","returns":"29.44%"},{"year":"1993","returns":"17.86%"},{"year":"1994","returns":"3.45%"},{"year":"1995","returns":"55.36%"},{"year":"1996","returns":"1.19%"},{"year":"1997","returns":"5.93%"},{"year":"1998","returns":"61.77%"},{"year":"1999","returns":"5.43%"},{"year":"2000","returns":"-15.10%"},{"year":"2001","returns":"-21.51%"},{"year":"2002","returns":"-38.42%"},{"year":"2003","returns":"56.76%"},{"year":"2004","returns":"31.49%"},{"year":"2005","returns":"7.29%"},{"year":"2006","returns":"34.63%"},{"year":"2007","returns":"36.38%"},{"year":"2008","returns":"8.55%"},{"year":"2009","returns":"4.01%"},{"year":"2010","returns":"26.93%"},{"year":"2011","returns":"34.65%"},{"year":"2012","returns":"-10.06%"},{"year":"2013","returns":"13.61%"},{"year":"2014","returns":"-0.11%"},{"year":"2015","returns":"30.42%"},{"year":"2016","returns":"6.20%"},{"year":"2017","returns":"45.02%"},{"year":"2018","returns":"5.78%"},{"year":"2019","returns":"13.97%"},{"year":"2020","returns":"11.32%"},{"year":"2021","returns":"27.81%"},{"year":"2022","returns":"0.51%"},{"year":"2023","returns":"15.05%"},{"year":"2024","returns":"1.73%"}]},"aux":18,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Hotels, Restaurants & Leisure","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"MMM","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"10.22%","ui":"8.09","upi":"0.29","sharpe":"0.07","sortino":"0.26","downsidedeviation":"9.07%","treynor":"-38.02","alpha":"53.44%","ftalpha":"-433.2","corr":"-28.02%","r_squared":"7.85%","beta":"-0.81"},"describe":{"name":"3M Company","sharesout":"544.5586","marketcap":"71,418.857","price":"131.15","security_type":"Stock","price_previous":"132.89","high_52":"138.692","low_52":"88.953","yield":"2.75%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.75%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.92%","oneday":"-96.40%","fiveday":"37.75%","onemonth":"53.73%","threemonths":"3.07%","sixmonths":"75.87%","ninemonths":"63.82%","one":"35.92%","three":"-4.58%","five":"-0.56%","ten":"1.26%","ytd":"26.34%","inception":"9.42%"},"total":{"period":"35.88%","oneday":"-1.31%","fiveday":"0.64%","onemonth":"3.64%","threemonths":"0.77%","sixmonths":"32.88%","ninemonths":"45.32%","one":"35.88%","three":"-13.07%","five":"-2.75%","ten":"13.34%","ytd":"24.11%","inception":"2499.60%"},"years":[{"year":"1989","returns":"33.02%"},{"year":"1990","returns":"11.63%"},{"year":"1991","returns":"15.06%"},{"year":"1992","returns":"9.17%"},{"year":"1993","returns":"11.46%"},{"year":"1994","returns":"1.52%"},{"year":"1995","returns":"28.44%"},{"year":"1996","returns":"33.29%"},{"year":"1997","returns":"1.20%"},{"year":"1998","returns":"-11.07%"},{"year":"1999","returns":"41.10%"},{"year":"2000","returns":"26.21%"},{"year":"2001","returns":"0.16%"},{"year":"2002","returns":"6.39%"},{"year":"2003","returns":"40.63%"},{"year":"2004","returns":"-1.75%"},{"year":"2005","returns":"-3.51%"},{"year":"2006","returns":"2.98%"},{"year":"2007","returns":"10.72%"},{"year":"2008","returns":"-29.80%"},{"year":"2009","returns":"48.53%"},{"year":"2010","returns":"7.07%"},{"year":"2011","returns":"-2.84%"},{"year":"2012","returns":"16.67%"},{"year":"2013","returns":"54.46%"},{"year":"2014","returns":"19.99%"},{"year":"2015","returns":"-5.91%"},{"year":"2016","returns":"21.72%"},{"year":"2017","returns":"34.92%"},{"year":"2018","returns":"-16.91%"},{"year":"2019","returns":"-4.26%"},{"year":"2020","returns":"2.79%"},{"year":"2021","returns":"4.87%"},{"year":"2022","returns":"-29.60%"},{"year":"2023","returns":"-3.33%"},{"year":"2024","returns":"24.11%"}]},"aux":19,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"MRK","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.06%","ui":"10.86","upi":"-2.99","sharpe":"-1.55","sortino":"-5.16","downsidedeviation":"6.29%","treynor":"-5.01","alpha":"-27.98%","ftalpha":"-780.6","corr":"49.21%","r_squared":"24.22%","beta":"0.84"},"describe":{"name":"Merck & Company","sharesout":"2529.635","marketcap":"257,643.321","price":"101.85","security_type":"Stock","price_previous":"100.61","high_52":"132.098","low_52":"96.31","yield":"3.02%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.02%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.05%","oneday":"2097.56%","fiveday":"40.91%","onemonth":"-0.35%","threemonths":"-39.75%","sixmonths":"-35.31%","ninemonths":"-23.36%","one":"1.05%","three":"14.93%","five":"6.30%","ten":"8.61%","ytd":"-5.18%","inception":"12.78%"},"total":{"period":"1.05%","oneday":"1.23%","fiveday":"0.68%","onemonth":"-0.03%","threemonths":"-12.06%","sixmonths":"-19.69%","ninemonths":"-18.25%","one":"1.05%","three":"51.51%","five":"35.60%","ten":"127.93%","ytd":"-4.79%","inception":"7674.81%"},"years":[{"year":"1989","returns":"54.58%"},{"year":"1990","returns":"6.42%"},{"year":"1991","returns":"51.86%"},{"year":"1992","returns":"-0.77%"},{"year":"1993","returns":"10.62%"},{"year":"1994","returns":"11.36%"},{"year":"1995","returns":"51.84%"},{"year":"1996","returns":"20.94%"},{"year":"1997","returns":"94.97%"},{"year":"1998","returns":"79.63%"},{"year":"1999","returns":"-22.56%"},{"year":"2000","returns":"35.53%"},{"year":"2001","returns":"-35.92%"},{"year":"2002","returns":"-36.41%"},{"year":"2003","returns":"-19.11%"},{"year":"2004","returns":"21.56%"},{"year":"2005","returns":"0.95%"},{"year":"2006","returns":"14.63%"},{"year":"2007","returns":"13.66%"},{"year":"2008","returns":"-35.15%"},{"year":"2009","returns":"118.42%"},{"year":"2010","returns":"2.86%"},{"year":"2011","returns":"9.54%"},{"year":"2012","returns":"13.12%"},{"year":"2013","returns":"26.80%"},{"year":"2014","returns":"16.95%"},{"year":"2015","returns":"-3.87%"},{"year":"2016","returns":"15.05%"},{"year":"2017","returns":"-1.47%"},{"year":"2018","returns":"39.99%"},{"year":"2019","returns":"22.26%"},{"year":"2020","returns":"-7.21%"},{"year":"2021","returns":"-2.92%"},{"year":"2022","returns":"49.38%"},{"year":"2023","returns":"1.00%"},{"year":"2024","returns":"-4.79%"}]},"aux":20,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"MSFT","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.69%","ui":"6.66","upi":"-2.63","sharpe":"-0.89","sortino":"-3.50","downsidedeviation":"5.01%","treynor":"8.08","alpha":"-26.82%","ftalpha":"-594.9","corr":"82.95%","r_squared":"68.81%","beta":"1.33"},"describe":{"name":"Microsoft","sharesout":"7434.881","marketcap":"3,205,920.778","price":"431.2","security_type":"Stock","price_previous":"430.98","high_52":"465.792","low_52":"363.236","yield":"0.71%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.71%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"16.01%","oneday":"13.74%","fiveday":"336.35%","onemonth":"85.68%","threemonths":"23.62%","sixmonths":"9.49%","ninemonths":"5.79%","one":"16.01%","three":"11.11%","five":"24.81%","ten":"26.52%","ytd":"16.90%","inception":"23.43%"},"total":{"period":"15.99%","oneday":"0.05%","fiveday":"2.96%","onemonth":"5.29%","threemonths":"5.53%","sixmonths":"4.67%","ninemonths":"4.36%","one":"15.99%","three":"36.96%","five":"201.95%","ten":"944.42%","ytd":"15.52%","inception":"204260.20%"},"years":[{"year":"1989","returns":"63.48%"},{"year":"1990","returns":"72.87%"},{"year":"1991","returns":"121.69%"},{"year":"1992","returns":"15.13%"},{"year":"1993","returns":"-5.55%"},{"year":"1994","returns":"51.63%"},{"year":"1995","returns":"43.56%"},{"year":"1996","returns":"88.30%"},{"year":"1997","returns":"56.44%"},{"year":"1998","returns":"114.60%"},{"year":"1999","returns":"68.36%"},{"year":"2000","returns":"-62.84%"},{"year":"2001","returns":"52.72%"},{"year":"2002","returns":"-21.96%"},{"year":"2003","returns":"6.81%"},{"year":"2004","returns":"8.92%"},{"year":"2005","returns":"-0.95%"},{"year":"2006","returns":"15.83%"},{"year":"2007","returns":"20.83%"},{"year":"2008","returns":"-44.39%"},{"year":"2009","returns":"60.50%"},{"year":"2010","returns":"-6.53%"},{"year":"2011","returns":"-4.52%"},{"year":"2012","returns":"4.94%"},{"year":"2013","returns":"44.28%"},{"year