{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"9.447%","ui":"14.185","upi":"0.290","sharpe":"0.126","sortino":"0.466","downsidedeviation":"8.841%","treynor":"0.330","alpha":"9.680%","ftalpha":"-296.2","corr":"23.775%","r_squared":"5.652%","beta":"0.411"},"describe":{"name":"Apple Inc","sharesout":"14840.39","marketcap":"3,968,913.938","price":"267.44","security_type":"Stock","price_previous":"267.46","high_52":"275.25","low_52":"171.845","yield":"0.385%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.385%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"17.984%","oneday":"-1.868%","fiveday":"-76.594%","onemonth":"97.328%","threemonths":"77.543%","sixmonths":"59.817%","ninemonths":"13.163%","one":"17.984%","three":"21.695%","five":"18.506%","ten":"26.133%","ytd":"8.342%","inception":"20.424%"},"total":{"period":"17.810%","oneday":"-0.007%","fiveday":"-2.837%","onemonth":"6.107%","threemonths":"15.942%","sixmonths":"26.860%","ninemonths":"9.762%","one":"17.810%","three":"79.421%","five":"132.741%","ten":"911.306%","ytd":"7.272%","inception":"99691.050%"},"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":"7.272%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"8.000%","ui":"9.778","upi":"1.321","sharpe":"0.466","sortino":"1.810","downsidedeviation":"7.136%","treynor":"0.504","alpha":"18.166%","ftalpha":"718.9","corr":"30.324%","r_squared":"9.195%","beta":"0.444"},"describe":{"name":"Amgen","sharesout":"538.3619","marketcap":"185,191.105","price":"343.99","security_type":"Stock","price_previous":"341.71","high_52":"343.99","low_52":"252.228","yield":"2.076%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.076%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.781%","oneday":"435.210%","fiveday":"126.848%","onemonth":"402.514%","threemonths":"93.283%","sixmonths":"60.911%","ninemonths":"26.640%","one":"26.781%","three":"9.459%","five":"11.977%","ten":"11.104%","ytd":"41.219%","inception":"19.658%"},"total":{"period":"26.512%","oneday":"0.667%","fiveday":"1.637%","onemonth":"15.120%","threemonths":"18.508%","sixmonths":"27.300%","ninemonths":"19.470%","one":"26.512%","three":"30.875%","five":"75.559%","ten":"185.606%","ytd":"35.308%","inception":"78616.240%"},"years":[{"year":"1989","returns":"44.948%"},{"year":"1990","returns":"154.196%"},{"year":"1991","returns":"265.137%"},{"year":"1992","returns":"-6.774%"},{"year":"1993","returns":"-29.903%"},{"year":"1994","returns":"19.184%"},{"year":"1995","returns":"101.299%"},{"year":"1996","returns":"-8.416%"},{"year":"1997","returns":"-0.480%"},{"year":"1998","returns":"93.200%"},{"year":"1999","returns":"129.760%"},{"year":"2000","returns":"6.461%"},{"year":"2001","returns":"-11.729%"},{"year":"2002","returns":"-14.351%"},{"year":"2003","returns":"27.824%"},{"year":"2004","returns":"3.819%"},{"year":"2005","returns":"22.930%"},{"year":"2006","returns":"-13.377%"},{"year":"2007","returns":"-32.017%"},{"year":"2008","returns":"24.354%"},{"year":"2009","returns":"-2.043%"},{"year":"2010","returns":"-2.952%"},{"year":"2011","returns":"18.180%"},{"year":"2012","returns":"36.233%"},{"year":"2013","returns":"34.803%"},{"year":"2014","returns":"42.318%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.248%"},{"year":"2018","returns":"15.171%"},{"year":"2019","returns":"27.621%"},{"year":"2020","returns":"-2.000%"},{"year":"2021","returns":"0.875%"},{"year":"2022","returns":"20.428%"},{"year":"2023","returns":"13.473%"},{"year":"2024","returns":"-6.760%"},{"year":"2025","returns":"35.308%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"10.156%","ui":"12.099","upi":"-0.284","sharpe":"-0.098","sortino":"-0.420","downsidedeviation":"8.169%","treynor":"0.040","alpha":"-8.090%","ftalpha":"-415.4","corr":"80.378%","r_squared":"64.606%","beta":"1.493"},"describe":{"name":"Amazon com","sharesout":"10664.91","marketcap":"2,373,475.753","price":"222.55","security_type":"Stock","price_previous":"232.87","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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"10.435%","oneday":"-99.999%","fiveday":"-99.661%","onemonth":"64.994%","threemonths":"-14.174%","sixmonths":"16.908%","ninemonths":"-2.394%","one":"10.435%","three":"33.507%","five":"7.503%","ten":"21.043%","ytd":"1.646%","inception":"31.275%"},"total":{"period":"10.337%","oneday":"-4.432%","fiveday":"-10.658%","onemonth":"4.464%","threemonths":"-3.862%","sixmonths":"8.249%","ninemonths":"-1.809%","one":"10.337%","three":"136.403%","five":"43.328%","ten":"570.796%","ytd":"1.440%","inception":"229333.000%"},"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":"1.440%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"9.171%","ui":"9.593","upi":"0.724","sharpe":"0.219","sortino":"0.876","downsidedeviation":"7.931%","treynor":"0.120","alpha":"3.541%","ftalpha":"-110.9","corr":"81.108%","r_squared":"65.785%","beta":"1.361"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"234,664.223","price":"340.66","security_type":"Stock","price_previous":"341.25","high_52":"372.77","low_52":"230.216","yield":"0.928%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.928%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"20.814%","oneday":"-35.371%","fiveday":"-98.485%","onemonth":"-18.034%","threemonths":"51.159%","sixmonths":"29.997%","ninemonths":"13.254%","one":"20.814%","three":"32.657%","five":"26.119%","ten":"18.547%","ytd":"18.506%","inception":"12.870%"},"total":{"period":"20.611%","oneday":"-0.173%","fiveday":"-7.970%","onemonth":"-1.719%","threemonths":"11.234%","sixmonths":"14.239%","ninemonths":"9.828%","one":"20.611%","three":"131.947%","five":"217.256%","ten":"445.030%","ytd":"16.039%","inception":"8888.391%"},"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":"16.039%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"10.626%","ui":"8.073","upi":"2.263","sharpe":"0.496","sortino":"2.592","downsidedeviation":"7.047%","treynor":"0.346","alpha":"20.139%","ftalpha":"520.1","corr":"41.247%","r_squared":"17.013%","beta":"0.802"},"describe":{"name":"Boeing","sharesout":"756.1577","marketcap":"143,390.188","price":"189.63","security_type":"Stock","price_previous":"191.81","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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"32.134%","oneday":"-94.405%","fiveday":"-76.848%","onemonth":"-73.534%","threemonths":"-54.591%","sixmonths":"-14.909%","ninemonths":"3.358%","one":"32.135%","three":"2.953%","five":"-1.389%","ten":"3.631%","ytd":"8.185%","inception":"9.363%"},"total":{"period":"31.806%","oneday":"-1.137%","fiveday":"-2.858%","onemonth":"-10.947%","threemonths":"-18.407%","sixmonths":"-7.866%","ninemonths":"2.519%","one":"31.807%","three":"9.052%","five":"-6.724%","ten":"42.680%","ytd":"7.136%","inception":"2682.130%"},"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":"7.136%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"9.096%","ui":"12.067","upi":"2.570","sharpe":"0.984","sortino":"3.645","downsidedeviation":"8.507%","treynor":"0.295","alpha":"27.515%","ftalpha":"240.6","corr":"82.314%","r_squared":"67.756%","beta":"1.370"},"describe":{"name":"Caterpillar","sharesout":"468.4789","marketcap":"256,201.743","price":"546.88","security_type":"Stock","price_previous":"552.05","high_52":"585.49","low_52":"270.82","yield":"1.068%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.068%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"44.872%","oneday":"-90.684%","fiveday":"-85.124%","onemonth":"57.677%","threemonths":"201.637%","sixmonths":"139.241%","ninemonths":"80.875%","one":"44.872%","three":"35.808%","five":"28.498%","ten":"25.908%","ytd":"62.521%","inception":"15.185%"},"total":{"period":"44.394%","oneday":"-0.937%","fiveday":"-3.706%","onemonth":"4.051%","threemonths":"32.909%","sixmonths":"55.680%","ninemonths":"56.266%","one":"44.394%","three":"148.740%","five":"248.169%","ten":"893.460%","ytd":"53.032%","inception":"19014.990%"},"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":"53.032%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"9.710%","ui":"25.588","upi":"-1.609","sharpe":"-1.224","sortino":"-4.970","downsidedeviation":"8.283%","treynor":"-0.253","alpha":"-43.547%","ftalpha":"-1,214.6","corr":"70.477%","r_squared":"49.671%","beta":"1.252"},"describe":{"name":"SalesForcecom","sharesout":"952","marketcap":"222,292.000","price":"233.5","security_type":"Stock","price_previous":"237.03","high_52":"365.621","low_52":"231.263","yield":"0.706%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.706%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-27.302%","oneday":"-97.729%","fiveday":"-90.196%","onemonth":"-36.936%","threemonths":"-15.089%","sixmonths":"-34.839%","ninemonths":"-36.140%","one":"-27.302%","three":"16.956%","five":"-1.712%","ten":"11.843%","ytd":"-33.239%","inception":"20.629%"},"total":{"period":"-27.095%","oneday":"-1.489%","fiveday":"-4.499%","onemonth":"-3.941%","threemonths":"-4.127%","sixmonths":"-19.534%","ninemonths":"-28.667%","one":"-27.095%","three":"59.411%","five":"-8.232%","ten":"205.093%","ytd":"-29.812%","inception":"5388.952%"},"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":"-1.504%"},{"year":"2005","returns":"89.212%"},{"year":"2006","returns":"13.724%"},{"year":"2007","returns":"71.994%"},{"year":"2008","returns":"-48.939%"},{"year":"2009","returns":"130.462%"},{"year":"2010","returns":"78.935%"},{"year":"2011","returns":"-23.138%"},{"year":"2012","returns":"65.681%"},{"year":"2013","returns":"31.327%"},{"year":"2014","returns":"7.466%"},{"year":"2015","returns":"32.186%"},{"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":"14.201%"},{"year":"2022","returns":"-47.826%"},{"year":"2023","returns":"98.463%"},{"year":"2024","returns":"27.775%"},{"year":"2025","returns":"-29.812%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"6.736%","ui":"4.942","upi":"5.073","sharpe":"1.075","sortino":"4.799","downsidedeviation":"5.224%","treynor":"0.331","alpha":"24.675%","ftalpha":"986.6","corr":"84.575%","r_squared":"71.530%","beta":"1.042"},"describe":{"name":"Cisco Systems","sharesout":"3953.197","marketcap":"305,858.863","price":"77.37","security_type":"Stock","price_previous":"77.78","high_52":"78","low_52":"52.56","yield":"2.107%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.107%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"38.939%","oneday":"-73.637%","fiveday":"4518.399%","onemonth":"208.487%","threemonths":"79.452%","sixmonths":"50.542%","ninemonths":"30.339%","one":"38.939%","three":"21.093%","five":"16.859%","ten":"14.586%","ytd":"39.794%","inception":"22.845%"},"total":{"period":"38.532%","oneday":"-0.527%","fiveday":"7.893%","onemonth":"10.324%","threemonths":"16.262%","sixmonths":"23.069%","ninemonths":"22.089%","one":"38.532%","three":"76.793%","five":"117.088%","ten":"288.443%","ytd":"34.111%","inception":"154640.000%"},"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":"34.111%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.134%","ui":"9.761","upi":"-1.534","sharpe":"-0.606","sortino":"-1.717","downsidedeviation":"8.720%","treynor":"-0.075","alpha":"-12.518%","ftalpha":"-539.1","corr":"56.704%","r_squared":"32.154%","beta":"0.740"},"describe":{"name":"Chevron","sharesout":"2014.822","marketcap":"309,516.946","price":"153.62","security_type":"Stock","price_previous":"154.82","high_52":"164.603","low_52":"130.629","yield":"3.339%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.339%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-1.106%","oneday":"-85.954%","fiveday":"-57.394%","onemonth":"4.120%","threemonths":"0.071%","sixmonths":"22.122%","ninemonths":"0.942%","one":"-1.106%","three":"-2.002%","five":"17.497%","ten":"9.750%","ytd":"11.232%","inception":"11.460%"},"total":{"period":"-1.096%","oneday":"-0.775%","fiveday":"-1.677%","onemonth":"0.353%","threemonths":"0.018%","sixmonths":"10.673%","ninemonths":"0.709%","one":"-1.096%","three":"-5.842%","five":"123.045%","ten":"152.735%","ytd":"9.775%","inception":"5533.296%"},"years":[{"year":"1989","returns":"55.737%"},{"year":"1990","returns":"11.766%"},{"year":"1991","returns":"-0.679%"},{"year":"1992","returns":"5.732%"},{"year":"1993","returns":"30.607%"},{"year":"1994","returns":"6.802%"},{"year":"1995","returns":"22.242%"},{"year":"1996","returns":"28.469%"},{"year":"1997","returns":"22.143%"},{"year":"1998","returns":"11.012%"},{"year":"1999","returns":"7.358%"},{"year":"2000","returns":"0.519%"},{"year":"2001","returns":"9.287%"},{"year":"2002","returns":"-23.116%"},{"year":"2003","returns":"35.405%"},{"year":"2004","returns":"25.569%"},{"year":"2005","returns":"11.510%"},{"year":"2006","returns":"33.753%"},{"year":"2007","returns":"30.560%"},{"year":"2008","returns":"-18.313%"},{"year":"2009","returns":"8.098%"},{"year":"2010","returns":"22.947%"},{"year":"2011","returns":"20.281%"},{"year":"2012","returns":"4.167%"},{"year":"2013","returns":"19.319%"},{"year":"2014","returns":"-6.983%"},{"year":"2015","returns":"-16.211%"},{"year":"2016","returns":"36.644%"},{"year":"2017","returns":"10.621%"},{"year":"2018","returns":"-9.777%"},{"year":"2019","returns":"15.278%"},{"year":"2020","returns":"-25.974%"},{"year":"2021","returns":"46.316%"},{"year":"2022","returns":"58.483%"},{"year":"2023","returns":"-13.623%"},{"year":"2024","returns":"1.238%"},{"year":"2025","returns":"9.775%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"8.507%","ui":"10.463","upi":"-1.863","sharpe":"-0.662","sortino":"-2.602","downsidedeviation":"7.494%","treynor":"-0.079","alpha":"-22.078%","ftalpha":"-782.9","corr":"81.829%","r_squared":"66.960%","beta":"1.273"},"describe":{"name":"Walt