{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.443%","ui":"14.212","upi":"-0.748","sharpe":"-0.325","sortino":"-0.697","downsidedeviation":"4.403%","treynor":"0.289","alpha":"1.452%","ftalpha":"-571.9","corr":"5.408%","r_squared":"0.292%","beta":"0.094"},"describe":{"name":"Apple Inc","sharesout":"14776.35","marketcap":"4,003,947.578","price":"270.97","security_type":"Stock","price_previous":"273.67","high_52":"286.19","low_52":"171.845","yield":"0.380%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.380%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.014%","oneday":"-91.800%","fiveday":"-44.080%","onemonth":"-2.389%","threemonths":"25.428%","sixmonths":"80.906%","ninemonths":"33.853%","one":"7.014%","three":"27.888%","five":"16.198%","ten":"27.440%","ytd":"8.994%","inception":"20.412%"},"total":{"period":"6.949%","oneday":"-0.987%","fiveday":"-1.146%","onemonth":"-0.192%","threemonths":"5.917%","sixmonths":"35.095%","ninemonths":"24.560%","one":"6.949%","three":"107.994%","five":"111.049%","ten":"1020.776%","ytd":"8.688%","inception":"101008.200%"},"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":"8.688%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.976%","ui":"9.232","upi":"1.361","sharpe":"0.455","sortino":"0.700","downsidedeviation":"5.181%","treynor":"-27.698","alpha":"26.022%","ftalpha":"697.6","corr":"-0.640%","r_squared":"0.004%","beta":"-0.009"},"describe":{"name":"Amgen","sharesout":"538.4807","marketcap":"178,447.127","price":"331.39","security_type":"Stock","price_previous":"327.38","high_52":"345.46","low_52":"250.462","yield":"2.873%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.873%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"30.212%","oneday":"2056.300%","fiveday":"154.518%","onemonth":"-20.699%","threemonths":"83.726%","sixmonths":"34.612%","ninemonths":"9.917%","one":"30.212%","three":"11.293%","five":"11.974%","ten":"10.672%","ytd":"32.484%","inception":"19.507%"},"total":{"period":"29.905%","oneday":"1.225%","fiveday":"1.869%","onemonth":"-1.822%","threemonths":"16.687%","sixmonths":"16.279%","ninemonths":"7.382%","one":"29.905%","three":"37.515%","five":"75.539%","ten":"174.730%","ytd":"31.271%","inception":"76257.150%"},"years":[{"year":"1989","returns":"45.322%"},{"year":"1990","returns":"153.934%"},{"year":"1991","returns":"265.070%"},{"year":"1992","returns":"-6.775%"},{"year":"1993","returns":"-29.912%"},{"year":"1994","returns":"19.202%"},{"year":"1995","returns":"101.288%"},{"year":"1996","returns":"-8.426%"},{"year":"1997","returns":"-0.473%"},{"year":"1998","returns":"93.196%"},{"year":"1999","returns":"129.763%"},{"year":"2000","returns":"6.460%"},{"year":"2001","returns":"-11.731%"},{"year":"2002","returns":"-14.352%"},{"year":"2003","returns":"27.824%"},{"year":"2004","returns":"3.819%"},{"year":"2005","returns":"22.933%"},{"year":"2006","returns":"-13.379%"},{"year":"2007","returns":"-32.016%"},{"year":"2008","returns":"24.356%"},{"year":"2009","returns":"-2.045%"},{"year":"2010","returns":"-2.950%"},{"year":"2011","returns":"18.177%"},{"year":"2012","returns":"36.231%"},{"year":"2013","returns":"34.804%"},{"year":"2014","returns":"42.318%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.249%"},{"year":"2018","returns":"15.171%"},{"year":"2019","returns":"27.621%"},{"year":"2020","returns":"-1.999%"},{"year":"2021","returns":"0.875%"},{"year":"2022","returns":"20.428%"},{"year":"2023","returns":"13.473%"},{"year":"2024","returns":"-6.760%"},{"year":"2025","returns":"31.271%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.997%","ui":"12.475","upi":"-1.289","sharpe":"-0.464","sortino":"-1.184","downsidedeviation":"3.919%","treynor":"-0.017","alpha":"-23.672%","ftalpha":"-650.5","corr":"85.709%","r_squared":"73.460%","beta":"1.570"},"describe":{"name":"Amazon