Error

Loading...
{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"9.444%","ui":"14.216","upi":"-0.709","sharpe":"-0.308","sortino":"-0.660","downsidedeviation":"4.411%","treynor":"0.057","alpha":"-3.714%","ftalpha":"-565.2","corr":"29.479%","r_squared":"8.690%","beta":"0.510"},"describe":{"name":"Apple Inc","sharesout":"14776.35","marketcap":"4,024,486.470","price":"272.36","security_type":"Stock","price_previous":"270.97","high_52":"286.19","low_52":"171.845","yield":"0.378%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.378%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.236%","oneday":"263.518%","fiveday":"-33.970%","onemonth":"3.918%","threemonths":"31.285%","sixmonths":"81.847%","ninemonths":"34.555%","one":"7.236%","three":"28.228%","five":"16.482%","ten":"27.342%","ytd":"9.531%","inception":"20.426%"},"total":{"period":"7.170%","oneday":"0.513%","fiveday":"-0.819%","onemonth":"0.320%","threemonths":"7.150%","sixmonths":"35.451%","ninemonths":"25.199%","one":"7.170%","three":"109.646%","five":"113.621%","ten":"1012.218%","ytd":"9.245%","inception":"101526.900%"},"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":"9.245%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.976%","ui":"9.236","upi":"1.367","sharpe":"0.457","sortino":"0.707","downsidedeviation":"5.154%","treynor":"-1.998","alpha":"27.296%","ftalpha":"708.3","corr":"-8.776%","r_squared":"0.770%","beta":"-0.128"},"describe":{"name":"Amgen","sharesout":"538.4807","marketcap":"178,500.962","price":"331.49","security_type":"Stock","price_previous":"331.39","high_52":"345.46","low_52":"250.462","yield":"2.872%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.872%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"29.942%","oneday":"7.907%","fiveday":"107.123%","onemonth":"-19.527%","threemonths":"81.906%","sixmonths":"51.643%","ninemonths":"9.907%","one":"29.942%","three":"11.494%","five":"11.783%","ten":"10.647%","ytd":"32.373%","inception":"19.506%"},"total":{"period":"29.639%","oneday":"0.030%","fiveday":"1.454%","onemonth":"-1.792%","threemonths":"16.393%","sixmonths":"23.525%","ninemonths":"7.415%","one":"29.639%","three":"38.254%","five":"74.056%","ten":"174.101%","ytd":"31.310%","inception":"76280.180%"},"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":"31.310%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"10.007%","ui":"12.486","upi":"-1.133","sharpe":"-0.408","sortino":"-1.042","downsidedeviation":"3.919%","treynor":"-0.008","alpha":"-19.861%","ftalpha":"-619.0","corr":"78.478%","r_squared":"61.587%","beta":"1.440"},"describe":{"name":"Amazon com","sharesout":"10690.22","marketcap":"2,481,627.664","price":"232.14","security_type":"Stock","price_previous":"228.43","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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.175%","oneday":"5720.420%","fiveday":"738.262%","onemonth":"83.599%","threemonths":"22.019%","sixmonths":"23.607%","ninemonths":"24.867%","one":"3.175%","three":"40.000%","five":"7.867%","ten":"21.553%","ytd":"5.989%","inception":"31.350%"},"total":{"period":"3.146%","oneday":"1.624%","fiveday":"4.304%","onemonth":"5.188%","threemonths":"5.179%","sixmonths":"11.354%","ninemonths":"18.312%","one":"3.146%","three":"172.305%","five":"45.758%","ten":"599.533%","ytd":"5.812%","inception":"239219.600%"},"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":"5.812%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"9.122%","ui":"9.622","upi":"1.277","sharpe":"0.389","sortino":"1.096","downsidedeviation":"3.237%","treynor":"0.185","alpha":"7.556%","ftalpha":"-50.4","corr":"81.579%","r_squared":"66.551%","beta":"1.364"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"263,272.233","price":"382.19","security_type":"Stock","price_previous":"380.85","high_52":"384.89","low_52":"230.216","yield":"0.827%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.827%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"29.609%","oneday":"142.535%","fiveday":"20.979%","onemonth":"160.670%","threemonths":"57.497%","sixmonths":"63.172%","ninemonths":"59.645%","one":"29.609%","three":"39.588%","five":"28.463%","ten":"20.293%","ytd":"31.205%","inception":"13.184%"},"total":{"period":"29.310%","oneday":"0.352%","fiveday":"0.378%","onemonth":"8.303%","threemonths":"12.215%","sixmonths":"28.204%","ninemonths":"42.503%","one":"29.310%","three":"169.923%","five":"247.686%","ten":"530.531%","ytd":"30.185%","inception":"9984.169%"},"years":[{"year":"1989","returns":"34.395%"},{"year":"1990","returns":"-38.602%"},{"year":"1991","returns":"3.432%"},{"year":"1992","returns":"25.463%"},{"year":"1993","returns":"28.408%"},{"year":"1994","returns":"12.537%"},{"year":"1995","returns":"42.802%"},{"year":"1996","returns":"39.795%"},{"year":"1997","returns":"59.896%"},{"year":"1998","returns":"15.675%"},{"year":"1999","returns":"63.379%"},{"year":"2000","returns":"-0.368%"},{"year":"2001","returns":"-34.497%"},{"year":"2002","returns":"0.165%"},{"year":"2003","returns":"37.658%"},{"year":"2004","returns":"17.598%"},{"year":"2005","returns":"5.128%"},{"year":"2006","returns":"19.091%"},{"year":"2007","returns":"-13.390%"},{"year":"2008","returns":"-63.722%"},{"year":"2009","returns":"126.063%"},{