Disney","sharesout":"1797.934","marketcap":"191,084.423","price":"106.28","security_type":"Stock","price_previous":"105.69","high_52":"124.01","low_52":"81.377","yield":"0.941%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.941%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-5.630%","oneday":"307.238%","fiveday":"-98.001%","onemonth":"-37.129%","threemonths":"-30.091%","sixmonths":"-11.295%","ninemonths":"-3.417%","one":"-5.630%","three":"5.625%","five":"-5.597%","ten":"-0.248%","ytd":"-4.724%","inception":"9.469%"},"total":{"period":"-5.581%","oneday":"0.558%","fiveday":"-7.462%","onemonth":"-3.967%","threemonths":"-8.812%","sixmonths":"-5.900%","ninemonths":"-2.585%","one":"-5.581%","three":"17.695%","five":"-24.917%","ten":"-2.442%","ytd":"-4.151%","inception":"2783.342%"},"years":[{"year":"1989","returns":"71.201%"},{"year":"1990","returns":"-8.920%"},{"year":"1991","returns":"13.475%"},{"year":"1992","returns":"51.100%"},{"year":"1993","returns":"-0.303%"},{"year":"1994","returns":"8.670%"},{"year":"1995","returns":"29.033%"},{"year":"1996","returns":"19.104%"},{"year":"1997","returns":"42.883%"},{"year":"1998","returns":"-8.515%"},{"year":"1999","returns":"-1.682%"},{"year":"2000","returns":"-0.398%"},{"year":"2001","returns":"-27.710%"},{"year":"2002","returns":"-20.304%"},{"year":"2003","returns":"44.385%"},{"year":"2004","returns":"20.211%"},{"year":"2005","returns":"-12.851%"},{"year":"2006","returns":"44.262%"},{"year":"2007","returns":"-3.459%"},{"year":"2008","returns":"-28.629%"},{"year":"2009","returns":"43.720%"},{"year":"2010","returns":"17.579%"},{"year":"2011","returns":"1.679%"},{"year":"2012","returns":"32.773%"},{"year":"2013","returns":"55.339%"},{"year":"2014","returns":"24.830%"},{"year":"2015","returns":"12.920%"},{"year":"2016","returns":"0.651%"},{"year":"2017","returns":"4.773%"},{"year":"2018","returns":"3.616%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.271%"},{"year":"2021","returns":"-14.510%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.262%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"-4.151%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"9.013%","ui":"9.607","upi":"2.207","sharpe":"0.679","sortino":"2.476","downsidedeviation":"8.564%","treynor":"0.217","alpha":"17.333%","ftalpha":"191.8","corr":"85.520%","r_squared":"73.136%","beta":"1.410"},"describe":{"name":"Goldman Sachs Group","sharesout":"302.7211","marketcap":"235,002.386","price":"776.3","security_type":"Stock","price_previous":"775.56","high_52":"838.97","low_52":"457.467","yield":"1.675%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.675%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.071%","oneday":"27.197%","fiveday":"-88.504%","onemonth":"46.729%","threemonths":"28.958%","sixmonths":"59.442%","ninemonths":"23.526%","one":"35.071%","three":"30.531%","five":"31.453%","ten":"17.314%","ytd":"43.999%","inception":"10.980%"},"total":{"period":"34.709%","oneday":"0.095%","fiveday":"-4.197%","onemonth":"3.401%","threemonths":"6.773%","sixmonths":"26.709%","ninemonths":"17.251%","one":"34.709%","three":"121.054%","five":"289.858%","ten":"391.074%","ytd":"37.639%","inception":"1476.724%"},"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":"34.374%"},{"year":"2000","returns":"14.110%"},{"year":"2001","returns":"-12.812%"},{"year":"2002","returns":"-26.119%"},{"year":"2003","returns":"46.301%"},{"year":"2004","returns":"6.492%"},{"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":"0.543%"},{"year":"2011","returns":"-45.595%"},{"year":"2012","returns":"42.768%"},{"year":"2013","returns":"40.781%"},{"year":"2014","returns":"10.784%"},{"year":"2015","returns":"-5.790%"},{"year":"2016","returns":"34.906%"},{"year":"2017","returns":"7.738%"},{"year":"2018","returns":"-33.521%"},{"year":"2019","returns":"40.463%"},{"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":"37.639%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"6.643%","ui":"11.295","upi":"-2.661","sharpe":"-1.306","sortino":"-4.315","downsidedeviation":"6.965%","treynor":"-0.339","alpha":"-26.352%","ftalpha":"-1,088.8","corr":"49.994%","r_squared":"24.994%","beta":"0.608"},"describe":{"name":"Home Depot","sharesout":"995.3866","marketcap":"334,927.694","price":"336.48","security_type":"Stock","price_previous":"358.03","high_52":"423.513","low_52":"331.314","yield":"2.719%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.719%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-16.191%","oneday":"-100.000%","fiveday":"-99.533%","onemonth":"-82.591%","threemonths":"-44.992%","sixmonths":"-19.791%","ninemonths":"-19.436%","one":"-16.191%","three":"5.083%","five":"7.108%","ten":"12.956%","ytd":"-13.458%","inception":"18.252%"},"total":{"period":"-16.059%","oneday":"-6.019%","fiveday":"-10.090%","onemonth":"-14.141%","threemonths":"-14.274%","sixmonths":"-10.587%","ninemonths":"-15.023%","one":"-16.059%","three":"15.905%","five":"40.726%","ten":"236.753%","ytd":"-11.894%","inception":"50651.140%"},"years":[{"year":"1989","returns":"74.353%"},{"year":"1990","returns":"58.710%"},{"year":"1991","returns":"162.317%"},{"year":"1992","returns":"50.597%"},{"year":"1993","returns":"-21.774%"},{"year":"1994","returns":"16.851%"},{"year":"1995","returns":"4.255%"},{"year":"1996","returns":"5.431%"},{"year":"1997","returns":"17.954%"},{"year":"1998","returns":"108.431%"},{"year":"1999","returns":"68.969%"},{"year":"2000","returns":"-33.313%"},{"year":"2001","returns":"12.060%"},{"year":"2002","returns":"-52.621%"},{"year":"2003","returns":"49.050%"},{"year":"2004","returns":"21.472%"},{"year":"2005","returns":"-4.350%"},{"year":"2006","returns":"1.013%"},{"year":"2007","returns":"-31.136%"},{"year":"2008","returns":"-11.503%"},{"year":"2009","returns":"30.425%"},{"year":"2010","returns":"24.965%"},{"year":"2011","returns":"23.404%"},{"year":"2012","returns":"49.667%"},{"year":"2013","returns":"35.926%"},{"year":"2014","returns":"30.253%"},{"year":"2015","returns":"28.543%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.613%"},{"year":"2018","returns":"-7.317%"},{"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":"-11.894%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.496%","ui":"9.776","upi":"-2.916","sharpe":"-1.098","sortino":"-5.849","downsidedeviation":"4.874%","treynor":"-0.210","alpha":"-27.660%","ftalpha":"-1,052.0","corr":"66.352%","r_squared":"44.025%","beta":"0.910"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"121,549.153","price":"191.45","security_type":"Stock","price_previous":"196.08","high_52":"237.732","low_52":"179.918","yield":"2.392%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.392%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.644%","oneday":"-99.759%","fiveday":"-86.558%","onemonth":"-45.178%","threemonths":"-36.382%","sixmonths":"-24.237%","ninemonths":"-7.852%","one":"-14.644%","three":"-1.648%","five":"1.059%","ten":"8.545%","ytd":"-15.148%","inception":"11.428%"},"total":{"period":"-14.524%","oneday":"-2.361%","fiveday":"-3.900%","onemonth":"-5.107%","threemonths":"-11.001%","sixmonths":"-13.138%","ninemonths":"-5.974%","one":"-14.524%","three":"-4.826%","five":"5.383%","ten":"126.407%","ytd":"-13.404%","inception":"5475.131%"},"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":"-13.404%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"8.895%","ui":"7.794","upi":"3.793","sharpe":"0.960","sortino":"3.629","downsidedeviation":"8.147%","treynor":"1.819","alpha":"36.981%","ftalpha":"952.1","corr":"13.180%","r_squared":"1.737%","beta":"0.214"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"271,026.483","price":"289.95","security_type":"Stock","price_previous":"297.17","high_52":"314.98","low_52":"202.805","yield":"2.314%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.314%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"43.431%","oneday":"-99.798%","fiveday":"-98.122%","onemonth":"50.713%","threemonths":"114.613%","sixmonths":"20.753%","ninemonths":"16.702%","one":"43.431%","three":"30.166%","five":"25.196%","ten":"12.618%","ytd":"41.250%","inception":"9.228%"},"total":{"period":"42.970%","oneday":"-2.430%","fiveday":"-7.577%","onemonth":"3.642%","threemonths":"21.748%","sixmonths":"10.042%","ninemonths":"12.338%","one":"42.970%","three":"119.219%","five":"205.864%","ten":"226.844%","ytd":"35.334%","inception":"2556.923%"},"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":"35.334%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"5.627%","ui":"4.986","upi":"3.985","sharpe":"1.019","sortino":"4.494","downsidedeviation":"4.422%","treynor":"2.260","alpha":"28.089%","ftalpha":"1,569.2","corr":"12.599%","r_squared":"1.587%","beta":"0.130"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"481,859.000","price":"200","security_type":"Stock","price_previous":"199.58","high_52":"200","low_52":"138.725","yield":"2.540%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.540%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"33.738%","oneday":"69.940%","fiveday":"385.929%","onemonth":"48.503%","threemonths":"68.046%","sixmonths":"78.719%","ninemonths":"43.253%","one":"33.738%","three":"7.589%","five":"9.420%","ten":"9.940%","ytd":"48.760%","inception":"13.053%"},"total":{"period":"33.392%","oneday":"0.210%","fiveday":"3.183%","onemonth":"3.509%","threemonths":"14.311%","sixmonths":"34.264%","ninemonths":"31.093%","one":"33.392%","three":"24.332%","five":"56.502%","ten":"157.132%","ytd":"41.618%","inception":"9446.539%"},"years":[{"year":"1989","returns":"42.646%"},{"year":"1990","returns":"23.357%"},{"year":"1991","returns":"62.360%"},{"year":"1992","returns":"-10.187%"},{"year":"1993","returns":"-8.930%"},{"year":"1994","returns":"24.986%"},{"year":"1995","returns":"59.143%"},{"year":"1996","returns":"18.119%"},{"year":"1997","returns":"34.313%"},{"year":"1998","returns":"28.983%"},{"year":"1999","returns":"12.461%"},{"year":"2000","returns":"14.241%"},{"year":"2001","returns":"14.011%"},{"year":"2002","returns":"-7.879%"},{"year":"2003","returns":"-2.114%"},{"year":"2004","returns":"25.165%"},{"year":"2005","returns":"-3.357%"},{"year":"2006","returns":"12.444%"},{"year":"2007","returns":"3.611%"},{"year":"2008","returns":"-7.768%"},{"year":"2009","returns":"11.276%"},{"year":"2010","returns":"-0.585%"},{"year":"2011","returns":"9.893%"},{"year":"2012","returns":"10.825%"},{"year":"2013","returns":"34.617%"},{"year":"2014","returns":"17.334%"},{"year":"2015","returns":"1.159%"},{"year":"2016","returns":"15.322%"},{"year":"2017","returns":"24.404%"},{"year":"2018","returns":"-5.136%"},{"year":"2019","returns":"16.210%"},{"year":"2020","returns":"10.851%"},{"year":"2021","returns":"11.449%"},{"year":"2022","returns":"5.968%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"41.618%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.022%","ui":"7.066","upi":"1.587","sharpe":"0.461","sortino":"1.591","downsidedeviation":"7.049%","treynor":"0.226","alpha":"12.026%","ftalpha":"183.3","corr":"71.167%","r_squared":"50.648%","beta":"0.914"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2722.2","marketcap":"815,053.912","price":"299.41","security_type":"Stock","price_previous":"300.37","high_52":"320.41","low_52":"208.28","yield":"1.854%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.854%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"25.082%","oneday":"-55.402%","fiveday":"-93.005%","onemonth":"7.365%","threemonths":"13.008%","sixmonths":"27.186%","ninemonths":"11.708%","one":"25.082%","three":"34.363%","five":"24.368%","ten":"19.332%","ytd":"32.078%","inception":"13.188%"},"total":{"period":"24.833%","oneday":"-0.320%","fiveday":"-5.136%","onemonth":"0.622%","threemonths":"3.201%","sixmonths":"12.979%","ninemonths":"8.697%","one":"24.833%","three":"140.941%","five":"195.939%","ten":"482.057%","ytd":"27.603%","inception":"9880.334%"},"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":"27.603%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"5.078%","ui":"4.546","upi":"1.082","sharpe":"0.280","sortino":"1.644","downsidedeviation":"2.992%","treynor":"-0.316","alpha":"18.652%","ftalpha":"1,690.6","corr":"-48.915%","r_squared":"23.927%","beta":"-0.454"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"306,360.598","price":"71.22","security_type":"Stock","price_previous":"70.68","high_52":"72.812","low_52":"59.476","yield":"2.829%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.829%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.785%","oneday":"582.025%","fiveday":"-24.081%","onemonth":"57.859%","threemonths":"15.644%","sixmonths":"0.779%","ninemonths":"7.306%","one":"18.785%","three":"8.485%","five":"9.559%","ten":"8.756%","ytd":"19.575%","inception":"12.108%"},"total":{"period":"18.603%","oneday":"0.764%","fiveday":"-0.545%","onemonth":"4.062%","threemonths":"3.816%","sixmonths":"0.395%","ninemonths":"5.455%","one":"18.603%","three":"27.438%","five":"57.493%","ten":"130.829%","ytd":"16.955%","inception":"6889.205%"},"years":[{"year":"1989","returns":"77.074%"},{"year":"1990","returns":"22.705%"},{"year":"1991","returns":"75.394%"},{"year":"1992","returns":"5.769%"},{"year":"1993","returns":"8.277%"},{"year":"1994","returns":"17.464%"},{"year":"1995","returns":"46.204%"},{"year":"1996","returns":"43.244%"},{"year":"1997","returns":"27.894%"},{"year":"1998","returns":"1.314%"},{"year":"1999","returns":"-12.169%"},{"year":"2000","returns":"5.986%"},{"year":"2001","returns":"-21.461%"},{"year":"2002","returns":"-5.500%"},{"year":"2003","returns":"18.111%"},{"year":"2004","returns":"-16.110%"},{"year":"2005","returns":"-0.665%"},{"year":"2006","returns":"23.103%"},{"year":"2007","returns":"30.439%"},{"year":"2008","returns":"-24.113%"},{"year":"2009","returns":"30.239%"},{"year":"2010","returns":"19.036%"},{"year":"2011","returns":"9.434%"},{"year":"2012","returns":"6.513%"},{"year":"2013","returns":"17.235%"},{"year":"2014","returns":"5.268%"},{"year":"2015","returns":"5.114%"},{"year":"2016","returns":"-0.336%"},{"year":"2017","returns":"14.372%"},{"year":"2018","returns":"6.793%"},{"year":"2019","returns":"20.614%"},{"year":"2020","returns":"2.436%"},{"year":"2021","returns":"11.406%"},{"year":"2022","returns":"10.608%"},{"year":"2023","returns":"-4.463%"},{"year":"2024","returns":"8.871%"},{"year":"2025","returns":"16.955%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"5.226%","ui":"4.462","upi":"-1.507","sharpe":"-0.371","sortino":"-1.631","downsidedeviation":"4.124%","treynor":"-0.055","alpha":"7.368%","ftalpha":"460.3","corr":"-51.523%","r_squared":"26.546%","beta":"-0.493"},"describe":{"name":"McDonald's","sharesout":"713.6044","marketcap":"217,356.762","price":"304.59","security_type":"Stock","price_previous":"304.9","high_52":"317.701","low_52":"275.015","yield":"2.324%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.324%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.142%","oneday":"-22.632%","fiveday":"-30.903%","onemonth":"-12.278%","threemonths":"-2.986%","sixmonths":"-6.438%","ninemonths":"2.181%","one":"7.142%","three":"6.125%","five":"9.688%","ten":"13.261%","ytd":"7.886%","inception":"13.626%"},"total":{"period":"7.076%","oneday":"-0.102%","fiveday":"-0.730%","onemonth":"-1.136%","threemonths":"-0.778%","sixmonths":"-3.320%","ninemonths":"1.638%","one":"7.076%","three":"19.360%","five":"58.418%","ten":"245.936%","ytd":"6.876%","inception":"11420.040%"},"years":[{"year":"1989","returns":"44.911%"},{"year":"1990","returns":"-14.673%"},{"year":"1991","returns":"31.921%"},{"year":"1992","returns":"29.428%"},{"year":"1993","returns":"17.852%"},{"year":"1994","returns":"3.470%"},{"year":"1995","returns":"55.337%"},{"year":"1996","returns":"1.193%"},{"year":"1997","returns":"5.935%"},{"year":"1998","returns":"61.761%"},{"year":"1999","returns":"5.435%"},{"year":"2000","returns":"-15.106%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.417%"},{"year":"2003","returns":"56.762%"},{"year":"2004","returns":"31.481%"},{"year":"2005","returns":"7.300%"},{"year":"2006","returns":"34.631%"},{"year":"2007","returns":"36.383%"},{"year":"2008","returns":"8.544%"},{"year":"2009","returns":"4.008%"},{"year":"2010","returns":"26.927%"},{"year":"2011","returns":"34.656%"},{"year":"2012","returns":"-10.066%"},{"year":"2013","returns":"13.611%"},{"year":"2014","returns":"-0.112%"},{"year":"2015","returns":"30.422%"},{"year":"2016","returns":"6.205%"},{"year":"2017","returns":"45.022%"},{"year":"2018","returns":"5.783%"},{"year":"2019","returns":"13.971%"},{"year":"2020","returns":"11.320%"},{"year":"2021","returns":"27.807%"},{"year":"2022","returns":"0.511%"},{"year":"2023","returns":"15.049%"},{"year":"2024","returns":"0.139%"},{"year":"2025","returns":"6.876%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"8.569%","ui":"5.298","upi":"3.063","sharpe":"0.547","sortino":"3.013","downsidedeviation":"5.385%","treynor":"0.301","alpha":"17.604%","ftalpha":"813.4","corr":"54.483%","r_squared":"29.684%","beta":"0.854"},"describe":{"name":"3M Company","sharesout":"531.225","marketcap":"88,071.789","price":"165.79","security_type":"Stock","price_previous":"165.39","high_52":"170.856","low_52":"123.186","yield":"1.761%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.761%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"30.093%","oneday":"83.921%","fiveday":"-47.766%","onemonth":"171.116%","threemonths":"41.925%","sixmonths":"20.236%","ninemonths":"17.394%","one":"30.093%","three":"13.609%","five":"3.270%","ten":"3.916%","ytd":"35.949%","inception":"9.910%"},"total":{"period":"29.788%","oneday":"0.242%","fiveday":"-1.279%","onemonth":"9.088%","threemonths":"9.442%","sixmonths":"9.803%","ninemonths":"12.839%","one":"29.788%","three":"46.208%","five":"17.360%","ten":"46.649%","ytd":"30.874%","inception":"3248.616%"},"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":"30.874%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"8.579%","ui":"16.090","upi":"-0.638","sharpe":"-0.345","sortino":"-1.359","downsidedeviation":"7.546%","treynor":"-0.015","alpha":"-5.912%","ftalpha":"-576.6","corr":"34.389%","r_squared":"11.826%","beta":"0.540"},"describe":{"name":"Merck & Company","sharesout":"2497.783","marketcap":"240,861.215","price":"96.43","security_type":"Stock","price_previous":"92.86","high_52":"100.073","low_52":"72.022","yield":"3.360%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.360%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.608%","oneday":"9999.990%","fiveday":"1813.850%","onemonth":"337.091%","threemonths":"75.772%","sixmonths":"66.008%","ninemonths":"26.137%","one":"3.608%","three":"0.390%","five":"7.105%","ten":"9.283%","ytd":"-0.310%","inception":"12.373%"},"total":{"period":"3.576%","oneday":"3.844%","fiveday":"6.025%","onemonth":"13.728%","threemonths":"15.643%","sixmonths":"29.330%","ninemonths":"19.113%","one":"3.576%","three":"1.164%","five":"40.706%","ten":"142.219%","ytd":"-0.272%","inception":"7528.955%"},"years":[{"year":"1989","returns":"54.610%"},{"year":"1990","returns":"6.380%"},{"year":"1991","returns":"51.890%"},{"year":"1992","returns":"-0.773%"},{"year":"1993","returns":"10.611%"},{"year":"1994","returns":"11.366%"},{"year":"1995","returns":"51.849%"},{"year":"1996","returns":"20.934%"},{"year":"1997","returns":"94.990%"},{"year":"1998","returns":"79.630%"},{"year":"1999","returns":"-22.560%"},{"year":"2000","returns":"35.533%"},{"year":"2001","returns":"-35.922%"},{"year":"2002","returns":"-36.412%"},{"year":"2003","returns":"-19.105%"},{"year":"2004","returns":"21.565%"},{"year":"2005","returns":"0.943%"},{"year":"2006","returns":"14.634%"},{"year":"2007","returns":"13.663%"},{"year":"2008","returns":"-35.147%"},{"year":"2009","returns":"118.413%"},{"year":"2010","returns":"2.861%"},{"year":"2011","returns":"9.537%"},{"year":"2012","returns":"13.130%"},{"year":"2013","returns":"26.802%"},{"year":"2014","returns":"16.947%"},{"year":"2015","returns":"-3.873%"},{"year":"2016","returns":"15.052%"},{"year":"2017","returns":"-1.475%"},{"year":"2018","returns":"39.996%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.918%"},{"year":"2022","returns":"49.385%"},{"year":"2023","returns":"0.997%"},{"year":"2024","returns":"-6.258%"},{"year":"2025","returns":"-0.272%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.042%","ui":"7.799","upi":"0.768","sharpe":"0.245","sortino":"1.362","downsidedeviation":"4.395%","treynor":"0.151","alpha":"5.758%","ftalpha":"57.6","corr":"79.498%","r_squared":"63.199%","beta":"1.024"},"describe":{"name":"Microsoft","sharesout":"7433.087","marketcap":"3,670,384.093","price":"493.79","security_type":"Stock","price_previous":"507.49","high_52":"542.07","low_52":"353.33","yield":"0.672%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.672%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"19.853%","oneday":"-99.900%","fiveday":"-77.660%","onemonth":"-36.273%","threemonths":"-15.854%","sixmonths":"18.251%","ninemonths":"29.085%","one":"19.853%","three":"28.135%","five":"19.573%","ten":"26.551%","ytd":"20.552%","inception":"23.250%"},"total":{"period":"19.659%","oneday":"-2.700%","fiveday":"-2.927%","onemonth":"-3.853%","threemonths":"-4.351%","sixmonths":"8.879%","ninemonths":"21.203%","one":"19.659%","three":"109.193%","five":"143.353%","ten":"945.235%","ytd":"17.793%","inception":"236163.200%"},"years":[{"year":"1989","returns":"63.319%"},{"year":"1990","returns":"72.727%"},{"year":"1991","returns":"121.981%"},{"year":"1992","returns":"15.063%"},{"year":"1993","returns":"-5.576%"},{"year":"1994","returns":"51.669%"},{"year":"1995","returns":"43.546%"},{"year":"1996","returns":"88.325%"},{"year":"1997","returns":"56.434%"},{"year":"1998","returns":"114.600%"},{"year":"1999","returns":"68.366%"},{"year":"2000","returns":"-62.843%"},{"year":"2001","returns":"52.713%"},{"year":"2002","returns":"-21.959%"},{"year":"2003","returns":"6.805%"},{"year":"2004","returns":"8.924%"},{"year":"2005","returns":"-0.946%"},{"year":"2006","returns":"15.832%"},{"year":"2007","returns":"20.827%"},{"year":"2008","returns":"-44.391%"},{"year":"2009","returns":"60.502%"},{"year":"2010","returns":"-6.530%"},{"year":"2011","returns":"-4.523%"},{"year":"2012","returns":"4.946%"},{"year":"2013","returns":"44.285%"},{"year":"2014","returns":"27.545%"},{"year":"2015","returns":"22.695%"},{"year":"2016","returns":"15.066%"},{"year":"2017","returns":"40.716%"},{"year":"2018","returns":"20.800%"},{"year":"2019","returns":"57.570%"},{"year":"2020","returns":"42.535%"},{"year":"2021","returns":"52.476%"},{"year":"2022","returns":"-28.016%"},{"year":"2023","returns":"58.192%"},{"year":"2024","returns":"12.921%"},{"year":"2025","returns":"17.793%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"11.571%","ui":"16.021","upi":"-1.791","sharpe":"-0.716","sortino":"-2.544","downsidedeviation":"11.276%","treynor":"-0.148","alpha":"-31.524%","ftalpha":"-1,001.3","corr":"61.411%","r_squared":"37.713%","beta":"1.300"},"describe":{"name":"Nike-B","sharesout":"1478.201","marketcap":"92,372.783","price":"62.49","security_type":"Stock","price_previous":"62.9","high_52":"80.348","low_52":"52.643","yield":"2.560%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.560%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.825%","oneday":"-80.788%","fiveday":"-41.142%","onemonth":"-57.775%","threemonths":"-55.561%","sixmonths":"0.389%","ninemonths":"-23.268%","one":"-14.825%","three":"-14.699%","five":"-12.743%","ten":"1.181%","ytd":"-18.053%","inception":"16.070%"},"total":{"period":"-14.703%","oneday":"-0.652%","fiveday":"-1.045%","onemonth":"-7.244%","threemonths":"-18.860%","sixmonths":"0.197%","ninemonths":"-18.086%","one":"-14.703%","three":"-37.708%","five":"-49.246%","ten":"12.418%","ytd":"-16.007%","inception":"25302.440%"},"years":[{"year":"1989","returns":"104.183%"},{"year":"1990","returns":"53.073%"},{"year":"1991","returns":"81.995%"},{"year":"1992","returns":"15.709%"},{"year":"1993","returns":"-43.501%"},{"year":"1994","returns":"63.599%"},{"year":"1995","returns":"88.812%"},{"year":"1996","returns":"73.552%"},{"year":"1997","returns":"-34.370%"},{"year":"1998","returns":"5.057%"},{"year":"1999","returns":"23.320%"},{"year":"2000","returns":"13.952%"},{"year":"2001","returns":"1.909%"},{"year":"2002","returns":"-20.108%"},{"year":"2003","returns":"55.633%"},{"year":"2004","returns":"33.944%"},{"year":"2005","returns":"-3.097%"},{"year":"2006","returns":"15.847%"},{"year":"2007","returns":"31.532%"},{"year":"2008","returns":"-19.346%"},{"year":"2009","returns":"32.080%"},{"year":"2010","returns":"31.220%"},{"year":"2011","returns":"14.481%"},{"year":"2012","returns":"8.197%"},{"year":"2013","returns":"54.498%"},{"year":"2014","returns":"23.761%"},{"year":"2015","returns":"31.385%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.702%"},{"year":"2018","returns":"19.856%"},{"year":"2019","returns":"38.102%"},{"year":"2020","returns":"40.959%"},{"year":"2021","returns":"18.697%"},{"year":"2022","returns":"-29.037%"},{"year":"2023","returns":"-6.043%"},{"year":"2024","returns":"-29.100%"},{"year":"2025","returns":"-16.007%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"14.496%","ui":"13.335","upi":"1.191","sharpe":"0.316","sortino":"1.697","downsidedeviation":"9.358%","treynor":"0.102","alpha":"1.818%","ftalpha":"-3.9","corr":"93.849%","r_squared":"88.077%","beta":"2.489"},"describe":{"name":"Nvidia","sharesout":"24347","marketcap":"4,415,571.935","price":"181.36","security_type":"Stock","price_previous":"186.6","high_52":"207.04","low_52":"94.298","yield":"0.022%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.022%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"29.741%","oneday":"-99.924%","fiveday":"-95.842%","onemonth":"-11.041%","threemonths":"-1.358%","sixmonths":"77.924%","ninemonths":"41.855%","one":"29.741%","three":"128.995%","five":"68.847%","ten":"73.280%","ytd":"40.948%","inception":"37.388%"},"total":{"period":"29.440%","oneday":"-2.808%","fiveday":"-6.109%","onemonth":"-1.015%","threemonths":"-0.352%","sixmonths":"33.961%","ninemonths":"30.128%","one":"29.440%","three":"1078.351%","five":"1254.646%","ten":"23857.730%","ytd":"35.080%","inception":"490062.200%"},"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":"76.949%"},{"year":"2020","returns":"122.298%"},{"year":"2021","returns":"125.476%"},{"year":"2022","returns":"-50.267%"},{"year":"2023","returns":"239.021%"},{"year":"2024","returns":"171.251%"},{"year":"2025","returns":"35.080%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"5.323%","ui":"9.836","upi":"-2.602","sharpe":"-1.388","sortino":"-6.473","downsidedeviation":"3.955%","treynor":"0.626","alpha":"-13.718%","ftalpha":"-923.7","corr":"-26.515%","r_squared":"7.030%","beta":"-0.258"},"describe":{"name":"Procter & Gamble","sharesout":"2336.733","marketcap":"343,476.397","price":"146.99","security_type":"Stock","price_previous":"145.82","high_52":"175.059","low_52":"145.5","yield":"2.842%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.842%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-11.731%","oneday":"650.734%","fiveday":"-41.093%","onemonth":"-22.876%","threemonths":"-17.889%","sixmonths":"-16.484%","ninemonths":"-12.215%","one":"-11.731%","three":"3.639%","five":"3.607%","ten":"9.856%","ytd":"-11.330%","inception":"12.473%"},"total":{"period":"-11.633%","oneday":"0.802%","fiveday":"-1.043%","onemonth":"-2.240%","threemonths":"-4.952%","sixmonths":"-8.735%","ninemonths":"-9.347%","one":"-11.633%","three":"11.227%","five":"19.280%","ten":"155.187%","ytd":"-9.999%","inception":"7785.730%"},"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":"-9.999%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.151%","ui":"12.517","upi":"-2.151","sharpe":"-1.087","sortino":"-4.657","downsidedeviation":"5.782%","treynor":"-0.357","alpha":"-22.115%","ftalpha":"-997.3","corr":"37.479%","r_squared":"14.047%","beta":"0.490"},"describe":{"name":"Sherwin-Williams","sharesout":"249.3333","marketcap":"80,741.599","price":"323.83","security_type":"Stock","price_previous":"326.81","high_52":"396.159","low_52":"311.413","yield":"0.976%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.976%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-13.061%","oneday":"-90.081%","fiveday":"-95.434%","onemonth":"-19.333%","threemonths":"-32.246%","sixmonths":"-19.655%","ninemonths":"-9.753%","one":"-13.061%","three":"11.593%","five":"7.052%","ten":"14.666%","ytd":"-4.419%","inception":"15.901%"},"total":{"period":"-12.952%","oneday":"-0.912%","fiveday":"-5.935%","onemonth":"-1.856%","threemonths":"-9.544%","sixmonths":"-10.510%","ninemonths":"-7.439%","one":"-12.952%","three":"38.619%","five":"40.362%","ten":"291.151%","ytd":"-3.882%","inception":"23958.690%"},"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":"-3.882%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"6.628%","ui":"5.164","upi":"-0.532","sharpe":"-0.120","sortino":"-0.635","downsidedeviation":"4.323%","treynor":"0.651","alpha":"5.725%","ftalpha":"346.5","corr":"8.483%","r_squared":"0.720%","beta":"0.103"},"describe":{"name":"Travelers Companies","sharesout":"223.0634","marketcap":"63,985.738","price":"286.85","security_type":"Stock","price_previous":"284.51","high_52":"287.42","low_52":"229.591","yield":"1.499%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.499%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.121%","oneday":"689.454%","fiveday":"15.742%","onemonth":"182.510%","threemonths":"38.305%","sixmonths":"11.533%","ninemonths":"29.945%","one":"11.121%","three":"18.248%","five":"18.900%","ten":"12.096%","ytd":"23.780%","inception":"12.436%"},"total":{"period":"11.016%","oneday":"0.822%","fiveday":"0.290%","onemonth":"9.481%","threemonths":"8.715%","sixmonths":"5.695%","ninemonths":"21.811%","one":"11.016%","three":"64.711%","five":"136.622%","ten":"212.044%","ytd":"20.552%","inception":"7690.604%"},"years":[{"year":"1989","returns":"41.560%"},{"year":"1990","returns":"10.663%"},{"year":"1991","returns":"20.829%"},{"year":"1992","returns":"9.596%"},{"year":"1993","returns":"20.652%"},{"year":"1994","returns":"3.297%"},{"year":"1995","returns":"28.111%"},{"year":"1996","returns":"8.750%"},{"year":"1997","returns":"43.470%"},{"year":"1998","returns":"-12.954%"},{"year":"1999","returns":"-0.017%"},{"year":"2000","returns":"65.583%"},{"year":"2001","returns":"-16.948%"},{"year":"2002","returns":"-20.040%"},{"year":"2003","returns":"20.215%"},{"year":"2004","returns":"-3.144%"},{"year":"2005","returns":"23.202%"},{"year":"2006","returns":"22.903%"},{"year":"2007","returns":"2.372%"},{"year":"2008","returns":"-13.768%"},{"year":"2009","returns":"13.462%"},{"year":"2010","returns":"14.806%"},{"year":"2011","returns":"9.256%"},{"year":"2012","returns":"24.033%"},{"year":"2013","returns":"29.069%"},{"year":"2014","returns":"19.604%"},{"year":"2015","returns":"9.095%"},{"year":"2016","returns":"10.953%"},{"year":"2017","returns":"13.368%"},{"year":"2018","returns":"-9.645%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.357%"},{"year":"2021","returns":"13.971%"},{"year":"2022","returns":"22.413%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.765%"},{"year":"2025","returns":"20.552%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"14.065%","ui":"37.006","upi":"-1.617","sharpe":"-1.228","sortino":"-3.221","downsidedeviation":"18.573%","treynor":"1.443","alpha":"-47.085%","ftalpha":"-1,340.2","corr":"-13.566%","r_squared":"1.840%","beta":"-0.349"},"describe":{"name":"UnitedHealth Group","sharesout":"905.6736","marketcap":"284,001.115","price":"313.58","security_type":"Stock","price_previous":"320.52","high_52":"597.743","low_52":"236.269","yield":"2.749%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.749%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-45.956%","oneday":"-99.600%","fiveday":"-88.736%","onemonth":"-77.101%","threemonths":"9.208%","sixmonths":"18.258%","ninemonths":"-44.990%","one":"-45.956%","three":"-14.702%","five":"-0.308%","ten":"12.132%","ytd":"-40.871%","inception":"24.508%"},"total":{"period":"-45.659%","oneday":"-2.165%","fiveday":"-4.236%","onemonth":"-12.064%","threemonths":"2.296%","sixmonths":"8.882%","ninemonths":"-36.247%","one":"-45.659%","three":"-37.715%","five":"-1.522%","ten":"213.067%","ytd":"-36.894%","inception":"344493.400%"},"years":[{"year":"1989","returns":"168.182%"},{"year":"1990","returns":"92.203%"},{"year":"1991","returns":"220.811%"},{"year":"1992","returns":"52.721%"},{"year":"1993","returns":"33.477%"},{"year":"1994","returns":"19.013%"},{"year":"1995","returns":"45.003%"},{"year":"1996","returns":"-31.145%"},{"year":"1997","returns":"10.486%"},{"year":"1998","returns":"-13.291%"},{"year":"1999","returns":"23.430%"},{"year":"2000","returns":"131.209%"},{"year":"2001","returns":"15.358%"},{"year":"2002","returns":"18.034%"},{"year":"2003","returns":"39.404%"},{"year":"2004","returns":"51.375%"},{"year":"2005","returns":"41.179%"},{"year":"2006","returns":"-13.488%"},{"year":"2007","returns":"8.381%"},{"year":"2008","returns":"-54.255%"},{"year":"2009","returns":"14.748%"},{"year":"2010","returns":"19.892%"},{"year":"2011","returns":"42.190%"},{"year":"2012","returns":"8.161%"},{"year":"2013","returns":"41.033%"},{"year":"2014","returns":"36.458%"},{"year":"2015","returns":"18.258%"},{"year":"2016","returns":"38.406%"},{"year":"2017","returns":"39.824%"},{"year":"2018","returns":"14.521%"},{"year":"2019","returns":"19.987%"},{"year":"2020","returns":"21.205%"},{"year":"2021","returns":"45.213%"},{"year":"2022","returns":"6.947%"},{"year":"2023","returns":"0.795%"},{"year":"2024","returns":"-2.412%"},{"year":"2025","returns":"-36.894%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"6.358%","ui":"6.093","upi":"-1.676","sharpe":"-0.464","sortino":"-2.748","downsidedeviation":"3.717%","treynor":"-0.017","alpha":"-5.044%","ftalpha":"-177.9","corr":"38.894%","r_squared":"15.127%","beta":"0.452"},"describe":{"name":"Visa