":"2014","returns":"27.55%"},{"year":"2015","returns":"22.70%"},{"year":"2016","returns":"15.07%"},{"year":"2017","returns":"40.72%"},{"year":"2018","returns":"20.80%"},{"year":"2019","returns":"57.57%"},{"year":"2020","returns":"42.53%"},{"year":"2021","returns":"52.48%"},{"year":"2022","returns":"-28.02%"},{"year":"2023","returns":"58.19%"},{"year":"2024","returns":"15.52%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"9.86%","ui":"27.54","upi":"-2.28","sharpe":"-1.84","sortino":"-5.57","downsidedeviation":"11.29%","treynor":"362.25","alpha":"-31.90%","ftalpha":"-1,008.3","corr":"-3.44%","r_squared":"0.12%","beta":"-0.10"},"describe":{"name":"Nike-B","sharesout":"1488.496","marketcap":"117,382.795","price":"78.86","security_type":"Stock","price_previous":"79.09","high_52":"120.558","low_52":"70.412","yield":"1.91%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.91%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-29.33%","oneday":"-52.03%","fiveday":"-0.06%","onemonth":"20.09%","threemonths":"-9.62%","sixmonths":"-28.70%","ninemonths":"-27.42%","one":"-29.33%","three":"-21.67%","five":"-2.02%","ten":"6.08%","ytd":"-27.93%","inception":"17.22%"},"total":{"period":"-29.31%","oneday":"-0.29%","fiveday":"0.00%","onemonth":"1.54%","threemonths":"-2.53%","sixmonths":"-15.66%","ninemonths":"-21.54%","one":"-29.31%","three":"-51.77%","five":"-9.68%","ten":"80.09%","ytd":"-26.11%","inception":"31444.00%"},"years":[{"year":"1989","returns":"103.73%"},{"year":"1990","returns":"53.11%"},{"year":"1991","returns":"81.94%"},{"year":"1992","returns":"15.78%"},{"year":"1993","returns":"-43.50%"},{"year":"1994","returns":"63.62%"},{"year":"1995","returns":"88.76%"},{"year":"1996","returns":"73.51%"},{"year":"1997","returns":"-34.38%"},{"year":"1998","returns":"5.09%"},{"year":"1999","returns":"23.31%"},{"year":"2000","returns":"13.96%"},{"year":"2001","returns":"1.90%"},{"year":"2002","returns":"-20.11%"},{"year":"2003","returns":"55.66%"},{"year":"2004","returns":"33.94%"},{"year":"2005","returns":"-3.09%"},{"year":"2006","returns":"15.84%"},{"year":"2007","returns":"31.53%"},{"year":"2008","returns":"-19.35%"},{"year":"2009","returns":"32.09%"},{"year":"2010","returns":"31.22%"},{"year":"2011","returns":"14.48%"},{"year":"2012","returns":"8.20%"},{"year":"2013","returns":"54.50%"},{"year":"2014","returns":"23.76%"},{"year":"2015","returns":"31.39%"},{"year":"2016","returns":"-17.71%"},{"year":"2017","returns":"24.70%"},{"year":"2018","returns":"19.86%"},{"year":"2019","returns":"38.10%"},{"year":"2020","returns":"40.96%"},{"year":"2021","returns":"18.70%"},{"year":"2022","returns":"-29.04%"},{"year":"2023","returns":"-6.04%"},{"year":"2024","returns":"-26.11%"}]},"aux":22,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Textiles, Apparel & Luxury Goods","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"NVDA","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"15.11%","ui":"8.52","upi":"19.58","sharpe":"3.19","sortino":"18.71","downsidedeviation":"8.91%","treynor":"64.10","alpha":"109.04%","ftalpha":"253.3","corr":"71.50%","r_squared":"51.12%","beta":"3.04"},"describe":{"name":"Nvidia","sharesout":"24490","marketcap":"3,434,967.265","price":"140.26","security_type":"Stock","price_previous":"138.63","high_52":"148.88","low_52":"45.493","yield":"0.07%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.07%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"200.34%","oneday":"1807.95%","fiveday":"370.49%","onemonth":"52.74%","threemonths":"180.24%","sixmonths":"48.40%","ninemonths":"102.33%","one":"200.34%","three":"66.45%","five":"93.83%","ten":"75.69%","ytd":"208.74%","inception":"37.63%"},"total":{"period":"200.01%","oneday":"1.18%","fiveday":"3.12%","onemonth":"3.59%","threemonths":"29.88%","sixmonths":"21.99%","ninemonths":"70.51%","one":"200.01%","three":"357.69%","five":"2612.96%","ten":"27510.24%","ytd":"183.29%","inception":"378981.10%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"0.00%"},{"year