com","sharesout":"10690.22","marketcap":"2,441,966.876","price":"228.43","security_type":"Stock","price_previous":"227.35","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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.575%","oneday":"230.502%","fiveday":"273.559%","onemonth":"54.460%","threemonths":"1.392%","sixmonths":"18.375%","ninemonths":"22.368%","one":"1.575%","three":"40.055%","five":"7.375%","ten":"21.367%","ytd":"4.263%","inception":"31.281%"},"total":{"period":"1.561%","oneday":"0.475%","fiveday":"2.647%","onemonth":"3.507%","threemonths":"0.351%","sixmonths":"8.937%","ninemonths":"16.421%","one":"1.561%","three":"172.622%","five":"42.478%","ten":"588.934%","ytd":"4.121%","inception":"235394.800%"},"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":"4.121%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.122%","ui":"9.622","upi":"1.202","sharpe":"0.366","sortino":"1.031","downsidedeviation":"3.238%","treynor":"0.171","alpha":"5.442%","ftalpha":"-68.6","corr":"87.320%","r_squared":"76.249%","beta":"1.459"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"262,349.174","price":"380.85","security_type":"Stock","price_previous":"376.51","high_52":"384.89","low_52":"230.216","yield":"0.830%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.830%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"29.216%","oneday":"1701.204%","fiveday":"-20.334%","onemonth":"161.612%","threemonths":"56.214%","sixmonths":"63.160%","ninemonths":"59.294%","one":"29.216%","three":"39.972%","five":"28.908%","ten":"20.446%","ytd":"30.875%","inception":"13.175%"},"total":{"period":"28.921%","oneday":"1.153%","fiveday":"-0.450%","onemonth":"7.923%","threemonths":"11.982%","sixmonths":"28.200%","ninemonths":"42.004%","one":"28.921%","three":"172.143%","five":"253.726%","ten":"538.539%","ytd":"29.729%","inception":"9948.812%"},"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":"29.729%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"10.940%","ui":"9.633","upi":"0.502","sharpe":"0.128","sortino":"0.273","downsidedeviation":"5.122%","treynor":"0.182","alpha":"4.881%","ftalpha":"-9.5","corr":"49.736%","r_squared":"24.737%","beta":"0.997"},"describe":{"name":"Boeing","sharesout":"760.0955","marketcap":"164,819.105","price":"216.84","security_type":"Stock","price_previous":"214.08","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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"22.488%","oneday":"2431.290%","fiveday":"1402.711%","onemonth":"969.229%","threemonths":"9.122%","sixmonths":"18.729%","ninemonths":"29.852%","one":"22.488%","three":"4.864%","five":"-0.179%","ten":"5.463%","ytd":"23.352%","inception":"9.734%"},"total":{"period":"22.267%","oneday":"1.289%","fiveday":"5.518%","onemonth":"20.668%","threemonths":"2.240%","sixmonths":"9.102%","ninemonths":"21.745%","one":"22.267%","three":"15.187%","five":"-0.887%","ten":"69.913%","ytd":"22.508%","inception":"3081.338%"},"years":[{"year":"1989","returns":"50.393%"},{"year":"1990","returns":"16.936%"},{"year":"1991","returns":"7.417%"},{"year":"1992","returns":"-13.929%"},{"year":"1993","returns":"10.708%"},{"year":"1994","returns":"11.170%"},{"year":"1995","returns":"69.667%"},{"year":"1996","returns":"37.612%"},{"year":"1997","returns":"-7.098%"},{"year":"1998","returns":"-32.500%"},{"year":"1999","returns":"28.768%"},{"year":"2000","returns":"61.265%"},{"year":"2001","returns":"-40.434%"},{"year":"2002","returns":"-13.386%"},{"year":"2003","returns":"30.430%"},{"year":"2004","returns":"24.864%"},{"year":"2005","returns":"37.914%"},{"year":"2006","returns":"28.383%"},{"year":"2007","returns":"-0.107%"},{"year":"2008","returns":"-50.034%"},{"year":"2009","returns":"31.719%"},{"year":"2010","returns":"23.590%"},{"year":"2011","returns":"15.200%"},{"year":"2012","returns":"4.579%"},{"year":"2013","returns":"84.740%"},{"year":"2014","returns":"-2.528%"},{"year":"2015","returns":"14.050%"},{"year":"2016","returns":"11.319%"},{"year":"2017","returns":"94.771%"},{"year":"2018","returns":"11.531%"},{"year":"2019","returns":"3.327%"},{"year":"2020","returns":"-33.895%"},{"year":"2021","returns":"-5.952%"},{"year":"2022","returns":"-5.379%"},{"year":"2023","returns":"36.837%"},{"year":"2024","returns":"-32.095%"},{"year":"2025","returns":"22.508%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.269%","ui":"11.752","upi":"3.792","sharpe":"1.388","sortino":"3.418","downsidedeviation":"3.764%","treynor":"0.427","alpha":"39.809%","ftalpha":"320.6","corr":"79.875%","r_squared":"63.800%","beta":"1.357"},"describe":{"name":"Caterpillar","sharesout":"467.9796","marketcap":"272,555.986","price":"582.41","security_type":"Stock","price_previous":"576.22","high_52":"625.61","low_52":"270.82","yield":"1.003%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.003%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"62.212%","oneday":"1381.034%","fiveday":"-46.884%","onemonth":"103.865%","threemonths":"131.363%","sixmonths":"160.659%","ninemonths":"110.930%","one":"62.212%","three":"37.501%","five":"29.561%","ten":"27.056%","ytd":"65.688%","inception":"15.340%"},"total":{"period":"61.514%","oneday":"1.074%","fiveday":"-1.246%","onemonth":"5.810%","threemonths":"23.716%","sixmonths":"62.603%","ninemonths":"75.448%","one":"61.514%","three":"158.086%","five":"262.725%","ten":"987.539%","ytd":"62.974%","inception":"20256.870%"},"years":[{"year":"1989","returns":"-7.230%"},{"year":"1990","returns":"-16.864%"},{"year":"1991","returns":"-4.226%"},{"year":"1992","returns":"23.706%"},{"year":"1993","returns":"67.445%"},{"year":"1994","returns":"24.923%"},{"year":"1995","returns":"8.774%"},{"year":"1996","returns":"31.010%"},{"year":"1997","returns":"31.296%"},{"year":"1998","returns":"-3.057%"},{"year":"1999","returns":"4.692%"},{"year":"2000","returns":"4.147%"},{"year":"2001","returns":"13.733%"},{"year":"2002","returns":"-9.807%"},{"year":"2003","returns":"86.101%"},{"year":"2004","returns":"19.754%"},{"year":"2005","returns":"20.678%"},{"year":"2006","returns":"7.861%"},{"year":"2007","returns":"20.477%"},{"year":"2008","returns":"-36.814%"},{"year":"2009","returns":"33.145%"},{"year":"2010","returns":"68.604%"},{"year":"2011","returns":"-1.478%"},{"year":"2012","returns":"1.000%"},{"year":"2013","returns":"3.426%"},{"year":"2014","returns":"3.467%"},{"year":"2015","returns":"-22.992%"},{"year":"2016","returns":"42.171%"},{"year":"2017","returns":"75.002%"},{"year":"2018","returns":"-17.542%"},{"year":"2019","returns":"19.477%"},{"year":"2020","returns":"26.924%"},{"year":"2021","returns":"15.960%"},{"year":"2022","returns":"18.579%"},{"year":"2023","returns":"25.971%"},{"year":"2024","returns":"24.652%"},{"year":"2025","returns":"62.974%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.251%","ui":"25.941","upi":"-1.554","sharpe":"-1.258","sortino":"-1.962","downsidedeviation":"5.931%","treynor":"-0.221","alpha":"-43.279%","ftalpha":"-1,080.9","corr":"72.120%","r_squared":"52.013%","beta":"1.222"},"describe":{"name":"SalesForcecom","sharesout":"952","marketcap":"251,927.765","price":"264.63","security_type":"Stock","price_previous":"259.91","high_52":"357.597","low_52":"225.007","yield":"0.629%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.629%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-22.665%","oneday":"9267.099%","fiveday":"664.929%","onemonth":"602.004%","threemonths":"26.541%","sixmonths":"3.725%","ninemonths":"-6.684%","one":"-22.665%","three":"27.756%","five":"3.007%","ten":"13.200%","ytd":"-20.937%","inception":"21.248%"},"total":{"period":"-22.488%","oneday":"1.816%","fiveday":"4.115%","onemonth":"16.709%","threemonths":"6.154%","sixmonths":"1.873%","ninemonths":"-5.077%","one":"-22.488%","three":"107.358%","five":"15.882%","ten":"244.060%","ytd":"-20.327%","inception":"6130.986%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"-1.483%"},{"year":"2005","returns":"89.173%"},{"year":"2006","returns":"13.733%"},{"year":"2007","returns":"71.984%"},{"year":"2008","returns":"-48.941%"},{"year":"2009","returns":"130.462%"},{"year":"2010","returns":"78.938%"},{"year":"2011","returns":"-23.136%"},{"year":"2012","returns":"65.678%"},{"year":"2013","returns":"31.329%"},{"year":"2014","returns":"7.463%"},{"year":"2015","returns":"32.189%"},{"year":"2016","returns":"-12.679%"},{"year":"2017","returns":"49.329%"},{"year":"2018","returns":"33.982%"},{"year":"2019","returns":"18.741%"},{"year":"2020","returns":"36.824%"},{"year":"2021","returns":"14.200%"},{"year":"2022","returns":"-47.826%"},{"year":"2023","returns":"98.462%"},{"year":"2024","returns":"27.776%"},{"year":"2025","returns":"-20.327%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"6.891%","ui":"4.969","upi":"3.965","sharpe":"0.826","sortino":"2.851","downsidedeviation":"1.995%","treynor":"0.405","alpha":"22.174%","ftalpha":"641.5","corr":"64.539%","r_squared":"41.653%","beta":"0.815"},"describe":{"name":"Cisco