{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.280%","ui":"11.366","upi":"-0.319","sharpe":"-0.113","sortino":"-0.228","downsidedeviation":"4.582%","treynor":"0.113","alpha":"0.216%","ftalpha":"-383.1","corr":"37.759%","r_squared":"14.257%","beta":"0.649"},"describe":{"name":"Apple Inc","sharesout":"14776.35","marketcap":"3,669,706.613","price":"248.35","security_type":"Stock","price_previous":"247.65","high_52":"286.19","low_52":"171.845","yield":"0.415%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.415%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.508%","oneday":"103.806%","fiveday":"-90.024%","onemonth":"-66.694%","threemonths":"-14.638%","sixmonths":"34.468%","ninemonths":"34.336%","one":"11.508%","three":"22.401%","five":"12.968%","ten":"27.039%","ytd":"-80.401%","inception":"20.083%"},"total":{"period":"11.448%","oneday":"0.283%","fiveday":"-4.466%","onemonth":"-8.348%","threemonths":"-3.815%","sixmonths":"16.080%","ninemonths":"24.753%","one":"11.448%","three":"82.832%","five":"83.430%","ten":"986.063%","ytd":"-8.648%","inception":"92567.910%"},"years":[{"year":"1989","returns":"-11.470%"},{"year":"1990","returns":"23.482%"},{"year":"1991","returns":"32.459%"},{"year":"1992","returns":"6.931%"},{"year":"1993","returns":"-50.463%"},{"year":"1994","returns":"35.047%"},{"year":"1995","returns":"-17.301%"},{"year":"1996","returns":"-34.310%"},{"year":"1997","returns":"-37.580%"},{"year":"1998","returns":"213.265%"},{"year":"1999","returns":"151.140%"},{"year":"2000","returns":"-71.077%"},{"year":"2001","returns":"47.085%"},{"year":"2002","returns":"-34.451%"},{"year":"2003","returns":"48.837%"},{"year":"2004","returns":"201.875%"},{"year":"2005","returns":"123.188%"},{"year":"2006","returns":"17.996%"},{"year":"2007","returns":"133.530%"},{"year":"2008","returns":"-56.910%"},{"year":"2009","returns":"146.875%"},{"year":"2010","returns":"53.070%"},{"year":"2011","returns":"25.553%"},{"year":"2012","returns":"32.587%"},{"year":"2013","returns":"8.060%"},{"year":"2014","returns":"40.622%"},{"year":"2015","returns":"-3.020%"},{"year":"2016","returns":"12.481%"},{"year":"2017","returns":"48.479%"},{"year":"2018","returns":"-5.392%"},{"year":"2019","returns":"88.965%"},{"year":"2020","returns":"82.310%"},{"year":"2021","returns":"34.648%"},{"year":"2022","returns":"-26.404%"},{"year":"2023","returns":"49.004%"},{"year":"2024","returns":"30.705%"},{"year":"2025","returns":"9.045%"},{"year":"2026","returns":"-8.648%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"8.155%","ui":"9.298","upi":"1.731","sharpe":"0.570","sortino":"0.915","downsidedeviation":"5.077%","treynor":"3.374","alpha":"26.159%","ftalpha":"897.1","corr":"5.302%","r_squared":"0.281%","beta":"0.080"},"describe":{"name":"Amgen","sharesout":"538.4807","marketcap":"186,890.500","price":"347.07","security_type":"Stock","price_previous":"343.6","high_52":"347.07","low_52":"256.113","yield":"2.743%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.743%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"31.223%","oneday":"1161.238%","fiveday":"1391.099%","onemonth":"79.155%","threemonths":"96.686%","sixmonths":"32.597%","ninemonths":"38.542%","one":"31.223%","three":"13.288%","five":"9.944%","ten":"11.624%","ytd":"187.538%","inception":"19.610%"},"total":{"period":"31.046%","oneday":"1.010%","fiveday":"5.502%","onemonth":"4.732%","threemonths":"18.088%","sixmonths":"15.264%","ninemonths":"27.668%","one":"31.046%","three":"45.126%","five":"60.268%","ten":"199.193%","ytd":"6.037%","inception":"79870.050%"},"years":[{"year":"1989","returns":"45.322%"},{"year":"1990","returns":"153.934%"},{"year":"1991","returns":"265.070%"},{"year":"1992","returns":"-6.775%"},{"year":"1993","returns":"-29.912%"},{"year":"1994","returns":"19.202%"},{"year":"1995","returns":"101.288%"},{"year":"1996","returns":"-8.426%"},{"year":"1997","returns":"-0.473%"},{"year":"1998","returns":"93.196%"},{"year":"1999","returns":"129.763%"},{"year":"2000","returns":"6.460%"},{"year":"2001","returns":"-11.731%"},{"year":"2002","returns":"-14.352%"},{"year":"2003","returns":"27.824%"},{"year":"2004","returns":"3.819%"},{"year":"2005","returns":"22.933%"},{"year":"2006","returns":"-13.379%"},{"year":"2007","returns":"-32.016%"},{"year":"2008","returns":"24.356%"},{"year":"2009","returns":"-2.045%"},{"year":"2010","returns":"-2.950%"},{"year":"2011","returns":"18.177%"},{"year":"2012","returns":"36.231%"},{"year":"2013","returns":"34.804%"},{"year":"2014","returns":"42.318%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.249%"},{"year":"2018","returns":"15.171%"},{"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":"29.654%"},{"year":"2026","returns":"6.037%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"10.018%","ui":"12.594","upi":"-1.224","sharpe":"-0.444","sortino":"-1.137","downsidedeviation":"3.915%","treynor":"-0.027","alpha":"-22.560%","ftalpha":"-682.5","corr":"89.044%","r_squared":"79.288%","beta":"1.653"},"describe":{"name":"Amazon com","sharesout":"10690.22","marketcap":"2,505,146.116","price":"234.34","security_type":"Stock","price_previous":"231.31","high_52":"254","low_52":"167.32","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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-0.287%","oneday":"2565.154%","fiveday":"-39.035%","onemonth":"38.011%","threemonths":"34.313%","sixmonths":"6.088%","ninemonths":"49.729%","one":"-0.287%","three":"34.262%","five":"7.357%","ten":"22.981%","ytd":"31.350%","inception":"31.299%"},"total":{"period":"-0.285%","oneday":"1.310%","fiveday":"-0.976%","onemonth":"2.587%","threemonths":"7.520%","sixmonths":"3.020%","ninemonths":"35.316%","one":"-0.285%","three":"140.967%","five":"42.360%","ten":"685.875%","ytd":"1.525%","inception":"241487.600%"},"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":"6.411%"},{"year":"2006","returns":"-16.292%"},{"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":"58.965%"},{"year":"2014","returns":"-22.173%"},{"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":"5.210%"},{"year":"2026","returns":"1.525%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.201%","ui":"9.675","upi":"0.041","sharpe":"0.012","sortino":"0.033","downsidedeviation":"3.452%","treynor":"0.078","alpha":"-4.626%","ftalpha":"-281.3","corr":"85.576%","r_squared":"73.232%","beta":"1.459"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"253,511.195","price":"368.02","security_type":"Stock","price_previous":"359.61","high_52":"384.045","low_52":"229.711","yield":"0.891%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.891%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.524%","oneday":"9999.990%","fiveday":"288.068%","onemonth":"-33.269%","threemonths":"20.927%","sixmonths":"47.429%","ninemonths":"67.020%","one":"15.524%","three":"36.241%","five":"25.533%","ten":"22.726%","ytd":"-5.319%","inception":"13.048%"},"total":{"period":"15.442%","oneday":"2.339%","fiveday":"2.724%","onemonth":"-3.156%","threemonths":"4.781%","sixmonths":"21.584%","ninemonths":"46.863%","one":"15.442%","three":"151.724%","five":"209.990%","ten":"669.787%","ytd":"-0.303%","inception":"9630.830%"},"years":[{"year":"1989","returns":"34.389%"},{"year":"1990","returns":"-38.607%"},{"year":"1991","returns":"3.473%"},{"year":"1992","returns":"25.416%"},{"year":"1993","returns":"28.422%"},{"year":"1994","returns":"12.525%"},{"year":"1995","returns":"42.812%"},{"year":"1996","returns":"39.810%"},{"year":"1997","returns":"59.882%"},{"year":"1998","returns":"15.677%"},{"year":"1999","returns":"63.380%"},{"year":"2000","returns":"-0.368%"},{"year":"2001","returns":"-34.496%"},{"year":"2002","returns":"0.166%"},{"year":"2003","returns":"37.660%"},{"year":"2004","returns":"17.594%"},{"year":"2005","returns":"5.128%"},{"year":"2006","returns":"19.091%"},{"year":"2007","returns":"-13.389%"},{"year":"2008","returns":"-63.724%"},{"year":"2009","returns":"126.080%"},{"year":"2010","returns":"7.832%"},{"year":"2011","returns":"11.623%"},{"year":"2012","returns":"23.574%"},{"year":"2013","returns":"59.841%"},{"year":"2014","returns":"3.668%"},{"year":"2015","returns":"-24.219%"},{"year":"2016","returns":"8.571%"},{"year":"2017","returns":"36.204%"},{"year":"2018","returns":"-2.632%"},{"year":"2019","returns":"32.525%"},{"year":"2020","returns":"-1.151%"},{"year":"2021","returns":"36.887%"},{"year":"2022","returns":"-8.530%"},{"year":"2023","returns":"28.691%"},{"year":"2024","returns":"60.317%"},{"year":"2025","returns":"26.016%"},{"year":"