":"1991","returns":"0.00%"},{"year":"1992","returns":"0.00%"},{"year":"1993","returns":"0.00%"},{"year":"1994","returns":"0.00%"},{"year":"1995","returns":"0.00%"},{"year":"1996","returns":"0.00%"},{"year":"1997","returns":"0.00%"},{"year":"1998","returns":"0.00%"},{"year":"1999","returns":"143.24%"},{"year":"2000","returns":"40.00%"},{"year":"2001","returns":"308.73%"},{"year":"2002","returns":"-82.72%"},{"year":"2003","returns":"100.00%"},{"year":"2004","returns":"1.69%"},{"year":"2005","returns":"55.25%"},{"year":"2006","returns":"102.85%"},{"year":"2007","returns":"37.72%"},{"year":"2008","returns":"-76.31%"},{"year":"2009","returns":"131.72%"},{"year":"2010","returns":"-17.63%"},{"year":"2011","returns":"-9.86%"},{"year":"2012","returns":"-11.56%"},{"year":"2013","returns":"33.57%"},{"year":"2014","returns":"27.25%"},{"year":"2015","returns":"67.15%"},{"year":"2016","returns":"227.11%"},{"year":"2017","returns":"81.98%"},{"year":"2018","returns":"-30.82%"},{"year":"2019","returns":"76.93%"},{"year":"2020","returns":"122.31%"},{"year":"2021","returns":"125.49%"},{"year":"2022","returns":"-50.27%"},{"year":"2023","returns":"239.02%"},{"year":"2024","returns":"183.29%"}]},"aux":23,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Semiconductors & Semiconductor Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"PG","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"4.52%","ui":"2.74","upi":"-5.74","sharpe":"-1.01","sortino":"-6.06","downsidedeviation":"2.60%","treynor":"31.00","alpha":"1.10%","ftalpha":"171.0","corr":"31.70%","r_squared":"10.05%","beta":"0.40"},"describe":{"name":"Procter & Gamble","sharesout":"2355.042","marketcap":"413,121.463","price":"175.42","security_type":"Stock","price_previous":"179.7","high_52":"179.7","low_52":"140.421","yield":"2.26%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.26%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"17.78%","oneday":"-99.77%","fiveday":"-43.07%","onemonth":"107.16%","threemonths":"4.43%","sixmonths":"16.11%","ninemonths":"16.78%","one":"17.78%","three":"8.07%","five":"10.08%","ten":"9.99%","ytd":"24.77%","inception":"13.29%"},"total":{"period":"17.76%","oneday":"-2.38%","fiveday":"-1.11%","onemonth":"6.25%","threemonths":"1.11%","sixmonths":"7.81%","ninemonths":"12.46%","one":"17.76%","three":"26.07%","five":"61.45%","ten":"158.43%","ytd":"22.68%","inception":"9069.89%"},"years":[{"year":"1989","returns":"66.76%"},{"year":"1990","returns":"26.36%"},{"year":"1991","returns":"11.03%"},{"year":"1992","returns":"16.76%"},{"year":"1993","returns":"8.79%"},{"year":"1994","returns":"11.32%"},{"year":"1995","returns":"36.80%"},{"year":"1996","returns":"32.19%"},{"year":"1997","returns":"50.47%"},{"year":"1998","returns":"15.88%"},{"year":"1999","returns":"21.56%"},{"year":"2000","returns":"-27.09%"},{"year":"2001","returns":"3.12%"},{"year":"2002","returns":"10.67%"},{"year":"2003","returns":"18.48%"},{"year":"2004","returns":"12.38%"},{"year":"2005","returns":"7.18%"},{"year":"2006","returns":"13.36%"},{"year":"2007","returns":"16.63%"},{"year":"2008","returns":"-13.77%"},{"year":"2009","returns":"1.20%"},{"year":"2010","returns":"9.36%"},{"year":"2011","returns":"7.04%"},{"year":"2012","returns":"5.18%"},{"year":"2013","returns":"23.69%"},{"year":"2014","returns":"15.42%"},{"year":"2015","returns":"-9.95%"},{"year":"2016","returns":"9.37%"},{"year":"2017","returns":"12.69%"},{"year":"2018","returns":"3.62%"},{"year":"2019","returns":"39.70%"},{"year":"2020","returns":"14.15%"},{"year":"2021","returns":"20.54%"},{"year":"2022","returns":"-5.04%"},{"year":"2023","returns":"-0.85%"},{"year":"2024","returns":"22.68%"}]},"aux":24,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Household