Systems","sharesout":"3951.094","marketcap":"308,619.955","price":"78.11","security_type":"Stock","price_previous":"78.42","high_52":"80.25","low_52":"52.56","yield":"2.087%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.087%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"37.354%","oneday":"-63.180%","fiveday":"-8.638%","onemonth":"38.931%","threemonths":"79.425%","sixmonths":"41.330%","ninemonths":"44.606%","one":"37.354%","three":"21.886%","five":"15.253%","ten":"14.794%","ytd":"36.788%","inception":"22.813%"},"total":{"period":"36.965%","oneday":"-0.395%","fiveday":"-0.179%","onemonth":"2.641%","threemonths":"15.988%","sixmonths":"19.188%","ninemonths":"32.025%","one":"36.965%","three":"80.259%","five":"102.641%","ten":"295.514%","ytd":"35.394%","inception":"156120.000%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"104.000%"},{"year":"1991","returns":"196.078%"},{"year":"1992","returns":"137.086%"},{"year":"1993","returns":"64.385%"},{"year":"1994","returns":"8.666%"},{"year":"1995","returns":"112.432%"},{"year":"1996","returns":"70.556%"},{"year":"1997","returns":"31.442%"},{"year":"1998","returns":"149.696%"},{"year":"1999","returns":"130.837%"},{"year":"2000","returns":"-28.583%"},{"year":"2001","returns":"-52.654%"},{"year":"2002","returns":"-27.664%"},{"year":"2003","returns":"84.966%"},{"year":"2004","returns":"-20.267%"},{"year":"2005","returns":"-11.387%"},{"year":"2006","returns":"59.642%"},{"year":"2007","returns":"-0.955%"},{"year":"2008","returns":"-39.782%"},{"year":"2009","returns":"46.869%"},{"year":"2010","returns":"-15.497%"},{"year":"2011","returns":"-9.630%"},{"year":"2012","returns":"10.781%"},{"year":"2013","returns":"16.714%"},{"year":"2014","returns":"27.938%"},{"year":"2015","returns":"0.620%"},{"year":"2016","returns":"15.170%"},{"year":"2017","returns":"31.271%"},{"year":"2018","returns":"16.570%"},{"year":"2019","returns":"13.819%"},{"year":"2020","returns":"-3.534%"},{"year":"2021","returns":"45.759%"},{"year":"2022","returns":"-22.458%"},{"year":"2023","returns":"9.302%"},{"year":"2024","returns":"20.989%"},{"year":"2025","returns":"35.394%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.036%","ui":"9.615","upi":"-0.813","sharpe":"-0.321","sortino":"-0.441","downsidedeviation":"5.119%","treynor":"0.122","alpha":"-0.524%","ftalpha":"-195.5","corr":"35.171%","r_squared":"12.370%","beta":"0.453"},"describe":{"name":"Chevron","sharesout":"1999.354","marketcap":"299,503.235","price":"149.8","security_type":"Stock","price_previous":"147.75","high_52":"162.791","low_52":"129.191","yield":"4.566%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.566%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.836%","oneday":"3132.538%","fiveday":"0.000%","onemonth":"-1.503%","threemonths":"-11.084%","sixmonths":"4.829%","ninemonths":"-7.730%","one":"9.836%","three":"-0.430%","five":"17.142%","ten":"9.828%","ytd":"8.526%","inception":"11.388%"},"total":{"period":"9.744%","oneday":"1.387%","fiveday":"0.000%","onemonth":"-0.120%","threemonths":"-2.937%","sixmonths":"2.422%","ninemonths":"-5.880%","one":"9.744%","three":"-1.275%","five":"119.713%","ten":"154.550%","ytd":"8.236%","inception":"5454.320%"},"years":[{"year":"1989","returns":"55.712%"},{"year":"1990","returns":"11.761%"},{"year":"1991","returns":"-0.667%"},{"year":"1992","returns":"5.734%"},{"year":"1993","returns":"30.577%"},{"year":"1994","returns":"6.804%"},{"year":"1995","returns":"22.242%"},{"year":"1996","returns":"28.483%"},{"year":"1997","returns":"22.133%"},{"year":"1998","returns":"11.013%"},{"year":"1999","returns":"7.356%"},{"year":"2000","returns":"0.525%"},{"year":"2001","returns":"9.282%"},{"year":"2002","returns":"-23.115%"},{"year":"2003","returns":"35.407%"},{"year":"2004","returns":"25.568%"},{"year":"2005","returns":"11.508%"},{"year":"2006","returns":"33.756%"},{"year":"2007","returns":"30.560%"},{"year":"2008","returns":"-18.314%"},{"year":"2009","returns":"8.098%"},{"year":"2010","returns":"22.946%"},{"year":"2011","returns":"20.283%"},{"year":"2012","returns":"4.167%"},{"year":"2013","returns":"19.320%"},{"year":"2014","returns":"-6.983%"},{"year":"2015","returns":"-16.211%"},{"year":"2016","returns":"36.643%"},{"year":"2017","returns":"10.623%"},{"year":"2018","returns":"-9.778%"},{"year":"2019","returns":"15.278%"},{"year":"2020","returns":"-25.974%"},{"year":"2021","returns":"46.317%"},{"year":"2022","returns":"58.481%"},{"year":"2023","returns":"-13.623%"},{"year":"2024","returns":"1.238%"},{"year":"2025","returns":"8.236%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"8.633%","ui":"10.287","upi":"-1.576","sharpe":"-0.542","sortino":"-0.999","downsidedeviation":"4.684%","treynor":"-0.022","alpha":"-20.080%","ftalpha":"-575.7","corr":"81.539%","r_squared":"66.486%","beta":"1.290"},"describe":{"name":"Walt Disney","sharesout":"1785.289","marketcap":"200,630.773","price":"112.38","security_type":"Stock","price_previous":"111.24","high_52":"123.174","low_52":"80.828","yield":"1.112%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.112%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.432%","oneday":"1209.091%","fiveday":"135.297%","onemonth":"179.773%","threemonths":"2.057%","sixmonths":"-6.608%","ninemonths":"19.328%","one":"1.432%","three":"9.972%","five":"-7.601%","ten":"1.343%","ytd":"2.108%","inception":"9.628%"},"total":{"period":"1.419%","oneday":"1.025%","fiveday":"1.711%","onemonth":"8.499%","threemonths":"0.518%","sixmonths":"-3.410%","ninemonths":"14.236%","one":"1.419%","three":"32.711%","five":"-32.519%","ten":"14.218%","ytd":"2.038%","inception":"2969.653%"},"years":[{"year":"1989","returns":"71.207%"},{"year":"1990","returns":"-8.922%"},{"year":"1991","returns":"13.486%"},{"year":"1992","returns":"51.086%"},{"year":"1993","returns":"-0.295%"},{"year":"1994","returns":"8.672%"},{"year":"1995","returns":"29.027%"},{"year":"1996","returns":"19.105%"},{"year":"1997","returns":"42.889%"},{"year":"1998","returns":"-8.516%"},{"year":"1999","returns":"-1.684%"},{"year":"2000","returns":"-0.396%"},{"year":"2001","returns":"-27.711%"},{"year":"2002","returns":"-20.300%"},{"year":"2003","returns":"44.375%"},{"year":"2004","returns":"20.215%"},{"year":"2005","returns":"-12.848%"},{"year":"2006","returns":"44.259%"},{"year":"2007","returns":"-3.457%"},{"year":"2008","returns":"-28.632%"},{"year":"2009","returns":"43.724%"},{"year":"2010","returns":"17.576%"},{"year":"2011","returns":"1.682%"},{"year":"2012","returns":"32.773%"},{"year":"2013","returns":"55.340%"},{"year":"2014","returns":"24.830%"},{"year":"2015","returns":"12.921%"},{"year":"2016","returns":"0.650%"},{"year":"2017","returns":"4.774%"},{"year":"2018","returns":"3.615%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.272%"},{"year":"2021","returns":"-14.510%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.261%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"2.038%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"9.037%","ui":"9.543","upi":"4.724","sharpe":"1.440","sortino":"4.741","downsidedeviation":"2.745%","treynor":"0.410","alpha":"39.404%","ftalpha":"489.0","corr":"86.091%","r_squared":"74.117%","beta":"1.425"},"describe":{"name":"Goldman Sachs