2026","returns":"-0.303%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"10.967%","ui":"9.627","upi":"3.008","sharpe":"0.762","sortino":"1.639","downsidedeviation":"5.101%","treynor":"0.299","alpha":"25.289%","ftalpha":"642.3","corr":"65.710%","r_squared":"43.177%","beta":"1.335"},"describe":{"name":"Boeing","sharesout":"760.0955","marketcap":"191,095.612","price":"251.41","security_type":"Stock","price_previous":"250.07","high_52":"251.41","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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"44.088%","oneday":"284.996%","fiveday":"503.469%","onemonth":"546.051%","threemonths":"83.406%","sixmonths":"20.920%","ninemonths":"79.013%","one":"44.088%","three":"6.769%","five":"4.102%","ten":"8.482%","ytd":"1304.191%","inception":"10.148%"},"total":{"period":"43.827%","oneday":"0.536%","fiveday":"3.627%","onemonth":"15.943%","threemonths":"16.076%","sixmonths":"10.036%","ninemonths":"54.695%","one":"43.827%","three":"21.595%","five":"22.139%","ten":"125.096%","ytd":"15.793%","inception":"3588.527%"},"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":"22.667%"},{"year":"2026","returns":"15.793%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.382%","ui":"11.788","upi":"4.296","sharpe":"1.558","sortino":"4.368","downsidedeviation":"3.347%","treynor":"0.465","alpha":"47.088%","ftalpha":"531.9","corr":"76.183%","r_squared":"58.039%","beta":"1.324"},"describe":{"name":"Caterpillar","sharesout":"467.9796","marketcap":"303,442.640","price":"648.41","security_type":"Stock","price_previous":"645.38","high_52":"648.41","low_52":"270.172","yield":"0.916%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.916%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"65.766%","oneday":"225.925%","fiveday":"140.667%","onemonth":"299.154%","threemonths":"160.021%","sixmonths":"142.611%","ninemonths":"194.597%","one":"65.766%","three":"39.935%","five":"30.110%","ten":"29.787%","ytd":"872.768%","inception":"15.645%"},"total":{"period":"65.352%","oneday":"0.469%","fiveday":"1.756%","onemonth":"11.600%","threemonths":"26.475%","sixmonths":"56.239%","ninemonths":"124.684%","one":"65.352%","three":"172.654%","five":"270.440%","ten":"1244.301%","ytd":"13.458%","inception":"22619.340%"},"years":[{"year":"1989","returns":"-7.217%"},{"year":"1990","returns":"-16.869%"},{"year":"1991","returns":"-4.236%"},{"year":"1992","returns":"23.683%"},{"year":"1993","returns":"67.490%"},{"year":"1994","returns":"24.922%"},{"year":"1995","returns":"8.779%"},{"year":"1996","returns":"30.996%"},{"year":"1997","returns":"31.294%"},{"year":"1998","returns":"-3.056%"},{"year":"1999","returns":"4.686%"},{"year":"2000","returns":"4.157%"},{"year":"2001","returns":"13.734%"},{"year":"2002","returns":"-9.816%"},{"year":"2003","returns":"86.113%"},{"year":"2004","returns":"19.751%"},{"year":"2005","returns":"20.680%"},{"year":"2006","returns":"7.860%"},{"year":"2007","returns":"20.479%"},{"year":"2008","returns":"-36.816%"},{"year":"2009","returns":"33.149%"},{"year":"2010","returns":"68.604%"},{"year":"2011","returns":"-1.479%"},{"year":"2012","returns":"1.001%"},{"year":"2013","returns":"3.425%"},{"year":"2014","returns":"3.468%"},{"year":"2015","returns":"-22.992%"},{"year":"2016","returns":"42.170%"},{"year":"2017","returns":"75.002%"},{"year":"2018","returns":"-17.542%"},{"year":"2019","returns":"19.476%"},{"year":"2020","returns":"26.925%"},{"year":"2021","returns":"15.960%"},{"year":"2022","returns":"18.579%"},{"year":"2023","returns":"25.971%"},{"year":"2024","returns":"24.651%"},{"year":"2025","returns":"60.304%"},{"year":"2026","returns":"13.458%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.634%","ui":"27.218","upi":"-1.699","sharpe":"-1.385","sortino":"-2.175","downsidedeviation":"6.137%","treynor":"-0.257","alpha":"-50.342%","ftalpha":"-1,242.5","corr":"77.064%","r_squared":"59.388%","beta":"1.376"},"describe":{"name":"SalesForcecom","sharesout":"937","marketcap":"213,720.327","price":"228.09","security_type":"Stock","price_previous":"221.58","high_52":"357.597","low_52":"220.07","yield":"0.730%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.730%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-31.102%","oneday":"9999.990%","fiveday":"-91.604%","onemonth":"-84.651%","threemonths":"-37.704%","sixmonths":"-24.475%","ninemonths":"-7.695%","one":"-31.102%","three":"15.225%","five":"0.452%","ten":"12.474%","ytd":"-93.255%","inception":"20.328%"},"total":{"period":"-30.975%","oneday":"2.938%","fiveday":"-4.792%","onemonth":"-13.808%","threemonths":"-10.981%","sixmonths":"-13.179%","ninemonths":"-5.823%","one":"-30.975%","three":"52.658%","five":"2.270%","ten":"222.703%","ytd":"-13.899%","inception":"5270.614%"},"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":"-1.483%"},{"year":"2005","returns":"89.173%"},{"year":"2006","returns":"13.733%"},{"year":"2007","returns":"71.984%"},{"year":"2008","returns":"-48.941%"},{"year":"2009","returns":"130.462%"},{"year":"2010","returns":"78.938%"},{"year":"2011","returns":"-23.136%"},{"year":"2012","returns":"65.678%"},{"year":"2013","returns":"31.329%"},{"year":"2014","returns":"7.463%"},{"year":"2015","returns":"32.189%"},{"year":"2016","returns":"-12.679%"},{"year":"2017","returns":"49.329%"},{"year":"2018","returns":"33.982%"},{"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":"-20.242%"},{"year":"2026","returns":"-13.899%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.938%","ui":"5.213","upi":"1.648","sharpe":"0.357","sortino":"1.047","downsidedeviation":"2.368%","treynor":"0.212","alpha":"9.453%","ftalpha":"352.6","corr":"71.649%","r_squared":"51.336%","beta":"0.921"},"describe":{"name":"Cisco Systems","sharesout":"3951.094","marketcap":"293,684.824","price":"74.33","security_type":"Stock","price_previous":"73.69","high_52":"79.82","low_52":"52.278","yield":"2.206%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.206%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.719%","oneday":"785.809%","fiveday":"-5.282%","onemonth":"-42.752%","threemonths":"25.595%","sixmonths":"21.500%","ninemonths":"52.817%","one":"23.719%","three":"20.171%","five":"14.004%","ten":"15.813%","ytd":"-42.075%","inception":"22.588%"},"total":{"period":"23.589%","oneday":"0.868%","fiveday":"-0.108%","onemonth":"-4.326%","threemonths":"5.761%","sixmonths":"10.302%","ninemonths":"37.401%","one":"23.589%","three":"73.066%","five":"91.953%","ten":"331.950%","ytd":"-2.985%","inception":"148560.000%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"104.000%"},{"year":"1991","returns":"194.118%"},{"year":"1992","returns":"137.333%"},{"year":"1993","returns":"64.326%"},{"year":"1994","returns":"8.718%"},{"year":"1995","returns":"112.500%"},{"year":"1996","returns":"70.514%"},{"year":"1997","returns":"31.438%"},{"year":"1998","returns":"149.719%"},{"year":"1999","returns":"130.830%"},{"year":"2000","returns":"-28.585%"},{"year":"2001","returns":"-52.655%"},{"year":"2002","returns":"-27.662%"},{"year":"2003","returns":"84.955%"},{"year":"2004","returns":"-20.263%"},{"year":"2005","returns":"-11.385%"},{"year":"2006","returns":"59.640%"},{"year":"2007","returns":"-0.954%"},{"year":"2008","returns":"-39.787%"},{"year":"2009","returns":"46.871%"},{"year":"2010","returns":"-15.492%"},{"year":"2011","returns":"-9.636%"},{"year":"2012","returns":"10.781%"},{"year":"2013","returns":"16.722%"},{"year":"2014","returns":"27.933%"},{"year":"2015","returns":"0.624%"},{"year":"2016","returns":"15.171%"},{"year":"2017","returns":"31.274%"},{"year":"2018","returns":"16.566%"},{"year":"2019","returns":"13.820%"},{"year":"2020","returns":"-3.533%"},{"year":"2021","returns":"45.758%"},{"year":"2022","returns":"-22.458%"},{"year":"2023","returns":"9.304%"},{"year":"2024","returns":"20.988%"},{"year":"2025","returns":"33.521%"},{"year":"2026","returns":"-2.985%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"7.302%","ui":"9.608","upi":"-0.370","sharpe":"-0.141","sortino":"-0.215","downsidedeviation":"4.786%","treynor":"0.102","alpha":"-0.556%","ftalpha":"-84.9","corr":"53.629%","r_squared":"28.761%","beta":"0.726"},"describe":{"name":"Chevron","sharesout":"1999.354","marketcap":"333,212.345","price":"166.66","security_type":"Stock","price_previous":"166.73","high_52":"167.24","low_52":"129.191","yield":"4.104%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.104%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.572%","oneday":"-10.050%","fiveday":"-16.077%","onemonth":"283.889