"year":"2010","returns":"7.834%"},{"year":"2011","returns":"11.623%"},{"year":"2012","returns":"23.574%"},{"year":"2013","returns":"59.844%"},{"year":"2014","returns":"3.667%"},{"year":"2015","returns":"-24.217%"},{"year":"2016","returns":"8.571%"},{"year":"2017","returns":"36.204%"},{"year":"2018","returns":"-2.632%"},{"year":"2019","returns":"32.523%"},{"year":"2020","returns":"-1.150%"},{"year":"2021","returns":"36.886%"},{"year":"2022","returns":"-8.530%"},{"year":"2023","returns":"28.691%"},{"year":"2024","returns":"60.317%"},{"year":"2025","returns":"30.185%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"10.940%","ui":"9.649","upi":"0.512","sharpe":"0.130","sortino":"0.278","downsidedeviation":"5.122%","treynor":"0.203","alpha":"6.443%","ftalpha":"-4.1","corr":"44.101%","r_squared":"19.449%","beta":"0.884"},"describe":{"name":"Boeing","sharesout":"760.0955","marketcap":"164,826.714","price":"216.85","security_type":"Stock","price_previous":"216.84","high_52":"237.38","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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"22.257%","oneday":"1.171%","fiveday":"1020.100%","onemonth":"855.670%","threemonths":"0.932%","sixmonths":"15.782%","ninemonths":"29.682%","one":"22.257%","three":"4.714%","five":"-0.261%","ten":"5.340%","ytd":"23.253%","inception":"9.733%"},"total":{"period":"22.038%","oneday":"0.005%","fiveday":"4.905%","onemonth":"20.673%","threemonths":"0.236%","sixmonths":"7.719%","ninemonths":"21.751%","one":"22.038%","three":"14.699%","five":"-1.293%","ten":"67.939%","ytd":"22.514%","inception":"3081.485%"},"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":"22.514%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"9.269%","ui":"11.760","upi":"3.842","sharpe":"1.407","sortino":"3.499","downsidedeviation":"3.727%","treynor":"0.478","alpha":"42.356%","ftalpha":"342.8","corr":"71.671%","r_squared":"51.367%","beta":"1.218"},"describe":{"name":"Caterpillar","sharesout":"467.9796","marketcap":"272,560.671","price":"582.42","security_type":"Stock","price_previous":"582.41","high_52":"625.61","low_52":"270.82","yield":"1.003%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.003%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"62.506%","oneday":"0.434%","fiveday":"-42.924%","onemonth":"97.107%","threemonths":"133.009%","sixmonths":"152.719%","ninemonths":"110.112%","one":"62.506%","three":"37.052%","five":"29.291%","ten":"26.784%","ytd":"65.349%","inception":"15.339%"},"total":{"period":"61.804%","oneday":"0.002%","fiveday":"-1.105%","onemonth":"5.812%","threemonths":"23.939%","sixmonths":"60.071%","ninemonths":"75.451%","one":"61.804%","three":"155.584%","five":"258.991%","ten":"964.539%","ytd":"62.977%","inception":"20257.220%"},"years":[{"year":"1989","returns":"-7.230%"},{"year":"1990","returns":"-16.864%"},{"year":"1991","returns":"-4.226%"},{"year":"1992","returns":"23.706%"},{"year":"1993","returns":"67.445%"},{"year":"1994","returns":"24.923%"},{"year":"1995","returns":"8.774%"},{"year":"1996","returns":"31.010%"},{"year":"1997","returns":"31.296%"},{"year":"1998","returns":"-3.057%"},{"year":"1999","returns":"4.692%"},{"year":"2000","returns":"4.147%"},{"year":"2001","returns":"13.733%"},{"year":"2002","returns":"-9.807%"},{"year":"2003","returns":"86.101%"},{"year":"2004","returns":"19.754%"},{"year":"2005","returns":"20.678%"},{"year":"2006","returns":"7.861%"},{"year":"2007","returns":"20.477%"},{"year":"2008","returns":"-36.814%"},{"year":"2009","returns":"33.145%"},{"year":"2010","returns":"68.604%"},{"year":"2011","returns":"-1.478%"},{"year":"2012","returns":"1.000%"},{"year":"2013","returns":"3.426%"},{"year":"2014","returns":"3.467%"},{"year":"2015","returns":"-22.992%"},{"year":"2016","returns":"42.171%"},{"year":"2017","returns":"75.002%"},{"year":"2018","returns":"-17.542%"},{"year":"2019","returns":"19.477%"},{"year":"2020","returns":"26.924%"},{"year":"2021","returns":"15.960%"},{"year":"2022","returns":"18.579%"},{"year":"2023","returns":"25.971%"},{"year":"2024","returns":"24.652%"},{"year":"2025","returns":"62.977%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"9.251%","ui":"25.995","upi":"-1.545","sharpe":"-1.253","sortino":"-1.955","downsidedeviation":"5.931%","treynor":"-0.215","alpha":"-43.611%","ftalpha":"-1,087.8","corr":"74.583%","r_squared":"55.626%","beta":"1.265"},"describe":{"name":"SalesForcecom","sharesout":"952","marketcap":"250,785.353","price":"263.43","security_type":"Stock","price_previous":"264.63","high_52":"357.597","low_52":"225.007","yield":"0.632%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.632%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-22.849%","oneday":"-68.224%","fiveday":"469.768%","onemonth":"505.799%","threemonths":"34.892%","sixmonths":"0.673%","ninemonths":"-7.209%","one":"-22.849%","three":"27.478%","five":"3.251%","ten":"13.122%","ytd":"-21.230%","inception":"21.218%"},"total":{"period":"-22.670%","oneday":"-0.453%","fiveday":"3.509%","onemonth":"16.179%","threemonths":"7.890%","sixmonths":"0.341%","ninemonths":"-5.508%","one":"-22.670%","three":"106.019%","five":"17.254%","ten":"241.709%","ytd":"-20.688%","inception":"6102.731%"},"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":"-20.688%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"6.889%","ui":"4.973","upi":"3.780","sharpe":"0.788","sortino":"2.713","downsidedeviation":"2.000%","treynor":"0.426","alpha":"22.086%","ftalpha":"626.8","corr":"59.164%","r_squared":"35.004%","beta":"0.747"},"describe":{"name":"Cisco Systems","sharesout":"3951.094","marketcap":"308,264.341","price":"78.02","security_type":"Stock","price_previous":"78.11","high_52":"80.25","low_52":"52.56","yield":"2.089%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.089%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"36.115%","oneday":"-25.236%","fiveday":"35.639%","onemonth":"34.891%","threemonths":"80.802%","sixmonths":"36.672%","ninemonths":"44.108%","one":"36.115%","three":"21.700%","five":"15.387%","ten":"14.564%","ytd":"36.451%","inception":"22.807%"},"total":{"period":"35.741%","oneday":"-0.115%","fiveday":"0.606%","onemonth":"2.523%","threemonths":"16.214%","sixmonths":"17.179%","ninemonths":"31.873%","one":"35.741%","three":"79.443%","five":"103.819%","ten":"287.696%","ytd":"35.238%","inception":"155940.000%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"104.000%"},{"year":"1991","returns":"196.078%"},{"year":"1992","returns":"137.086%"},{"year":"1993","returns":"64.385%"},{"year":"1994","returns":"8.666%"},{"year":"1995","returns":"112.432%"},{"year":"1996","returns":"70.556%"},{"year":"1997","returns":"31.442%"},{"year":"1998","returns":"149.696%"},{"year":"1999","returns":"130.837%"},{"year":"2000","returns":"-28.583%"},{"year":"2001","returns":"-52.654%"},{"year":"2002","returns":"-27.664%"},{"year":"2003","returns":"84.966%"},{"year":"2004","returns":"-20.267%"},{"year":"2005","returns":"-11.387%"},{"year":"2006","returns":"59.642%"},{"year":"2007","returns":"-0.955%"},{"year":"2008","returns":"-39.782%"},{"year":"2009","returns":"46.869%"},{"year":"2010","returns":"-15.497%"},{"year":"2011","returns":"-9.630%"},{"year":"2012","returns":"10.781%"},{"year":"2013","returns":"16.714%"},{"year":"2014","returns":"27.938%"},{"year":"2015","returns":"0.620%"},{"year":"2016","returns":"15.170%"},{"year":"2017","returns":"31.271%"},{"year":"2018","returns":"16.570%"},{"year":"2019","returns":"13.819%"},{"year":"2020","returns":"-3.534%"},{"year":"2021","returns":"45.759%"},{"year":"2022","returns":"-22.458%"},{"year":"2023","returns":"9.302%"},{"year":"2024","returns":"20.989%"},{"year":"2025","returns":"35.238%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.037%","ui":"9.627","upi":"-0.732","sharpe":"-0.289","sortino":"-0.402","downsidedeviation":"5.068%","treynor":"0.216","alpha":"2.364%","ftalpha":"-176.7","corr":"21.399%","r_squared":"4.579%","beta":"0.276"},"describe":{"name":"Chevron","sharesout":"1999.354","marketcap":"300,922.760","price":"150.51","security_type":"Stock","price_previous":"149.8","high_52":"162.791","low_52":"129.191","yield":"4.545%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.545%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"10.268%","oneday":"229.613%","fiveday":"258.349%","onemonth":"4.328%","threemonths":"-12.479%","sixmonths":"9.664%","ninemonths":"-7.113%","one":"10.268%","three":"-1.287%","five":"16.885%","ten":"9.457%","ytd":"9.019%","inception":"11.401%"},"total":{"period":"10.172%","oneday":"0.474%","fiveday":"2.562%","onemonth":"0.353%","threemonths":"-3.325%","sixmonths":"4.792%","ninemonths":"-5.434%","one":"10.172%","three":"-3.782%","five":"117.327%","ten":"146.104%","ytd":"8.749%","inception":"5480.645%"},"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":"8.749%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"8.634%","ui":"10.299","upi":"-1.412","sharpe":"-0.486","sortino":"-0.897","downsidedeviation":"4.679%","treynor":"-0.012","alpha":"-18.614%","ftalpha":"-542.7","corr":"82.985%","r_squared":"68.865%","beta":"1.313"},"describe":{"name":"Walt Disney","sharesout":"1785.289","marketcap":"202,130.423","price":"113.22","security_type":"Stock","price_previous":"112.38","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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"2.780%","oneday":"554.349%","fiveday":"105.040%","onemonth":"191.325%","threemonths":"6.246%","sixmonths":"-5.417%","ninemonths":"20.396%","one":"2.780%","three":"9.681%","five":"-7.798%","ten":"1.532%","ytd":"2.885%","inception":"9.649%"},"total":{"period":"2.754%","oneday":"0.747%","fiveday":"1.433%","onemonth":"9.310%","threemonths":"1.549%","sixmonths":"-2.786%","ninemonths":"15.090%","one":"2.754%","three":"31.668%","five":"-33.229%","ten":"16.358%","ytd":"2.801%","inception":"2992.598%"},"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":"2.801%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"9.035%","ui":"9.543","upi":"4.669","sharpe":"1.423","sortino":"4.718","downsidedeviation":"2.726%","treynor":"0.448","alpha":"40.843%","ftalpha":"495.5","corr":"77.597%","r_squared":"60.212%","beta":"1.285"},"describe":{"name":"Goldman Sachs Group","sharesout":"299.9285","marketcap":"270,448.534","price":"901.71","security_type":"Stock","price_previous":"899","high_52":"911.03","low_52":"455.233","yield":"1.553%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.553%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"61.870%","oneday":"113.667%","fiveday":"259.043%","onemonth":"563.789%","threemonths":"58.406%","sixmonths":"96.350%","ninemonths":"89.111%","one":"61.870%","three":"41.548%","five":"31.858%","ten":"19.789%","ytd":"62.929%","inception":"11.586%"},"total":{"period":"61.177%","oneday":"0.301%","fiveday":"2.566%","onemonth":"17.067%","threemonths":"12.379%","sixmonths":"40.829%","ninemonths":"62.004%","one":"61.177%","three":"181.363%","five":"295.879%","ten":"504.692%","ytd":"60.659%","inception":"1740.450%"},"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":"60.659%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"6.709%","ui":"11.400","upi":"-2.393","sharpe":"-1.174","sortino":"-1.581","downsidedeviation":"4.982%","treynor":"-0.248","alpha":"-21.772%","ftalpha":"-857.6","corr":"46.851%","r_squared":"21.950%","beta":"0.576"},"describe":{"name":"Home Depot","sharesout":"995.5115","marketcap":"343,421.603","price":"344.97","security_type":"Stock","price_previous":"346.39","high_52":"420.665","low_52":"329.158","yield":"2.667%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.667%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-9.966%","oneday":"-64.521%","fiveday":"-67.213%","onemonth":"14.569%","threemonths":"-48.505%","sixmonths":"-4.256%","ninemonths":"0.073%","one":"-9.966%","three":"5.366%","five":"7.669%","ten":"12.689%","ytd":"-9.335%","inception":"18.300%"},"total":{"period":"-9.881%","oneday":"-0.410%","fiveday":"-2.186%","onemonth":"1.139%","threemonths":"-15.497%","sixmonths":"-2.183%","ninemonths":"0.055%","one":"-9.881%","three":"16.840%","five":"44.433%","ten":"228.912%","ytd":"-9.080%","inception":"52247.500%"},"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":"-9.080%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.400%","ui":"10.808","upi":"-2.728","sharpe":"-1.150","sortino":"-1.783","downsidedeviation":"4.772%","treynor":"-0.205","alpha":"-26.943%","ftalpha":"-896.3","corr":"59.347%","r_squared":"35.220%","beta":"0.805"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"124,120.448","price":"195.5","security_type":"Stock","price_previous":"195.96","high_52":"237.732","low_52":"179.918","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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-12.160%","oneday":"-44.725%","fiveday":"-50.700%","onemonth":"40.707%","threemonths":"-21.771%","sixmonths":"-22.329%","ninemonths":"-7.117%","one":"-12.160%","three":"-0.851%","five":"0.608%","ten":"8.679%","ytd":"-11.893%","inception":"11.460%"},"total":{"period":"-12.058%","oneday":"-0.235%","fiveday":"-1.392%","onemonth":"2.884%","threemonths":"-6.039%","sixmonths":"-12.034%","ninemonths":"-5.437%","one":"-12.058%","three":"-2.513%","five":"3.062%","ten":"129.215%","ytd":"-11.572%","inception":"5593.069%"},"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":"-11.572%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"8.729%","ui":"7.584","upi":"3.107","sharpe":"0.779","sortino":"1.310","downsidedeviation":"5.193%","treynor":"0.533","alpha":"27.636%","ftalpha":"644.1","corr":"42.910%","r_squared":"18.413%","beta":"0.687"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"283,953.858","price":"303.78","security_type":"Stock","price_previous":"302.79","high_52":"314.98","low_52":"211.878","yield":"2.209%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.209%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"40.878%","oneday":"127.823%","fiveday":"10.489%","onemonth":"28.833%","threemonths":"57.369%","sixmonths":"12.904%","ninemonths":"37.063%","one":"40.878%","three":"34.071%","five":"24.877%","ten":"12.921%","ytd":"43.262%","inception":"9.340%"},"total":{"period":"40.448%","oneday":"0.327%","fiveday":"0.198%","onemonth":"2.132%","threemonths":"12.192%","sixmonths":"6.352%","ninemonths":"26.962%","one":"40.448%","three":"139.387%","five":"202.013%","ten":"235.709%","ytd":"41.790%","inception":"2683.653%"},"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":"41.790%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"5.681%","ui":"4.453","upi":"6.546","sharpe":"1.481","sortino":"2.261","downsidedeviation":"3.722%","treynor":"7.737","alpha":"41.446%","ftalpha":"1,921.6","corr":"5.232%","r_squared":"0.274%","beta":"0.054"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"495,784.722","price":"205.78","security_type":"Stock","price_previous":"207.32","high_52":"214.17","low_52":"137.858","yield":"2.498%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.498%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"46.469%","oneday":"-84.752%","fiveday":"-57.501%","onemonth":"20.393%","threemonths":"87.365%","sixmonths":"88.256%","ninemonths":"39.352%","one":"46.469%","three":"8.355%","five":"9.359%","ten":"10.155%","ytd":"48.298%","inception":"13.123%"},"total":{"period":"45.971%","oneday":"-0.743%","fiveday":"-1.682%","onemonth":"1.557%","threemonths":"17.270%","sixmonths":"37.853%","ninemonths":"28.564%","one":"45.971%","three":"26.985%","five":"56.068%","ten":"162.200%","ytd":"46.628%","inception":"9783.766%"},"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":"46.628%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.202%","ui":"7.046","upi":"3.233","sharpe":"0.913","sortino":"2.