Products","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"SHW","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.08%","ui":"6.58","upi":"1.17","sharpe":"0.37","sortino":"1.42","downsidedeviation":"5.43%","treynor":"154.85","alpha":"29.41%","ftalpha":"-352.5","corr":"13.56%","r_squared":"1.84%","beta":"0.23"},"describe":{"name":"Sherwin-Williams","sharesout":"251.8533","marketcap":"99,562.648","price":"395.32","security_type":"Stock","price_previous":"395.58","high_52":"399.71","low_52":"279.108","yield":"0.72%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.72%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"41.25%","oneday":"-15.28%","fiveday":"-42.72%","onemonth":"236.95%","threemonths":"39.86%","sixmonths":"72.01%","ninemonths":"25.35%","one":"41.25%","three":"5.91%","five":"16.54%","ten":"18.17%","ytd":"30.43%","inception":"16.97%"},"total":{"period":"41.20%","oneday":"-0.07%","fiveday":"-1.10%","onemonth":"10.64%","threemonths":"8.88%","sixmonths":"31.40%","ninemonths":"18.66%","one":"41.20%","three":"18.70%","five":"114.52%","ten":"428.56%","ytd":"27.81%","inception":"29010.46%"},"years":[{"year":"1989","returns":"38.62%"},{"year":"1990","returns":"11.21%"},{"year":"1991","returns":"45.81%"},{"year":"1992","returns":"16.29%"},{"year":"1993","returns":"18.57%"},{"year":"1994","returns":"-4.99%"},{"year":"1995","returns":"24.27%"},{"year":"1996","returns":"39.49%"},{"year":"1997","returns":"0.48%"},{"year":"1998","returns":"7.51%"},{"year":"1999","returns":"-27.15%"},{"year":"2000","returns":"28.39%"},{"year":"2001","returns":"7.13%"},{"year":"2002","returns":"4.89%"},{"year":"2003","returns":"25.64%"},{"year":"2004","returns":"30.70%"},{"year":"2005","returns":"3.67%"},{"year":"2006","returns":"42.73%"},{"year":"2007","returns":"-6.97%"},{"year":"2008","returns":"5.58%"},{"year":"2009","returns":"5.91%"},{"year":"2010","returns":"38.63%"},{"year":"2011","returns":"8.51%"},{"year":"2012","returns":"74.03%"},{"year":"2013","returns":"20.66%"},{"year":"2014","returns":"44.85%"},{"year":"2015","returns":"-0.35%"},{"year":"2016","returns":"4.79%"},{"year":"2017","returns":"54.12%"},{"year":"2018","returns":"-3.23%"},{"year":"2019","returns":"49.69%"},{"year":"2020","returns":"27.05%"},{"year":"2021","returns":"44.89%"},{"year":"2022","returns":"-31.97%"},{"year":"2023","returns":"32.72%"},{"year":"2024","returns":"27.81%"}]},"aux":25,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Chemicals","sector":"Materials","security_type":"Stocks","xtype":null},{"ticker":"TRV","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.64%","ui":"5.20","upi":"2.40","sharpe":"0.54","sortino":"3.33","downsidedeviation":"3.75%","treynor":"42.97","alpha":"13.95%","ftalpha":"-17.3","corr":"50.71%","r_squared":"25.71%","beta":"0.95"},"describe":{"name":"Travelers Companies","sharesout":"227.019","marketcap":"59,158.880","price":"260.59","security_type":"Stock","price_previous":"263.51","high_52":"266.66","low_52":"178.495","yield":"1.57%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.57%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"46.05%","oneday":"-93.98%","fiveday":"-11.47%","onemonth":"103.33%","threemonths":"72.65%","sixmonths":"55.89%","ninemonths":"28.28%","one":"46.05%","three":"23.14%","five":"16.79%","ten":"12.05%","ytd":"42.51%","inception":"12.43%"},"total":{"period":"45.99%","oneday":"-1.11%","fiveday":"-0.24%","onemonth":"6.09%","threemonths":"14.86%","sixmonths":"25.05%","ninemonths":"20.75%","one":"45.99%","three":"86.14%","five":"116.88%","ten":"210.96%","ytd":"38.71%","inception":"6862.06%"},"years":[{"year":"1989","returns":"41.57%"},{"year":"1990","returns":"10.66%"},{"year":"1991","returns":"20.82%"},{"year":"1992","returns":"9.60%"},{"year":"1993","returns":"20.66%"},{"year":"1994","returns":"3.29%"},{"year":"1995","returns":"28.11%"},{"year":"1996","returns":"8.75%"},{"year":"1997","returns":"43.47%"},{"year":"1998","returns":"-12.95%"},{"year":"1999","returns":"-0.02%"},{"year":"2000","returns":"65.58%"},{"year":"2001","returns":"-16.95%"},{"year":"2002","returns":"-20.04%"},{"year":"2003","returns":"20.21%"},{"year":"2004","returns":"-3.15%"},{"year":"2005","returns":"23.20%"},{"year":"2006","returns":"22.90%"},{"year":"2007","returns":"2.37%"},{"