Group","sharesout":"299.9285","marketcap":"269,635.722","price":"899","security_type":"Stock","price_previous":"893.48","high_52":"911.03","low_52":"455.233","yield":"1.557%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.557%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"62.726%","oneday":"372.866%","fiveday":"70.038%","onemonth":"602.498%","threemonths":"57.120%","sixmonths":"98.855%","ninemonths":"88.990%","one":"62.726%","three":"41.395%","five":"32.445%","ten":"19.945%","ytd":"62.748%","inception":"11.575%"},"total":{"period":"62.021%","oneday":"0.618%","fiveday":"1.058%","onemonth":"16.715%","threemonths":"12.147%","sixmonths":"41.738%","ninemonths":"61.517%","one":"62.021%","three":"180.461%","five":"304.727%","ten":"512.586%","ytd":"60.176%","inception":"1734.919%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"34.376%"},{"year":"2000","returns":"14.111%"},{"year":"2001","returns":"-12.813%"},{"year":"2002","returns":"-26.118%"},{"year":"2003","returns":"46.298%"},{"year":"2004","returns":"6.493%"},{"year":"2005","returns":"23.886%"},{"year":"2006","returns":"57.414%"},{"year":"2007","returns":"8.591%"},{"year":"2008","returns":"-60.410%"},{"year":"2009","returns":"102.538%"},{"year":"2010","returns":"0.542%"},{"year":"2011","returns":"-45.595%"},{"year":"2012","returns":"42.768%"},{"year":"2013","returns":"40.782%"},{"year":"2014","returns":"10.784%"},{"year":"2015","returns":"-5.790%"},{"year":"2016","returns":"34.906%"},{"year":"2017","returns":"7.737%"},{"year":"2018","returns":"-33.521%"},{"year":"2019","returns":"40.464%"},{"year":"2020","returns":"17.478%"},{"year":"2021","returns":"47.590%"},{"year":"2022","returns":"-7.864%"},{"year":"2023","returns":"15.913%"},{"year":"2024","returns":"52.025%"},{"year":"2025","returns":"60.176%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"6.708%","ui":"11.343","upi":"-2.405","sharpe":"-1.174","sortino":"-1.577","downsidedeviation":"4.993%","treynor":"-0.199","alpha":"-23.301%","ftalpha":"-845.8","corr":"57.116%","r_squared":"32.622%","beta":"0.702"},"describe":{"name":"Home Depot","sharesout":"995.5115","marketcap":"344,835.243","price":"346.39","security_type":"Stock","price_previous":"345","high_52":"420.665","low_52":"329.158","yield":"2.656%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.656%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-9.626%","oneday":"175.738%","fiveday":"-78.144%","onemonth":"21.485%","threemonths":"-48.208%","sixmonths":"0.557%","ninemonths":"0.620%","one":"-9.626%","three":"5.804%","five":"7.740%","ten":"12.841%","ytd":"-8.986%","inception":"18.315%"},"total":{"period":"-9.545%","oneday":"0.403%","fiveday":"-2.969%","onemonth":"1.555%","threemonths":"-15.374%","sixmonths":"0.282%","ninemonths":"0.467%","one":"-9.545%","three":"18.289%","five":"44.904%","ten":"233.349%","ytd":"-8.705%","inception":"52462.980%"},"years":[{"year":"1989","returns":"74.405%"},{"year":"1990","returns":"58.701%"},{"year":"1991","returns":"162.316%"},{"year":"1992","returns":"50.601%"},{"year":"1993","returns":"-21.781%"},{"year":"1994","returns":"16.856%"},{"year":"1995","returns":"4.261%"},{"year":"1996","returns":"5.423%"},{"year":"1997","returns":"17.959%"},{"year":"1998","returns":"108.425%"},{"year":"1999","returns":"68.974%"},{"year":"2000","returns":"-33.315%"},{"year":"2001","returns":"12.061%"},{"year":"2002","returns":"-52.618%"},{"year":"2003","returns":"49.047%"},{"year":"2004","returns":"21.466%"},{"year":"2005","returns":"-4.344%"},{"year":"2006","returns":"1.012%"},{"year":"2007","returns":"-31.139%"},{"year":"2008","returns":"-11.503%"},{"year":"2009","returns":"30.427%"},{"year":"2010","returns":"24.967%"},{"year":"2011","returns":"23.404%"},{"year":"2012","returns":"49.665%"},{"year":"2013","returns":"35.925%"},{"year":"2014","returns":"30.254%"},{"year":"2015","returns":"28.544%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.612%"},{"year":"2018","returns":"-7.316%"},{"year":"2019","returns":"30.544%"},{"year":"2020","returns":"24.550%"},{"year":"2021","returns":"59.499%"},{"year":"2022","returns":"-21.983%"},{"year":"2023","returns":"12.774%"},{"year":"2024","returns":"14.987%"},{"year":"2025","returns":"-8.705%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.401%","ui":"10.749","upi":"-2.796","sharpe":"-1.172","sortino":