900","downsidedeviation":"2.267%","treynor":"0.446","alpha":"25.351%","ftalpha":"375.9","corr":"60.755%","r_squared":"36.912%","beta":"0.802"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2722.262","marketcap":"887,266.834","price":"325.93","security_type":"Stock","price_previous":"323.09","high_52":"325.93","low_52":"208.28","yield":"1.703%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.703%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"40.095%","oneday":"809.408%","fiveday":"411.839%","onemonth":"193.096%","threemonths":"19.949%","sixmonths":"39.150%","ninemonths":"51.684%","one":"40.095%","three":"39.148%","five":"24.446%","ten":"20.482%","ytd":"40.263%","inception":"13.411%"},"total":{"period":"39.674%","oneday":"0.879%","fiveday":"3.289%","onemonth":"9.365%","threemonths":"4.723%","sixmonths":"18.252%","ninemonths":"37.090%","one":"39.674%","three":"167.397%","five":"196.859%","ten":"540.460%","ytd":"38.905%","inception":"10764.330%"},"years":[{"year":"1989","returns":"4.369%"},{"year":"1990","returns":"-60.262%"},{"year":"1991","returns":"107.704%"},{"year":"1992","returns":"88.002%"},{"year":"1993","returns":"7.369%"},{"year":"1994","returns":"-6.432%"},{"year":"1995","returns":"68.737%"},{"year":"1996","returns":"56.876%"},{"year":"1997","returns":"25.536%"},{"year":"1998","returns":"32.795%"},{"year":"1999","returns":"11.653%"},{"year":"2000","returns":"-10.046%"},{"year":"2001","returns":"-17.417%"},{"year":"2002","returns":"-30.711%"},{"year":"2003","returns":"60.292%"},{"year":"2004","returns":"9.968%"},{"year":"2005","returns":"5.743%"},{"year":"2006","returns":"25.598%"},{"year":"2007","returns":"-6.899%"},{"year":"2008","returns":"-25.129%"},{"year":"2009","returns":"34.357%"},{"year":"2010","returns":"2.307%"},{"year":"2011","returns":"-19.975%"},{"year":"2012","returns":"36.177%"},{"year":"2013","returns":"36.710%"},{"year":"2014","returns":"9.882%"},{"year":"2015","returns":"8.367%"},{"year":"2016","returns":"34.565%"},{"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":"30.627%"},{"year":"2024","returns":"44.270%"},{"year":"2025","returns":"38.905%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"5.083%","ui":"4.514","upi":"-0.408","sharpe":"-0.104","sortino":"-0.119","downsidedeviation":"4.468%","treynor":"-0.384","alpha":"14.949%","ftalpha":"1,191.6","corr":"-31.227%","r_squared":"9.751%","beta":"-0.291"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"300,553.433","price":"69.87","security_type":"Stock","price_previous":"70.21","high_52":"72.605","low_52":"59.058","yield":"2.920%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.920%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.479%","oneday":"-70.610%","fiveday":"-30.214%","onemonth":"-35.170%","threemonths":"23.403%","sixmonths":"3.325%","ninemonths":"5.316%","one":"15.479%","three":"6.253%","five":"8.925%","ten":"8.189%","ytd":"16.048%","inception":"12.039%"},"total":{"period":"15.331%","oneday":"-0.484%","fiveday":"-0.711%","onemonth":"-3.544%","threemonths":"5.480%","sixmonths":"1.673%","ninemonths":"4.000%","one":"15.331%","three":"19.792%","five":"53.009%","ten":"119.118%","ytd":"15.553%","inception":"6804.150%"},"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":"15.553%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"5.371%","ui":"4.316","upi":"-1.859","sharpe":"-0.431","sortino":"-0.503","downsidedeviation":"4.600%","treynor":"-0.098","alpha":"11.564%","ftalpha":"530.7","corr":"-51.404%","r_squared":"26.423%","beta":"-0.506"},"describe":{"name":"McDonald's","sharesout":"712.1544","marketcap":"221,366.071","price":"310.84","security_type":"Stock","price_previous":"316.22","high_52":"319.65","low_52":"273.34","yield":"2.307%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.307%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.297%","oneday":"-98.681%","fiveday":"-44.598%","onemonth":"14.008%","threemonths":"13.008%","sixmonths":"17.713%","ninemonths":"4.713%","one":"9.297%","three":"7.643%","five":"10.504%","ten":"12.858%","ytd":"10.040%","inception":"13.670%"},"total":{"period":"9.210%","oneday":"-1.701%","fiveday":"-1.164%","onemonth":"1.097%","threemonths":"3.151%","sixmonths":"8.627%","ninemonths":"3.548%","one":"9.210%","three":"24.518%","five":"64.369%","ten":"233.849%","ytd":"9.737%","inception":"11728.010%"},"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":"9.737%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"8.585%","ui":"5.372","upi":"1.765","sharpe":"0.319","sortino":"1.019","downsidedeviation":"2.685%","treynor":"0.372","alpha":"14.631%","ftalpha":"464.1","corr":"38.371%","r_squared":"14.724%","beta":"0.604"},"describe":{"name":"3M