{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.53%","ui":"6.99","upi":"-0.59","sharpe":"-0.18","sortino":"-0.85","downsidedeviation":"4.87%","treynor":"29.75","alpha":"-9.96%","ftalpha":"-352.3","corr":"62.16%","r_squared":"38.64%","beta":"1.15"},"describe":{"name":"Apple Inc","sharesout":"15204.14","marketcap":"3,552,751.366","price":"233.67","security_type":"Stock","price_previous":"233.4","high_52":"236.48","low_52":"164.586","yield":"0.42%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.42%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"39.66%","oneday":"33.86%","fiveday":"-37.54%","onemonth":"33.94%","threemonths":"30.94%","sixmonths":"81.55%","ninemonths":"30.69%","one":"39.66%","three":"16.71%","five":"31.85%","ten":"25.72%","ytd":"26.91%","inception":"20.60%"},"total":{"period":"39.61%","oneday":"0.12%","fiveday":"-0.93%","onemonth":"2.58%","threemonths":"7.19%","sixmonths":"35.02%","ninemonths":"22.34%","one":"39.61%","three":"58.59%","five":"297.01%","ten":"880.74%","ytd":"21.83%","inception":"86444.44%"},"years":[{"year":"1989","returns":"-11.74%"},{"year":"1990","returns":"23.79%"},{"year":"1991","returns":"32.25%"},{"year":"1992","returns":"6.90%"},{"year":"1993","returns":"-50.46%"},{"year":"1994","returns":"35.35%"},{"year":"1995","returns":"-17.53%"},{"year":"1996","returns":"-34.58%"},{"year":"1997","returns":"-36.94%"},{"year":"1998","returns":"212.12%"},{"year":"1999","returns":"150.81%"},{"year":"2000","returns":"-71.10%"},{"year":"2001","returns":"47.32%"},{"year":"2002","returns":"-34.55%"},{"year":"2003","returns":"49.07%"},{"year":"2004","returns":"201.55%"},{"year":"2005","returns":"123.28%"},{"year":"2006","returns":"18.04%"},{"year":"2007","returns":"133.45%"},{"year":"2008","returns":"-56.91%"},{"year":"2009","returns":"146.89%"},{"year":"2010","returns":"53.06%"},{"year":"2011","returns":"25.57%"},{"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":"48.47%"},{"year":"2018","returns":"-5.39%"},{"year":"2019","returns":"88.97%"},{"year":"2020","returns":"82.31%"},{"year":"2021","returns":"34.65%"},{"year":"2022","returns":"-26.40%"},{"year":"2023","returns":"49.00%"},{"year":"2024","returns":"21.83%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"7.04%","ui":"7.46","upi":"-2.59","sharpe":"-0.79","sortino":"-4.24","downsidedeviation":"4.55%","treynor":"26.39","alpha":"-8.69%","ftalpha":"-528.2","corr":"36.23%","r_squared":"13.13%","beta":"0.72"},"describe":{"name":"Amgen","sharesout":"537.3292","marketcap":"169,796.027","price":"316","security_type":"Stock","price_previous":"317.17","high_52":"337.38","low_52":"248.208","yield":"2.81%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.81%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"24.48%","oneday":"-60.63%","fiveday":"-44.06%","onemonth":"-21.30%","threemonths":"-15.68%","sixmonths":"34.19%","ninemonths":"4.06%","one":"24.48%","three":"18.98%","five":"11.99%","ten":"10.19%","ytd":"14.83%","inception":"19.89%"},"total":{"period":"24.46%","oneday":"-0.37%","fiveday":"-1.14%","onemonth":"-2.07%","threemonths":"-4.30%","sixmonths":"15.96%","ninemonths":"3.04%","one":"24.46%","three":"67.98%","five":"75.90%","ten":"163.31%","ytd":"12.14%","inception":"69811.51%"},"years":[{"year":"1989","returns":"45.11%"},{"year":"1990","returns":"154.06%"},{"year":"1991","returns":"265.13%"},{"year":"1992","returns":"-6.78%"},{"year":"1993","returns":"-29.90%"},{"year":"1994","returns":"19.20%"},{"year":"1995","returns":"101.28%"},{"year":"1996","returns":"-8.42%"},{"year":"1997","returns":"-0.49%"},{"year":"1998","returns":"93.20%"},{"year":"1999","returns":"129.77%"},{"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":"-32.02%"},{"year":"2008","returns":"24.36%"},{"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":"12.14%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"7.58%","ui":"5.85","upi":"0.97","sharpe":"0.22","sortino":"0.78","downsidedeviation":"7.29%","treynor":"25.34","alpha":"-22.72%","ftalpha":"-411.9","corr":"80.84%","r_squared":"65.35%","beta":"1.74"},"describe":{"name":"Amazon com","sharesout":"10495.57","marketcap":"2,002,869.642","price":"190.83","security_type":"Stock","price_previous":"188.39","high_52":"200","low_52":"127.74","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":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"49.45%","oneday":"2469.07%","fiveday":"34.94%","onemonth":"18.90%","threemonths":"17.16%","sixmonths":"11.12%","ninemonths":"25.05%","one":"49.45%","three":"4.23%","five":"16.75%","ten":"29.30%","ytd":"31.66%","inception":"31.90%"},"total":{"period":"49.39%","oneday":"1.30%","fiveday":"0.60%","onemonth":"1.52%","threemonths":"4.16%","sixmonths":"5.45%","ninemonths":"18.34%","one":"49.39%","three":"13.17%","five":"116.52%","ten":"1197.63%","ytd":"25.60%","inception":"196632.00%"},"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":"25.60%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.59%","ui":"2.86","upi":"17.51","sharpe":"2.19","sortino":"14.40","downsidedeviation":"3.47%","treynor":"60.56","alpha":"32.34%","ftalpha":"552.4","corr":"77.98%","r_squared":"60.81%","beta":"1.46"},"describe":{"name":"American Express","sharesout":"704.4449","marketcap":"190,503.029","price":"270.43","security_type":"Stock","price_previous":"271.47","high_52":"285.78","low_52":"139.641","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":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"93.79%","oneday":"-62.02%","fiveday":"-30.66%","onemonth":"0.24%","threemonths":"41.56%","sixmonths":"29.30%","ninemonths":"50.14%","one":"93.79%","three":"17.51%","five":"19.85%","ten":"13.52%","ytd":"58.00%","inception":"12.51%"},"total":{"period":"93.66%","oneday":"-0.38%","fiveday":"-0.72%","onemonth":"0.02%","threemonths":"9.37%","sixmonths":"13.81%","ninemonths":"35.81%","one":"93.66%","three":"61.88%","five":"146.68%","ten":"254.36%","ytd":"46.08%","inception":"6958.99%"},"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":"46.08%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"9.70%","ui":"29.31","upi":"-2.00","sharpe":"-1.75","sortino":"-6.16","downsidedeviation":"9.52%","treynor":"-16.01","alpha":"-68.86%","ftalpha":"-953.7","corr":"45.95%","r_squared":"21.12%","beta":"1.27"},"describe":{"name":"Boeing","sharesout":"616.2234","marketcap":"94,269.853","price":"152.98","security_type":"Stock","price_previous":"150.69","high_52":"264.27","low_52":"146.62","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":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.88%","oneday":"4390.40%","fiveday":"-89.20%","onemonth":"-21.94%","threemonths":"-52.60%","sixmonths":"-22.11%","ninemonths":"-32.28%","one":"-14.88%","three":"-9.64%","five":"-15.04%","ten":"3.65%","ytd":"-47.44%","inception":"9.00%"},"total":{"period":"-14.86%","oneday":"1.52%","fiveday":"-4.32%","onemonth":"-2.14%","threemonths":"-17.50%","sixmonths":"-11.82%","ninemonths":"-25.44%","one":"-14.86%","three":"-26.11%","five":"-55.64%","ten":"43.01%","ytd":"-41.31%","inception":"2144.42%"},"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":"-41.31%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"7.52%","ui":"6.78","upi":"3.14","sharpe":"0.82","sortino":"3.30","downsidedeviation":"6.46%","treynor":"45.45","alpha":"9.26%","ftalpha":"-213.6","corr":"61.59%","r_squared":"37.94%","beta":"1.31"},"describe":{"name":"Caterpillar","sharesout":"484.8981","marketcap":"187,902.867","price":"387.51","security_type":"Stock","price_previous":"390.61","high_52":"400.574","low_52":"222.494","yield":"1.40%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.40%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"65.11%","oneday":"-86.60%","fiveday":"-11.62%","onemonth":"-6.18%","threemonths":"60.03%","sixmonths":"24.43%","ninemonths":"40.57%","one":"65.11%","three":"26.47%","five":"25.13%","ten":"17.62%","ytd":"41.29%","inception":"14.51%"},"total":{"period":"65.03%","oneday":"-0.79%","fiveday":"-0.24%","onemonth":"-0.56%","threemonths":"12.88%","sixmonths":"11.63%","ninemonths":"29.24%","one":"65.03%","three":"101.56%","five":"205.90%","ten":"404.82%","ytd":"33.16%","inception":"13239.42%"},"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":"33.16%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"9.93%","ui":"13.21","upi":"0.68","sharpe":"0.26","sortino":"0.98","downsidedeviation":"9.17%","treynor":"27.88","alpha":"-17.91%","ftalpha":"-565.6","corr":"60.30%","r_squared":"36.37%","beta":"1.70"},"describe":{"name":"SalesForcecom","sharesout":"956","marketcap":"285,738.854","price":"298.89","security_type":"Stock","price_previous":"293.77","high_52":"315.464","low_52":"195.692","yield":"0.40%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.40%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"52.80%","oneday":"7714.00%","fiveday":"513.92%","onemonth":"142.78%","threemonths":"76.51%","sixmonths":"18.11%","ninemonths":"5.75%","one":"52.80%","three":"0.06%","five":"14.16%","ten":"17.33%","ytd":"17.25%","inception":"23.25%"},"total":{"period":"52.73%","oneday":"1.74%","fiveday":"3.66%","onemonth":"8.04%","threemonths":"15.77%","sixmonths":"8.74%","ninemonths":"4.30%","one":"52.73%","three":"0.18%","five":"93.59%","ten":"392.42%","ytd":"14.10%","inception":"6883.41%"},"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":"14.10%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.86%","ui":"7.51","upi":"-4.30","sharpe":"-1.59","sortino":"-6.95","downsidedeviation":"4.64%","treynor":"160.99","alpha":"4.67%","ftalpha":"-502.6","corr":"2.29%","r_squared":"0.05%","beta":"0.04"},"describe":{"name":"Cisco Systems","sharesout":"3990.735","marketcap":"222,204.126","price":"55.68","security_type":"Stock","price_previous":"55.28","high_52":"56.76","low_52":"44.402","yield":"2.86%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.86%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.51%","oneday":"516.37%","fiveday":"-56.25%","onemonth":"91.19%","threemonths":"83.34%","sixmonths":"39.92%","ninemonths":"12.26%","one":"11.51%","three":"2.99%","five":"6.62%","ten":"12.23%","ytd":"16.88%","inception":"22.37%"},"total":{"period":"11.50%","oneday":"0.72%","fiveday":"-1.63%","onemonth":"5.82%","threemonths":"16.91%","sixmonths":"18.43%","ninemonths":"9.10%","one":"11.50%","three":"9.20%","five":"37.68%","ten":"215.97%","ytd":"13.80%","inception":"109076.50%"},"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":"13.80%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.46%","ui":"5.99","upi":"-6.08","sharpe":"-1.93","sortino":"-5.98","downsidedeviation":"6.09%","treynor":"5.31","alpha":"-12.15%","ftalpha":"-584.2","corr":"23.69%","r_squared":"5.61%","beta":"0.37"},"describe":{"name":"Chevron","sharesout":"1814.749","marketcap":"269,526.529","price":"148.52","security_type":"Stock","price_previous":"150.54","high_52":"162.856","low_52":"136.075","yield":"4.31%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"4.31%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.33%","oneday":"-96.69%","fiveday":"-55.46%","onemonth":"26.66%","threemonths":"-15.02%","sixmonths":"-16.73%","ninemonths":"3.77%","one":"7.33%","three":"13.48%","five":"9.46%","ten":"6.87%","ytd":"3.35%","inception":"11.57%"},"total":{"period":"7.32%","oneday":"-1.34%","fiveday":"-1.59%","onemonth":"2.08%","threemonths":"-4.11%","sixmonths":"-8.80%","ninemonths":"2.82%","one":"7.32%","three":"45.87%","five":"56.98%","ten":"93.99%","ytd":"2.77%","inception":"5109