%","threemonths":"38.432%","sixmonths":"28.772%","ninemonths":"35.625%","one":"11.572%","three":"1.479%","five":"17.682%","ten":"11.876%","ytd":"400.513%","inception":"11.681%"},"total":{"period":"11.511%","oneday":"-0.042%","fiveday":"-0.347%","onemonth":"11.255%","threemonths":"8.321%","sixmonths":"13.577%","ninemonths":"25.648%","one":"11.511%","three":"4.481%","five":"124.800%","ten":"206.012%","ytd":"9.350%","inception":"6079.458%"},"years":[{"year":"1989","returns":"55.712%"},{"year":"1990","returns":"11.761%"},{"year":"1991","returns":"-0.667%"},{"year":"1992","returns":"5.734%"},{"year":"1993","returns":"30.577%"},{"year":"1994","returns":"6.804%"},{"year":"1995","returns":"22.242%"},{"year":"1996","returns":"28.483%"},{"year":"1997","returns":"22.133%"},{"year":"1998","returns":"11.013%"},{"year":"1999","returns":"7.356%"},{"year":"2000","returns":"0.525%"},{"year":"2001","returns":"9.282%"},{"year":"2002","returns":"-23.115%"},{"year":"2003","returns":"35.407%"},{"year":"2004","returns":"25.568%"},{"year":"2005","returns":"11.508%"},{"year":"2006","returns":"33.756%"},{"year":"2007","returns":"30.560%"},{"year":"2008","returns":"-18.314%"},{"year":"2009","returns":"8.098%"},{"year":"2010","returns":"22.946%"},{"year":"2011","returns":"20.283%"},{"year":"2012","returns":"4.167%"},{"year":"2013","returns":"19.320%"},{"year":"2014","returns":"-6.983%"},{"year":"2015","returns":"-16.211%"},{"year":"2016","returns":"36.643%"},{"year":"2017","returns":"10.623%"},{"year":"2018","returns":"-9.778%"},{"year":"2019","returns":"15.278%"},{"year":"2020","returns":"-25.974%"},{"year":"2021","returns":"46.317%"},{"year":"2022","returns":"58.481%"},{"year":"2023","returns":"-13.623%"},{"year":"2024","returns":"1.238%"},{"year":"2025","returns":"10.122%"},{"year":"2026","returns":"9.350%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"8.725%","ui":"10.482","upi":"-0.946","sharpe":"-0.328","sortino":"-0.622","downsidedeviation":"4.596%","treynor":"0.007","alpha":"-14.401%","ftalpha":"-464.1","corr":"87.233%","r_squared":"76.096%","beta":"1.410"},"describe":{"name":"Walt Disney","sharesout":"1785.289","marketcap":"202,112.566","price":"113.21","security_type":"Stock","price_previous":"113.19","high_52":"123.174","low_52":"80.828","yield":"1.104%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.104%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"5.218%","oneday":"4.557%","fiveday":"-13.273%","onemonth":"9.725%","threemonths":"3.271%","sixmonths":"-11.284%","ninemonths":"46.248%","one":"5.218%","three":"3.861%","five":"-7.717%","ten":"2.407%","ytd":"-8.507%","inception":"9.629%"},"total":{"period":"5.191%","oneday":"0.018%","fiveday":"-0.282%","onemonth":"0.739%","threemonths":"0.794%","sixmonths":"-5.850%","ninemonths":"32.952%","one":"5.191%","three":"11.974%","five":"-32.938%","ten":"26.745%","ytd":"-0.492%","inception":"2992.324%"},"years":[{"year":"1989","returns":"71.207%"},{"year":"1990","returns":"-8.922%"},{"year":"1991","returns":"13.486%"},{"year":"1992","returns":"51.086%"},{"year":"1993","returns":"-0.295%"},{"year":"1994","returns":"8.672%"},{"year":"1995","returns":"29.027%"},{"year":"1996","returns":"19.105%"},{"year":"1997","returns":"42.889%"},{"year":"1998","returns":"-8.516%"},{"year":"1999","returns":"-1.684%"},{"year":"2000","returns":"-0.396%"},{"year":"2001","returns":"-27.711%"},{"year":"2002","returns":"-20.300%"},{"year":"2003","returns":"44.375%"},{"year":"2004","returns":"20.215%"},{"year":"2005","returns":"-12.848%"},{"year":"2006","returns":"44.259%"},{"year":"2007","returns":"-3.457%"},{"year":"2008","returns":"-28.632%"},{"year":"2009","returns":"43.724%"},{"year":"2010","returns":"17.576%"},{"year":"2011","returns":"1.682%"},{"year":"2012","returns":"32.773%"},{"year":"2013","returns":"55.340%"},{"year":"2014","returns":"24.830%"},{"year":"2015","returns":"12.921%"},{"year":"2016","returns":"0.650%"},{"year":"2017","returns":"4.774%"},{"year":"2018","returns":"3.615%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.272%"},{"year":"2021","returns":"-14.510%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.261%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"3.300%"},{"year":"2026","returns":"-0.492%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.046%","ui":"9.529","upi":"4.107","sharpe":"1.249","sortino":"4.242","downsidedeviation":"2.663%","treynor":"0.350","alpha":"34.444%","ftalpha":"504.7","corr":"85.234%","r_squared":"72.649%","beta":"1.429"},"describe":{"name":"Goldman Sachs Group","sharesout":"299.9285","marketcap":"286,326.750","price":"954.65","security_type":"Stock","price_previous":"953.01","high_52":"975.86","low_52":"455.233","yield":"1.467%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.467%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"54.263%","oneday":"54.299%","fiveday":"223.864%","onemonth":"113.300%","threemonths":"180.370%","sixmonths":"88.786%","ninemonths":"129.602%","one":"54.263%","three":"44.662%","five":"30.179%","ten":"22.351%","ytd":"342.625%","inception":"11.790%"},"total":{"period":"53.932%","oneday":"0.172%","fiveday":"2.357%","onemonth":"6.190%","threemonths":"28.839%","sixmonths":"37.703%","ninemonths":"86.408%","one":"53.932%","three":"201.080%","five":"271.414%","ten":"646.672%","ytd":"8.606%","inception":"1848.504%"},"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":"34.376%"},{"year":"2000","returns":"14.111%"},{"year":"2001","returns":"-12.813%"},{"year":"2002","returns":"-26.118%"},{"year":"2003","returns":"46.298%"},{"year":"2004","returns":"6.493%"},{"year":"2005","returns":"23.886%"},{"year":"2006","returns":"57.414%"},{"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":"10.784%"},{"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":"56.612%"},{"year":"2026","returns":"8.606%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.804%","ui":"12.031","upi":"-1.654","sharpe":"-0.844","sortino":"-1.207","downsidedeviation":"4.760%","treynor":"-0.131","alpha":"-16.454%","ftalpha":"-748.9","corr":"54.352%","r_squared":"29.541%","beta":"0.685"},"describe":{"name":"Home Depot","sharesout":"995.5115","marketcap":"379,319.746","price":"381.03","security_type":"Stock","price_previous":"384.64","high_52":"420.665","low_52":"329.158","yield":"2.415%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.415%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-4.768%","oneday":"-90.733%","fiveday":"96.823%","onemonth":"232.721%","threemonths":"-5.574%","sixmonths":"8.000%","ninemonths":"12.865%","one":"-4.768%","three":"9.350%","five":"8.717%","ten":"14.747%","ytd":"527.670%","inception":"18.575%"},"total":{"period":"-4.745%","oneday":"-0.939%","fiveday":"1.351%","onemonth":"10.000%","threemonths":"-1.400%","sixmonths":"3.951%","ninemonths":"9.491%","one":"-4.745%","three":"30.581%","five":"51.560%","ten":"293.927%","ytd":"10.732%","inception":"57719.430%"},"years":[{"year":"1989","returns":"74.405%"},{"year":"1990","returns":"58.701%"},{"year":"1991","returns":"162.316%"},{"year":"1992","returns":"50.601%"},{"year":"1993","returns":"-21.781%"},{"year":"1994","returns":"16.856%"},{"year":"1995","returns":"4.261%"},{"year":"1996","returns":"5.423%"},{"year":"1997","returns":"17.959%"},{"year":"1998","returns":"108.425%"},{"year":"1999","returns":"68.974%"},{"year":"2000","returns":"-33.315%"},{"year":"2001","returns":"12.061%"},{"year":"2002","returns":"-52.618%"},{"year":"2003","returns":"49.047%"},{"year":"2004","returns":"21.466%"},{"year":"2005","returns":"-4.344%"},{"year":"2006","returns":"1.012%"},{"year":"2007","returns":"-31.139%"},{"year":"2008","returns":"-11.503%"},{"year":"2009","returns":"30.427%"},{"year":"2010","returns":"24.967%"},{"year":"2011","returns":"23.404%"},{"year":"2012","returns":"49.665%"},{"year":"2013","returns":"35.925%"},{"year":"2014","returns":"30.254%"},{"year":"2015","returns":"28.544%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.612%"},{"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":"-9.309%"},{"year":"2026","returns":"10.732%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"7.561%","ui":"10.814","upi":"-1.220","sharpe":"-0.504","sortino":"-0.805","downsidedeviation":"4.732%","treynor":"-0.022","alpha":"-13.497%","ftalpha":"-471.3","corr":"73.338%","r_squared":"53.785%","beta":"1.028"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"141,287.793","price":"222.54","security_type":"Stock","price_previous":"219.17","high_52":"237.732","low_52":"179.918","yield":"2.058