year":"2008","returns":"-13.77%"},{"year":"2009","returns":"13.46%"},{"year":"2010","returns":"14.81%"},{"year":"2011","returns":"9.25%"},{"year":"2012","returns":"24.03%"},{"year":"2013","returns":"29.07%"},{"year":"2014","returns":"19.60%"},{"year":"2015","returns":"9.09%"},{"year":"2016","returns":"10.95%"},{"year":"2017","returns":"13.37%"},{"year":"2018","returns":"-9.65%"},{"year":"2019","returns":"17.01%"},{"year":"2020","returns":"5.36%"},{"year":"2021","returns":"13.97%"},{"year":"2022","returns":"22.41%"},{"year":"2023","returns":"3.94%"},{"year":"2024","returns":"38.71%"}]},"aux":26,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Insurance","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"UNH","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"7.15%","ui":"7.56","upi":"-2.86","sharpe":"-0.87","sortino":"-5.43","downsidedeviation":"3.98%","treynor":"-10.16","alpha":"25.22%","ftalpha":"-465.9","corr":"-32.57%","r_squared":"10.61%","beta":"-0.66"},"describe":{"name":"UnitedHealth Group","sharesout":"920.2843","marketcap":"556,983.649","price":"605.23","security_type":"Stock","price_previous":"608.52","high_52":"625.25","low_52":"435.77","yield":"1.00%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.00%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.94%","oneday":"-74.53%","fiveday":"-4.88%","onemonth":"116.39%","threemonths":"5.86%","sixmonths":"49.95%","ninemonths":"34.41%","one":"11.94%","three":"11.97%","five":"18.71%","ten":"21.47%","ytd":"17.78%","inception":"27.45%"},"total":{"period":"11.92%","oneday":"-0.54%","fiveday":"-0.10%","onemonth":"6.64%","threemonths":"1.45%","sixmonths":"22.63%","ninemonths":"25.10%","one":"11.92%","three":"40.13%","five":"135.21%","ten":"596.03%","ytd":"16.32%","inception":"650684.90%"},"years":[{"year":"1989","returns":"169.64%"},{"year":"1990","returns":"92.05%"},{"year":"1991","returns":"220.34%"},{"year":"1992","returns":"52.80%"},{"year":"1993","returns":"33.46%"},{"year":"1994","returns":"19.00%"},{"year":"1995","returns":"45.00%"},{"year":"1996","returns":"-31.14%"},{"year":"1997","returns":"10.51%"},{"year":"1998","returns":"-13.31%"},{"year":"1999","returns":"23.44%"},{"year":"2000","returns":"131.20%"},{"year":"2001","returns":"15.36%"},{"year":"2002","returns":"18.03%"},{"year":"2003","returns":"39.40%"},{"year":"2004","returns":"51.38%"},{"year":"2005","returns":"41.18%"},{"year":"2006","returns":"-13.49%"},{"year":"2007","returns":"8.38%"},{"year":"2008","returns":"-54.26%"},{"year":"2009","returns":"14.75%"},{"year":"2010","returns":"19.89%"},{"year":"2011","returns":"42.19%"},{"year":"2012","returns":"8.16%"},{"year":"2013","returns":"41.03%"},{"year":"2014","returns":"36.46%"},{"year":"2015","returns":"18.26%"},{"year":"2016","returns":"38.41%"},{"year":"2017","returns":"39.82%"},{"year":"2018","returns":"14.52%"},{"year":"2019","returns":"19.99%"},{"year":"2020","returns":"21.20%"},{"year":"2021","returns":"45.21%"},{"year":"2022","returns":"6.95%"},{"year":"2023","returns":"0.79%"},{"year":"2024","returns":"16.32%"}]},"aux":27,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Health Care Providers & Services","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"V","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"4.81%","ui":"4.90","upi":"-2.15","sharpe":"-0.63","sortino":"-3.72","downsidedeviation":"2.83%","treynor":"17.33","alpha":"-11.20%","ftalpha":"-227.4","corr":"75.60%","r_squared":"57.16%","beta":"1.02"},"describe":{"name":"Visa