{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"9.612%","ui":"10.804","upi":"-0.608","sharpe":"-0.197","sortino":"-0.800","downsidedeviation":"8.213%","treynor":"1.074","alpha":"-7.217%","ftalpha":"-462.5","corr":"64.744%","r_squared":"41.918%","beta":"1.083"},"describe":{"name":"Apple Inc","sharesout":"14935.83","marketcap":"2,993,439.021","price":"200.42","security_type":"Stock","price_previous":"200.21","high_52":"258.417","low_52":"172.208","yield":"0.504%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.504%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"6.029%","oneday":"30.268%","fiveday":"-79.721%","onemonth":"-42.539%","threemonths":"-53.780%","sixmonths":"-27.651%","ninemonths":"-14.887%","one":"6.029%","three":"10.899%","five":"21.073%","ten":"21.182%","ytd":"-42.647%","inception":"19.759%"},"total":{"period":"5.974%","oneday":"0.105%","fiveday":"-3.113%","onemonth":"-4.508%","threemonths":"-17.025%","sixmonths":"-14.490%","ninemonths":"-11.206%","one":"5.974%","three":"36.070%","five":"159.125%","ten":"579.068%","ytd":"-19.780%","inception":"74405.580%"},"years":[{"year":"1989","returns":"-11.786%"},{"year":"1990","returns":"23.887%"},{"year":"1991","returns":"32.353%"},{"year":"1992","returns":"6.667%"},{"year":"1993","returns":"-50.463%"},{"year":"1994","returns":"35.514%"},{"year":"1995","returns":"-17.241%"},{"year":"1996","returns":"-34.583%"},{"year":"1997","returns":"-36.943%"},{"year":"1998","returns":"211.111%"},{"year":"1999","returns":"150.649%"},{"year":"2000","returns":"-70.984%"},{"year":"2001","returns":"46.875%"},{"year":"2002","returns":"-34.650%"},{"year":"2003","returns":"49.302%"},{"year":"2004","returns":"201.558%"},{"year":"2005","returns":"123.244%"},{"year":"2006","returns":"18.001%"},{"year":"2007","returns":"133.451%"},{"year":"2008","returns":"-56.912%"},{"year":"2009","returns":"146.901%"},{"year":"2010","returns":"53.071%"},{"year":"2011","returns":"25.562%"},{"year":"2012","returns":"32.583%"},{"year":"2013","returns":"8.062%"},{"year":"2014","returns":"40.622%"},{"year":"2015","returns":"-3.022%"},{"year":"2016","returns":"12.484%"},{"year":"2017","returns":"48.473%"},{"year":"2018","returns":"-5.391%"},{"year":"2019","returns":"88.967%"},{"year":"2020","returns":"82.309%"},{"year":"2021","returns":"34.648%"},{"year":"2022","returns":"-26.405%"},{"year":"2023","returns":"49.005%"},{"year":"2024","returns":"30.705%"},{"year":"2025","returns":"-19.780%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.433%","ui":"11.255","upi":"-1.501","sharpe":"-0.656","sortino":"-2.480","downsidedeviation":"6.812%","treynor":"30.529","alpha":"-6.840%","ftalpha":"-662.7","corr":"-23.190%","r_squared":"5.378%","beta":"-0.300"},"describe":{"name":"Amgen","sharesout":"537.7061","marketcap":"149,697.375","price":"278.4","security_type":"Stock","price_previous":"279.45","high_52":"329.09","low_52":"254.272","yield":"3.326%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.326%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-4.294%","oneday":"-61.310%","fiveday":"85.536%","onemonth":"-9.170%","threemonths":"-31.796%","sixmonths":"2.271%","ninemonths":"-17.697%","one":"-4.294%","three":"6.310%","five":"7.771%","ten":"9.032%","ytd":"23.214%","inception":"19.219%"},"total":{"period":"-4.257%","oneday":"-0.376%","fiveday":"1.233%","onemonth":"-0.797%","threemonths":"-8.838%","sixmonths":"1.092%","ninemonths":"-13.377%","one":"-4.257%","three":"19.983%","five":"45.153%","ten":"136.823%","ytd":"8.628%","inception":"63029.250%"},"years":[{"year":"1989","returns":"45.287%"},{"year":"1990","returns":"154.161%"},{"year":"1991","returns":"265.039%"},{"year":"1992","returns":"-6.765%"},{"year":"1993","returns":"-29.904%"},{"year":"1994","returns":"19.191%"},{"year":"1995","returns":"101.268%"},{"year":"1996","returns":"-8.417%"},{"year":"1997","returns":"-0.476%"},{"year":"1998","returns":"93.191%"},{"year":"1999","returns":"129.763%"},{"year":"2000","returns":"6.459%"},{"year":"2001","returns":"-11.729%"},{"year":"2002","returns":"-14.351%"},{"year":"2003","returns":"27.824%"},{"year":"2004","returns":"3.818%"},{"year":"2005","returns":"22.930%"},{"year":"2006","returns":"-13.378%"},{"year":"2007","returns":"-32.015%"},{"year":"2008","returns":"24.353%"},{"year":"2009","returns":"-2.044%"},{"year":"2010","returns":"-2.952%"},{"year":"2011","returns":"18.178%"},{"year":"2012","returns":"36.232%"},{"year":"2013","returns":"34.806%"},{"year":"2014","returns":"42.317%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.248%"},{"year":"2018","returns":"15.172%"},{"year":"2019","returns":"27.621%"},{"year":"2020","returns":"-1.999%"},{"year":"2021","returns":"0.875%"},{"year":"2022","returns":"20.428%"},{"year":"2023","returns":"13.473%"},{"year":"2024","returns":"-6.760%"},{"year":"2025","returns":"8.628%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"10.068%","ui":"12.001","upi":"-0.008","sharpe":"-0.003","sortino":"-0.010","downsidedeviation":"9.180%","treynor":"6.905","alpha":"-0.918%","ftalpha":"-344.2","corr":"63.153%","r_squared":"39.883%","beta":"1.107"},"describe":{"name":"Amazon com","sharesout":"10616.35","marketcap":"2,173,379.185","price":"204.72","security_type":"Stock","price_previous":"206.02","high_52":"242.06","low_52":"161.02","yield":"0.000%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.000%","startdate":{"marketdate":"2201","juliandate":"35565","strdate":"05-15-1997"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"12.509%","oneday":"-79.745%","fiveday":"17.402%","onemonth":"183.662%","threemonths":"-13.925%","sixmonths":"-1.022%","ninemonths":"27.848%","one":"12.509%","three":"21.323%","five":"11.314%","ten":"25.462%","ytd":"-16.019%","inception":"31.496%"},"total":{"period":"12.391%","oneday":"-0.631%","fiveday":"0.319%","onemonth":"9.068%","threemonths":"-3.561%","sixmonths":"-0.496%","ninemonths":"19.859%","one":"12.391%","three":"77.792%","five":"70.522%","ten":"859.820%","ytd":"-6.687%","inception":"210951.500%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"158.763%"},{"year":"1998","returns":"966.534%"},{"year":"1999","returns":"42.174%"},{"year":"2000","returns":"-79.559%"},{"year":"2001","returns":"-30.463%"},{"year":"2002","returns":"74.492%"},{"year":"2003","returns":"178.708%"},{"year":"2004","returns":"-15.811%"},{"year":"2005","returns":"6.456%"},{"year":"2006","returns":"-16.327%"},{"year":"2007","returns":"134.769%"},{"year":"2008","returns":"-44.646%"},{"year":"2009","returns":"162.324%"},{"year":"2010","returns":"33.809%"},{"year":"2011","returns":"-3.833%"},{"year":"2012","returns":"44.922%"},{"year":"2013","returns":"58.973%"},{"year":"2014","returns":"-22.177%"},{"year":"2015","returns":"117.779%"},{"year":"2016","returns":"10.942%"},{"year":"2017","returns":"55.957%"},{"year":"2018","returns":"28.434%"},{"year":"2019","returns":"23.027%"},{"year":"2020","returns":"76.256%"},{"year":"2021","returns":"2.377%"},{"year":"2022","returns":"-49.615%"},{"year":"2023","returns":"80.881%"},{"year":"2024","returns":"44.393%"},{"year":"2025","returns":"-6.687%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"9.388%","ui":"9.188","upi":"1.383","sharpe":"0.391","sortino":"1.629","downsidedeviation":"7.802%","treynor":"20.049","alpha":"12.555%","ftalpha":"112.7","corr":"62.386%","r_squared":"38.921%","beta":"1.020"},"describe":{"name":"American Express","sharesout":"700.5889","marketcap":"205,524.749","price":"293.36","security_type":"Stock","price_previous":"293.76","high_52":"324.73","low_52":"219.691","yield":"0.995%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.995%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"25.308%","oneday":"-29.088%","fiveday":"-38.180%","onemonth":"239.915%","threemonths":"-8.724%","sixmonths":"-6.138%","ninemonths":"20.961%","one":"25.308%","three":"21.831%","five":"26.267%","ten":"15.586%","ytd":"-1.456%","inception":"12.574%"},"total":{"period":"25.056%","oneday":"-0.136%","fiveday":"-0.949%","onemonth":"10.723%","threemonths":"-2.183%","sixmonths":"-3.017%","ninemonths":"15.064%","one":"25.056%","three":"80.021%","five":"219.408%","ten":"323.833%","ytd":"-0.580%","inception":"7601.759%"},"years":[{"year":"1989","returns":"34.381%"},{"year":"1990","returns":"-38.609%"},{"year":"1991","returns":"3.448%"},{"year":"1992","returns":"25.460%"},{"year":"1993","returns":"28.416%"},{"year":"1994","returns":"12.532%"},{"year":"1995","returns":"42.795%"},{"year":"1996","returns":"39.804%"},{"year":"1997","returns":"59.889%"},{"year":"1998","returns":"15.678%"},{"year":"1999","returns":"63.380%"},{"year":"2000","returns":"-0.369%"},{"year":"2001","returns":"-34.497%"},{"year":"2002","returns":"0.165%"},{"year":"2003","returns":"37.663%"},{"year":"2004","returns":"17.595%"},{"year":"2005","returns":"5.126%"},{"year":"2006","returns":"19.091%"},{"year":"2007","returns":"-13.391%"},{"year":"2008","returns":"-63.723%"},{"year":"2009","returns":"126.079%"},{"year":"2010","returns":"7.834%"},{"year":"2011","returns":"11.621%"},{"year":"2012","returns":"23.575%"},{"year":"2013","returns":"59.842%"},{"year":"2014","returns":"3.667%"},{"year":"2015","returns":"-24.218%"},{"year":"2016","returns":"8.570%"},{"year":"2017","returns":"36.205%"},{"year":"2018","returns":"-2.632%"},{"year":"2019","returns":"32.524%"},{"year":"2020","returns":"-1.150%"},{"year":"2021","returns":"36.886%"},{"year":"2022","returns":"-8.530%"},{"year":"2023","returns":"28.690%"},{"year":"2024","returns":"60.318%"},{"year":"2025","returns":"-0.580%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"11.331%","ui":"13.473","upi":"0.196","sharpe":"0.067","sortino":"0.360","downsidedeviation":"7.315%","treynor":"-105.947","alpha":"11.127%","ftalpha":"-101.0","corr":"-4.962%","r_squared":"0.246%","beta":"-0.098"},"describe":{"name":"Boeing","sharesout":"754.0055","marketcap":"151,932.108","price":"201.5","security_type":"Stock","price_previous":"201.03","high_52":"207.67","low_52":"136.59","yield":"0.000%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.000%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.236%","oneday":"80.228%","fiveday":"-78.164%","onemonth":"232.950%","threemonths":"80.730%","sixmonths":"78.149%","ninemonths":"25.218%","one":"15.236%","three":"15.199%","five":"6.133%","ten":"4.821%","ytd":"38.682%","inception":"9.673%"},"total":{"period":"15.090%","oneday":"0.234%","fiveday":"-2.971%","onemonth":"10.532%","threemonths":"15.387%","sixmonths":"32.218%","ninemonths":"18.036%","one":"15.090%","three":"52.386%","five":"34.495%","ten":"59.916%","ytd":"13.842%","inception":"2856.279%"},"years":[{"year":"1989","returns":"50.393%"},{"year":"1990","returns":"16.936%"},{"year":"1991","returns":"7.417%"},{"year":"1992","returns":"-13.929%"},{"year":"1993","returns":"10.708%"},{"year":"1994","returns":"11.170%"},{"year":"1995","returns":"69.667%"},{"year":"1996","returns":"37.612%"},{"year":"1997","returns":"-7.098%"},{"year":"1998","returns":"-32.500%"},{"year":"1999","returns":"28.768%"},{"year":"2000","returns":"61.265%"},{"year":"2001","returns":"-40.434%"},{"year":"2002","returns":"-13.386%"},{"year":"2003","returns":"30.430%"},{"year":"2004","returns":"24.864%"},{"year":"2005","returns":"37.914%"},{"year":"2006","returns":"28.383%"},{"year":"2007","returns":"-0.107%"},{"year":"2008","returns":"-50.034%"},{"year":"2009","returns":"31.719%"},{"year":"2010","returns":"23.590%"},{"year":"2011","returns":"15.200%"},{"year":"2012","returns":"4.579%"},{"year":"2013","returns":"84.740%"},{"year":"2014","returns":"-2.528%"},{"year":"2015","returns":"14.050%"},{"year":"2016","returns":"11.319%"},{"year":"2017","returns":"94.771%"},{"year":"2018","returns":"11.531%"},{"year":"2019","returns":"3.327%"},{"year":"2020","returns":"-33.895%"},{"year":"2021","returns":"-5.952%"},{"year":"2022","returns":"-5.379%"},{"year":"2023","returns":"36.837%"},{"year":"2024","returns":"-32.095%"},{"year":"2025","returns":"13.842%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"8.935%","ui":"12.899","upi":"-0.780","sharpe":"-0.325","sortino":"-1.337","downsidedeviation":"7.529%","treynor":"-5.013","alpha":"-5.931%","ftalpha":"-611.8","corr":"29.910%","r_squared":"8.946%","beta":"0.465"},"describe":{"name":"Caterpillar","sharesout":"470.315","marketcap":"164,370.385","price":"349.49","security_type":"Stock","price_previous":"351.51","high_52":"413.363","low_52":"272.59","yield":"1.614%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.614%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"2.534%","oneday":"-76.631%","fiveday":"0.000%","onemonth":"373.377%","threemonths":"9.036%","sixmonths":"-24.469%","ninemonths":"2.162%","one":"2.534%","three":"19.632%","five":"26.361%","ten":"18.119%","ytd":"-7.005%","inception":"13.978%"},"total":{"period":"2.511%","oneday":"-0.575%","fiveday":"0.000%","onemonth":"13.818%","threemonths":"2.114%","sixmonths":"-12.692%","ninemonths":"1.590%","one":"2.511%","three":"70.515%","five":"220.589%","ten":"426.095%","ytd":"-2.838%","inception":"12035.070%"},"years":[{"year":"1989","returns":"-7.212%"},{"year":"1990","returns":"-16.878%"},{"year":"1991","returns":"-4.237%"},{"year":"1992","returns":"23.715%"},{"year":"1993","returns":"67.461%"},{"year":"1994","returns":"24.913%"},{"year":"1995","returns":"8.779%"},{"year":"1996","returns":"31.007%"},{"year":"1997","returns":"31.298%"},{"year":"1998","returns":"-3.054%"},{"year":"1999","returns":"4.687%"},{"year":"2000","returns":"4.152%"},{"year":"2001","returns":"13.728%"},{"year":"2002","returns":"-9.812%"},{"year":"2003","returns":"86.114%"},{"year":"2004","returns":"19.751%"},{"year":"2005","returns":"20.676%"},{"year":"2006","returns":"7.861%"},{"year":"2007","returns":"20.478%"},{"year":"2008","returns":"-36.814%"},{"year":"2009","returns":"33.147%"},{"year":"2010","returns":"68.601%"},{"year":"2011","returns":"-1.479%"},{"year":"2012","returns":"1.001%"},{"year":"2013","returns":"3.426%"},{"year":"2014","returns":"3.468%"},{"year":"2015","returns":"-22.992%"},{"year":"2016","returns":"42.170%"},{"year":"2017","returns":"75.003%"},{"year":"2018","returns":"-17.541%"},{"year":"2019","returns":"19.476%"},{"year":"2020","returns":"26.924%"},{"year":"2021","returns":"15.960%"},{"year":"2022","returns":"18.578%"},{"year":"2023","returns":"25.971%"},{"year":"2024","returns":"24.651%"},{"year":"2025","returns":"-2.838%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"11.321%","ui":"14.640","upi":"-0.660","sharpe":"-0.246","sortino":"-0.913","downsidedeviation":"10.579%","treynor":"-1.732","alpha":"-10.538%","ftalpha":"-613.1","corr":"56.477%","r_squared":"31.896%","beta":"1.113"},"describe":{"name":"SalesForcecom","sharesout":"961","marketcap":"265,264.829","price":"276.03","security_type":"Stock","price_previous":"277.19","high_52":"366.836","low_52":"216.71","yield":"0.585%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.585%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"2.938%","oneday":"-65.280%","fiveday":"-88.377%","onemonth":"58.545%","threemonths":"-26.499%","sixmonths":"-30.475%","ninemonths":"9.730%","one":"2.938%","three":"19.134%","five":"8.993%","ten":"14.405%","ytd":"-38.075%","inception":"22.106%"},"total":{"period":"2.911%","oneday":"-0.418%","fiveday":"-4.176%","onemonth":"3.911%","threemonths":"-7.175%","sixmonths":"-16.121%","ninemonths":"7.086%","one":"2.911%","three":"68.414%","five":"53.534%","ten":"282.567%","ytd":"-17.303%","inception":"6367.432%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"-1.500%"},{"year":"2005","returns":"89.201%"},{"year":"2006","returns":"13.729%"},{"year":"2007","returns":"71.999%"},{"year":"2008","returns":"-48.943%"},{"year":"2009","returns":"130.463%"},{"year":"2010","returns":"78.938%"},{"year":"2011","returns":"-23.135%"},{"year":"2012","returns":"65.680%"},{"year":"2013","returns":"31.326%"},{"year":"2014","returns":"7.465%"},{"year":"2015","returns":"32.186%"},{"year":"2016","returns":"-12.678%"},{"year":"2017","returns":"49.327%"},{"year":"2018","returns":"33.983%"},{"year":"2019","returns":"18.741%"},{"year":"2020","returns":"36.824%"},{"year":"2021","returns":"14.200%"},{"year":"2022","returns":"-47.826%"},{"year":"2023","returns":"98.462%"},{"year":"2024","returns":"27.776%"},{"year":"2025","returns":"-17.303%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"6.685%","ui":"4.629","upi":"6.236","sharpe":"1.246","sortino":"5.338","downsidedeviation":"5.408%","treynor":"53.988","alpha":"31.358%","ftalpha":"1,255.6","corr":"58.253%","r_squared":"33.934%","beta":"0.678"},"describe":{"name":"Cisco Systems","sharesout":"3959.998","marketcap":"250,826.274","price":"63.34","security_type":"Stock","price_previous":"63.75","high_52":"64.409","low_52":"43.789","yield":"2.542%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.542%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"41.468%","oneday":"-80.359%","fiveday":"-6.169%","onemonth":"267.153%","threemonths":"-2.031%","sixmonths":"17.984%","ninemonths":"42.465%","one":"41.468%","three":"15.241%","five":"10.157%","ten":"11.460%","ytd":"22.822%","inception":"22.423%"},"total":{"period":"41.031%","oneday":"-0.643%","fiveday":"-0.126%","onemonth":"11.436%","threemonths":"-0.495%","sixmonths":"8.327%","ninemonths":"29.819%","one":"41.031%","three":"52.553%","five":"61.879%","ten":"194.975%","ytd":"8.490%","inception":"124096.100%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"101.961%"},{"year":"1991","returns":"196.117%"},{"year":"1992","returns":"137.377%"},{"year":"1993","returns":"64.503%"},{"year":"1994","returns":"8.648%"},{"year":"1995","returns":"112.519%"},{"year":"1996","returns":"70.509%"},{"year":"1997","returns":"31.457%"},{"year":"1998","returns":"149.692%"},{"year":"1999","returns":"130.843%"},{"year":"2000","returns":"-28.585%"},{"year":"2001","returns":"-52.654%"},{"year":"2002","returns":"-27.662%"},{"year":"2003","returns":"84.960%"},{"year":"2004","returns":"-20.264%"},{"year":"2005","returns":"-11.384%"},{"year":"2006","returns":"59.628%"},{"year":"2007","returns":"-0.949%"},{"year":"2008","returns":"-39.784%"},{"year":"2009","returns":"46.870%"},{"year":"2010","returns":"-15.497%"},{"year":"2011","returns":"-9.635%"},{"year":"2012","returns":"10.786%"},{"year":"2013","returns":"16.718%"},{"year":"2014","returns":"27.932%"},{"year":"2015","returns":"0.623%"},{"year":"2016","returns":"15.174%"},{"year":"2017","returns":"31.270%"},{"year":"2018","returns":"16.567%"},{"year":"2019","returns":"13.819%"},{"year":"2020","returns":"-3.532%"},{"year":"2021","returns":"45.757%"},{"year":"2022","returns":"-22.458%"},{"year":"2023","returns":"9.303%"},{"year":"2024","returns":"20.988%"},{"year":"2025","returns":"8.490%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.310%","ui":"9.154","upi":"-2.544","sharpe":"-0.920","sortino":"-3.034","downsidedeviation":"7.676%","treynor":"94.916","alpha":"-14.285%","ftalpha":"-931.9","corr":"-12.877%","r_squared":"1.658%","beta":"-0.164"},"describe":{"name":"Chevron","sharesout":"1732","marketcap":"235,586.647","price":"136.02","security_type":"Stock","price_previous":"137.83","high_52":"166.455","low_52":"132.099","yield":"4.911%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.911%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-10.686%","oneday":"-96.437%","fiveday":"-36.967%","onemonth":"-18.745%","threemonths":"-44.282%","sixmonths":"-27.007%","ninemonths":"-4.958%","one":"-10.686%","three":"-4.927%","five":"13.337%","ten":"7.335%","ytd":"-9.509%","inception":"11.214%"},"total":{"period":"-10.596%","oneday":"-1.313%","fiveday":"-0.911%","onemonth":"-1.713%","threemonths":"-13.189%","sixmonths":"-14.123%","ninemonths":"-3.680%","one":"-10.596%","three":"-13.965%","five":"86.520%","ten":"102.531%","ytd":"-3.884%","inception":"4831.835%"},"years":[{"year":"1989","returns":"55.724%"},{"year":"1990","returns":"11.744%"},{"year":"1991","returns":"-0.672%"},{"year":"1992","returns":"5.748%"},{"year":"1993","returns":"30.581%"},{"year":"1994","returns":"6.813%"},{"year":"1995","returns":"22.236%"},{"year":"1996","returns":"28.472%"},{"year":"1997","returns":"22.136%"},{"year":"1998","returns":"11.017%"},{"year":"1999","returns":"7.352%"},{"year":"2000","returns":"0.525%"},{"year":"2001","returns":"9.283%"},{"year":"2002","returns":"-23.117%"},{"year":"2003","returns":"35.410%"},{"year":"2004","returns":"25.567%"},{"year":"2005","returns":"11.510%"},{"year":"2006","returns":"33.753%"},{"year":"2007","returns":"30.559%"},{"year":"2008","returns":"-18.314%"},{"year":"2009","returns":"8.098%"},{"year":"2010","returns":"22.948%"},{"year":"2011","returns":"20.283%"},{"year":"2012","returns":"4.166%"},{"year":"2013","returns":"19.320%"},{"year":"2014","returns":"-6.983%"},{"year":"2015","returns":"-16.211%"},{"year":"2016","returns":"36.643%"},{"year":"2017","returns":"10.622%"},{"year":"2018","returns":"-9.778%"},{"year":"2019","returns":"15.278%"},{"year":"2020","returns":"-25.975%"},{"year":"2021","returns":"46.317%"},{"year":"2022","returns":"58.482%"},{"year":"2023","returns":"-13.623%"},{"year":"2024","returns":"1.238%"},{"year":"2025","returns":"-3.884%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"8.836%","ui":"11.319","upi":"-0.235","sharpe":"-0.087","sortino":"-0.313","downsidedeviation":"8.476%","treynor":"5.260","alpha":"-2.389%","ftalpha":"-334.2","corr":"62.760%","r_squared":"39.389%","beta":"0.965"},"describe":{"name":"Walt Disney","sharesout":"1797.746","marketcap":"200,484.628","price":"111.52","security_type":"Stock","price_previous":"112.36","high_52":"117.078","low_52":"81.72","yield":"0.852%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.852%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.944%","oneday":"-84.937%","fiveday":"-31.517%","onemonth":"1185.775%","threemonths":"-8.029%","sixmonths":"-9.567%","ninemonths":"35.594%","one":"9.944%","three":"1.087%","five":"-0.672%","ten":"0.922%","ytd":"0.386%","inception":"9.730%"},"total":{"period":"9.851%","oneday":"-0.748%","fiveday":"-0.748%","onemonth":"23.691%","threemonths":"-2.004%","sixmonths":"-4.747%","ninemonths":"25.173%","one":"9.851%","three":"3.271%","five":"-3.302%","ten":"9.582%","ytd":"0.153%","inception":"2913.240%"},"years":[{"year":"1989","returns":"71.242%"},{"year":"1990","returns":"-8.926%"},{"year":"1991","returns":"13.483%"},{"year":"1992","returns":"51.081%"},{"year":"1993","returns":"-0.301%"},{"year":"1994","returns":"8.681%"},{"year":"1995","returns":"29.022%"},{"year":"1996","returns":"19.105%"},{"year":"1997","returns":"42.885%"},{"year":"1998","returns":"-8.515%"},{"year":"1999","returns":"-1.683%"},{"year":"2000","returns":"-0.396%"},{"year":"2001","returns":"-27.709%"},{"year":"2002","returns":"-20.304%"},{"year":"2003","returns":"44.382%"},{"year":"2004","returns":"20.211%"},{"year":"2005","returns":"-12.850%"},{"year":"2006","returns":"44.258%"},{"year":"2007","returns":"-3.455%"},{"year":"2008","returns":"-28.632%"},{"year":"2009","returns":"43.726%"},{"year":"2010","returns":"17.575%"},{"year":"2011","returns":"1.678%"},{"year":"2012","returns":"32.775%"},{"year":"2013","returns":"55.339%"},{"year":"2014","returns":"24.829%"},{"year":"2015","returns":"12.920%"},{"year":"2016","returns":"0.651%"},{"year":"2017","returns":"4.772%"},{"year":"2018","returns":"3.617%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.272%"},{"year":"2021","returns":"-14.511%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.261%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"0.153%"}]},"aux":10,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Entertainment","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"GS","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"9.974%","ui":"9.475","upi":"2.427","sharpe":"0.666","sortino":"2.851","downsidedeviation":"8.067%","treynor":"32.397","alpha":"23.396%","ftalpha":"347.8","corr":"54.634%","r_squared":"29.848%","beta":"0.949"},"describe":{"name":"Goldman Sachs Group","sharesout":"306.8411","marketcap":"186,694.400","price":"608.44","security_type":"Stock","price_previous":"615.73","high_52":"668.965","low_52":"437.373","yield":"1.931%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.931%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.600%","oneday":"-95.043%","fiveday":"17.287%","onemonth":"263.949%","threemonths":"-8.888%","sixmonths":"3.095%","ninemonths":"32.104%","one":"35.600%","three":"26.342%","five":"27.961%","ten":"13.552%","ytd":"17.961%","inception":"10.112%"},"total":{"period":"35.232%","oneday":"-1.184%","fiveday":"0.317%","onemonth":"11.354%","threemonths":"-2.226%","sixmonths":"1.485%","ninemonths":"22.789%","one":"35.232%","three":"100.597%","five":"241.318%","ten":"255.076%","ytd":"6.768%","inception":"1123.093%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"34.375%"},{"year":"2000","returns":"14.112%"},{"year":"2001","returns":"-12.812%"},{"year":"2002","returns":"-26.118%"},{"year":"2003","returns":"46.298%"},{"year":"2004","returns":"6.492%"},{"year":"2005","returns":"23.886%"},{"year":"2006","returns":"57.415%"},{"year":"2007","returns":"8.591%"},{"year":"2008","returns":"-60.410%"},{"year":"2009","returns":"102.538%"},{"year":"2010","returns":"0.542%"},{"year":"2011","returns":"-45.595%"},{"year":"2012","returns":"42.768%"},{"year":"2013","returns":"40.782%"},{"year":"2014","returns":"10.783%"},{"year":"2015","returns":"-5.790%"},{"year":"2016","returns":"34.906%"},{"year":"2017","returns":"7.737%"},{"year":"2018","returns":"-33.521%"},{"year":"2019","returns":"40.464%"},{"year":"2020","returns":"17.478%"},{"year":"2021","returns":"47.590%"},{"year":"2022","returns":"-7.864%"},{"year":"2023","returns":"15.913%"},{"year":"2024","returns":"52.025%"},{"year":"2025","returns":"6.768%"}]},"aux":11,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Capital Markets","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"HD","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"6.697%","ui":"8.719","upi":"0.267","sharpe":"0.100","sortino":"0.368","downsidedeviation":"6.322%","treynor":"12.635","alpha":"3.901%","ftalpha":"-115.3","corr":"68.297%","r_squared":"46.645%","beta":"0.796"},"describe":{"name":"Home Depot","sharesout":"993.9282","marketcap":"365,825.211","price":"368.06","security_type":"Stock","price_previous":"370.4","high_52":"428.532","low_52":"317.934","yield":"2.459%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.459%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"14.926%","oneday":"-79.783%","fiveday":"-70.402%","onemonth":"44.654%","threemonths":"-24.537%","sixmonths":"-25.501%","ninemonths":"0.744%","one":"14.926%","three":"8.893%","five":"11.158%","ten":"15.340%","ytd":"-11.561%","inception":"18.763%"},"total":{"period":"14.783%","oneday":"-0.632%","fiveday":"-2.384%","onemonth":"3.121%","threemonths":"-6.581%","sixmonths":"-13.271%","ninemonths":"0.548%","one":"14.783%","three":"28.872%","five":"69.334%","ten":"314.931%","ytd":"-4.754%","inception":"54752.460%"},"years":[{"year":"1989","returns":"74.416%"},{"year":"1990","returns":"58.737%"},{"year":"1991","returns":"162.314%"},{"year":"1992","returns":"50.605%"},{"year":"1993","returns":"-21.774%"},{"year":"1994","returns":"16.849%"},{"year":"1995","returns":"4.261%"},{"year":"1996","returns":"5.421%"},{"year":"1997","returns":"17.957%"},{"year":"1998","returns":"108.436%"},{"year":"1999","returns":"68.974%"},{"year":"2000","returns":"-33.315%"},{"year":"2001","returns":"12.061%"},{"year":"2002","returns":"-52.618%"},{"year":"2003","returns":"49.043%"},{"year":"2004","returns":"21.469%"},{"year":"2005","returns":"-4.348%"},{"year":"2006","returns":"1.013%"},{"year":"2007","returns":"-31.137%"},{"year":"2008","returns":"-11.505%"},{"year":"2009","returns":"30.424%"},{"year":"2010","returns":"24.970%"},{"year":"2011","returns":"23.403%"},{"year":"2012","returns":"49.666%"},{"year":"2013","returns":"35.925%"},{"year":"2014","returns":"30.253%"},{"year":"2015","returns":"28.545%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.613%"},{"year":"2018","returns":"-7.316%"},{"year":"2019","returns":"30.544%"},{"year":"2020","returns":"24.550%"},{"year":"2021","returns":"59.499%"},{"year":"2022","returns":"-21.983%"},{"year":"2023","returns":"12.774%"},{"year":"2024","returns":"14.987%"},{"year":"2025","returns":"-4.754%"}]},"aux":12,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Specialty Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"HON","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.144%","ui":"7.720","upi":"0.346","sharpe":"0.108","sortino":"0.529","downsidedeviation":"5.049%","treynor":"14.162","alpha":"4.723%","ftalpha":"-0.8","corr":"59.078%","r_squared":"34.902%","beta":"0.735"},"describe":{"name":"Honeywell