%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.058%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.932%","oneday":"4595.228%","fiveday":"803.387%","onemonth":"397.419%","threemonths":"38.603%","sixmonths":"-9.457%","ninemonths":"19.136%","one":"1.932%","three":"5.543%","five":"4.045%","ten":"10.882%","ytd":"971.855%","inception":"11.823%"},"total":{"period":"1.923%","oneday":"1.538%","fiveday":"4.459%","onemonth":"13.564%","threemonths":"8.354%","sixmonths":"-4.879%","ninemonths":"14.018%","one":"1.923%","three":"17.474%","five":"21.806%","ten":"179.963%","ytd":"14.070%","inception":"6380.489%"},"years":[{"year":"1989","returns":"12.948%"},{"year":"1990","returns":"-18.203%"},{"year":"1991","returns":"70.518%"},{"year":"1992","returns":"40.429%"},{"year":"1993","returns":"32.797%"},{"year":"1994","returns":"-12.349%"},{"year":"1995","returns":"42.310%"},{"year":"1996","returns":"43.132%"},{"year":"1997","returns":"17.430%"},{"year":"1998","returns":"15.833%"},{"year":"1999","returns":"31.817%"},{"year":"2000","returns":"-16.614%"},{"year":"2001","returns":"-27.072%"},{"year":"2002","returns":"-27.281%"},{"year":"2003","returns":"43.272%"},{"year":"2004","returns":"8.203%"},{"year":"2005","returns":"7.522%"},{"year":"2006","returns":"24.143%"},{"year":"2007","returns":"38.648%"},{"year":"2008","returns":"-45.326%"},{"year":"2009","returns":"23.697%"},{"year":"2010","returns":"39.431%"},{"year":"2011","returns":"4.883%"},{"year":"2012","returns":"19.859%"},{"year":"2013","returns":"47.033%"},{"year":"2014","returns":"11.548%"},{"year":"2015","returns":"5.799%"},{"year":"2016","returns":"14.341%"},{"year":"2017","returns":"35.089%"},{"year":"2018","returns":"-12.086%"},{"year":"2019","returns":"36.717%"},{"year":"2020","returns":"22.970%"},{"year":"2021","returns":"-0.287%"},{"year":"2022","returns":"4.882%"},{"year":"2023","returns":"0.021%"},{"year":"2024","returns":"10.000%"},{"year":"2025","returns":"-11.757%"},{"year":"2026","returns":"14.070%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"9.082%","ui":"7.670","upi":"2.673","sharpe":"0.652","sortino":"1.132","downsidedeviation":"5.228%","treynor":"1.092","alpha":"28.290%","ftalpha":"644.8","corr":"17.113%","r_squared":"2.928%","beta":"0.288"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"275,438.434","price":"294.67","security_type":"Stock","price_previous":"297.54","high_52":"314.98","low_52":"216.859","yield":"2.277%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.277%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.629%","oneday":"-91.327%","fiveday":"-90.933%","onemonth":"-29.026%","threemonths":"12.990%","sixmonths":"11.858%","ninemonths":"34.222%","one":"35.629%","three":"32.748%","five":"25.209%","ten":"13.975%","ytd":"-8.964%","inception":"9.231%"},"total":{"period":"35.424%","oneday":"-0.965%","fiveday":"-4.647%","onemonth":"-2.682%","threemonths":"3.047%","sixmonths":"5.804%","ninemonths":"24.673%","one":"35.424%","three":"132.948%","five":"206.020%","ten":"268.282%","ytd":"-0.520%","inception":"2600.174%"},"years":[{"year":"1989","returns":"-19.441%"},{"year":"1990","returns":"25.673%"},{"year":"1991","returns":"-17.581%"},{"year":"1992","returns":"-40.014%"},{"year":"1993","returns":"15.835%"},{"year":"1994","returns":"32.271%"},{"year":"1995","returns":"25.683%"},{"year":"1996","returns":"67.669%"},{"year":"1997","returns":"39.317%"},{"year":"1998","returns":"77.488%"},{"year":"1999","returns":"17.571%"},{"year":"2000","returns":"-20.847%"},{"year":"2001","returns":"43.002%"},{"year":"2002","returns":"-35.470%"},{"year":"2003","returns":"20.495%"},{"year":"2004","returns":"7.193%"},{"year":"2005","returns":"-15.832%"},{"year":"2006","returns":"19.771%"},{"year":"2007","returns":"12.840%"},{"year":"2008","returns":"-20.764%"},{"year":"2009","returns":"58.606%"},{"year":"2010","returns":"14.283%"},{"year":"2011","returns":"26.342%"},{"year":"2012","returns":"4.172%"},{"year":"2013","returns":"-0.184%"},{"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":"-1.190%"},{"year":"2021","returns":"11.567%"},{"year":"2022","returns":"10.704%"},{"year":"2023","returns":"21.878%"},{"year":"2024","returns":"39.273%"},{"year":"2025","returns":"38.256%"},{"year":"2026","returns":"-0.520%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"5.636%","ui":"4.497","upi":"8.938","sharpe":"2.059","sortino":"3.216","downsidedeviation":"3.608%","treynor":"7.089","alpha":"50.349%","ftalpha":"2,618.9","corr":"6.907%","r_squared":"0.477%","beta":"0.072"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"526,406.878","price":"218.49","security_type":"Stock","price_previous":"218.01","high_52":"219.57","low_52":"140.973","yield":"2.353%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.353%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"55.326%","oneday":"74.158%","fiveday":"-1.376%","onemonth":"93.840%","threemonths":"70.145%","sixmonths":"73.289%","ninemonths":"59.069%","one":"55.326%","three":"12.415%","five":"9.058%","ten":"11.571%","ytd":"165.835%","inception":"13.277%"},"total":{"period":"54.987%","oneday":"0.220%","fiveday":"-0.027%","onemonth":"5.388%","threemonths":"13.955%","sixmonths":"31.891%","ninemonths":"41.593%","one":"54.987%","three":"41.812%","five":"53.944%","ten":"197.788%","ytd":"5.576%","inception":"10394.240%"},"years":[{"year":"1989","returns":"42.644%"},{"year":"1990","returns":"23.379%"},{"year":"1991","returns":"62.333%"},{"year":"1992","returns":"-10.188%"},{"year":"1993","returns":"-8.934%"},{"year":"1994","returns":"24.990%"},{"year":"1995","returns":"59.147%"},{"year":"1996","returns":"18.126%"},{"year":"1997","returns":"34.306%"},{"year":"1998","returns":"28.988%"},{"year":"1999","returns":"12.458%"},{"year":"2000","returns":"14.238%"},{"year":"2001","returns":"14.015%"},{"year":"2002","returns":"-7.880%"},{"year":"2003","returns":"-2.113%"},{"year":"2004","returns":"25.165%"},{"year":"2005","returns":"-3.358%"},{"year":"2006","returns":"12.445%"},{"year":"2007","returns":"3.610%"},{"year":"2008","returns":"-7.769%"},{"year":"2009","returns":"11.278%"},{"year":"2010","returns":"-0.586%"},{"year":"2011","returns":"9.892%"},{"year":"2012","returns":"10.827%"},{"year":"2013","returns":"34.615%"},{"year":"2014","returns":"17.335%"},{"year":"2015","returns":"1.158%"},{"year":"2016","returns":"15.321%"},{"year":"2017","returns":"24.405%"},{"year":"2018","returns":"-5.135%"},{"year":"2019","returns":"16.209%"},{"year":"2020","returns":"10.851%"},{"year":"2021","returns":"11.449%"},{"year":"2022","returns":"5.967%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"47.461%"},{"year":"2026","returns":"5.576%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"7.353%","ui":"7.174","upi":"0.404","sharpe":"0.114","sortino":"0.356","downsidedeviation":"2.352%","treynor":"0.127","alpha":"1.927%","ftalpha":"-77.0","corr":"79.915%","r_squared":"63.864%","beta":"1.089"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2722.262","marketcap":"826,560.424","price":"303.63","security_type":"Stock","price_previous":"302.04","high_52":"334.61","low_52":"207.35","yield":"1.910%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.910%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.028%","oneday":"275.994%","fiveday":"-50.323%","onemonth":"-51.668%","threemonths":"15.929%","sixmonths":"10.511%","ninemonths":"42.954%","one":"18.028%","three":"34.342%","five":"20.970%","ten":"21.516%","ytd":"-62.847%","inception":"13.180%"},"total":{"period":"17.931%","oneday":"0.526%","fiveday":"-1.377%","onemonth":"-5.602%","threemonths":"3.700%","sixmonths":"5.161%","ninemonths":"30.702%","one":"17.931%","three":"141.396%","five":"157.836%","ten":"597.407%","ytd":"-5.347%","inception":"10065.050%"},"years":[{"year":"1989","returns":"4.356%"},{"year":"1990","returns":"-60.232%"},{"year":"1991","returns":"107.577%"},{"year":"1992","returns":"88.023%"},{"year":"1993","returns":"7.361%"},{"year":"1994","returns":"-6.442%"},{"year":"1995","returns":"68.754%"},{"year":"1996","returns":"56.884%"},{"year":"1997","returns":"25.536%"},{"year":"1998","returns":"32.790%"},{"year":"1999","returns":"11.655%"},{"year":"2000","returns":"-10.042%"},{"year":"2001","returns":"-17.418%"},{"year":"2002","returns":"-30.710%"},{"year":"2003","returns":"60.290%"},{"year":"2004","returns":"9.963%"},{"year":"2005","returns":"5.746%"},{"year":"2006","returns":"25.597%"},{"year":"2007","returns":"-6.900%"},{"year":"2008","returns":"-25.128%"},{"year":"2009","returns":"34.360