.40%"},"years":[{"year":"1989","returns":"55.74%"},{"year":"1990","returns":"11.77%"},{"year":"1991","returns":"-0.67%"},{"year":"1992","returns":"5.73%"},{"year":"1993","returns":"30.58%"},{"year":"1994","returns":"6.81%"},{"year":"1995","returns":"22.24%"},{"year":"1996","returns":"28.47%"},{"year":"1997","returns":"22.14%"},{"year":"1998","returns":"11.02%"},{"year":"1999","returns":"7.36%"},{"year":"2000","returns":"0.52%"},{"year":"2001","returns":"9.29%"},{"year":"2002","returns":"-23.12%"},{"year":"2003","returns":"35.41%"},{"year":"2004","returns":"25.57%"},{"year":"2005","returns":"11.51%"},{"year":"2006","returns":"33.76%"},{"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":"2.77%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"7.57%","ui":"15.76","upi":"-1.37","sharpe":"-0.82","sortino":"-3.29","downsidedeviation":"6.58%","treynor":"13.51","alpha":"-30.90%","ftalpha":"-784.7","corr":"57.72%","r_squared":"33.32%","beta":"1.24"},"describe":{"name":"Walt Disney","sharesout":"1813.587","marketcap":"174,340.113","price":"96.13","security_type":"Stock","price_previous":"96.2","high_52":"122.259","low_52":"78.713","yield":"0.78%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.78%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"22.15%","oneday":"-16.77%","fiveday":"-27.32%","onemonth":"1.44%","threemonths":"17.88%","sixmonths":"-25.61%","ninemonths":"-1.25%","one":"22.15%","three":"-17.02%","five":"-5.54%","ten":"1.63%","ytd":"8.46%","inception":"9.43%"},"total":{"period":"22.13%","oneday":"-0.07%","fiveday":"-0.63%","onemonth":"0.12%","threemonths":"4.33%","sixmonths":"-13.84%","ninemonths":"-0.94%","one":"22.13%","three":"-42.70%","five":"-24.72%","ten":"17.55%","ytd":"6.96%","inception":"2485.53%"},"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":"6.96%"}]},"aux":10,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Entertainment","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"DOW","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.68%","ui":"6.81","upi":"-5.22","sharpe":"-1.81","sortino":"-9.03","downsidedeviation":"3.93%","treynor":"4.10","alpha":"-24.13%","ftalpha":"-517.9","corr":"43.64%","r_squared":"19.05%","beta":"0.70"},"describe":{"name":"Dow Inc","sharesout":"700.921","marketcap":"34,681.571","price":"49.48","security_type":"Stock","price_previous":"50.11","high_52":"58.506","low_52":"45.708","yield":"5.66%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"5.66%","startdate":{"marketdate":"7697","juliandate":"43544","strdate":"03-20-2019"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"8.26%","oneday":"-95.89%","fiveday":"-92.38%","onemonth":"-70.75%","threemonths":"-18.62%","sixmonths":"-22.81%","ninemonths":"-6.55%","one":"8.26%","three":"0.95%","five":"4.51%","ten":"-999","ytd":"-7.56%","inception":"5.47%"},"total":{"period":"8.25%","oneday":"-1.26%","fiveday":"-4.97%","onemonth":"-10.17%","threemonths":"-5.17%","sixmonths":"-12.22%","ninemonths":"-4.98%","one":"8.25%","three":"2.86%","five":"24.59%","ten":"-999","ytd":"-6.31%","inception":"34.73%"},"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":"0.00%"},{"year":"2009","returns":"0.00%"},{"year":"2010","returns":"0.00%"},{"year":"2011","returns":"0.00%"},{"year":"2012","returns":"0.00%"},{"year":"2013","returns":"0.00%"},{"year":"2014","returns":"0.00%"},{"year":"2015","returns":"0.00%"},{"year":"2016","returns":"0.00%"},{"year":"2017","returns":"0.00%"},{"year":"2018","returns":"0.00%"},{"year":"2019","returns":"16.43%"},{"year":"2020","returns":"8.01%"},{"year":"2021","returns":"6.86%"},{"year":"2022","returns":"-6.70%"},{"year":"2023","returns":"14.70%"},{"year":"2024","returns":"-6.31%"}]},"aux":11,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Chemicals","sector":"Materials","security_type":"Stocks","xtype":null},{"ticker":"GS","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.67%","ui":"2.52","upi":"16.70","sharpe":"1.82","sortino":"16.76","downsidedeviation":"2.51%","treynor":"57.32","alpha":"26.57%","ftalpha":"519.5","corr":"74.16%","r_squared":"55.00%","beta":"1.40"},"describe":{"name":"Goldman Sachs Group","sharesout":"315.7996","marketcap":"165,567.424","price":"524.28","security_type":"Stock","price_previous":"523.58","high_52":"529.86","low_52":"282.195","yield":"2.15%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.15%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"85.90%","oneday":"40.08%","fiveday":"78.38%","onemonth":"78.23%","threemonths":"30.17%","sixmonths":"51.25%","ninemonths":"56.90%","one":"85.90%","three":"11.29%","five":"22.26%","ten":"13.14%","ytd":"48.16%","inception":"9.66%"},"total":{"period":"85.79%","oneday":"0.13%","fiveday":"1.15%","onemonth":"5.17%","threemonths":"7.03%","sixmonths":"23.16%","ninemonths":"40.40%","one":"85.79%","three":"37.62%","five":"172.48%","ten":"242.66%","ytd":"38.50%","inception":"943.65%"},"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":"-45.60%"},{"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":"38.50%"}]},"aux":12,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Capital Markets","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"HD","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.92%","ui":"8.11","upi":"0.35","sharpe":"0.14","sortino":"0.44","downsidedeviation":"6.59%","treynor":"32.02","alpha":"-8.23%","ftalpha":"-510.9","corr":"76.68%","r_squared":"58.80%","beta":"1.29"},"describe":{"name":"Home