Inc","sharesout":"1940.942","marketcap":"623,391.737","price":"321.18","security_type":"Stock","price_previous":"325.75","high_52":"371.922","low_52":"304.76","yield":"0.760%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.760%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.652%","oneday":"-97.167%","fiveday":"-92.666%","onemonth":"-50.033%","threemonths":"-21.688%","sixmonths":"-21.757%","ninemonths":"-12.386%","one":"3.652%","three":"16.071%","five":"9.944%","ten":"15.710%","ytd":"2.683%","inception":"20.242%"},"total":{"period":"3.619%","oneday":"-1.403%","fiveday":"-5.047%","onemonth":"-5.872%","threemonths":"-6.105%","sixmonths":"-11.706%","ninemonths":"-9.480%","one":"3.619%","three":"55.847%","five":"60.262%","ten":"328.143%","ytd":"2.347%","inception":"2476.448%"},"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":"2.347%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"6.126%","ui":"6.636","upi":"-1.339","sharpe":"-0.419","sortino":"-1.760","downsidedeviation":"5.047%","treynor":"-0.075","alpha":"1.257%","ftalpha":"97.9","corr":"-6.617%","r_squared":"0.438%","beta":"-0.074"},"describe":{"name":"Verizon Communications","sharesout":"4216.325","marketcap":"174,893.159","price":"41.48","security_type":"Stock","price_previous":"41.01","high_52":"44.293","low_52":"36.008","yield":"6.563%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.563%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"4.981%","oneday":"1671.676%","fiveday":"160.571%","onemonth":"29.693%","threemonths":"-17.837%","sixmonths":"-4.917%","ninemonths":"7.660%","one":"4.981%","three":"9.712%","five":"-1.472%","ten":"4.449%","ytd":"12.497%","inception":"7.697%"},"total":{"period":"4.936%","oneday":"1.146%","fiveday":"1.916%","onemonth":"2.293%","threemonths":"-4.937%","sixmonths":"-2.526%","ninemonths":"5.717%","one":"4.936%","three":"31.779%","five":"-7.112%","ten":"54.321%","ytd":"10.868%","inception":"1472.403%"},"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":"10.868%"}]},"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":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"},"risk":{"sd":"7.076%","ui":"7.738","upi":"1.049","sharpe":"0.331","sortino":"1.162","downsidedeviation":"6.985%","treynor":"-0.880","alpha":"19.439%","ftalpha":"134.2","corr":"-15.416%","r_squared":"2.377%","beta":"-0.200"},"describe":{"name":"Walmart Inc","sharesout":"7972.851","marketcap":"808,367.358","price":"101.39","security_type":"Stock","price_previous":"102.95","high_52":"109.03","low_52":"81.4","yield":"0.900%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.900%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9124","juliandate":"45614","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"oneday":{"dtestart":{"marketdate":"9373","strdate":"11/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"fiveday":{"dtestart":{"marketdate":"9369","strdate":"11/11/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"onemonth":{"dtestart":{"marketdate":"9352","strdate":"10/17/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"threemonths":{"dtestart":{"marketdate":"9309","strdate":"8/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"sixmonths":{"dtestart":{"marketdate":"9246","strdate":"5/16/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ninemonths":{"dtestart":{"marketdate":"9184","strdate":"2/18/2025"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"one":{"dtestart":{"marketdate":"9124","strdate":"11/18/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"three":{"dtestart":{"marketdate":"8623","strdate":"11/18/2022"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"five":{"dtestart":{"marketdate":"8119","strdate":"11/18/2020"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ten":{"dtestart":{"marketdate":"6860","strdate":"11/18/2015"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9374","juliandate":"45979","strdate":"11/18/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"21.979%","oneday":"-97.875%","fiveday":"-63.574%","onemonth":"-50.115%","threemonths":"2.685%","sixmonths":"6.910%","ninemonths":"-2.075%","one":"21.979%","three":"28.377%","five":"17.034%","ten":"19.750%","ytd":"15.044%","inception":"14.129%"},"total":{"period":"21.763%","oneday":"-1.515%","fiveday":"-1.982%","onemonth":"-5.885%","threemonths":"0.685%","sixmonths":"3.449%","ninemonths":"-1.567%","one":"21.763%","three":"110.370%","five":"118.706%","ten":"502.723%","ytd":"13.064%","inception":"13472.960%"},"years":[{"year":"1989","returns":"43.797%"},{"year":"1990","returns":"35.387%"},{"year":"1991","returns":"95.449%"},{"year":"1992","returns":"9.082%"},{"year":"1993","returns":"-21.500%"},{"year":"1994","returns":"-14.413%"},{"year":"1995","returns":"5.538%"},{"year":"1996","returns":"3.097%"},{"year":"1997","returns":"74.718%"},{"year":"1998","returns":"107.569%"},{"year":"1999","returns":"70.424%"},{"year":"2000","returns":"-22.794%"},{"year":"2001","returns":"8.953%"},{"year":"2002","returns":"-11.764%"},{"year":"2003","returns":"5.729%"},{"year":"2004","returns":"0.507%"},{"year":"2005","returns":"-10.304%"},{"year":"2006","returns":"0.134%"},{"year":"2007","returns":"4.907%"},{"year":"2008","returns":"20.000%"},{"year":"2009","returns":"-2.573%"},{"year":"2010","returns":"3.224%"},{"year":"2011","returns":"13.871%"},{"year":"2012","returns":"16.325%"},{"year":"2013","returns":"18.165%"},{"year":"2014","returns":"11.862%"},{"year":"2015","returns":"-26.642%"},{"year":"2016","returns":"16.038%"},{"year":"2017","returns":"46.538%"},{"year":"2018","returns":"-3.432%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.339%"},{"year":"2021","returns":"1.967%"},{"year":"2022","returns":"-0.464%"},{"year":"2023","returns":"12.884%"},{"year":"2024","returns":"73.981%"},{"year":"2025","returns":"13.064%"}]},"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}