%"},{"year":"2010","returns":"2.302%"},{"year":"2011","returns":"-19.976%"},{"year":"2012","returns":"36.181%"},{"year":"2013","returns":"36.709%"},{"year":"2014","returns":"9.883%"},{"year":"2015","returns":"8.365%"},{"year":"2016","returns":"34.567%"},{"year":"2017","returns":"26.731%"},{"year":"2018","returns":"-6.646%"},{"year":"2019","returns":"47.267%"},{"year":"2020","returns":"-5.518%"},{"year":"2021","returns":"27.725%"},{"year":"2022","returns":"-12.611%"},{"year":"2023","returns":"30.628%"},{"year":"2024","returns":"44.269%"},{"year":"2025","returns":"37.325%"},{"year":"2026","returns":"-5.347%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"5.155%","ui":"4.602","upi":"1.035","sharpe":"0.267","sortino":"0.304","downsidedeviation":"4.529%","treynor":"-0.363","alpha":"20.438%","ftalpha":"1,672.8","corr":"-45.308%","r_squared":"20.528%","beta":"-0.433"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"309,156.651","price":"71.87","security_type":"Stock","price_previous":"72.01","high_52":"72.605","low_52":"59.757","yield":"2.838%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.838%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"19.891%","oneday":"-38.792%","fiveday":"35.357%","onemonth":"34.277%","threemonths":"9.326%","sixmonths":"9.560%","ninemonths":"-0.793%","one":"19.891%","three":"9.437%","five":"11.554%","ten":"8.906%","ytd":"64.575%","inception":"12.098%"},"total":{"period":"19.783%","oneday":"-0.194%","fiveday":"0.602%","onemonth":"2.364%","threemonths":"2.216%","sixmonths":"4.704%","ninemonths":"-0.595%","one":"19.783%","three":"30.892%","five":"72.288%","ten":"134.020%","ytd":"2.804%","inception":"7001.779%"},"years":[{"year":"1989","returns":"77.003%"},{"year":"1990","returns":"22.725%"},{"year":"1991","returns":"75.377%"},{"year":"1992","returns":"5.788%"},{"year":"1993","returns":"8.271%"},{"year":"1994","returns":"17.469%"},{"year":"1995","returns":"46.194%"},{"year":"1996","returns":"43.253%"},{"year":"1997","returns":"27.891%"},{"year":"1998","returns":"1.318%"},{"year":"1999","returns":"-12.174%"},{"year":"2000","returns":"5.986%"},{"year":"2001","returns":"-21.454%"},{"year":"2002","returns":"-5.505%"},{"year":"2003","returns":"18.114%"},{"year":"2004","returns":"-16.118%"},{"year":"2005","returns":"-0.660%"},{"year":"2006","returns":"23.104%"},{"year":"2007","returns":"30.441%"},{"year":"2008","returns":"-24.114%"},{"year":"2009","returns":"30.244%"},{"year":"2010","returns":"19.033%"},{"year":"2011","returns":"9.438%"},{"year":"2012","returns":"6.510%"},{"year":"2013","returns":"17.233%"},{"year":"2014","returns":"5.267%"},{"year":"2015","returns":"5.117%"},{"year":"2016","returns":"-0.338%"},{"year":"2017","returns":"14.372%"},{"year":"2018","returns":"6.793%"},{"year":"2019","returns":"20.613%"},{"year":"2020","returns":"2.438%"},{"year":"2021","returns":"11.404%"},{"year":"2022","returns":"10.609%"},{"year":"2023","returns":"-4.464%"},{"year":"2024","returns":"8.871%"},{"year":"2025","returns":"15.619%"},{"year":"2026","returns":"2.804%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"5.365%","ui":"4.363","upi":"-0.860","sharpe":"-0.202","sortino":"-0.234","downsidedeviation":"4.629%","treynor":"-0.229","alpha":"10.628%","ftalpha":"779.8","corr":"-31.614%","r_squared":"9.995%","beta":"-0.314"},"describe":{"name":"McDonald's","sharesout":"712.1544","marketcap":"217,940.610","price":"306.03","security_type":"Stock","price_previous":"305.69","high_52":"319.65","low_52":"274.914","yield":"2.343%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.343%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.378%","oneday":"32.366%","fiveday":"-29.179%","onemonth":"-33.842%","threemonths":"-2.861%","sixmonths":"7.065%","ninemonths":"-3.206%","one":"11.378%","three":"6.927%","five":"10.017%","ten":"12.720%","ytd":"2.385%","inception":"13.593%"},"total":{"period":"11.318%","oneday":"0.111%","fiveday":"-0.682%","onemonth":"-3.222%","threemonths":"-0.711%","sixmonths":"3.497%","ninemonths":"-2.412%","one":"11.318%","three":"22.131%","five":"60.794%","ten":"229.791%","ytd":"0.131%","inception":"11544.980%"},"years":[{"year":"1989","returns":"44.914%"},{"year":"1990","returns":"-14.669%"},{"year":"1991","returns":"31.894%"},{"year":"1992","returns":"29.424%"},{"year":"1993","returns":"17.867%"},{"year":"1994","returns":"3.464%"},{"year":"1995","returns":"55.350%"},{"year":"1996","returns":"1.192%"},{"year":"1997","returns":"5.930%"},{"year":"1998","returns":"61.763%"},{"year":"1999","returns":"5.439%"},{"year":"2000","returns":"-15.106%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.423%"},{"year":"2003","returns":"56.776%"},{"year":"2004","returns":"31.479%"},{"year":"2005","returns":"7.301%"},{"year":"2006","returns":"34.629%"},{"year":"2007","returns":"36.383%"},{"year":"2008","returns":"8.546%"},{"year":"2009","returns":"4.007%"},{"year":"2010","returns":"26.927%"},{"year":"2011","returns":"34.655%"},{"year":"2012","returns":"-10.066%"},{"year":"2013","returns":"13.611%"},{"year":"2014","returns":"-0.113%"},{"year":"2015","returns":"30.423%"},{"year":"2016","returns":"6.204%"},{"year":"2017","returns":"45.024%"},{"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":"15.049%"},{"year":"2024","returns":"0.139%"},{"year":"2025","returns":"7.898%"},{"year":"2026","returns":"0.131%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"8.729%","ui":"5.603","upi":"-0.948","sharpe":"-0.176","sortino":"-0.520","downsidedeviation":"2.947%","treynor":"0.072","alpha":"-2.944%","ftalpha":"-48.1","corr":"48.453%","r_squared":"23.477%","beta":"0.784"},"describe":{"name":"3M Company","sharesout":"531.225","marketcap":"85,330.674","price":"160.63","security_type":"Stock","price_previous":"155.88","high_52":"173.09","low_52":"124.343","yield":"1.818%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.818%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.820%","oneday":"9999.990%","fiveday":"-94.258%","onemonth":"5.081%","threemonths":"-13.597%","sixmonths":"14.807%","ninemonths":"26.813%","one":"9.820%","three":"14.249%","five":"2.726%","ten":"4.848%","ytd":"6.136%","inception":"9.770%"},"total":{"period":"9.769%","oneday":"3.047%","fiveday":"-5.506%","onemonth":"0.394%","threemonths":"-3.528%","sixmonths":"7.200%","ninemonths":"19.480%","one":"9.769%","three":"48.831%","five":"14.315%","ten":"60.284%","ytd":"0.331%","inception":"3144.395%"},"years":[{"year":"1989","returns":"32.995%"},{"year":"1990","returns":"11.635%"},{"year":"1991","returns":"15.061%"},{"year":"1992","returns":"9.182%"},{"year":"1993","returns":"11.465%"},{"year":"1994","returns":"1.509%"},{"year":"1995","returns":"28.442%"},{"year":"1996","returns":"33.286%"},{"year":"1997","returns":"1.207%"},{"year":"1998","returns":"-11.074%"},{"year":"1999","returns":"41.097%"},{"year":"2000","returns":"26.216%"},{"year":"2001","returns":"0.155%"},{"year":"2002","returns":"6.385%"},{"year":"2003","returns":"40.631%"},{"year":"2004","returns":"-1.755%"},{"year":"2005","returns":"-3.512%"},{"year":"2006","returns":"2.981%"},{"year":"2007","returns":"10.722%"},{"year":"2008","returns":"-29.802%"},{"year":"2009","returns":"48.526%"},{"year":"2010","returns":"7.073%"},{"year":"2011","returns":"-2.841%"},{"year":"2012","returns":"16.667%"},{"year":"2013","returns":"54.466%"},{"year":"2014","returns":"19.991%"},{"year":"2015","returns":"-5.909%"},{"year":"2016","returns":"21.720%"},{"year":"2017","returns":"34.916%"},{"year":"2018","returns":"-16.910%"},{"year":"2019","returns":"-4.260%"},{"year":"2020","returns":"2.787%"},{"year":"2021","returns":"4.874%"},{"year":"2022","returns":"-29.598%"},{"year":"2023","returns":"-3.330%"},{"year":"2024","returns":"22.156%"},{"year":"2025","returns":"26.382%"},{"year":"2026","returns":"0.331%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"8.803%","ui":"13.860","upi":"0.243","sharpe":"0.110","sortino":"0.153","downsidedeviation":"6.342%","treynor":"0.249","alpha":"8.029%","ftalpha":"-177.8","corr":"35.164%","r_squared":"12.365%","beta":"0.574"},"describe":{"name":"Merck & Company","sharesout":"2482.022","marketcap":"270,987.163","price":"109.18","security_type":"Stock","price_previous":"111.11","high_52":"111.11","low_52":"71.417","yield":"3.004%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.004%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.493%","oneday":"-98.797%","fiveday":"-56.769%","onemonth":"69.222%","threemonths":"153.418%","sixmonths":"84.893%","ninemonths":"60.026%","one":"18.493%","three":"2.866%","five":"9.621%","ten":"11.256%","ytd":"93.250%","inception":"12.714%"},"total":{"period":"18.393%","oneday":"-1.737%","fiveday":"-1.649%","onemonth":"4.259%","threemonths":"25.678%","sixmonths":"36.265%","ninemonths":"42.230%","one":"18.393%","three":"8.800%","five":"57.934%","ten":"189.525%","ytd":"3.724%","inception":"8613.487%"},"years":[{"year":"1989","returns":"54.539%"},{"year":"1990","returns":"6.387%"},{"year":"1991","returns":"51.884%"},{"year":"1992","returns":"-0.779%"},{"year":"1993","returns":"10.614%"},{"year":"1994","returns":"11.356%"},{"year":"1995","returns":"51.865%"},{"year":"1996","returns":"20.939%"},{"year":"1997","returns":"94.961%"},{"year":"1998","returns":"79.635%"},{"year":"1999","returns":"-22.560%"},{"year":"2000","returns":"35.531%"},{"year":"2001","returns":"-35.923%"},{"year":"2002","returns":"-36.411%"},{"year":"2003","returns":"-19.104%"},{"year":"2004","returns":"21.568%"},{"year":"2005","returns":"0.942%"},{"year":"2006","returns":"14.628%"},{"year":"2007","returns":"13.666%"},{"year":"2008","returns":"-35.147%"},{"year":"2009","returns":"118.416%"},{"year":"2010","returns":"2.862%"},{"year":"2011","returns":"9.541%"},{"year":"2012","returns":"13.125%"},{"year":"2013","returns":"26.802%"},{"year":"2014","returns":"16.949%"},{"year":"2015","returns":"-3.873%"},{"year":"2016","returns":"15.051%"},{"year":"2017","returns":"-1.472%"},{"year":"2018","returns":"39.993%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.919%"},{"year":"2022","returns":"49.385%"},{"year":"2023","returns":"0.996%"},{"year":"2024","returns":"-6.257%"},{"year":"2025","returns":"9.783%"},{"year":"2026","returns":"3.724%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.992%","ui":"8.485","upi":"-1.563","sharpe":"-0.548","sortino":"-1.135","downsidedeviation":"3.373%","treynor":"-0.022","alpha":"-13.823%","ftalpha":"-542.4","corr":"81.120%","r_squared":"65.805%","beta":"1.051"},"describe":{"name":"Microsoft","sharesout":"7432.378","marketcap":"3,353,043.120","price":"451.14","security_type":"Stock","price_previous":"444.11","high_52":"541.041","low_52":"352.659","yield":"0.754%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.754%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.864%","oneday":"5154.676%","fiveday":"-59.874%","onemonth":"-59.776%","threemonths":"-43.698%","sixmonths":"-19.590%","ninemonths":"32.753%","one":"1.864%","three":"24.486%","five":"15.870%","ten":"25.804%","ytd":"-71.425%","inception":"22.835%"},"total":{"period":"1.855%","oneday":"1.583%","fiveday":"-1.794%","onemonth":"-6.966%","threemonths":"-13.167%","sixmonths":"-10.396%","ninemonths":"23.649%","one":"1.855%","three":"92.285%","five":"108.097%","ten":"885.323%","ytd":"-6.716%","inception":"215756.500%"},"years":[{"year":"1989","returns":"63.596%"},{"year":"1990","returns":"72.922%"},{"year":"1991","returns":"121.861%"},{"year":"1992","returns":"15.094%"},{"year":"1993","returns":"-5.586%"},{"year":"1994","returns":"51.640%"},{"year":"1995","returns":"43.596%"},{"year":"1996","returns":"88.305%"},{"year":"1997","returns":"56.430%"},{"year":"1998","returns":"114.608%"},{"year":"1999","returns":"68.358%"},{"year":"2000","returns":"-62.844%"},{"year":"2001","returns":"52.718%"},{"year":"2002","returns":"-21.962%"},{"year":"2003","returns":"6.812%"},{"year":"2004","returns":"8.923%"},{"year":"2005","returns":"-0.948%"},{"year":"2006","returns":"15.829%"},{"year":"2007","returns":"20.835%"},{"year":"2008","returns":"-44.392%"},{"year":"2009","returns":"60.497%"},{"year":"2010","returns":"-6.530%"},{"year":"2011","returns":"-4.522%"},{"year":"2012","returns":"4.946%"},{"year":"2013","returns":"44.285%"},{"year":"2014","returns":"27.542%"},{"year":"2015","returns":"22.696%"},{"year":"2016","returns":"15.068%"},{"year":"2017","returns":"40.716%"},{"year":"2018","returns":"20.799%"},{"year":"2019","returns":"57.571%"},{"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":"15.586%"},{"year":"2026","returns":"-6.716%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"12.213%","ui":"17.874","upi":"-1.381","sharpe":"-0.584","sortino":"-0.994","downsidedeviation":"7.172%","treynor":"-0.099","alpha":"-28.935%","ftalpha":"-868.8","corr":"61.340%","r_squared":"37.626%","beta":"1.388"},"describe":{"name":"Nike-B","sharesout":"1480.383","marketcap":"96,905.870","price":"65.46","security_type":"Stock","price_previous":"65.41","high_52":"79.847","low_52":"52.315","yield":"2.460%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.460%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-9.559%","oneday":"21.257%","fiveday":"-8.122%","onemonth":"445.663%","threemonths":"-17.600%","sixmonths":"-22.697%","ninemonths":"23.053%","one":"-9.559%","three":"-18.398%","five":"-12.853%","ten":"2.025%","ytd":"62.945%","inception":"16.161%"},"total":{"period":"-9.514%","oneday":"0.076%","fiveday":"-0.168%","onemonth":"14.401%","threemonths":"-4.647%","sixmonths":"-12.157%","ninemonths":"16.816%","one":"-9.514%","three":"-45.497%","five":"-49.565%","ten":"22.115%","ytd":"2.747%","inception":"26727.870%"},"years":[{"year":"1989","returns":"103.817%"},{"year":"1990","returns":"52.996%"},{"year":"1991","returns":"81.885%"},{"year":"1992","returns":"15.747%"},{"year":"1993","returns":"-43.488%"},{"year":"1994","returns":"63.580%"},{"year":"1995","returns":"88.805%"},{"year":"1996","returns":"73.551%"},{"year":"1997","returns":"-34.376%"},{"year":"1998","returns":"5.089%"},{"year":"1999","returns":"23.295%"},{"year":"2000","returns":"13.973%"},{"year":"2001","returns":"1.882%"},{"year":"2002","returns":"-20.101%"},{"year":"2003","returns":"55.645%"},{"year":"2004","returns":"33.938%"},{"year":"2005","returns":"-3.093%"},{"year":"2006","returns":"15.838%"},{"year":"2007","returns":"31.545%"},{"year":"2008","returns":"-19.349%"},{"year":"2009","returns":"32.076%"},{"year":"2010","returns":"31.231%"},{"year":"2011","returns":"14.475%"},{"year":"2012","returns":"8.199%"},{"year":"2013","returns":"54.496%"},{"year":"2014","returns":"23.759%"},{"year":"2015","returns":"31.386%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.702%"},{"year":"2018","returns":"19.857%"},{"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":"-13.831%"},{"year":"2026","returns":"2.747%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"14.063%","ui":"13.282","upi":"0.808","sharpe":"0.220","sortino":"0.635","downsidedeviation":"4.879%","treynor":"0.094","alpha":"-3.561%","ftalpha":"-169.8","corr":"88.494%","r_squared":"78.312%","beta":"2.306"},"describe":{"name":"Nvidia","sharesout":"24305","marketcap":"4,492,536.111","price":"184.84","security_type":"Stock","price_previous":"183.32","high_52":"207.029","low_52":"94.293","yield":"0.022%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.022%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"25.858%","oneday":"702.774%","fiveday":"59.383%","onemonth":"8.190%","threemonths":"10.722%","sixmonths":"22.319%","ninemonths":"130.492%","one":"25.858%","three":"118.931%","five":"68.772%","ten":"75.131%","ytd":"-14.879%","inception":"37.209%"},"total":{"period":"25.715%","oneday":"0.829%","fiveday":"0.928%","onemonth":"0.626%","threemonths":"2.535%","sixmonths":"10.675%","ninemonths":"86.949%","one":"25.715%","three":"937.203%","five":"1251.664%","ten":"26534.010%","ytd":"-0.890%","inception":"499467.500%"},"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":"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":"81.970%"},{"year":"2018","returns":"-30.811%"},{"year":"2019","returns":"76.918%"},{"year":"2020","returns":"122.319%"},{"year":"2021","returns":"125.478%"},{"year":"2022","returns":"-50.267%"},{"year":"2023","returns":"239.030%"},{"year":"2024","returns":"171.248%"},{"year":"2025","returns":"38.916%"},{"year":"2026","returns":"-0.890%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"5.533%","ui":"10.744","upi":"-2.023","sharpe":"-1.134","sortino":"-1.209","downsidedeviation":"5.192%","treynor":"0.390","alpha":"-7.771%","ftalpha":"-584.5","corr":"-26.965%","r_squared":"7.271%","beta":"-0.276"},"describe":{"name":"Procter & Gamble","sharesout":"2336.733","marketcap":"350,346.362","price":"149.93","security_type":"Stock","price_previous":"146.06","high_52":"172.761","low_52":"138.04","yield":"2.786%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.786%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-6.609%","oneday":"9999.990%","fiveday":"238.464%","onemonth":"86.683%","threemonths":"-3.249%","sixmonths":"-9.011%","ninemonths":"-12.422%","one":"-6.609%","three":"3.998%","five":"5.408%","ten":"9.768%","ytd":"125.614%","inception":"12.472%"},"total":{"period":"-6.577%","oneday":"2.650%","fiveday":"2.446%","onemonth":"5.074%","threemonths":"-0.808%","sixmonths":"-4.643%","ninemonths":"-9.460%","one":"-6.577%","three":"12.413%","five":"29.959%","ten":"153.166%","ytd":"4.619%","inception":"7943.455%"},"years":[{"year":"1989","returns":"66.743%"},{"year":"1990","returns":"26.347%"},{"year":"1991","returns":"11.044%"},{"year":"1992","returns":"16.751%"},{"year":"1993","returns":"8.802%"},{"year":"1994","returns":"11.314%"},{"year":"1995","returns":"36.795%"},{"year":"1996","returns":"32.191%"},{"year":"1997","returns":"50.473%"},{"year":"1998","returns":"15.879%"},{"year":"1999","returns":"21.559%"},{"year":"2000","returns":"-27.091%"},{"year":"2001","returns":"3.119%"},{"year":"2002","returns":"10.668%"},{"year":"2003","returns":"18.479%"},{"year":"2004","returns":"12.381%"},{"year":"2005","returns":"7.175%"},{"year":"2006","returns":"13.361%"},{"year":"2007","returns":"16.631%"},{"year":"2008","returns":"-13.766%"},{"year":"2009","returns":"1.201%"},{"year":"2010","returns":"9.363%"},{"year":"2011","returns":"7.044%"},{"year":"2012","returns":"5.180%"},{"year":"2013","returns":"23.685%"},{"year":"2014","returns":"15.423%"},{"year":"2015","returns":"-9.955%"},{"year":"2016","returns":"9.372%"},{"year":"2017","returns":"12.696%"},{"year":"2018","returns":"3.617%"},{"year":"2019","returns":"39.698%"},{"year":"2020","returns":"14.150%"},{"year":"2021","returns":"20.538%"},{"year":"2022","returns":"-5.042%"},{"year":"2023","returns":"-0.848%"},{"year":"2024","returns":"17.248%"},{"year":"2025","returns":"-12.252%"},{"year":"2026","returns":"4.619%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"7.149%","ui":"7.248","upi":"-2.241","sharpe":"-0.656","sortino":"-1.053","downsidedeviation":"4.454%","treynor":"-0.128","alpha":"-9.836%","ftalpha":"-452.2","corr":"31.281%","r_squared":"9.785%","beta":"0.414"},"describe":{"name":"Sherwin-Williams","sharesout":"247.8935","marketcap":"86,918.899","price":"350.63","security_type":"Stock","price_previous":"356.31","high_52":"374.34","low_52":"311.413","yield":"0.901%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.901%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-1.114%","oneday":"-98.264%","fiveday":"-41.282%","onemonth":"172.499%","threemonths":"23.327%","sixmonths":"7.225%","ninemonths":"8.544%","one":"-1.114%","three":"13.741%","five":"8.520%","ten":"16.593%","ytd":"314.344%","inception":"16.070%"},"total":{"period":"-1.109%","oneday":"-1.594%","fiveday":"-1.050%","onemonth":"8.273%","threemonths":"5.289%","sixmonths":"3.575%","ninemonths":"6.336%","one":"-1.109%","three":"46.866%","five":"50.201%","ten":"361.811%","ytd":"8.209%","inception":"25949.780%"},"years":[{"year":"1989","returns":"38.611%"},{"year":"1990","returns":"11.179%"},{"year":"1991","returns":"45.769%"},{"year":"1992","returns":"16.283%"},{"year":"1993","returns":"18.574%"},{"year":"1994","returns":"-4.975%"},{"year":"1995","returns":"24.252%"},{"year":"1996","returns":"39.500%"},{"year":"1997","returns":"0.465%"},{"year":"1998","returns":"7.533%"},{"year":"1999","returns":"-27.162%"},{"year":"2000","returns":"28.391%"},{"year":"2001","returns":"7.130%"},{"year":"2002","returns":"4.907%"},{"year":"2003","returns":"25.625%"},{"year":"2004","returns":"30.707%"},{"year":"2005","returns":"3.677%"},{"year":"2006","returns":"42.727%"},{"year":"2007","returns":"-6.973%"},{"year":"2008","returns":"5.581%"},{"year":"2009","returns":"5.905%"},{"year":"2010","returns":"38.629%"},{"year":"2011","returns":"8.515%"},{"year":"2012","returns":"74.037%"},{"year":"2013","returns":"20.664%"},{"year":"2014","returns":"44.847%"},{"year":"2015","returns":"-0.353%"},{"year":"2016","returns":"4.787%"},{"year":"2017","returns":"54.120%"},{"year":"2018","returns":"-3.234%"},{"year":"2019","returns":"49.687%"},{"year":"2020","returns":"27.055%"},{"year":"2021","returns":"44.888%"},{"year":"2022","returns":"-31.965%"},{"year":"2023","returns":"32.718%"},{"year":"2024","returns":"9.906%"},{"year":"2025","returns":"-3.823%"},{"year":"2026","returns":"8.209%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.372%","ui":"3.695","upi":"-0.089","sharpe":"-0.015","sortino":"-0.027","downsidedeviation":"3.539%","treynor":"-0.623","alpha":"12.475%","ftalpha":"1,077.3","corr":"-14.429%","r_squared":"2.082%","beta":"-0.170"},"describe":{"name":"Travelers Companies","sharesout":"223.0634","marketcap":"62,118.698","price":"278.48","security_type":"Stock","price_previous":"272.65","high_52":"293.84","low_52":"231.006","yield":"1.562%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.562%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"14.799%","oneday":"9999.990%","fiveday":"185.977%","onemonth":"-44.143%","threemonths":"17.902%","sixmonths":"10.638%","ninemonths":"10.644%","one":"14.799%","three":"16.826%","five":"16.210%","ten":"12.942%","ytd":"-52.005%","inception":"12.299%"},"total":{"period":"14.720%","oneday":"2.138%","fiveday":"2.105%","onemonth":"-4.512%","threemonths":"4.131%","sixmonths":"5.221%","ninemonths":"7.873%","one":"14.720%","three":"59.081%","five":"111.157%","ten":"236.337%","ytd":"-3.992%","inception":"7492.148%"},"years":[{"year":"1989","returns":"41.576%"},{"year":"1990","returns":"10.669%"},{"year":"1991","returns":"20.813%"},{"year":"1992","returns":"9.608%"},{"year":"1993","returns":"20.648%"},{"year":"1994","returns":"3.290%"},{"year":"1995","returns":"28.116%"},{"year":"1996","returns":"8.746%"},{"year":"1997","returns":"43.475%"},{"year":"1998","returns":"-12.956%"},{"year":"1999","returns":"-0.011%"},{"year":"2000","returns":"65.583%"},{"year":"2001","returns":"-16.950%"},{"year":"2002","returns":"-20.038%"},{"year":"2003","returns":"20.212%"},{"year":"2004","returns":"-3.144%"},{"year":"2005","returns":"23.202%"},{"year":"2006","returns":"22.905%"},{"year":"2007","returns":"2.369%"},{"year":"2008","returns":"-13.765%"},{"year":"2009","returns":"13.463%"},{"year":"2010","returns":"14.803%"},{"year":"2011","returns":"9.255%"},{"year":"2012","returns":"24.033%"},{"year":"2013","returns":"29.070%"},{"year":"2014","returns":"19.604%"},{"year":"2015","returns":"9.095%"},{"year":"2016","returns":"10.952%"},{"year":"2017","returns":"13.369%"},{"year":"2018","returns":"-9.645%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.357%"},{"year":"2021","returns":"13.972%"},{"year":"2022","returns":"22.413%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.766%"},{"year":"2025","returns":"22.382%"},{"year":"2026","returns":"-3.992%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"13.656%","ui":"39.841","upi":"-1.138","sharpe":"-0.959","sortino":"-0.865","downsidedeviation":"15.128%","treynor":"1.854","alpha":"-32.375%","ftalpha":"-1,142.8","corr":"-7.334%","r_squared":"0.538%","beta":"-0.186"},"describe":{"name":"UnitedHealth Group","sharesout":"905.8386","marketcap":"321,092.610","price":"354.47","security_type":"Stock","price_previous":"347.75","high_52":"587.426","low_52":"234.667","yield":"2.463%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.463%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-30.218%","oneday":"9999.990%","fiveday":"1639.367%","onemonth":"196.993%","threemonths":"-5.076%","sixmonths":"58.163%","ninemonths":"-19.903%","one":"-30.218%","three":"-8.401%","five":"2.065%","ten":"13.837%","ytd":"260.684%","inception":"24.830%"},"total":{"period":"-30.093%","oneday":"1.932%","fiveday":"5.825%","onemonth":"9.014%","threemonths":"-1.272%","sixmonths":"25.963%","ninemonths":"-15.320%","one":"-30.093%","three":"-23.045%","five":"10.703%","ten":"263.861%","ytd":"7.379%","inception":"393755.500%"},"years":[{"year":"1989","returns":"168.807%"},{"year":"1990","returns":"92.150%"},{"year":"1991","returns":"220.781%"},{"year":"1992","returns":"52.769%"},{"year":"1993","returns":"33.490%"},{"year":"1994","returns":"19.006%"},{"year":"1995","returns":"44.992%"},{"year":"1996","returns":"-31.141%"},{"year":"1997","returns":"10.489%"},{"year":"1998","returns":"-13.299%"},{"year":"1999","returns":"23.449%"},{"year":"2000","returns":"131.208%"},{"year":"2001","returns":"15.353%"},{"year":"2002","returns":"18.034%"},{"year":"2003","returns":"39.402%"},{"year":"2004","returns":"51.374%"},{"year":"2005","returns":"41.182%"},{"year":"2006","returns":"-13.487%"},{"year":"2007","returns":"8.379%"},{"year":"2008","returns":"-54.254%"},{"year":"2009","returns":"14.748%"},{"year":"2010","returns":"19.894%"},{"year":"2011","returns":"42.187%"},{"year":"2012","returns":"8.160%"},{"year":"2013","returns":"41.034%"},{"year":"2014","returns":"36.459%"},{"year":"2015","returns":"18.258%"},{"year":"2016","returns":"38.405%"},{"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":"-33.114%"},{"year":"2026","returns":"7.379%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.663%","ui":"7.171","upi":"-1.888","sharpe":"-0.587","sortino":"-1.097","downsidedeviation":"3.563%","treynor":"-0.043","alpha":"-9.223%","ftalpha":"-308.1","corr":"49.035%","r_squared":"24.044%","beta":"0.605"},"describe":{"name":"Visa