Depot","sharesout":"993.2934","marketcap":"392,420.431","price":"395.07","security_type":"Stock","price_previous":"402.89","high_52":"418.61","low_52":"269.482","yield":"2.24%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.24%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"46.66%","oneday":"-99.29%","fiveday":"-57.62%","onemonth":"-12.08%","threemonths":"44.27%","sixmonths":"40.86%","ninemonths":"17.87%","one":"46.66%","three":"4.66%","five":"13.81%","ten":"17.91%","ytd":"19.83%","inception":"19.28%"},"total":{"period":"46.60%","oneday":"-1.94%","fiveday":"-1.69%","onemonth":"-1.12%","threemonths":"9.90%","sixmonths":"18.83%","ninemonths":"13.18%","one":"46.60%","three":"14.58%","five":"90.58%","ten":"417.27%","ytd":"16.17%","inception":"58084.09%"},"years":[{"year":"1989","returns":"74.40%"},{"year":"1990","returns":"58.73%"},{"year":"1991","returns":"162.29%"},{"year":"1992","returns":"50.60%"},{"year":"1993","returns":"-21.77%"},{"year":"1994","returns":"16.84%"},{"year":"1995","returns":"4.27%"},{"year":"1996","returns":"5.42%"},{"year":"1997","returns":"17.96%"},{"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":"-11.51%"},{"year":"2009","returns":"30.42%"},{"year":"2010","returns":"24.97%"},{"year":"2011","returns":"23.41%"},{"year":"2012","returns":"49.67%"},{"year":"2013","returns":"35.92%"},{"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":"16.17%"}]},"aux":13,"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"4.81%","ui":"4.94","upi":"-5.02","sharpe":"-1.49","sortino":"-6.39","downsidedeviation":"3.88%","treynor":"12.54","alpha":"-28.03%","ftalpha":"-514.0","corr":"79.36%","r_squared":"62.98%","beta":"1.08"},"describe":{"name":"Honeywell International","sharesout":"649.6712","marketcap":"133,819.271","price":"205.98","security_type":"Stock","price_previous":"206.1","high_52":"222.35","low_52":"173.162","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":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.97%","oneday":"-13.66%","fiveday":"-97.89%","onemonth":"-8.74%","threemonths":"11.44%","sixmonths":"15.32%","ninemonths":"4.12%","one":"18.97%","three":"0.10%","five":"5.71%","ten":"10.33%","ytd":"-0.23%","inception":"11.92%"},"total":{"period":"18.95%","oneday":"-0.06%","fiveday":"-7.36%","onemonth":"-0.79%","threemonths":"2.83%","sixmonths":"7.44%","ninemonths":"3.09%","one":"18.95%","three":"0.30%","five":"31.89%","ten":"166.52%","ytd":"-0.19%","inception":"5741.75%"},"years":[{"year":"1989","returns":"12.92%"},{"year":"1990","returns":"-18.18%"},{"year":"1991","returns":"70.52%"},{"year":"1992","returns":"40.42%"},{"year":"1993","returns":"32.80%"},{"year":"1994","returns":"-12.35%"},{"year":"1995","returns":"42.30%"},{"year":"1996","returns":"43.14%"},{"year":"1997","returns":"17.43%"},{"year":"1998","returns":"15.83%"},{"year":"1999","returns":"31.81%"},{"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":"-0.19%"}]},"aux":14,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.34%","ui":"6.73","upi":"1.46","sharpe":"0.45","sortino":"1.48","downsidedeviation":"6.61%","treynor":"38.25","alpha":"-0.20%","ftalpha":"-310.3","corr":"69.99%","r_squared":"48.98%","beta":"1.26"},"describe":{"name":"International Business Machines","sharesout":"921.1482","marketcap":"193,837.209","price":"210.43","security_type":"Stock","price_previous":"212.91","high_52":"235.26","low_52":"137.082","yield":"3.16%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.16%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"53.57%","oneday":"-94.79%","fiveday":"-99.31%","onemonth":"-42.51%","threemonths":"49.11%","sixmonths":"63.41%","ninemonths":"21.22%","one":"53.57%","three":"24.70%","five":"14.84%","ten":"7.10%","ytd":"40.15%","inception":"8.44%"},"total":{"period":"53.51%","oneday":"-1.16%","fiveday":"-9.40%","onemonth":"-4.71%","threemonths":"10.84%","sixmonths":"28.05%","ninemonths":"15.60%","one":"53.51%","three":"93.26%","five":"99.38%","ten":"98.17%","ytd":"32.27%","inception":"1764.52%"},"years":[{"year":"1989","returns":"-19.44%"},{"year":"1990","returns":"25.67%"},{"year":"1991","returns":"-17.57%"},{"year":"1992","returns":"-40.01%"},{"year":"1993","returns":"15.82%"},{"year":"1994","returns":"32.27%"},{"year":"1995","returns":"25.68%"},{"year":"1996","returns":"67.67%"},{"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":"20.50%"},{"year":"2004","returns":"7.19%"},{"year":"2005","returns":"-15.83%"},{"year":"2006","returns":"19.77%"},{"year":"2007","returns":"12.84%"},{"year":"2008","returns":"-20.77%"},{"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":"32.27%"}]},"aux":15,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"IT Services","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"INTC","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"14.27%","ui":"35.85","upi":"-2.18","sharpe":"-1.58","sortino":"-4.21","downsidedeviation":"18.59%","treynor":"-20.21","alpha":"-115.67%","ftalpha":"-1,000.6","corr":"48.69%","r_squared":"23.71%","beta":"1.97"},"describe":{"name":"Intel","sharesout":"4276","marketcap":"97,920.398","price":"22.9","security_type":"Stock","price_previous":"22.92","high_52":"50.079","low_52":"18.89","yield":"2.18%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.18%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-34.50%","oneday":"-19.77%","fiveday":"204.57%","onemonth":"-39.03%","threemonths":"-67.65%","sixmonths":"-45.31%","ninemonths":"-57.01%","one":"-34.50%","three":"-20.32%","five":"-14.30%","ten":"-1.21%","ytd":"-60.63%","inception":"11.36%"},"total":{"period":"-34.47%","oneday":"-0.09%","fiveday":"2.23%","onemonth":"-4.22%","threemonths":"-25.23%","sixmonths":"-26.20%","ninemonths":"-47.05%","one":"-34.47%","three":"-49.24%","five":"-53.67%","ten":"-11.44%","ytd":"-53.81%","inception":"4772.34%"},"years":[{"year":"1989","returns":"45.22%"},{"year":"1990","returns":"11.70%"},{"year":"1991","returns":"27.29%"},{"year":"1992","returns":"77.75%"},{"year":"1993","returns":"43.02%"},{"year":"1994","returns":"3.42%"},{