Company","sharesout":"531.225","marketcap":"85,075.681","price":"160.15","security_type":"Stock","price_previous":"160","high_52":"173.09","low_52":"124.343","yield":"1.823%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.823%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.798%","oneday":"26.664%","fiveday":"-61.394%","onemonth":"-44.080%","threemonths":"11.996%","sixmonths":"19.553%","ninemonths":"10.708%","one":"26.798%","three":"14.337%","five":"2.070%","ten":"3.977%","ytd":"27.302%","inception":"9.782%"},"total":{"period":"26.530%","oneday":"0.094%","fiveday":"-1.869%","onemonth":"-4.724%","threemonths":"2.916%","sixmonths":"9.486%","ninemonths":"8.007%","one":"26.530%","three":"49.017%","five":"10.732%","ten":"47.499%","ytd":"26.422%","inception":"3134.700%"},"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":"26.422%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"8.795%","ui":"14.767","upi":"-0.511","sharpe":"-0.248","sortino":"-0.342","downsidedeviation":"6.370%","treynor":"-1.466","alpha":"5.935%","ftalpha":"-414.0","corr":"-2.307%","r_squared":"0.053%","beta":"-0.037"},"describe":{"name":"Merck & Company","sharesout":"2482.022","marketcap":"260,711.593","price":"105.04","security_type":"Stock","price_previous":"104.72","high_52":"105.04","low_52":"71.417","yield":"3.123%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.123%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.766%","oneday":"115.902%","fiveday":"2782.101%","onemonth":"162.267%","threemonths":"202.993%","sixmonths":"76.643%","ninemonths":"21.732%","one":"9.766%","three":"0.957%","five":"9.105%","ten":"10.479%","ytd":"9.850%","inception":"12.624%"},"total":{"period":"9.675%","oneday":"0.306%","fiveday":"6.889%","onemonth":"8.358%","threemonths":"32.479%","sixmonths":"33.471%","ninemonths":"16.056%","one":"9.675%","three":"2.878%","five":"54.269%","ten":"169.977%","ytd":"9.554%","inception":"8283.080%"},"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":"9.554%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.067%","ui":"7.769","upi":"-0.581","sharpe":"-0.184","sortino":"-0.405","downsidedeviation":"3.216%","treynor":"0.084","alpha":"-4.722%","ftalpha":"-259.7","corr":"78.425%","r_squared":"61.505%","beta":"1.016"},"describe":{"name":"Microsoft","sharesout":"7432.378","marketcap":"3,618,453.275","price":"486.85","security_type":"Stock","price_previous":"484.92","high_52":"541.041","low_52":"352.659","yield":"0.698%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.698%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"12.804%","oneday":"172.365%","fiveday":"199.138%","onemonth":"44.635%","threemonths":"-15.604%","sixmonths":"1.049%","ninemonths":"34.417%","one":"12.804%","three":"28.054%","five":"18.180%","ten":"25.941%","ytd":"16.881%","inception":"23.137%"},"total":{"period":"12.682%","oneday":"0.398%","fiveday":"2.196%","onemonth":"3.120%","threemonths":"-4.213%","sixmonths":"0.531%","ninemonths":"25.102%","one":"12.682%","three":"108.801%","five":"129.578%","ten":"896.072%","ytd":"16.358%","inception":"232842.600%"},"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":"16.358%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"12.064%","ui":"17.109","upi":"-2.399","sharpe":"-0.982","sortino":"-1.640","downsidedeviation":"7.226%","treynor":"-0.172","alpha":"-49.202%","ftalpha":"-1,115.0","corr":"73.564%","r_squared":"54.117%","beta":"1.627"},"describe":{"name":"Nike-B","sharesout":"1478.201","marketcap":"84,760.046","price":"57.34","security_type":"Stock","price_previous":"57.22","high_52":"79.847","low_52":"52.315","yield":"2.808%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.808%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-23.732%","oneday":"69.630%","fiveday":"-99.965%","onemonth":"-63.852%","threemonths":"-55.678%","sixmonths":"-8.783%","ninemonths":"-18.138%","one":"-23.732%","three":"-19.719%","five":"-15.435%","ten":"0.119%","ytd":"-23.028%","inception":"15.784%"},"total":{"period":"-23.548%","oneday":"0.210%","fiveday":"-14.571%","onemonth":"-8.122%","threemonths":"-18.653%","sixmonths":"-4.557%","ninemonths":"-14.061%","one":"-23.548%","three":"-47.999%","five":"-56.572%","ten":"1.193%","ytd":"-22.446%","inception":"23400.000%"},"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":"-22.446%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"14.403%","ui":"13.730","upi":"1.352","sharpe":"0.372","sortino":"1.096","downsidedeviation":"4.888%","treynor":"0.155","alpha":"5.098%","ftalpha":"-68.8","corr":"77.080%","r_squared":"59.413%","beta":"2.035"},"describe":{"name":"Nvidia","sharesout":"24305","marketcap":"4,598,749.213","price":"189.21","security_type":"Stock","price_previous":"183.69","high_52":"207.029","low_52":"94.293","yield":"0.021%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.021%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.876%","oneday":"9999.990%","fiveday":"2258.489%","onemonth":"96.413%","threemonths":"26.040%","sixmonths":"70.913%","ninemonths":"87.234%","one":"35.876%","three":"133.300%","five":"71.372%","ten":"72.905%","ytd":"42.373%","inception":"37.451%"},"total":{"period":"35.505%","oneday":"3.005%","fiveday":"6.465%","onemonth":"5.781%","threemonths":"6.048%","sixmonths":"31.255%","ninemonths":"60.785%","one":"35.505%","three":"1145.540%","five":"1358.491%","ten":"23346.100%","ytd":"40.934%","inception":"511278.400%"},"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":"40.934%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"5.497%","ui":"9.786","upi":"-3.065","sharpe":"-1.575","sortino":"-1.634","downsidedeviation":"5.298%","treynor":"-0.623","alpha":"-20.540%","ftalpha":"-840.1","corr":"27.076%","r_squared":"7.331%","beta":"0.273"},"describe":{"name":"Procter & Gamble","sharesout":"2336.733","marketcap":"334,573.414","price":"143.18","security_type":"Stock","price_previous":"142.69","high_52":"172.761","low_52":"138.34","yield":"2.917%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.917%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-12.677%","oneday":"137.436%","fiveday":"-50.848%","onemonth":"-46.868%","threemonths":"-19.854%","sixmonths":"-18.498%","ninemonths":"-15.996%","one":"-12.677%","three":"0.405%","five":"3.567%","ten":"9.001%","ytd":"-12.672%","inception":"12.360%"},"total":{"period":"-12.571%","oneday":"0.343%","fiveday":"-1.398%","onemonth":"-5.129%","threemonths":"-5.461%","sixmonths":"-9.858%","ninemonths":"-12.364%","one":"-12.571%","three":"1.209%","five":"19.051%","ten":"136.068%","ytd":"-12.332%","inception":"7581.330%"},"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":"-12.332%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.007%","ui":"6.806","upi":"-3.314","sharpe":"-0.929","sortino":"-1.298","downsidedeviation":"5.016%","treynor":"-0.286","alpha":"-13.894%","ftalpha":"-601.2","corr":"26.027%","r_squared":"6.774%","beta":"0.334"},"describe":{"name":"Sherwin-Williams","sharesout":"247.8935","marketcap":"80,329.886","price":"324.05","security_type":"Stock","price_previous":"323.84","high_52":"374.34","low_52":"311.413","yield":"0.975%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.975%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-5.232%","oneday":"17.766%","fiveday":"-44.636%","onemonth":"-37.676%","threemonths":"-20.647%","sixmonths":"-10.189%","ninemonths":"-3.217%","one":"-5.232%","three":"11.210%","five":"7.042%","ten":"14.907%","ytd":"-3.928%","inception":"15.859%"},"total":{"period":"-5.186%","oneday":"0.065%","fiveday":"-1.165%","onemonth":"-3.860%","threemonths":"-5.699%","sixmonths":"-5.307%","ninemonths":"-2.445%","one":"-5.186%","three":"37.209%","five":"40.294%","ten":"299.416%","ytd":"-3.817%","inception":"23975.040%"},"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":"-3.817%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"6.459%","ui":"3.475","upi":"1.745","sharpe":"0.271","sortino":"0.492","downsidedeviation":"3.562%","treynor":"-0.457","alpha":"24.495%","ftalpha":"1,509.8","corr":"-35.230%","r_squared":"12.411%","beta":"-0.417"},"describe":{"name":"Travelers Companies","sharesout":"223.0634","marketcap":"65,237.120","price":"292.46","security_type":"Stock","price_previous":"291.64","high_52":"293.65","low_52":"228.688","yield":"1.487%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.487%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.386%","oneday":"103.037%","fiveday":"63.893%","onemonth":"15.714%","threemonths":"27.143%","sixmonths":"21.002%","ninemonths":"20.718%","one":"23.386%","three":"17.933%","five":"18.679%","ten":"12.442%","ytd":"24.165%","inception":"12.473%"},"total":{"period":"23.155%","oneday":"0.281%","fiveday":"0.984%","onemonth":"1.222%","threemonths":"6.282%","sixmonths":"10.157%","ninemonths":"15.323%","one":"23.155%","three":"63.408%","five":"134.441%","ten":"221.802%","ytd":"23.395%","inception":"7873.283%"},"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":"23.395%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"13.743%","ui":"38.177","upi":"-1.357","sharpe":"-1.088","sortino":"-0.974","downsidedeviation":"15.356%","treynor":"1.336","alpha":"-35.036%","ftalpha":"-1,162.3","corr":"-11.534%","r_squared":"1.330%","beta":"-0.291"},"describe":{"name":"UnitedHealth Group","sharesout":"905.8386","marketcap":"294,216.366","price":"324.8","security_type":"Stock","price_previous":"325.16","high_52":"587.426","low_52":"234.667","yield":"2.688%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.688%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-34.500%","oneday":"-24.380%","fiveday":"-76.292%","onemonth":"29.915%","threemonths":"-21.463%","sixmonths":"19.478%","ninemonths":"-44.385%","one":"-34.500%","three":"-13.652%","five":"0.875%","ten":"12.420%","ytd":"-34.999%","inception":"24.593%"},"total":{"period":"-34.252%","oneday":"-0.111%","fiveday":"-2.813%","onemonth":"2.203%","threemonths":"-5.946%","sixmonths":"9.451%","ninemonths":"-35.869%","one":"-34.252%","three":"-35.404%","five":"4.430%","ten":"221.158%","ytd":"-34.189%","inception":"360788.900%"},"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":"-34.189%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"6.543%","ui":"6.823","upi":"-0.735","sharpe":"-0.221","sortino":"-0.432","downsidedeviation":"3.348%","treynor":"0.218","alpha":"3.226%","ftalpha":"86.3","corr":"30.544%","r_squared":"9.329%","beta":"0.366"},"describe":{"name":"Visa Inc","sharesout":"1929.897","marketcap":"681,987.011","price":"353.38","security_type":"Stock","price_previous":"352.09","high_52":"371.922","low_52":"304.76","yield":"0.690%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.690%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"12.305%","oneday":"151.564%","fiveday":"230.256%","onemonth":"144.974%","threemonths":"19.126%","sixmonths":"6.374%","ninemonths":"7.794%","one":"12.305%","three":"20.821%","five":"12.352%","ten":"17.106%","ytd":"13.004%","inception":"20.772%"},"total":{"period":"12.188%","oneday":"0.366%","fiveday":"2.396%","onemonth":"7.744%","threemonths":"4.540%","sixmonths":"3.185%","ninemonths":"5.847%","one":"12.188%","three":"75.612%","five":"78.503%","ten":"382.463%","ytd":"12.607%","inception":"2734.750%"},"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":"12.607%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"6.114%","ui":"5.891","upi":"-1.769","sharpe":"-0.492","sortino":"-0.597","downsidedeviation":"5.038%","treynor":"-0.081","alpha":"6.745%","ftalpha":"406.4","corr":"-28.567%","r_squared":"8.161%","beta":"-0.320"},"describe":{"name":"Verizon