Inc","sharesout":"1935.174","marketcap":"605,728.833","price":"313.01","security_type":"Stock","price_previous":"316.65","high_52":"316.65","low_52":"252.354","yield":"0.69%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.69%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.02%","oneday":"-94.59%","fiveday":"-2.86%","onemonth":"148.29%","threemonths":"59.58%","sixmonths":"34.79%","ninemonths":"15.02%","one":"23.02%","three":"17.83%","five":"12.29%","ten":"17.82%","ytd":"23.08%","inception":"21.27%"},"total":{"period":"22.99%","oneday":"-1.15%","fiveday":"-0.06%","onemonth":"7.86%","threemonths":"12.59%","sixmonths":"16.22%","ninemonths":"11.18%","one":"22.99%","three":"63.19%","five":"78.30%","ten":"413.27%","ytd":"21.15%","inception":"2393.11%"},"years":[{"year":"1989","returns":"0.00%"},{"year":"1990","returns":"0.00%"},{"year":"1991","returns":"0.00%"},{"year":"1992","returns":"0.00%"},{"year":"1993","returns":"0.00%"},{"year":"1994","returns":"0.00%"},{"year":"1995","returns":"0.00%"},{"year":"1996","returns":"0.00%"},{"year":"1997","returns":"0.00%"},{"year":"1998","returns":"0.00%"},{"year":"1999","returns":"0.00%"},{"year":"2000","returns":"0.00%"},{"year":"2001","returns":"0.00%"},{"year":"2002","returns":"0.00%"},{"year":"2003","returns":"0.00%"},{"year":"2004","returns":"0.00%"},{"year":"2005","returns":"0.00%"},{"year":"2006","returns":"0.00%"},{"year":"2007","returns":"0.00%"},{"year":"2008","returns":"-6.84%"},{"year":"2009","returns":"67.85%"},{"year":"2010","returns":"-18.99%"},{"year":"2011","returns":"45.43%"},{"year":"2012","returns":"50.47%"},{"year":"2013","returns":"48.05%"},{"year":"2014","returns":"18.63%"},{"year":"2015","returns":"19.13%"},{"year":"2016","returns":"1.37%"},{"year":"2017","returns":"47.17%"},{"year":"2018","returns":"16.48%"},{"year":"2019","returns":"43.32%"},{"year":"2020","returns":"17.13%"},{"year":"2021","returns":"-0.32%"},{"year":"2022","returns":"-3.39%"},{"year":"2023","returns":"26.31%"},{"year":"2024","returns":"21.15%"}]},"aux":28,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Financial Services","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"VZ","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"6.09%","ui":"4.25","upi":"-2.90","sharpe":"-0.58","sortino":"-3.44","downsidedeviation":"3.58%","treynor":"15.68","alpha":"-12.82%","ftalpha":"-220.9","corr":"59.39%","r_squared":"35.27%","beta":"1.02"},"describe":{"name":"Verizon Communications","sharesout":"4209.626","marketcap":"184,507.915","price":"43.83","security_type":"Stock","price_previous":"43.85","high_52":"44.508","low_52":"34.671","yield":"6.10%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"6.10%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"21.23%","oneday":"-10.87%","fiveday":"-15.83%","onemonth":"100.72%","threemonths":"15.43%","sixmonths":"21.72%","ninemonths":"19.41%","one":"21.23%","three":"1.01%","five":"-0.79%","ten":"4.07%","ytd":"26.27%","inception":"7.87%"},"total":{"period":"21.21%","oneday":"-0.05%","fiveday":"-0.34%","onemonth":"5.97%","threemonths":"3.71%","sixmonths":"10.40%","ninemonths":"14.38%","one":"21.21%","three":"3.03%","five":"-3.86%","ten":"48.80%","ytd":"24.04%","inception":"1454.81%"},"years":[{"year":"1989","returns":"62.52%"},{"year":"1990","returns":"0.96%"},{"year":"1991","returns":"-5.22%"},{"year":"1992","returns":"12.47%"},{"year":"1993","returns":"21.22%"},{"year":"1994","returns":"-11.61%"},{"year":"1995","returns":"41.38%"},{"year":"1996","returns":"1.36%"},{"year":"1997","returns":"46.70%"},{"year":"1998","returns":"22.54%"},{"year":"1999","returns":"16.98%"},{"year":"2000","returns":"-16.38%"},{"year":"2001","returns":"-2.51%"},{"year":"2002","returns":"-15.18%"},{"year":"2003","returns":"-5.60%"},{"year":"2004","returns":"20.25%"},{"year":"2005","returns":"-22.19%"},{"year":"2006","returns":"34.62%"},{"year":"2007","returns":"22.19%"},{"year":"2008","returns":"-18.03%"},{"year":"2009","returns":"3.84%"},{"year":"2010","returns":"22.54%"},{"year":"2011","returns":"18.23%"},{"year":"2012","returns":"13.18%"},{"year":"2013","returns":"18.64%"},{"year":"2014","returns":"-0.56%"},{"year":"2015","returns":"3.61%"},{"year":"2016","returns":"20.72%"},{"year":"2017","returns":"4.01%"},{"year":"2018","returns":"11.25%"},{"year":"2019","returns":"13.87%"},{"year":"2020","returns":"-0.12%"},{"year":"2021","returns":"-7.53%"},{"year":"2022","returns":"-20.01%"},{"year":"2023","returns":"2.77%"},{"year":"2024","returns":"24.04%"}]},"aux":29,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Diversified