Inc","sharesout":"1928.04","marketcap":"629,235.106","price":"326.36","security_type":"Stock","price_previous":"325.28","high_52":"371.922","low_52":"306.616","yield":"0.748%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.748%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.588%","oneday":"130.744%","fiveday":"-35.113%","onemonth":"-61.600%","threemonths":"-19.924%","sixmonths":"-13.240%","ninemonths":"-1.319%","one":"1.588%","three":"14.246%","five":"10.928%","ten":"17.082%","ytd":"-72.652%","inception":"20.138%"},"total":{"period":"1.580%","oneday":"0.332%","fiveday":"-0.854%","onemonth":"-7.308%","threemonths":"-5.315%","sixmonths":"-6.901%","ninemonths":"-0.990%","one":"1.580%","three":"48.822%","five":"67.531%","ten":"381.485%","ytd":"-6.943%","inception":"2518.001%"},"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":"-6.843%"},{"year":"2009","returns":"67.864%"},{"year":"2010","returns":"-18.996%"},{"year":"2011","returns":"45.431%"},{"year":"2012","returns":"50.468%"},{"year":"2013","returns":"48.057%"},{"year":"2014","returns":"18.631%"},{"year":"2015","returns":"19.129%"},{"year":"2016","returns":"1.368%"},{"year":"2017","returns":"47.173%"},{"year":"2018","returns":"16.482%"},{"year":"2019","returns":"43.319%"},{"year":"2020","returns":"17.130%"},{"year":"2021","returns":"-0.321%"},{"year":"2022","returns":"-3.390%"},{"year":"2023","returns":"26.308%"},{"year":"2024","returns":"22.322%"},{"year":"2025","returns":"11.757%"},{"year":"2026","returns":"-6.943%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"6.128%","ui":"6.361","upi":"-1.071","sharpe":"-0.321","sortino":"-0.409","downsidedeviation":"4.812%","treynor":"-0.210","alpha":"6.285%","ftalpha":"566.7","corr":"-17.354%","r_squared":"3.012%","beta":"-0.197"},"describe":{"name":"Verizon Communications","sharesout":"4216.425","marketcap":"166,464.457","price":"39.48","security_type":"Stock","price_previous":"39.24","high_52":"43.539","low_52":"36.463","yield":"6.928%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.928%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"8.317%","oneday":"365.574%","fiveday":"-35.936%","onemonth":"5.967%","threemonths":"3.776%","sixmonths":"-9.479%","ninemonths":"-5.133%","one":"8.317%","three":"6.613%","five":"-1.363%","ten":"3.609%","ytd":"-22.309%","inception":"7.567%"},"total":{"period":"8.274%","oneday":"0.612%","fiveday":"-0.879%","onemonth":"0.461%","threemonths":"0.915%","sixmonths":"-4.890%","ninemonths":"-3.871%","one":"8.274%","three":"21.063%","five":"-6.600%","ten":"42.383%","ytd":"-1.391%","inception":"1422.561%"},"years":[{"year":"1989","returns":"62.460%"},{"year":"1990","returns":"0.974%"},{"year":"1991","returns":"-5.239%"},{"year":"1992","returns":"12.468%"},{"year":"1993","returns":"21.226%"},{"year":"1994","returns":"-11.605%"},{"year":"1995","returns":"41.382%"},{"year":"1996","returns":"1.358%"},{"year":"1997","returns":"46.692%"},{"year":"1998","returns":"22.544%"},{"year":"1999","returns":"16.973%"},{"year":"2000","returns":"-16.377%"},{"year":"2001","returns":"-2.514%"},{"year":"2002","returns":"-15.174%"},{"year":"2003","returns":"-5.601%"},{"year":"2004","returns":"20.248%"},{"year":"2005","returns":"-22.186%"},{"year":"2006","returns":"34.623%"},{"year":"2007","returns":"22.194%"},{"year":"2008","returns":"-18.030%"},{"year":"2009","returns":"3.836%"},{"year":"2010","returns":"22.546%"},{"year":"2011","returns":"18.228%"},{"year":"2012","returns":"13.181%"},{"year":"2013","returns":"18.636%"},{"year":"2014","returns":"-0.559%"},{"year":"2015","returns":"3.608%"},{"year":"2016","returns":"20.717%"},{"year":"2017","returns":"4.017%"},{"year":"2018","returns":"11.252%"},{"year":"2019","returns":"13.865%"},{"year":"2020","returns":"-0.117%"},{"year":"2021","returns":"-7.534%"},{"year":"2022","returns":"-20.009%"},{"year":"2023","returns":"2.764%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"8.864%"},{"year":"2026","returns":"-1.391%"}]},"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":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"},"risk":{"sd":"7.334%","ui":"7.703","upi":"1.638","sharpe":"0.497","sortino":"1.021","downsidedeviation":"3.567%","treynor":"4.571","alpha":"22.998%","ftalpha":"246.8","corr":"3.793%","r_squared":"0.144%","beta":"0.052"},"describe":{"name":"Walmart Inc","sharesout":"7970.167","marketcap":"939,124.792","price":"117.83","security_type":"Stock","price_previous":"119.36","high_52":"120.36","low_52":"81.237","yield":"0.798%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.798%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9166","juliandate":"45679","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"oneday":{"dtestart":{"marketdate":"9416","strdate":"1/21/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"fiveday":{"dtestart":{"marketdate":"9412","strdate":"1/14/2026"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"onemonth":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"threemonths":{"dtestart":{"marketdate":"9355","strdate":"10/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"sixmonths":{"dtestart":{"marketdate":"9290","strdate":"7/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ninemonths":{"dtestart":{"marketdate":"9228","strdate":"4/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"one":{"dtestart":{"marketdate":"9166","strdate":"1/22/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"three":{"dtestart":{"marketdate":"8664","strdate":"1/20/2023"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"five":{"dtestart":{"marketdate":"8162","strdate":"1/22/2021"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ten":{"dtestart":{"marketdate":"6903","strdate":"1/22/2016"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9417","juliandate":"46044","strdate":"1/22/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"27.750%","oneday":"-96.139%","fiveday":"-60.838%","onemonth":"77.291%","threemonths":"48.456%","sixmonths":"52.003%","ninemonths":"34.797%","one":"27.750%","three":"37.882%","five":"21.036%","ten":"21.145%","ytd":"174.413%","inception":"14.524%"},"total":{"period":"27.595%","oneday":"-1.282%","fiveday":"-1.841%","onemonth":"4.645%","threemonths":"10.199%","sixmonths":"23.469%","ninemonths":"25.073%","one":"27.595%","three":"160.882%","five":"158.535%","ten":"576.484%","ytd":"5.762%","inception":"15694.910%"},"years":[{"year":"1989","returns":"43.782%"},{"year":"1990","returns":"35.481%"},{"year":"1991","returns":"95.440%"},{"year":"1992","returns":"9.100%"},{"year":"1993","returns":"-21.540%"},{"year":"1994","returns":"-14.408%"},{"year":"1995","returns":"5.550%"},{"year":"1996","returns":"3.103%"},{"year":"1997","returns":"74.749%"},{"year":"1998","returns":"107.536%"},{"year":"1999","returns":"70.432%"},{"year":"2000","returns":"-22.793%"},{"year":"2001","returns":"8.953%"},{"year":"2002","returns":"-11.763%"},{"year":"2003","returns":"5.732%"},{"year":"2004","returns":"0.508%"},{"year":"2005","returns":"-10.307%"},{"year":"2006","returns":"0.134%"},{"year":"2007","returns":"4.907%"},{"year":"2008","returns":"20.004%"},{"year":"2009","returns":"-2.578%"},{"year":"2010","returns":"3.223%"},{"year":"2011","returns":"13.869%"},{"year":"2012","returns":"16.326%"},{"year":"2013","returns":"18.174%"},{"year":"2014","returns":"11.857%"},{"year":"2015","returns":"-26.640%"},{"year":"2016","returns":"16.035%"},{"year":"2017","returns":"46.542%"},{"year":"2018","returns":"-3.432%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.337%"},{"year":"2021","returns":"1.969%"},{"year":"2022","returns":"-0.465%"},{"year":"2023","returns":"12.886%"},{"year":"2024","returns":"73.977%"},{"year":"2025","returns":"24.489%"},{"year":"2026","returns":"5.762%"}]},"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}