International","sharesout":"643.257","marketcap":"144,481.955","price":"224.61","security_type":"Stock","price_previous":"226.46","high_52":"233.57","low_52":"181.938","yield":"1.990%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.990%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.272%","oneday":"-87.371%","fiveday":"-9.604%","onemonth":"311.698%","threemonths":"27.446%","sixmonths":"-2.409%","ninemonths":"15.558%","one":"15.272%","three":"6.859%","five":"11.030%","ten":"10.117%","ytd":"1.184%","inception":"12.040%"},"total":{"period":"15.126%","oneday":"-0.817%","fiveday":"-0.200%","onemonth":"12.503%","threemonths":"6.040%","sixmonths":"-1.173%","ninemonths":"11.252%","one":"15.126%","three":"21.838%","five":"68.367%","ten":"161.396%","ytd":"0.468%","inception":"6369.183%"},"years":[{"year":"1989","returns":"12.951%"},{"year":"1990","returns":"-18.182%"},{"year":"1991","returns":"70.506%"},{"year":"1992","returns":"40.417%"},{"year":"1993","returns":"32.799%"},{"year":"1994","returns":"-12.339%"},{"year":"1995","returns":"42.296%"},{"year":"1996","returns":"43.134%"},{"year":"1997","returns":"17.429%"},{"year":"1998","returns":"15.835%"},{"year":"1999","returns":"31.811%"},{"year":"2000","returns":"-16.611%"},{"year":"2001","returns":"-27.073%"},{"year":"2002","returns":"-27.281%"},{"year":"2003","returns":"43.270%"},{"year":"2004","returns":"8.209%"},{"year":"2005","returns":"7.519%"},{"year":"2006","returns":"24.141%"},{"year":"2007","returns":"38.652%"},{"year":"2008","returns":"-45.327%"},{"year":"2009","returns":"23.695%"},{"year":"2010","returns":"39.434%"},{"year":"2011","returns":"4.883%"},{"year":"2012","returns":"19.858%"},{"year":"2013","returns":"47.035%"},{"year":"2014","returns":"11.547%"},{"year":"2015","returns":"5.798%"},{"year":"2016","returns":"14.342%"},{"year":"2017","returns":"35.089%"},{"year":"2018","returns":"-12.087%"},{"year":"2019","returns":"36.718%"},{"year":"2020","returns":"22.969%"},{"year":"2021","returns":"-0.287%"},{"year":"2022","returns":"4.882%"},{"year":"2023","returns":"0.022%"},{"year":"2024","returns":"9.999%"},{"year":"2025","returns":"0.468%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"8.083%","ui":"5.386","upi":"8.560","sharpe":"1.647","sortino":"7.946","downsidedeviation":"5.802%","treynor":"142.760","alpha":"50.925%","ftalpha":"1,923.1","corr":"26.803%","r_squared":"7.184%","beta":"0.377"},"describe":{"name":"International Business Machines","sharesout":"929.3966","marketcap":"241,866.162","price":"260.24","security_type":"Stock","price_previous":"263.23","high_52":"268.41","low_52":"160.4","yield":"2.571%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.571%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"58.708%","oneday":"-94.396%","fiveday":"-72.316%","onemonth":"247.981%","threemonths":"16.604%","sixmonths":"36.476%","ninemonths":"48.649%","one":"58.708%","three":"28.538%","five":"21.268%","ten":"8.867%","ytd":"58.322%","inception":"8.996%"},"total":{"period":"58.056%","oneday":"-1.136%","fiveday":"-2.514%","onemonth":"10.939%","threemonths":"3.785%","sixmonths":"16.230%","ninemonths":"33.951%","one":"58.056%","three":"111.157%","five":"161.214%","ten":"133.274%","ytd":"19.979%","inception":"2255.539%"},"years":[{"year":"1989","returns":"-19.447%"},{"year":"1990","returns":"25.682%"},{"year":"1991","returns":"-17.574%"},{"year":"1992","returns":"-40.016%"},{"year":"1993","returns":"15.835%"},{"year":"1994","returns":"32.265%"},{"year":"1995","returns":"25.685%"},{"year":"1996","returns":"67.663%"},{"year":"1997","returns":"39.317%"},{"year":"1998","returns":"77.490%"},{"year":"1999","returns":"17.571%"},{"year":"2000","returns":"-20.847%"},{"year":"2001","returns":"43.001%"},{"year":"2002","returns":"-35.471%"},{"year":"2003","returns":"20.497%"},{"year":"2004","returns":"7.191%"},{"year":"2005","returns":"-15.831%"},{"year":"2006","returns":"19.769%"},{"year":"2007","returns":"12.840%"},{"year":"2008","returns":"-20.765%"},{"year":"2009","returns":"58.607%"},{"year":"2010","returns":"14.284%"},{"year":"2011","returns":"26.341%"},{"year":"2012","returns":"4.171%"},{"year":"2013","returns":"-0.183%"},{"year":"2014","returns":"-12.395%"},{"year":"2015","returns":"-11.412%"},{"year":"2016","returns":"25.189%"},{"year":"2017","returns":"-3.983%"},{"year":"2018","returns":"-22.538%"},{"year":"2019","returns":"23.571%"},{"year":"2020","returns":"-1.191%"},{"year":"2021","returns":"11.569%"},{"year":"2022","returns":"10.704%"},{"year":"2023","returns":"21.878%"},{"year":"2024","returns":"39.273%"},{"year":"2025","returns":"19.979%"}]},"aux":14,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"IT Services","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"JNJ","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"5.456%","ui":"6.534","upi":"-0.537","sharpe":"-0.186","sortino":"-0.849","downsidedeviation":"4.132%","treynor":"-36.055","alpha":"5.133%","ftalpha":"331.0","corr":"-12.342%","r_squared":"1.523%","beta":"-0.117"},"describe":{"name":"Johnson & Johnson","sharesout":"2406.073","marketcap":"366,757.690","price":"152.43","security_type":"Stock","price_previous":"153.25","high_52":"166.289","low_52":"139.747","yield":"3.293%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.293%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.092%","oneday":"-74.163%","fiveday":"2.107%","onemonth":"-11.877%","threemonths":"-25.416%","sixmonths":"-0.594%","ninemonths":"-6.336%","one":"9.092%","three":"-2.711%","five":"3.645%","ten":"7.146%","ytd":"19.016%","inception":"12.376%"},"total":{"period":"9.008%","oneday":"-0.535%","fiveday":"0.041%","onemonth":"-1.047%","threemonths":"-6.846%","sixmonths":"-0.288%","ninemonths":"-4.712%","one":"9.008%","three":"-7.857%","five":"19.516%","ten":"99.013%","ytd":"7.145%","inception":"7120.748%"},"years":[{"year":"1989","returns":"42.654%"},{"year":"1990","returns":"23.377%"},{"year":"1991","returns":"62.358%"},{"year":"1992","returns":"-10.190%"},{"year":"1993","returns":"-8.935%"},{"year":"1994","returns":"24.995%"},{"year":"1995","returns":"59.153%"},{"year":"1996","returns":"18.110%"},{"year":"1997","returns":"34.314%"},{"year":"1998","returns":"28.989%"},{"year":"1999","returns":"12.458%"},{"year":"2000","returns":"14.237%"},{"year":"2001","returns":"14.015%"},{"year":"2002","returns":"-7.879%"},{"year":"2003","returns":"-2.116%"},{"year":"2004","returns":"25.169%"},{"year":"2005","returns":"-3.357%"},{"year":"2006","returns":"12.444%"},{"year":"2007","returns":"3.611%"},{"year":"2008","returns":"-7.769%"},{"year":"2009","returns":"11.275%"},{"year":"2010","returns":"-0.583%"},{"year":"2011","returns":"9.892%"},{"year":"2012","returns":"10.827%"},{"year":"2013","returns":"34.614%"},{"year":"2014","returns":"17.335%"},{"year":"2015","returns":"1.158%"},{"year":"2016","returns":"15.322%"},{"year":"2017","returns":"24.406%"},{"year":"2018","returns":"-5.136%"},{"year":"2019","returns":"16.210%"},{"year":"2020","returns":"10.852%"},{"year":"2021","returns":"11.448%"},{"year":"2022","returns":"5.968%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"7.145%"}]},"aux":15,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"JPM","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"8.234%","ui":"7.330","upi":"3.132","sharpe":"0.805","sortino":"3.450","downsidedeviation":"6.654%","treynor":"43.752","alpha":"25.266%","ftalpha":"623.7","corr":"48.940%","r_squared":"23.951%","beta":"0.701"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2779.074","marketcap":"732,258.181","price":"263.49","security_type":"Stock","price_previous":"265.29","high_52":"278.099","low_52":"187.117","yield":"1.917%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.917%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.558%","oneday":"-82.046%","fiveday":"-34.136%","onemonth":"161.572%","threemonths":"0.931%","sixmonths":"14.433%","ninemonths":"29.788%","one":"35.558%","three":"29.920%","five":"24.965%","ten":"18.073%","ytd":"30.786%","inception":"12.948%"},"total":{"period":"35.190%","oneday":"-0.679%","fiveday":"-0.824%","onemonth":"8.334%","threemonths":"0.224%","sixmonths":"6.738%","ninemonths":"21.198%","one":"35.190%","three":"117.989%","five":"203.336%","ten":"424.045%","ytd":"11.226%","inception":"8598.910