"year":"1995","returns":"78.18%"},{"year":"1996","returns":"131.26%"},{"year":"1997","returns":"7.45%"},{"year":"1998","returns":"69.03%"},{"year":"1999","returns":"39.06%"},{"year":"2000","returns":"-26.86%"},{"year":"2001","returns":"4.90%"},{"year":"2002","returns":"-50.31%"},{"year":"2003","returns":"106.62%"},{"year":"2004","returns":"-26.56%"},{"year":"2005","returns":"8.12%"},{"year":"2006","returns":"-17.18%"},{"year":"2007","returns":"34.22%"},{"year":"2008","returns":"-43.47%"},{"year":"2009","returns":"43.91%"},{"year":"2010","returns":"6.26%"},{"year":"2011","returns":"19.33%"},{"year":"2012","returns":"-12.93%"},{"year":"2013","returns":"30.91%"},{"year":"2014","returns":"44.28%"},{"year":"2015","returns":"-2.21%"},{"year":"2016","returns":"8.78%"},{"year":"2017","returns":"30.84%"},{"year":"2018","returns":"4.21%"},{"year":"2019","returns":"30.70%"},{"year":"2020","returns":"-14.70%"},{"year":"2021","returns":"6.02%"},{"year":"2022","returns":"-46.65%"},{"year":"2023","returns":"94.64%"},{"year":"2024","returns":"-53.81%"}]},"aux":16,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Semiconductors & Semiconductor Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"JNJ","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"4.37%","ui":"5.00","upi":"-6.06","sharpe":"-2.00","sortino":"-8.11","downsidedeviation":"3.74%","treynor":"11.58","alpha":"-18.70%","ftalpha":"-417.0","corr":"56.20%","r_squared":"31.58%","beta":"0.70"},"describe":{"name":"Johnson & Johnson","sharesout":"2407.244","marketcap":"385,375.683","price":"160.09","security_type":"Stock","price_previous":"161.6","high_52":"167.38","low_52":"141.124","yield":"3.04%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.04%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"13.45%","oneday":"-90.63%","fiveday":"-64.93%","onemonth":"-8.92%","threemonths":"6.89%","sixmonths":"22.52%","ninemonths":"3.77%","one":"13.45%","three":"2.31%","five":"7.33%","ten":"7.17%","ytd":"5.51%","inception":"12.66%"},"total":{"period":"13.44%","oneday":"-0.93%","fiveday":"-2.06%","onemonth":"-0.81%","threemonths":"1.73%","sixmonths":"10.77%","ninemonths":"2.83%","one":"13.44%","three":"7.05%","five":"42.30%","ten":"99.55%","ytd":"4.55%","inception":"7301.29%"},"years":[{"year":"1989","returns":"42.62%"},{"year":"1990","returns":"23.39%"},{"year":"1991","returns":"62.33%"},{"year":"1992","returns":"-10.19%"},{"year":"1993","returns":"-8.92%"},{"year":"1994","returns":"24.99%"},{"year":"1995","returns":"59.16%"},{"year":"1996","returns":"18.11%"},{"year":"1997","returns":"34.31%"},{"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":"25.17%"},{"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":"4.55%"}]},"aux":17,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"JPM","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.66%","ui":"3.28","upi":"7.46","sharpe":"1.25","sortino":"7.47","downsidedeviation":"3.28%","treynor":"47.37","alpha":"11.91%","ftalpha":"122.9","corr":"82.54%","r_squared":"68.13%","beta":"1.33"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2815.3","marketcap":"627,530.353","price":"222.9","security_type":"Stock","price_previous":"225.5","high_52":"225.5","low_52":"132.543","yield":"2.06%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.06%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"68.26%","oneday":"-94.64%","fiveday":"-24.07%","onemonth":"106.25%","threemonths":"26.94%","sixmonths":"35.80%","ninemonths":"43.56%","one":"68.26%","three":"12.66%","five":"15.34%","ten":"17.41%","ytd":"42.56%","inception":"12.60%"},"total":{"period":"68.17%","oneday":"-1.15%","fiveday":"-0.54%","onemonth":"6.52%","threemonths":"6.34%","sixmonths":"16.66%","ninemonths":"31.31%","one":"68.17%","three":"42.74%","five":"103.76%","ten":"395.59%","ytd":"34.15%","inception":"7172.43%"},"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":"34.15%"}]},"aux":18,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Banks","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"KO","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"3.55%","ui":"2.04","upi":"-10.49","sharpe":"-1.74","sortino":"-8.22","downsidedeviation":"2.61%","treynor":"41.40","alpha":"1.23%","ftalpha":"249.4","corr":"40.71%","r_squared":"16.57%","beta":"0.41"},"describe":{"name":"Coca-Cola","sharesout":"4309.868","marketcap":"282,554.936","price":"65.56","security_type":"Stock","price_previous":"66.67","high_52":"72.517","low_52":"53.59","yield":"2.92%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.92%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"22.36%","oneday":"-98.55%","fiveday":"-94.54%","onemonth":"-64.69%","threemonths":"-4.70%","sixmonths":"14.84%","ninemonths":"16.59%","one":"22.36%","three":"8.42%","five":"7.47%","ten":"8.21%","ytd":"16.86%","inception":"12.13%"},"total":{"period":"22.34%","oneday":"-1.66%","fiveday":"-5.60%","onemonth":"-8.68%","threemonths":"-1.23%","sixmonths":"7.22%","ninemonths":"12.26%","one":"22.34%","three":"27.30%","five":"43.26%","ten":"119.78%","ytd":"13.78%","inception":"6143.81%"},"years":[{"year":"1989","returns":"77.08%"},{"year":"1990","returns":"22.75%"},{"year":"1991","returns":"75.35%"},{"year":"1992","returns":"5.77%"},{"year":"1993","returns":"8.28%"},{"year":"1994","returns":"17.47%"},{"year":"1995","returns":"46.19%"},{"year":"1996","returns":"43.25%"},{"year":"1997","returns":"27.89%"},{"year":"1998","returns":"1.32%"},{"year":"1999","returns":"-12.17%"},{"year":"2000","returns":"5.99%"},{"year":"2001","returns":"-21.46%"},{"year":"2002","returns":"-5.50%"},{"year":"2003","returns":"18.11%"},{"year":"2004","returns":"-16.11%"},{"year":"2005","returns":"-0.65%"},{"year":"2006","returns":"23.09%"},{"year":"2007","returns":"30.45%"},{"year":"2008","returns":"-24.11%"},{"year":"2009","returns":"30.24%"},{"year":"2010","returns":"19.03%"},{"year":"2011","returns":"9.44%"},{"year":"2012","returns":"6.51%"},{"year":"2013","returns":"17.24%"},{"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":"13.78%"}]},"aux":19,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Beverages","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"MCD","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.13%","ui":"7.61","upi":"-3.37","sharpe":"-1.44","sortino":"-6.17","downsidedeviation":"4.16%","treynor":"19.66","alpha":"-12.17%","ftalpha":"-486.9","corr":"44.57%","r_squared":"19.86%","beta":"0.65"},"describe":{"name":"McDonald's","sharesout":"717.3432","marketcap":"211,616.244","price":"295","security_type":"Stock","price_previous":"296.79","high_52":"316.56","low_52":"244.391","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":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.15%","oneday":"-78.26%","fiveday":"-96.16%","onemonth":"-28.31%","threemonths":"63.49%","sixmonths":"19.04%","ninemonths":"3.66%","one":"18.15%","three":"8.79%","five":"11.50%","ten":"15.24%","ytd":"1.56%","inception":"13.87%"},"total":{"period":"18.13%","oneday":"-0.60%","fiveday":"-6.26%","onemonth":"-2.86%","threemonths":"13.51%","sixmonths":"9.17%","ninemonths":"2.75%","one":"18.13%","three":"28.59%","five":"72.06%","ten":"311.41%","ytd":"1.29%","inception":"10805.73%"},"years":[{"year":"1989","returns":"44.90%"},{"year":"1990","returns":"-14.68%"},{"year":"1991","returns":"31.91%"},{"year":"1992","returns":"29.42%"},{"year":"1993","returns":"17.87%"},{"year":"1994","returns":"3.47%"},{"year":"1995","returns":"55.34%"},{"year":"1996","returns":"1.19%"},{"year":"1997","returns":"5.94%"},{"year":"1998","returns":"61.76%"},{"year":"1999","returns":"5.43%"},{"year":"2000","returns":"-15.10%"},{"year":"2001","returns":"-21.51%"},{"year":"2002","returns":"-38.42%"},{"year":"2003","returns":"56.77%"},{"year":"2004","returns":"31.48%"},{"year":"2005","returns":"7.30%"},{"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":"34.66%"},{"year":"2012","returns":"-10.07%"},{"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":"1.29%"}]},"aux":20,"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"10.10%","ui":"7.84","upi":"1.36","sharpe":"0.30","sortino":"1.08","downsidedeviation":"9.84%","treynor":"45.05","alpha":"7.23%","ftalpha":"-393.1","corr":"37.98%","r_squared":"14.43%","beta":"1.09"},"describe":{"name":"3M Company","sharesout":"544.5586","marketcap":"70,395.093","price":"129.27","security_type":"Stock","price_previous":"130.29","high_52":"139.44","low_52":"83.747","yield":"3.41%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"3.41%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"54.42%","oneday":"-86.23%","fiveday":"-61.37%","onemonth":"-49.89%","threemonths":"15.71%","sixmonths":"100.68%","ninemonths":"53.37%","one":"54.42%","three":"-6.05%","five":"-1.21%","ten":"1.85%","ytd":"26.71%","inception":"9.38%"},"total":{"period":"54.36%","oneday":"-0.78%","fiveday":"-1.87%","onemonth":"-5.85%","threemonths":"3.83%","sixmonths":"42.00%","ninemonths":"38.01%","one":"54.36%","three":"-17.00%","five":"-5.90%","ten":"20.03%","ytd":"21.67%","inception":"2448.20%"},"years":[{"year":"1989","returns":"33.01%"},{"year":"1990","returns":"11.64%"},{"year":"1991","returns":"15.05%"},{"year":"1992","returns":"9.18%"},{"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":"41.09%"},{"year":"2000","returns":"26.22%"},{"year":"2001","returns":"0.16%"},{"year":"2002","returns":"6.38%"},{"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":"48.52%"},{"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":"21.67%"}]},"aux":21,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"MRK","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.87%","ui":"7.95","upi":"-5.06","sharpe":"-1.98","sortino":"-7.47","downsidedeviation":"5.39%","treynor":"-6.02","alpha":"-13.42%","ftalpha":"-716.3","corr":"18.14%","r_squared":"3.29%","beta":"0.30"},"describe":{"name":"Merck & Company","sharesout":"2534.809","marketcap":"262,935.746","price":"103.73","security_type":"Stock","price_previous":"104.23","high_52":"132.098","low_52":"97.595","yield":"2.97%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.97%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.56%","oneday":"-70.27%","fiveday":"-75.24%","onemonth":"-65.05%","threemonths":"-54.34%","sixmonths":"-34.64%","ninemonths":"-16.68%","one":"3.56%","three":"8.77%","five":"7.25%","ten":"9.63%","ytd":"-3.65%","inception":"12.87%"},"total":{"period":"3.56%","oneday":"-0.48%","fiveday":"-2.73%","onemonth":"-8.76%","threemonths":"-18.29%","sixmonths":"-19.28%","ninemonths":"-12.84%","one":"3.56%","three":"28.53%","five":"41.80%","ten":"150.24%","ytd":"-3.04%","inception":"7818.32%"},"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":"-3.04%"}]},"aux":22,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"MSFT","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.47%","ui":"5.95","upi":"-1.98","sharpe":"-0.62","sortino":"-2.22","downsidedeviation":"5.32%","treynor":"21.66","alpha":"-20.56%","ftalpha":"-518.0","corr":"79.07%","r_squared":"62.52%","beta":"1.23"},"describe":{"name":"Microsoft","sharesout":"7433.039","marketcap":"3,210,701.287","price":"431.95","security_type":"Stock","price_previous":"426.59","high_52":"466.729","low_52":"327.376","yield":"0.69%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.69%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"31.98%","oneday":"2232.95%","fiveday":"68.41%","onemonth":"11.05%","threemonths":"5.56%","sixmonths":"16.01%","ninemonths":"8.04%","one":"31.98%","three":"10.19