Telecommunication Services","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"WMT","dtestart":{"marketdate":"8882","juliandate":"45261","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"},"risk":{"sd":"5.00%","ui":"1.55","upi":"32.68","sharpe":"2.93","sortino":"11.83","downsidedeviation":"4.29%","treynor":"64.49","alpha":"44.39%","ftalpha":"1,322.9","corr":"87.08%","r_squared":"75.83%","beta":"1.23"},"describe":{"name":"Walmart Inc","sharesout":"8038.251","marketcap":"751,656.868","price":"93.51","security_type":"Stock","price_previous":"92.64","high_52":"93.51","low_52":"49.804","yield":"1.28%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.28%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9133","strdate":"12/2/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"fiveday":{"dtestart":{"marketdate":"9129","strdate":"11/25/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"onemonth":{"dtestart":{"marketdate":"9113","strdate":"11/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"threemonths":{"dtestart":{"marketdate":"9070","strdate":"9/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"sixmonths":{"dtestart":{"marketdate":"9007","strdate":"6/3/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ninemonths":{"dtestart":{"marketdate":"8943","strdate":"3/1/2024"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"one":{"dtestart":{"marketdate":"8882","strdate":"12/1/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"three":{"dtestart":{"marketdate":"8381","strdate":"12/3/2021"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"five":{"dtestart":{"marketdate":"7876","strdate":"12/3/2019"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ten":{"dtestart":{"marketdate":"6618","strdate":"12/3/2014"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9134","juliandate":"45629","strdate":"12/3/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"84.32%","oneday":"956.84%","fiveday":"812.68%","onemonth":"371.12%","threemonths":"113.18%","sixmonths":"101.99%","ninemonths":"87.07%","one":"84.32%","three":"28.88%","five":"20.68%","ten":"14.98%","ytd":"88.58%","inception":"14.24%"},"total":{"period":"84.21%","oneday":"0.94%","fiveday":"4.48%","onemonth":"13.77%","threemonths":"21.17%","sixmonths":"42.47%","ninemonths":"60.68%","one":"84.21%","three":"113.26%","five":"155.39%","ten":"302.49%","ytd":"79.67%","inception":"12301.86%"},"years":[{"year":"1989","returns":"43.91%"},{"year":"1990","returns":"35.40%"},{"year":"1991","returns":"95.43%"},{"year":"1992","returns":"9.09%"},{"year":"1993","returns":"-21.50%"},{"year":"1994","returns":"-14.43%"},{"year":"1995","returns":"5.58%"},{"year":"1996","returns":"3.11%"},{"year":"1997","returns":"74.68%"},{"year":"1998","returns":"107.57%"},{"year":"1999","returns":"70.43%"},{"year":"2000","returns":"-22.79%"},{"year":"2001","returns":"8.95%"},{"year":"2002","returns":"-11.76%"},{"year":"2003","returns":"5.73%"},{"year":"2004","returns":"0.50%"},{"year":"2005","returns":"-10.30%"},{"year":"2006","returns":"0.13%"},{"year":"2007","returns":"4.91%"},{"year":"2008","returns":"19.99%"},{"year":"2009","returns":"-2.58%"},{"year":"2010","returns":"3.23%"},{"year":"2011","returns":"13.86%"},{"year":"2012","returns":"16.33%"},{"year":"2013","returns":"18.17%"},{"year":"2014","returns":"11.86%"},{"year":"2015","returns":"-26.64%"},{"year":"2016","returns":"16.04%"},{"year":"2017","returns":"46.54%"},{"year":"2018","returns":"-3.43%"},{"year":"2019","returns":"30.16%"},{"year":"2020","returns":"23.34%"},{"year":"2021","returns":"1.97%"},{"year":"2022","returns":"-0.47%"},{"year":"2023","returns":"12.89%"},{"year":"2024","returns":"79.67%"}]},"aux":30,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Staples Distribution & Retail","sector":"Consumer Staples","security_type":"Stocks","xtype":null}],"err":null}
https://ftl.fasttrack.net/v1/ https://share.fasttrack.net/shares/ https://ftr.fasttrack.net/v1/