%"},"years":[{"year":"1989","returns":"4.327%"},{"year":"1990","returns":"-60.229%"},{"year":"1991","returns":"107.549%"},{"year":"1992","returns":"88.039%"},{"year":"1993","returns":"7.358%"},{"year":"1994","returns":"-6.426%"},{"year":"1995","returns":"68.738%"},{"year":"1996","returns":"56.876%"},{"year":"1997","returns":"25.540%"},{"year":"1998","returns":"32.786%"},{"year":"1999","returns":"11.655%"},{"year":"2000","returns":"-10.044%"},{"year":"2001","returns":"-17.417%"},{"year":"2002","returns":"-30.710%"},{"year":"2003","returns":"60.288%"},{"year":"2004","returns":"9.966%"},{"year":"2005","returns":"5.741%"},{"year":"2006","returns":"25.603%"},{"year":"2007","returns":"-6.900%"},{"year":"2008","returns":"-25.130%"},{"year":"2009","returns":"34.361%"},{"year":"2010","returns":"2.303%"},{"year":"2011","returns":"-19.973%"},{"year":"2012","returns":"36.178%"},{"year":"2013","returns":"36.710%"},{"year":"2014","returns":"9.881%"},{"year":"2015","returns":"8.366%"},{"year":"2016","returns":"34.567%"},{"year":"2017","returns":"26.731%"},{"year":"2018","returns":"-6.646%"},{"year":"2019","returns":"47.267%"},{"year":"2020","returns":"-5.519%"},{"year":"2021","returns":"27.725%"},{"year":"2022","returns":"-12.611%"},{"year":"2023","returns":"30.627%"},{"year":"2024","returns":"44.270%"},{"year":"2025","returns":"11.226%"}]},"aux":16,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Banks","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"KO","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"4.948%","ui":"7.107","upi":"0.859","sharpe":"0.356","sortino":"1.330","downsidedeviation":"4.591%","treynor":"-220.590","alpha":"14.325%","ftalpha":"1,116.8","corr":"-7.283%","r_squared":"0.530%","beta":"-0.063"},"describe":{"name":"Coca-Cola","sharesout":"4304.267","marketcap":"306,248.604","price":"71.15","security_type":"Stock","price_previous":"71.78","high_52":"73.9","low_52":"59.914","yield":"2.762%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.762%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.706%","oneday":"-89.179%","fiveday":"-31.713%","onemonth":"-10.198%","threemonths":"2.724%","sixmonths":"26.606%","ninemonths":"1.814%","one":"18.705%","three":"6.415%","five":"12.044%","ten":"9.061%","ytd":"42.650%","inception":"12.225%"},"total":{"period":"18.524%","oneday":"-0.878%","fiveday":"-0.753%","onemonth":"-0.891%","threemonths":"0.652%","sixmonths":"12.086%","ninemonths":"1.335%","one":"18.524%","three":"20.336%","five":"76.166%","ten":"137.460%","ytd":"15.122%","inception":"6774.396%"},"years":[{"year":"1989","returns":"77.150%"},{"year":"1990","returns":"22.703%"},{"year":"1991","returns":"75.368%"},{"year":"1992","returns":"5.795%"},{"year":"1993","returns":"8.258%"},{"year":"1994","returns":"17.478%"},{"year":"1995","returns":"46.194%"},{"year":"1996","returns":"43.248%"},{"year":"1997","returns":"27.891%"},{"year":"1998","returns":"1.314%"},{"year":"1999","returns":"-12.171%"},{"year":"2000","returns":"5.987%"},{"year":"2001","returns":"-21.458%"},{"year":"2002","returns":"-5.502%"},{"year":"2003","returns":"18.108%"},{"year":"2004","returns":"-16.111%"},{"year":"2005","returns":"-0.664%"},{"year":"2006","returns":"23.102%"},{"year":"2007","returns":"30.448%"},{"year":"2008","returns":"-24.112%"},{"year":"2009","returns":"30.231%"},{"year":"2010","returns":"19.037%"},{"year":"2011","returns":"9.437%"},{"year":"2012","returns":"6.512%"},{"year":"2013","returns":"17.236%"},{"year":"2014","returns":"5.266%"},{"year":"2015","returns":"5.114%"},{"year":"2016","returns":"-0.337%"},{"year":"2017","returns":"14.374%"},{"year":"2018","returns":"6.791%"},{"year":"2019","returns":"20.615%"},{"year":"2020","returns":"2.437%"},{"year":"2021","returns":"11.406%"},{"year":"2022","returns":"10.608%"},{"year":"2023","returns":"-4.463%"},{"year":"2024","returns":"8.869%"},{"year":"2025","returns":"15.122%"}]},"aux":17,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Beverages","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"MCD","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"5.786%","ui":"4.644","upi":"3.028","sharpe":"0.702","sortino":"3.472","downsidedeviation":"4.050%","treynor":"83.588","alpha":"19.779%","ftalpha":"1,891.8","corr":"25.888%","r_squared":"6.702%","beta":"0.261"},"describe":{"name":"McDonald's","sharesout":"715.0327","marketcap":"223,690.827","price":"312.84","security_type":"Stock","price_previous":"314.95","high_52":"321.29","low_52":"241.515","yield":"2.199%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.199%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.662%","oneday":"-81.652%","fiveday":"-67.047%","onemonth":"-14.056%","threemonths":"8.766%","sixmonths":"15.640%","ninemonths":"15.101%","one":"26.662%","three":"10.060%","five":"13.279%","ten":"15.298%","ytd":"22.976%","inception":"13.864%"},"total":{"period":"26.395%","oneday":"-0.670%","fiveday":"-2.176%","onemonth":"-1.253%","threemonths":"2.053%","sixmonths":"7.281%","ninemonths":"10.927%","one":"26.395%","three":"33.026%","five":"86.045%","ten":"313.399%","ytd":"8.544%","inception":"11599.330%"},"years":[{"year":"1989","returns":"44.902%"},{"year":"1990","returns":"-14.669%"},{"year":"1991","returns":"31.910%"},{"year":"1992","returns":"29.424%"},{"year":"1993","returns":"17.857%"},{"year":"1994","returns":"3.457%"},{"year":"1995","returns":"55.355%"},{"year":"1996","returns":"1.188%"},{"year":"1997","returns":"5.935%"},{"year":"1998","returns":"61.762%"},{"year":"1999","returns":"5.437%"},{"year":"2000","returns":"-15.105%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.424%"},{"year":"2003","returns":"56.776%"},{"year":"2004","returns":"31.483%"},{"year":"2005","returns":"7.299%"},{"year":"2006","returns":"34.635%"},{"year":"2007","returns":"36.377%"},{"year":"2008","returns":"8.547%"},{"year":"2009","returns":"4.009%"},{"year":"2010","returns":"26.925%"},{"year":"2011","returns":"34.655%"},{"year":"2012","returns":"-10.064%"},{"year":"2013","returns":"13.610%"},{"year":"2014","returns":"-0.112%"},{"year":"2015","returns":"30.423%"},{"year":"2016","returns":"6.203%"},{"year":"2017","returns":"45.023%"},{"year":"2018","returns":"5.783%"},{"year":"2019","returns":"13.970%"},{"year":"2020","returns":"11.321%"},{"year":"2021","returns":"27.806%"},{"year":"2022","returns":"0.511%"},{"year":"2023","returns":"15.048%"},{"year":"2024","returns":"0.140%"},{"year":"2025","returns":"8.544%"}]},"aux":18,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Hotels, Restaurants & Leisure","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"MMM","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"10.449%","ui":"5.558","upi":"7.515","sharpe":"1.154","sortino":"7.039","downsidedeviation":"5.934%","treynor":"95.469","alpha":"45.490%","ftalpha":"2,050.8","corr":"28.503%","r_squared":"8.124%","beta":"0.518"},"describe":{"name":"3M Company","sharesout":"538.1814","marketcap":"80,006.049","price":"148.66","security_type":"Stock","price_previous":"149.49","high_52":"154.357","low_52":"95.58","yield":"1.924%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.924%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"54.366%","oneday":"-75.450%","fiveday":"-79.413%","onemonth":"160.949%","threemonths":"-14.402%","sixmonths":"29.509%","ninemonths":"20.423%","one":"54.366%","three":"4.063%","five":"2.850%","ten":"2.605%","ytd":"46.354%","inception":"9.692%"},"total":{"period":"53.770%","oneday":"-0.555%","fiveday":"-3.084%","onemonth":"8.312%","threemonths":"-3.691%","sixmonths":"13.322%","ninemonths":"14.686%","one":"53.770%","three":"12.589%","five":"15.021%","ten":"29.229%","ytd":"16.298%","inception":"2875.581%"},"years":[{"year":"1989","returns":"33.005%"},{"year":"1990","returns":"11.645%"},{"year":"1991","returns":"15.052%"},{"year":"1992","returns":"9.177%"},{"year":"1993","returns":"11.465%"},{"year":"1994","returns":"1.514%"},{"year":"1995","returns":"28.447%"},{"year":"1996","returns":"33.287%"},{"year":"1997","returns":"1.201%"},{"year":"1998","returns":"-11.074%"},{"year":"1999","returns":"41.095%"},{"year":"2000","returns":"26.217%"},{"year":"2001","returns":"0.157%"},{"year":"2002","returns":"6.383%"},{"year":"2003","returns":"40.632%"},{"year":"2004","returns":"-1.754%"},{"year":"2005","returns":"-3.513%"},{"year":"2006","returns":"2.982%"},{"year":"2007","returns":"10.722%"},{"year":"2008","returns":"-29.801%"},{"year":"2009","returns":"48.524%"},{"year":"2010","returns":"7.072%"},{"year":"2011","returns":"-2.839%"},{"year":"2012","returns":"16.667%"},{"year":"2013","returns":"54.466%"},{"year":"2014","returns":"19.991%"},{"year":"2015","returns":"-5.909%"},{"year":"2016","returns":"21.721%"},{"year":"2017","returns":"34.915%"},{"year":"2018","returns":"-16.911%"},{"year":"2019","returns":"-4.259%"},{"year":"2020","returns":"2.787%"},{"year":"2021","returns":"4.873%"},{"year":"2022","returns":"-29.598%"},{"year":"2023","returns":"-3.330%"},{"year":"2024","returns":"22.156%"},{"year":"2025","returns":"16.298%"}]},"aux":19,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"MRK","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"8.046%","ui":"24.463","upi":"-2.071","sharpe":"-1.818","sortino":"-6.556","downsidedeviation":"7.729%","treynor":"253.217","alpha":"-41.627%","ftalpha":"-1,561.2","corr":"-12.107%","r_squared":"1.466%","beta":"-0.170"},"describe":{"name":"Merck & Company","sharesout":"2511.031","marketcap":"191,265.227","price":"76.17","security_type":"Stock","price_previous":"77.59","high_52":"129.927","low_52":"73.47","yield":"4.149%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.149%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-38.072%","oneday":"-99.053%","fiveday":"-69.221%","onemonth":"-65.319%","threemonths":"-53.085%","sixmonths":"-44.682%","ninemonths":"-42.617%","one":"-38.072%","three":"-3.789%","five":"2.360%","ten":"5.661%","ytd":"-47.900%","inception":"11.763%"},"total":{"period":"-37.807%","oneday":"-1.830%","fiveday":"-2.309%","onemonth":"-8.439%","threemonths":"-16.725%","sixmonths":"-24.900%","ninemonths":"-33.605%","one":"-37.807%","three":"-10.863%","five":"12.314%","ten":"73.157%","ytd":"-22.777%","inception":"5809.231%"},"years":[{"year":"1989","returns":"54.660%"},{"year":"1990","returns":"6.389%"},{"year":"1991","returns":"51.831%"},{"year":"1992","returns":"-0.757%"},{"year":"1993","returns":"10.599%"},{"year":"1994","returns":"11.372%"},{"year":"1995","returns":"51.859%"},{"year":"1996","returns":"20.928%"},{"year":"1997","returns":"94.989%"},{"year":"1998","returns":"79.628%"},{"year":"1999","returns":"-22.561%"},{"year":"2000","returns":"35.528%"},{"year":"2001","returns":"-35.922%"},{"year":"2002","returns":"-36.412%"},{"year":"2003","returns":"-19.104%"},{"year":"2004","returns":"21.563%"},{"year":"2005","returns":"0.950%"},{"year":"2006","returns":"14.630%"},{"year":"2007","returns":"13.657%"},{"year":"2008","returns":"-35.146%"},{"year":"2009","returns":"118.419%"},{"year":"2010","returns":"2.859%"},{"year":"2011","returns":"9.540%"},{"year":"2012","returns":"13.126%"},{"year":"2013","returns":"26.803%"},{"year":"2014","returns":"16.948%"},{"year":"2015","returns":"-3.874%"},{"year":"2016","returns":"15.054%"},{"year":"2017","returns":"-1.475%"},{"year":"2018","returns":"39.994%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.919%"},{"year":"2022","returns":"49.386%"},{"year":"2023","returns":"0.996%"},{"year":"2024","returns":"-6.257%"},{"year":"2025","returns":"-22.777%"}]},"aux":20,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"MSFT","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.490%","ui":"10.741","upi":"-0.506","sharpe":"-0.210","sortino":"-0.991","downsidedeviation":"5.491%","treynor":"4.301","alpha":"-1.833%","ftalpha":"-363.1","corr":"40.935%","r_squared":"16.756%","beta":"0.534"},"describe":{"name":"Microsoft","sharesout":"7432.544","marketcap":"3,399,348.215","price":"457.36","security_type":"Stock","price_previous":"460.69","high_52":"464.015","low_52":"353.912","yield":"0.708%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.708%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.162%","oneday":"-83.958%","fiveday":"-8.541%","onemonth":"568.648%","threemonths":"80.932%","sixmonths":"18.463%","ninemonths":"16.669%","one":"7.162%","three":"19.891%","five":"21.451%","ten":"27.323%","ytd":"24.061%","inception":"23.313%"},"total":{"period":"7.096%","oneday":"-0.723%","fiveday":"-0.177%","onemonth":"17.138%","threemonths":"15.418%","sixmonths":"8.540%","ninemonths":"12.040%","one":"7.096%","three":"71.618%","five":"163.180%","ten":"1011.608%","ytd":"8.923%","inception":"217690.500%"},"years":[{"year":"1989","returns":"63.319%"},{"year":"1990","returns":"72.995%"},{"year":"1991","returns":"121.947%"},{"year":"1992","returns":"15.111%"},{"year":"1993","returns":"-5.566%"},{"year":"1994","returns":"51.634%"},{"year":"1995","returns":"43.557%"},{"year":"1996","returns":"88.287%"},{"year":"1997","returns":"56.440%"},{"year":"1998","returns":"114.617%"},{"year":"1999","returns":"68.358%"},{"year":"2000","returns":"-62.843%"},{"year":"2001","returns":"52.716%"},{"year":"2002","returns":"-21.962%"},{"year":"2003","returns":"6.806%"},{"year":"2004","returns":"8.927%"},{"year":"2005","returns":"-0.950%"},{"year":"2006","returns":"15.833%"},{"year":"2007","returns":"20.831%"},{"year":"2008","returns":"-44.390%"},{"year":"2009","returns":"60.498%"},{"year":"2010","returns":"-6.532%"},{"year":"2011","returns":"-4.520%"},{"year":"2012","returns":"4.948%"},{"year":"2013","returns":"44.280%"},{"year":"2014","returns":"27.545%"},{"year":"2015","returns":"22.696%"},{"year":"2016","returns":"15.066%"},{"year":"2017","returns":"40.717%"},{"year":"2018","returns":"20.800%"},{"year":"2019","returns":"57.570%"},{"year":"2020","returns":"42.535%"},{"year":"2021","returns":"52.476%"},{"year":"2022","returns":"-28.017%"},{"year":"2023","returns":"58.192%"},{"year":"2024","returns":"12.920%"},{"year":"2025","returns":"8.923%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"11.964%","ui":"23.947","upi":"-1.855","sharpe":"-1.072","sortino":"-3.072","downsidedeviation":"14.459%","treynor":"-32.251","alpha":"-45.487%","ftalpha":"-1,402.5","corr":"54.618%","r_squared":"29.831%","beta":"1.138"},"describe":{"name":"Nike-B","sharesout":"1475.99","marketcap":"91,186.660","price":"61.78","security_type":"Stock","price_previous":"62.83","high_52":"95.764","low_52":"53.27","yield":"2.493%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.493%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-31.822%","oneday":"-98.575%","fiveday":"-46.899%","onemonth":"146.489%","threemonths":"-63.873%","sixmonths":"-37.504%","ninemonths":"-31.415%","one":"-31.821%","three":"-17.888%","five":"-7.838%","ten":"3.085%","ytd":"-39.270%","inception":"16.222%"},"total":{"period":"-31.588%","oneday":"-1.671%","fiveday":"-1.247%","onemonth":"7.800%","threemonths":"-21.824%","sixmonths":"-20.335%","ninemonths":"-24.274%","one":"-31.588%","three":"-44.387%","five":"-33.398%","ten":"35.384%","ytd":"-17.940%","inception":"24711.240%"},"years":[{"year":"1989","returns":"103.371%"},{"year":"1990","returns":"53.223%"},{"year":"1991","returns":"81.971%"},{"year":"1992","returns":"15.720%"},{"year":"1993","returns":"-43.550%"},{"year":"1994","returns":"63.701%"},{"year":"1995","returns":"88.820%"},{"year":"1996","returns":"73.536%"},{"year":"1997","returns":"-34.364%"},{"year":"1998","returns":"5.055%"},{"year":"1999","returns":"23.319%"},{"year":"2000","returns":"13.966%"},{"year":"2001","returns":"1.887%"},{"year":"2002","returns":"-20.103%"},{"year":"2003","returns":"55.651%"},{"year":"2004","returns":"33.927%"},{"year":"2005","returns":"-3.083%"},{"year":"2006","returns":"15.837%"},{"year":"2007","returns":"31.540%"},{"year":"2008","returns":"-19.351%"},{"year":"2009","returns":"32.089%"},{"year":"2010","returns":"31.223%"},{"year":"2011","returns":"14.476%"},{"year":"2012","returns":"8.198%"},{"year":"2013","returns":"54.497%"},{"year":"2014","returns":"23.760%"},{"year":"2015","returns":"31.386%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.704%"},{"year":"2018","returns":"19.855%"},{"year":"2019","returns":"38.101%"},{"year":"2020","returns":"40.959%"},{"year":"2021","returns":"18.698%"},{"year":"2022","returns":"-29.037%"},{"year":"2023","returns":"-6.043%"},{"year":"2024","returns":"-29.099%"},{"year":"2025","returns":"-17.940%"}]},"aux":22,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Textiles, Apparel & Luxury Goods","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"NVDA","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"17.076%","ui":"15.137","upi":"0.395","sharpe":"0.101","sortino":"0.579","downsidedeviation":"10.326%","treynor":"8.044","alpha":"0.528%","ftalpha":"-192.9","corr":"57.329%","r_squared":"32.866%","beta":"1.704"},"describe":{"name":"Nvidia","sharesout":"24400","marketcap":"3,289,363.940","price":"134.81","security_type":"Stock","price_previous":"135.5","high_52":"149.417","low_52":"94.31","yield":"0.030%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.030%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.576%","oneday":"-72.412%","fiveday":"17.489%","onemonth":"1223.074%","threemonths":"37.086%","sixmonths":"-0.776%","ninemonths":"10.096%","one":"18.576%","three":"93.870%","five":"74.388%","ten":"74.089%","ytd":"1.002%","inception":"36.636%"},"total":{"period":"18.396%","oneday":"-0.509%","fiveday":"0.320%","onemonth":"23.986%","threemonths":"7.927%","sixmonths":"-0.376%","ninemonths":"7.350%","one":"18.396%","three":"617.762%","five":"1494.252%","ten":"25051.120%","ytd":"0.396%","inception":"364251.300%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"143.243%"},{"year":"2000","returns":"40.000%"},{"year":"2001","returns":"308.730%"},{"year":"2002","returns":"-82.718%"},{"year":"2003","returns":"100.000%"},{"year":"2004","returns":"1.685%"},{"year":"2005","returns":"55.249%"},{"year":"2006","returns":"102.491%"},{"year":"2007","returns":"37.961%"},{"year":"2008","returns":"-76.306%"},{"year":"2009","returns":"131.720%"},{"year":"2010","returns":"-17.633%"},{"year":"2011","returns":"-9.859%"},{"year":"2012","returns":"-11.562%"},{"year":"2013","returns":"33.569%"},{"year":"2014","returns":"27.249%"},{"year":"2015","returns":"67.152%"},{"year":"2016","returns":"226.990%"},{"year":"2017","returns":"82.008%"},{"year":"2018","returns":"-30.825%"},{"year":"2019","returns":"76.979%"},{"year":"2020","returns":"122.277%"},{"year":"2021","returns":"125.482%"},{"year":"2022","returns":"-50.266%"},{"year":"2023","returns":"239.022%"},{"year":"2024","returns":"171.247%"},{"year":"2025","returns":"0.396%"}]},"aux":23,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Semiconductors & Semiconductor Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"PG","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"5.562%","ui":"5.379","upi":"-1.380","sharpe":"-0.385","sortino":"-2.013","downsidedeviation":"3.689%","treynor":"0.992","alpha":"-2.112%","ftalpha":"-42.9","corr":"32.350%","r_squared":"10.465%","beta":"0.313"},"describe":{"name":"Procter & Gamble","sharesout":"2344.542","marketcap":"392,382.551","price":"167.36","security_type":"Stock","price_previous":"167.76","high_52":"177.473","low_52":"156.595","yield":"2.436%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.436%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"5.177%","oneday":"-45.237%","fiveday":"68.400%","onemonth":"49.500%","threemonths":"-12.262%","sixmonths":"-11.076%","ninemonths":"1.121%","one":"5.177%","three":"6.729%","five":"10.333%","ten":"10.837%","ytd":"2.746%","inception":"13.004%"},"total":{"period":"5.130%","oneday":"-0.238%","fiveday":"1.038%","onemonth":"3.404%","threemonths":"-3.114%","sixmonths":"-5.519%","ninemonths":"0.825%","one":"5.130%","three":"21.396%","five":"63.167%","ten":"178.947%","ytd":"1.080%","inception":"8759.714%"},"years":[{"year":"1989","returns":"66.787%"},{"year":"1990","returns":"26.336%"},{"year":"1991","returns":"11.042%"},{"year":"1992","returns":"16.753%"},{"year":"1993","returns":"8.797%"},{"year":"1994","returns":"11.311%"},{"year":"1995","returns":"36.784%"},{"year":"1996","returns":"32.203%"},{"year":"1997","returns":"50.470%"},{"year":"1998","returns":"15.883%"},{"year":"1999","returns":"21.554%"},{"year":"2000","returns":"-27.091%"},{"year":"2001","returns":"3.120%"},{"year":"2002","returns":"10.669%"},{"year":"2003","returns":"18.479%"},{"year":"2004","returns":"12.378%"},{"year":"2005","returns":"7.180%"},{"year":"2006","returns":"13.359%"},{"year":"2007","returns":"16.631%"},{"year":"2008","returns":"-13.767%"},{"year":"2009","returns":"1.201%"},{"year":"2010","returns":"9.363%"},{"year":"2011","returns":"7.043%"},{"year":"2012","returns":"5.181%"},{"year":"2013","returns":"23.688%"},{"year":"2014","returns":"15.422%"},{"year":"2015","returns":"-9.956%"},{"year":"2016","returns":"9.372%"},{"year":"2017","returns":"12.695%"},{"year":"2018","returns":"3.619%"},{"year":"2019","returns":"39.698%"},{"year":"2020","returns":"14.150%"},{"year":"2021","returns":"20.538%"},{"year":"2022","returns":"-5.041%"},{"year":"2023","returns":"-0.849%"},{"year":"2024","returns":"17.248%"},{"year":"2025","returns":"1.080%"}]},"aux":24,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Household Products","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"SHW","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.169%","ui":"8.951","upi":"0.684","sharpe":"0.247","sortino":"1.017","downsidedeviation":"6.023%","treynor":"58.194","alpha":"12.017%","ftalpha":"80.9","corr":"19.081%","r_squared":"3.641%","beta":"0.238"},"describe":{"name":"Sherwin-Williams","sharesout":"250.6006","marketcap":"88,895.554","price":"354.73","security_type":"Stock","price_previous":"359.32","high_52":"397.962","low_52":"289.542","yield":"0.849%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.849%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.725%","oneday":"-96.095%","fiveday":"-46.082%","onemonth":"125.755%","threemonths":"-6.654%","sixmonths":"-18.764%","ninemonths":"-1.773%","one":"18.725%","three":"9.759%","five":"13.571%","ten":"15.006%","ytd":"12.588%","inception":"16.399%"},"total":{"period":"18.543%","oneday":"-1.277%","fiveday":"-1.217%","onemonth":"7.014%","threemonths":"-1.651%","sixmonths":"-9.562%","ninemonths":"-1.310%","one":"18.543%","three":"31.946%","five":"88.445%","ten":"303.084%","ytd":"4.812%","inception":"26137.430%"},"years":[{"year":"1989","returns":"38.617%"},{"year":"1990","returns":"11.192%"},{"year":"1991","returns":"45.788%"},{"year":"1992","returns":"16.285%"},{"year":"1993","returns":"18.587%"},{"year":"1994","returns":"-5.007%"},{"year":"1995","returns":"24.291%"},{"year":"1996","returns":"39.502%"},{"year":"1997","returns":"0.463%"},{"year":"1998","returns":"7.515%"},{"year":"1999","returns":"-27.149%"},{"year":"2000","returns":"28.385%"},{"year":"2001","returns":"7.130%"},{"year":"2002","returns":"4.900%"},{"year":"2003","returns":"25.640%"},{"year":"2004","returns":"30.693%"},{"year":"2005","returns":"3.678%"},{"year":"2006","returns":"42.730%"},{"year":"2007","returns":"-6.971%"},{"year":"2008","returns":"5.575%"},{"year":"2009","returns":"5.909%"},{"year":"2010","returns":"38.626%"},{"year":"2011","returns":"8.514%"},{"year":"2012","returns":"74.039%"},{"year":"2013","returns":"20.663%"},{"year":"2014","returns":"44.849%"},{"year":"2015","returns":"-0.352%"},{"year":"2016","returns":"4.787%"},{"year":"2017","returns":"54.120%"},{"year":"2018","returns":"-3.234%"},{"year":"2019","returns":"49.687%"},{"year":"2020","returns":"27.054%"},{"year":"2021","returns":"44.889%"},{"year":"2022","returns":"-31.965%"},{"year":"2023","returns":"32.718%"},{"year":"2024","returns":"9.905%"},{"year":"2025","returns":"4.812%"}]},"aux":25,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Chemicals","sector":"Materials","security_type":"Stocks","xtype":null},{"ticker":"TRV","dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"7.512%","ui":"5.024","upi":"4.006","sharpe":"0.773","sortino":"4.496","downsidedeviation":"4.477%","treynor":"143.567","alpha":"26.360%","ftalpha":"1,575.4","corr":"14.839%","r_squared":"2.202%","beta":"0.194"},"describe":{"name":"Travelers Companies","sharesout":"226.5688","marketcap":"62,000.551","price":"273.65","security_type":"Stock","price_previous":"275.88","high_52":"275.88","low_52":"199.322","yield":"1.535%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.535%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"32.727%","oneday":"-87.092%","fiveday":"-1.100%","onemonth":"71.683%","threemonths":"28.732%","sixmonths":"7.325%","ninemonths":"33.152%","one":"32.727%","three":"17.965%","five":"23.289%","ten":"12.911%","ytd":"39.368%","inception":"12.439%"},"total":{"period":"32.392%","oneday":"-0.808%","fiveday":"-0.022%","onemonth":"4.602%","threemonths":"6.298%","sixmonths":"3.478%","ninemonths":"23.506%","one":"32.393%","three":"63.541%","five":"183.619%","ten":"235.577%","ytd":"14.065%","inception":"7272.037%"},"years":[{"year":"1989","returns":"41.542%"},{"year":"1990","returns":"10.665%"},{"year":"1991","returns":"20.835%"},{"year":"1992","returns":"9.597%"},{"year":"1993","returns":"20.652%"},{"year":"1994","returns":"3.290%"},{"year":"1995","returns":"28.125%"},{"year":"1996","returns":"8.738%"},{"year":"1997","returns":"43.478%"},{"year":"1998","returns":"-12.954%"},{"year":"1999","returns":"-0.011%"},{"year":"2000","returns":"65.578%"},{"year":"2001","returns":"-16.946%"},{"year":"2002","returns":"-20.041%"},{"year":"2003","returns":"20.216%"},{"year":"2004","returns":"-3.148%"},{"year":"2005","returns":"23.208%"},{"year":"2006","returns":"22.902%"},{"year":"2007","returns":"2.369%"},{"year":"2008","returns":"-13.767%"},{"year":"2009","returns":"13.462%"},{"year":"2010","returns":"14.808%"},{"year":"2011","returns":"9.252%"},{"year":"2012","returns":"24.035%"},{"year":"2013","returns":"29.068%"},{"year":"2014","returns":"19.605%"},{"year":"2015","returns":"9.094%"},{"year":"2016","returns":"10.953%"},{"year":"2017","returns":"13.369%"},{"year":"2018","returns":"-9.646%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.358%"},{"year":"2021","returns":"13.972%"},{"year":"2022","returns":"22.412%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.765%"},{"year":"2025","returns":"14.065%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"12.924%","ui":"17.603","upi":"-2.996","sharpe":"-1.178","sortino":"-3.244","downsidedeviation":"16.256%","treynor":"200.775","alpha":"-43.269%","ftalpha":"-1,595.0","corr":"-9.963%","r_squared":"0.993%","beta":"-0.224"},"describe":{"name":"UnitedHealth