Communications","sharesout":"4216.425","marketcap":"168,319.678","price":"39.92","security_type":"Stock","price_previous":"39.98","high_52":"44.293","low_52":"36.008","yield":"6.820%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.820%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"6.896%","oneday":"-31.536%","fiveday":"-64.590%","onemonth":"-32.149%","threemonths":"-22.679%","sixmonths":"-5.024%","ninemonths":"-6.175%","one":"6.896%","three":"8.442%","five":"-1.779%","ten":"3.694%","ytd":"6.903%","inception":"7.566%"},"total":{"period":"6.832%","oneday":"-0.150%","fiveday":"-2.037%","onemonth":"-3.177%","threemonths":"-6.317%","sixmonths":"-2.582%","ninemonths":"-4.712%","one":"6.832%","three":"27.288%","five":"-8.543%","ten":"43.551%","ytd":"6.698%","inception":"1413.268%"},"years":[{"year":"1989","returns":"62.460%"},{"year":"1990","returns":"0.979%"},{"year":"1991","returns":"-5.236%"},{"year":"1992","returns":"12.460%"},{"year":"1993","returns":"21.229%"},{"year":"1994","returns":"-11.608%"},{"year":"1995","returns":"41.377%"},{"year":"1996","returns":"1.361%"},{"year":"1997","returns":"46.702%"},{"year":"1998","returns":"22.536%"},{"year":"1999","returns":"16.978%"},{"year":"2000","returns":"-16.373%"},{"year":"2001","returns":"-2.516%"},{"year":"2002","returns":"-15.177%"},{"year":"2003","returns":"-5.605%"},{"year":"2004","returns":"20.259%"},{"year":"2005","returns":"-22.182%"},{"year":"2006","returns":"34.615%"},{"year":"2007","returns":"22.188%"},{"year":"2008","returns":"-18.028%"},{"year":"2009","returns":"3.839%"},{"year":"2010","returns":"22.542%"},{"year":"2011","returns":"18.228%"},{"year":"2012","returns":"13.179%"},{"year":"2013","returns":"18.641%"},{"year":"2014","returns":"-0.565%"},{"year":"2015","returns":"3.611%"},{"year":"2016","returns":"20.719%"},{"year":"2017","returns":"4.015%"},{"year":"2018","returns":"11.252%"},{"year":"2019","returns":"13.867%"},{"year":"2020","returns":"-0.119%"},{"year":"2021","returns":"-7.532%"},{"year":"2022","returns":"-20.008%"},{"year":"2023","returns":"2.763%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"6.698%"}]},"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":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"},"risk":{"sd":"7.321%","ui":"7.692","upi":"0.889","sharpe":"0.270","sortino":"0.552","downsidedeviation":"3.577%","treynor":"0.908","alpha":"17.001%","ftalpha":"63.2","corr":"16.288%","r_squared":"2.653%","beta":"0.219"},"describe":{"name":"Walmart Inc","sharesout":"7970.167","marketcap":"883,891.532","price":"110.9","security_type":"Stock","price_previous":"112.6","high_52":"116.79","low_52":"81.237","yield":"0.848%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.848%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9148","juliandate":"45649","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"oneday":{"dtestart":{"marketdate":"9397","strdate":"12/22/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"fiveday":{"dtestart":{"marketdate":"9393","strdate":"12/16/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"threemonths":{"dtestart":{"marketdate":"9334","strdate":"9/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"sixmonths":{"dtestart":{"marketdate":"9270","strdate":"6/23/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"one":{"dtestart":{"marketdate":"9148","strdate":"12/23/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"three":{"dtestart":{"marketdate":"8647","strdate":"12/23/2022"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"five":{"dtestart":{"marketdate":"8143","strdate":"12/23/2020"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ten":{"dtestart":{"marketdate":"6884","strdate":"12/23/2015"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9398","juliandate":"46014","strdate":"12/23/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"24.158%","oneday":"-97.845%","fiveday":"-86.673%","onemonth":"90.470%","threemonths":"37.384%","sixmonths":"29.035%","ninemonths":"41.211%","one":"24.158%","three":"34.190%","five":"20.088%","ten":"20.724%","ytd":"24.708%","inception":"14.369%"},"total":{"period":"23.919%","oneday":"-1.510%","fiveday":"-3.916%","onemonth":"5.511%","threemonths":"8.392%","sixmonths":"13.809%","ninemonths":"29.861%","one":"23.919%","three":"140.023%","five":"148.616%","ten":"553.391%","ytd":"23.919%","inception":"14765.950%"},"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":"23.919%"}]},"aux":30,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Staples Distribution & Retail","sector":"Consumer Staples","security_type":"Stocks","xtype":null}],"err":null}
https://ftl.fasttrack.net/v1/ https://share.fasttrack.net/shares/ https://ftr.fasttrack.net/v1/