%","five":"26.00%","ten":"26.99%","ytd":"18.98%","inception":"23.51%"},"total":{"period":"31.94%","oneday":"1.26%","fiveday":"1.04%","onemonth":"0.92%","threemonths":"1.40%","sixmonths":"7.77%","ninemonths":"5.99%","one":"31.94%","three":"33.62%","five":"216.64%","ten":"983.70%","ytd":"15.49%","inception":"204615.70%"},"years":[{"year":"1989","returns":"63.48%"},{"year":"1990","returns":"73.14%"},{"year":"1991","returns":"121.81%"},{"year":"1992","returns":"15.17%"},{"year":"1993","returns":"-5.59%"},{"year":"1994","returns":"51.59%"},{"year":"1995","returns":"43.61%"},{"year":"1996","returns":"88.30%"},{"year":"1997","returns":"56.43%"},{"year":"1998","returns":"114.60%"},{"year":"1999","returns":"68.37%"},{"year":"2000","returns":"-62.84%"},{"year":"2001","returns":"52.72%"},{"year":"2002","returns":"-21.96%"},{"year":"2003","returns":"6.81%"},{"year":"2004","returns":"8.93%"},{"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":"4.95%"},{"year":"2013","returns":"44.28%"},{"year":"2014","returns":"27.54%"},{"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":"15.49%"}]},"aux":23,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"9.94%","ui":"25.12","upi":"-2.49","sharpe":"-1.82","sortino":"-5.32","downsidedeviation":"11.75%","treynor":"-182.27","alpha":"-29.23%","ftalpha":"-952.1","corr":"4.69%","r_squared":"0.22%","beta":"0.13"},"describe":{"name":"Nike-B","sharesout":"1488.496","marketcap":"116,698.089","price":"78.4","security_type":"Stock","price_previous":"78.91","high_52":"121.168","low_52":"70.768","yield":"1.89%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.89%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-18.76%","oneday":"-80.52%","fiveday":"-85.15%","onemonth":"-77.92%","threemonths":"30.40%","sixmonths":"-29.17%","ninemonths":"-30.06%","one":"-18.76%","three":"-21.45%","five":"-1.49%","ten":"6.69%","ytd":"-31.50%","inception":"17.24%"},"total":{"period":"-18.75%","oneday":"-0.65%","fiveday":"-3.71%","onemonth":"-12.34%","threemonths":"7.08%","sixmonths":"-15.94%","ninemonths":"-23.61%","one":"-18.75%","three":"-51.36%","five":"-7.24%","ten":"90.83%","ytd":"-26.91%","inception":"31135.06%"},"years":[{"year":"1989","returns":"104.09%"},{"year":"1990","returns":"53.01%"},{"year":"1991","returns":"82.02%"},{"year":"1992","returns":"15.76%"},{"year":"1993","returns":"-43.50%"},{"year":"1994","returns":"63.60%"},{"year":"1995","returns":"88.75%"},{"year":"1996","returns":"73.54%"},{"year":"1997","returns":"-34.37%"},{"year":"1998","returns":"5.06%"},{"year":"1999","returns":"23.33%"},{"year":"2000","returns":"13.96%"},{"year":"2001","returns":"1.91%"},{"year":"2002","returns":"-20.11%"},{"year":"2003","returns":"55.63%"},{"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":"32.08%"},{"year":"2010","returns":"31.23%"},{"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":"-26.91%"}]},"aux":24,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Textiles, Apparel & Luxury Goods","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"PG","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"4.33%","ui":"2.42","upi":"-11.28","sharpe":"-1.82","sortino":"-10.46","downsidedeviation":"2.61%","treynor":"38.37","alpha":"-0.01%","ftalpha":"79.0","corr":"23.46%","r_squared":"5.51%","beta":"0.29"},"describe":{"name":"Procter & Gamble","sharesout":"2355.042","marketcap":"393,692.367","price":"167.17","security_type":"Stock","price_previous":"169.3","high_52":"176.751","low_52":"140.421","yield":"2.37%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"2.37%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"16.44%","oneday":"-95.90%","fiveday":"-53.13%","onemonth":"-30.39%","threemonths":"-4.00%","sixmonths":"9.43%","ninemonths":"12.15%","one":"16.44%","three":"8.03%","five":"8.91%","ten":"9.89%","ytd":"20.75%","inception":"13.18%"},"total":{"period":"16.42%","oneday":"-1.26%","fiveday":"-1.49%","onemonth":"-3.11%","threemonths":"-1.05%","sixmonths":"4.64%","ninemonths":"9.02%","one":"16.42%","three":"25.93%","five":"53.05%","ten":"156.12%","ytd":"16.91%","inception":"8638.63%"},"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":"16.91%"}]},"aux":25,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Household Products","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"TRV","dtestart":{"marketdate":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.57%","ui":"5.05","upi":"2.79","sharpe":"0.62","sortino":"3.70","downsidedeviation":"3.81%","treynor":"40.40","alpha":"2.60%","ftalpha":"-15.0","corr":"69.64%","r_squared":"48.49%","beta":"1.30"},"describe":{"name":"Travelers Companies","sharesout":"227.019","marketcap":"56,452.814","price":"248.67","security_type":"Stock","price_previous":"252.37","high_52":"265.45","low_52":"157.603","yield":"1.65%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.65%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"57.85%","oneday":"-97.59%","fiveday":"-87.71%","onemonth":"81.17%","threemonths":"82.39%","sixmonths":"38.67%","ninemonths":"26.58%","one":"57.85%","three":"18.19%","five":"16.71%","ten":"12.15%","ytd":"40.27%","inception":"12.32%"},"total":{"period":"57.78%","oneday":"-1.47%","fiveday":"-4.07%","onemonth":"5.32%","threemonths":"16.75%","sixmonths":"17.89%","ninemonths":"19.43%","one":"57.78%","three":"64.69%","five":"116.10%","ten":"213.96%","ytd":"32.36%","inception":"6543.60%"},"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":"32.36%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.80%","ui":"7.52","upi":"-4.65","sharpe":"-1.48","sortino":"-8.85","downsidedeviation":"3.95%","treynor":"18.95","alpha":"-3.50%","ftalpha":"-520.7","corr":"9.32%","r_squared":"0.87%","beta":"0.18"},"describe":{"name":"UnitedHealth