Group","sharesout":"907.1404","marketcap":"270,427.611","price":"298.11","security_type":"Stock","price_previous":"295","high_52":"620.205","low_52":"274.35","yield":"2.818%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.818%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-40.137%","oneday":"1308.864%","fiveday":"-97.814%","onemonth":"-98.372%","threemonths":"-85.163%","sixmonths":"-76.734%","ninemonths":"-59.612%","one":"-40.137%","three":"-15.079%","five":"1.094%","ten":"11.281%","ytd":"-73.363%","inception":"24.656%"},"total":{"period":"-39.862%","oneday":"1.054%","fiveday":"-7.298%","onemonth":"-29.021%","threemonths":"-36.960%","sixmonths":"-50.601%","ninemonths":"-48.753%","one":"-39.862%","three":"-38.530%","five":"5.569%","ten":"190.278%","ytd":"-40.811%","inception":"323932.600%"},"years":[{"year":"1989","returns":"169.369%"},{"year":"1990","returns":"92.308%"},{"year":"1991","returns":"220.522%"},{"year":"1992","returns":"52.794%"},{"year":"1993","returns":"33.487%"},{"year":"1994","returns":"18.994%"},{"year":"1995","returns":"45.003%"},{"year":"1996","returns":"-31.144%"},{"year":"1997","returns":"10.502%"},{"year":"1998","returns":"-13.313%"},{"year":"1999","returns":"23.446%"},{"year":"2000","returns":"131.206%"},{"year":"2001","returns":"15.356%"},{"year":"2002","returns":"18.033%"},{"year":"2003","returns":"39.398%"},{"year":"2004","returns":"51.379%"},{"year":"2005","returns":"41.181%"},{"year":"2006","returns":"-13.489%"},{"year":"2007","returns":"8.381%"},{"year":"2008","returns":"-54.256%"},{"year":"2009","returns":"14.753%"},{"year":"2010","returns":"19.892%"},{"year":"2011","returns":"42.188%"},{"year":"2012","returns":"8.162%"},{"year":"2013","returns":"41.032%"},{"year":"2014","returns":"36.458%"},{"year":"2015","returns":"18.257%"},{"year":"2016","returns":"38.406%"},{"year":"2017","returns":"39.824%"},{"year":"2018","returns":"14.521%"},{"year":"2019","returns":"19.987%"},{"year":"2020","returns":"21.205%"},{"year":"2021","returns":"45.213%"},{"year":"2022","returns":"6.947%"},{"year":"2023","returns":"0.795%"},{"year":"2024","returns":"-2.412%"},{"year":"2025","returns":"-40.811%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"6.397%","ui":"4.285","upi":"5.009","sharpe":"0.969","sortino":"5.863","downsidedeviation":"3.661%","treynor":"61.341","alpha":"25.518%","ftalpha":"1,402.9","corr":"42.746%","r_squared":"18.272%","beta":"0.476"},"describe":{"name":"Visa Inc","sharesout":"1915.674","marketcap":"689,125.429","price":"359.73","security_type":"Stock","price_previous":"359.3","high_52":"367.9","low_52":"251.91","yield":"0.637%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.637%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"34.066%","oneday":"35.219%","fiveday":"-62.746%","onemonth":"119.403%","threemonths":"-2.690%","sixmonths":"32.765%","ninemonths":"49.229%","one":"34.066%","three":"20.193%","five":"13.987%","ten":"18.744%","ytd":"39.800%","inception":"21.639%"},"total":{"period":"33.716%","oneday":"0.120%","fiveday":"-1.938%","onemonth":"6.760%","threemonths":"-0.657%","sixmonths":"14.691%","ninemonths":"34.336%","one":"33.716%","three":"72.911%","five":"91.908%","ten":"454.489%","ytd":"14.205%","inception":"2774.850%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"0.000%"},{"year":"2005","returns":"0.000%"},{"year":"2006","returns":"0.000%"},{"year":"2007","returns":"0.000%"},{"year":"2008","returns":"-6.841%"},{"year":"2009","returns":"67.856%"},{"year":"2010","returns":"-18.996%"},{"year":"2011","returns":"45.426%"},{"year":"2012","returns":"50.473%"},{"year":"2013","returns":"48.057%"},{"year":"2014","returns":"18.630%"},{"year":"2015","returns":"19.130%"},{"year":"2016","returns":"1.368%"},{"year":"2017","returns":"47.173%"},{"year":"2018","returns":"16.481%"},{"year":"2019","returns":"43.319%"},{"year":"2020","returns":"17.131%"},{"year":"2021","returns":"-0.321%"},{"year":"2022","returns":"-3.391%"},{"year":"2023","returns":"26.308%"},{"year":"2024","returns":"22.322%"},{"year":"2025","returns":"14.205%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"6.566%","ui":"5.649","upi":"0.800","sharpe":"0.199","sortino":"0.957","downsidedeviation":"4.719%","treynor":"209.112","alpha":"11.799%","ftalpha":"920.1","corr":"5.126%","r_squared":"0.263%","beta":"0.059"},"describe":{"name":"Verizon Communications","sharesout":"4216.255","marketcap":"181,847.083","price":"43.13","security_type":"Stock","price_previous":"43.5","high_52":"45.768","low_52":"36.635","yield":"6.254%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.254%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"17.118%","oneday":"-88.407%","fiveday":"-71.610%","onemonth":"23.107%","threemonths":"7.001%","sixmonths":"1.009%","ninemonths":"12.652%","one":"17.118%","three":"0.802%","five":"0.670%","ten":"3.849%","ytd":"31.647%","inception":"7.819%"},"total":{"period":"16.953%","oneday":"-0.851%","fiveday":"-2.465%","onemonth":"1.746%","threemonths":"1.650%","sixmonths":"0.487%","ninemonths":"9.182%","one":"16.953%","three":"2.405%","five":"3.382%","ten":"45.724%","ytd":"11.516%","inception":"1482.172%"},"years":[{"year":"1989","returns":"62.483%"},{"year":"1990","returns":"0.968%"},{"year":"1991","returns":"-5.232%"},{"year":"1992","returns":"12.472%"},{"year":"1993","returns":"21.220%"},{"year":"1994","returns":"-11.601%"},{"year":"1995","returns":"41.376%"},{"year":"1996","returns":"1.356%"},{"year":"1997","returns":"46.707%"},{"year":"1998","returns":"22.539%"},{"year":"1999","returns":"16.976%"},{"year":"2000","returns":"-16.378%"},{"year":"2001","returns":"-2.513%"},{"year":"2002","returns":"-15.179%"},{"year":"2003","returns":"-5.597%"},{"year":"2004","returns":"20.247%"},{"year":"2005","returns":"-22.185%"},{"year":"2006","returns":"34.619%"},{"year":"2007","returns":"22.195%"},{"year":"2008","returns":"-18.031%"},{"year":"2009","returns":"3.846%"},{"year":"2010","returns":"22.535%"},{"year":"2011","returns":"18.229%"},{"year":"2012","returns":"13.180%"},{"year":"2013","returns":"18.642%"},{"year":"2014","returns":"-0.564%"},{"year":"2015","returns":"3.610%"},{"year":"2016","returns":"20.718%"},{"year":"2017","returns":"4.016%"},{"year":"2018","returns":"11.251%"},{"year":"2019","returns":"13.867%"},{"year":"2020","returns":"-0.120%"},{"year":"2021","returns":"-7.531%"},{"year":"2022","returns":"-20.010%"},{"year":"2023","returns":"2.766%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"11.516%"}]},"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":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"},"risk":{"sd":"6.976%","ui":"6.770","upi":"5.760","sharpe":"1.614","sortino":"4.319","downsidedeviation":"9.029%","treynor":"51.536","alpha":"39.720%","ftalpha":"1,240.8","corr":"74.671%","r_squared":"55.758%","beta":"0.907"},"describe":{"name":"Walmart Inc","sharesout":"8000.887","marketcap":"778,006.235","price":"97.24","security_type":"Stock","price_previous":"97.58","high_52":"104.51","low_52":"64.233","yield":"0.910%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.910%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9003","juliandate":"45440","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"oneday":{"dtestart":{"marketdate":"9252","strdate":"5/27/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"fiveday":{"dtestart":{"marketdate":"9248","strdate":"5/20/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"onemonth":{"dtestart":{"marketdate":"9232","strdate":"4/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"threemonths":{"dtestart":{"marketdate":"9192","strdate":"2/28/2025"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"sixmonths":{"dtestart":{"marketdate":"9131","strdate":"11/27/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ninemonths":{"dtestart":{"marketdate":"9067","strdate":"8/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"one":{"dtestart":{"marketdate":"9003","strdate":"5/28/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"three":{"dtestart":{"marketdate":"8502","strdate":"5/27/2022"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"five":{"dtestart":{"marketdate":"7997","strdate":"5/28/2020"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ten":{"dtestart":{"marketdate":"6738","strdate":"5/28/2015"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9253","juliandate":"45805","strdate":"5/28/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"51.600%","oneday":"-58.541%","fiveday":"-25.152%","onemonth":"32.489%","threemonths":"-3.588%","sixmonths":"14.160%","ninemonths":"40.887%","one":"51.600%","three":"33.502%","five":"20.518%","ten":"16.857%","ytd":"21.945%","inception":"14.188%"},"total":{"period":"51.038%","oneday":"-0.348%","fiveday":"-0.573%","onemonth":"2.370%","threemonths":"-0.880%","sixmonths":"6.615%","ninemonths":"28.757%","one":"51.038%","three":"136.375%","five":"153.269%","ten":"372.658%","ytd":"8.183%","inception":"12882.640%"},"years":[{"year":"1989","returns":"43.869%"},{"year":"1990","returns":"35.501%"},{"year":"1991","returns":"95.396%"},{"year":"1992","returns":"9.094%"},{"year":"1993","returns":"-21.509%"},{"year":"1994","returns":"-14.419%"},{"year":"1995","returns":"5.525%"},{"year":"1996","returns":"3.133%"},{"year":"1997","returns":"74.698%"},{"year":"1998","returns":"107.551%"},{"year":"1999","returns":"70.435%"},{"year":"2000","returns":"-22.795%"},{"year":"2001","returns":"8.949%"},{"year":"2002","returns":"-11.760%"},{"year":"2003","returns":"5.725%"},{"year":"2004","returns":"0.515%"},{"year":"2005","returns":"-10.305%"},{"year":"2006","returns":"0.133%"},{"year":"2007","returns":"4.905%"},{"year":"2008","returns":"19.998%"},{"year":"2009","returns":"-2.575%"},{"year":"2010","returns":"3.224%"},{"year":"2011","returns":"13.868%"},{"year":"2012","returns":"16.327%"},{"year":"2013","returns":"18.168%"},{"year":"2014","returns":"11.858%"},{"year":"2015","returns":"-26.640%"},{"year":"2016","returns":"16.035%"},{"year":"2017","returns":"46.541%"},{"year":"2018","returns":"-3.431%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.336%"},{"year":"2021","returns":"1.969%"},{"year":"2022","returns":"-0.465%"},{"year":"2023","returns":"12.885%"},{"year":"2024","returns":"73.980%"},{"year":"2025","returns":"8.183%"}]},"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}