"-1.819","downsidedeviation":"4.771%","treynor":"-0.200","alpha":"-27.891%","ftalpha":"-898.1","corr":"61.752%","r_squared":"38.133%","beta":"0.837"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"124,412.500","price":"195.96","security_type":"Stock","price_previous":"199.11","high_52":"237.732","low_52":"179.918","yield":"2.337%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.337%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-12.410%","oneday":"-98.209%","fiveday":"-31.761%","onemonth":"47.437%","threemonths":"-20.581%","sixmonths":"-19.917%","ninemonths":"-6.863%","one":"-12.410%","three":"-0.528%","five":"0.854%","ten":"8.788%","ytd":"-11.724%","inception":"11.469%"},"total":{"period":"-12.307%","oneday":"-1.582%","fiveday":"-0.755%","onemonth":"3.126%","threemonths":"-5.679%","sixmonths":"-10.658%","ninemonths":"-5.214%","one":"-12.307%","three":"-1.565%","five":"4.323%","ten":"131.519%","ytd":"-11.364%","inception":"5606.465%"},"years":[{"year":"1989","returns":"12.948%"},{"year":"1990","returns":"-18.203%"},{"year":"1991","returns":"70.518%"},{"year":"1992","returns":"40.429%"},{"year":"1993","returns":"32.797%"},{"year":"1994","returns":"-12.349%"},{"year":"1995","returns":"42.310%"},{"year":"1996","returns":"43.132%"},{"year":"1997","returns":"17.430%"},{"year":"1998","returns":"15.833%"},{"year":"1999","returns":"31.817%"},{"year":"2000","returns":"-16.614%"},{"year":"2001","returns":"-27.072%"},{"year":"2002","returns":"-27.281%"},{"year":"2003","returns":"43.272%"},{"year":"2004","returns":"8.203%"},{"year":"2005","returns":"7.522%"},{"year":"2006","returns":"24.143%"},{"year":"2007","returns":"38.648%"},{"year":"2008","returns":"-45.326%"},{"year":"2009","returns":"23.697%"},{"year":"2010","returns":"39.431%"},{"year":"2011","returns":"4.883%"},{"year":"2012","returns":"19.859%"},{"year":"2013","returns":"47.033%"},{"year":"2014","returns":"11.548%"},{"year":"2015","returns":"5.799%"},{"year":"2016","returns":"14.341%"},{"year":"2017","returns":"35.089%"},{"year":"2018","returns":"-12.086%"},{"year":"2019","returns":"36.717%"},{"year":"2020","returns":"22.970%"},{"year":"2021","returns":"-0.287%"},{"year":"2022","returns":"4.882%"},{"year":"2023","returns":"0.021%"},{"year":"2024","returns":"10.000%"},{"year":"2025","returns":"-11.364%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"8.732%","ui":"7.581","upi":"2.884","sharpe":"0.723","sortino":"1.216","downsidedeviation":"5.190%","treynor":"0.697","alpha":"28.461%","ftalpha":"589.3","corr":"31.558%","r_squared":"9.959%","beta":"0.505"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"283,028.479","price":"302.79","security_type":"Stock","price_previous":"300.98","high_52":"314.98","low_52":"211.878","yield":"2.216%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.216%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"39.508%","oneday":"353.759%","fiveday":"-62.042%","onemonth":"25.213%","threemonths":"57.329%","sixmonths":"18.731%","ninemonths":"36.697%","one":"39.508%","three":"34.169%","five":"24.854%","ten":"12.934%","ytd":"42.990%","inception":"9.331%"},"total":{"period":"39.094%","oneday":"0.601%","fiveday":"-1.902%","onemonth":"1.799%","threemonths":"12.185%","sixmonths":"9.103%","ninemonths":"26.548%","one":"39.094%","three":"139.912%","five":"201.734%","ten":"236.097%","ytd":"41.328%","inception":"2674.581%"},"years":[{"year":"1989","returns":"-19.441%"},{"year":"1990","returns":"25.673%"},{"year":"1991","returns":"-17.581%"},{"year":"1992","returns":"-40.014%"},{"year":"1993","returns":"15.835%"},{"year":"1994","returns":"32.271%"},{"year":"1995","returns":"25.683%"},{"year":"1996","returns":"67.669%"},{"year":"1997","returns":"39.317%"},{"year":"1998","returns":"77.488%"},{"year":"1999","returns":"17.571%"},{"year":"2000","returns":"-20.847%"},{"year":"2001","returns":"43.002%"},{"year":"2002","returns":"-35.470%"},{"year":"2003","returns":"20.495%"},{"year":"2004","returns":"7.193%"},{"year":"2005","returns":"-15.832%"},{"year":"2006","returns":"19.771%"},{"year":"2