Group","sharesout":"923.4182","marketcap":"519,081.077","price":"562.13","security_type":"Stock","price_previous":"565.24","high_52":"605.4","low_52":"435.77","yield":"1.42%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.42%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"8.79%","oneday":"-75.14%","fiveday":"-49.79%","onemonth":"-32.65%","threemonths":"-1.78%","sixmonths":"33.95%","ninemonths":"17.25%","one":"8.79%","three":"8.45%","five":"19.17%","ten":"21.60%","ytd":"9.78%","inception":"27.27%"},"total":{"period":"8.78%","oneday":"-0.55%","fiveday":"-1.36%","onemonth":"-3.39%","threemonths":"-0.46%","sixmonths":"15.85%","ninemonths":"12.73%","one":"8.78%","three":"27.41%","five":"139.77%","ten":"603.59%","ytd":"8.04%","inception":"604340.90%"},"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":"8.04%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"4.59%","ui":"4.90","upi":"-4.05","sharpe":"-1.25","sortino":"-7.01","downsidedeviation":"2.83%","treynor":"19.48","alpha":"-18.03%","ftalpha":"-309.3","corr":"73.16%","r_squared":"53.53%","beta":"0.95"},"describe":{"name":"Visa Inc","sharesout":"1945.879","marketcap":"548,504.382","price":"281.88","security_type":"Stock","price_previous":"284.19","high_52":"291.56","low_52":"227.473","yield":"0.74%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"0.74%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.94%","oneday":"-87.24%","fiveday":"-40.44%","onemonth":"31.82%","threemonths":"34.65%","sixmonths":"8.30%","ninemonths":"4.80%","one":"23.94%","three":"10.91%","five":"10.48%","ten":"18.92%","ytd":"10.83%","inception":"20.63%"},"total":{"period":"23.92%","oneday":"-0.81%","fiveday":"-1.02%","onemonth":"2.44%","threemonths":"7.97%","sixmonths":"4.09%","ninemonths":"3.60%","one":"23.92%","three":"36.21%","five":"64.38%","ten":"463.31%","ytd":"8.89%","inception":"2140.88%"},"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":"48.06%"},{"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":"8.89%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"6.06%","ui":"3.79","upi":"-3.13","sharpe":"-0.57","sortino":"-3.89","downsidedeviation":"3.05%","treynor":"25.03","alpha":"-14.17%","ftalpha":"-135.1","corr":"61.59%","r_squared":"37.93%","beta":"1.06"},"describe":{"name":"Verizon Communications","sharesout":"4209.52","marketcap":"173,979.469","price":"41.33","security_type":"Stock","price_previous":"41.62","high_52":"44.508","low_52":"31.343","yield":"6.47%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"6.47%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"31.90%","oneday":"-82.86%","fiveday":"-18.70%","onemonth":"-53.60%","threemonths":"20.30%","sixmonths":"13.14%","ninemonths":"4.14%","one":"31.90%","three":"-1.95%","five":"-1.96%","ten":"3.24%","ytd":"20.82%","inception":"7.72%"},"total":{"period":"31.86%","oneday":"-0.70%","fiveday":"-0.41%","onemonth":"-6.48%","threemonths":"4.88%","sixmonths":"6.41%","ninemonths":"3.11%","one":"31.86%","three":"-5.72%","five":"-9.42%","ten":"37.39%","ytd":"16.96%","inception":"1366.12%"},"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":"16.96%"}]},"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":"8858","juliandate":"45226","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"},"risk":{"sd":"5.45%","ui":"3.59","upi":"2.90","sharpe":"0.55","sortino":"2.51","downsidedeviation":"4.14%","treynor":"75.08","alpha":"23.84%","ftalpha":"209.5","corr":"42.01%","r_squared":"17.65%","beta":"0.65"},"describe":{"name":"Walmart Inc","sharesout":"8038.251","marketcap":"656,725.082","price":"81.7","security_type":"Stock","price_previous":"82.75","high_52":"83.27","low_52":"49.804","yield":"1.46%","yieldS":"0.00%","yieldL":"0.00%","yield_all":"1.46%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":null,"dteend":null},"oneday":{"dtestart":{"marketdate":"9109","strdate":"10/28/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"fiveday":{"dtestart":{"marketdate":"9105","strdate":"10/22/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"onemonth":{"dtestart":{"marketdate":"9088","strdate":"9/27/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"threemonths":{"dtestart":{"marketdate":"9045","strdate":"7/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"sixmonths":{"dtestart":{"marketdate":"8983","strdate":"4/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ninemonths":{"dtestart":{"marketdate":"8920","strdate":"1/29/2024"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"one":{"dtestart":{"marketdate":"8858","strdate":"10/27/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"three":{"dtestart":{"marketdate":"8357","strdate":"10/29/2021"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"five":{"dtestart":{"marketdate":"7852","strdate":"10/29/2019"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ten":{"dtestart":{"marketdate":"6594","strdate":"10/29/2014"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"ytd":{"dtestart":{"marketdate":"8901","strdate":"12/29/2023"},"dteend":{"marketdate":"9110","juliandate":"45594","strdate":"10/29/2024"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"54.19%","oneday":"-96.01%","fiveday":"-17.90%","onemonth":"31.35%","threemonths":"88.11%","sixmonths":"85.45%","ninemonths":"71.23%","one":"54.19%","three":"19.80%","five":"17.77%","ten":"14.71%","ytd":"72.33%","inception":"13.85%"},"total":{"period":"54.12%","oneday":"-1.27%","fiveday":"-0.39%","onemonth":"2.41%","threemonths":"17.68%","sixmonths":"36.47%","ninemonths":"49.95%","one":"54.12%","three":"71.47%","five":"126.03%","ten":"293.22%","ytd":"56.98%","inception":"10735.54%"},"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":"56.98%"}]},"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}