007","returns":"12.840%"},{"year":"2008","returns":"-20.764%"},{"year":"2009","returns":"58.606%"},{"year":"2010","returns":"14.283%"},{"year":"2011","returns":"26.342%"},{"year":"2012","returns":"4.172%"},{"year":"2013","returns":"-0.184%"},{"year":"2014","returns":"-12.395%"},{"year":"2015","returns":"-11.412%"},{"year":"2016","returns":"25.189%"},{"year":"2017","returns":"-3.983%"},{"year":"2018","returns":"-22.538%"},{"year":"2019","returns":"23.571%"},{"year":"2020","returns":"-1.190%"},{"year":"2021","returns":"11.567%"},{"year":"2022","returns":"10.704%"},{"year":"2023","returns":"21.878%"},{"year":"2024","returns":"39.273%"},{"year":"2025","returns":"41.328%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"5.676%","ui":"4.446","upi":"6.916","sharpe":"1.564","sortino":"2.377","downsidedeviation":"3.735%","treynor":"28.560","alpha":"43.879%","ftalpha":"1,961.7","corr":"1.484%","r_squared":"0.022%","beta":"0.015"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"499,495.057","price":"207.32","security_type":"Stock","price_previous":"206.37","high_52":"214.17","low_52":"137.858","yield":"2.479%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.479%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"48.399%","oneday":"218.528%","fiveday":"-80.601%","onemonth":"33.497%","threemonths":"103.507%","sixmonths":"94.908%","ninemonths":"40.984%","one":"48.399%","three":"8.720%","five":"9.411%","ten":"10.321%","ytd":"49.687%","inception":"13.147%"},"total":{"period":"47.878%","oneday":"0.460%","fiveday":"-3.198%","onemonth":"2.317%","threemonths":"19.754%","sixmonths":"40.304%","ninemonths":"29.526%","one":"47.878%","three":"28.261%","five":"56.434%","ten":"166.167%","ytd":"47.725%","inception":"9857.733%"},"years":[{"year":"1989","returns":"42.644%"},{"year":"1990","returns":"23.379%"},{"year":"1991","returns":"62.333%"},{"year":"1992","returns":"-10.188%"},{"year":"1993","returns":"-8.934%"},{"year":"1994","returns":"24.990%"},{"year":"1995","returns":"59.147%"},{"year":"1996","returns":"18.126%"},{"year":"1997","returns":"34.306%"},{"year":"1998","returns":"28.988%"},{"year":"1999","returns":"12.458%"},{"year":"2000","returns":"14.238%"},{"year":"2001","returns":"14.015%"},{"year":"2002","returns":"-7.880%"},{"year":"2003","returns":"-2.113%"},{"year":"2004","returns":"25.165%"},{"year":"2005","returns":"-3.358%"},{"year":"2006","returns":"12.445%"},{"year":"2007","returns":"3.610%"},{"year":"2008","returns":"-7.769%"},{"year":"2009","returns":"11.278%"},{"year":"2010","returns":"-0.586%"},{"year":"2011","returns":"9.892%"},{"year":"2012","returns":"10.827%"},{"year":"2013","returns":"34.615%"},{"year":"2014","returns":"17.335%"},{"year":"2015","returns":"1.158%"},{"year":"2016","returns":"15.321%"},{"year":"2017","returns":"24.405%"},{"year":"2018","returns":"-5.135%"},{"year":"2019","returns":"16.209%"},{"year":"2020","returns":"10.851%"},{"year":"2021","returns":"11.449%"},{"year":"2022","returns":"5.967%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"47.725%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.199%","ui":"7.046","upi":"3.077","sharpe":"0.869","sortino":"2.741","downsidedeviation":"2.283%","treynor":"0.368","alpha":"22.311%","ftalpha":"342.1","corr":"72.236%","r_squared":"52.181%","beta":"0.953"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2722.262","marketcap":"879,535.620","price":"323.09","security_type":"Stock","price_previous":"317.21","high_52":"323.09","low_52":"208.28","yield":"1.718%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.718%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"39.330%","oneday":"9999.990%","fiveday":"61.877%","onemonth":"176.964%","threemonths":"16.320%","sixmonths":"39.995%","ninemonths":"50.261%","one":"39.330%","three":"38.960%","five":"24.917%","ten":"20.568%","ytd":"39.192%","inception":"13.386%"},"total":{"period":"38.918%","oneday":"1.854%","fiveday":"0.959%","onemonth":"8.412%","threemonths":"3.910%","sixmonths":"18.616%","ninemonths":"35.895%","one":"38.918%","three":"166.325%","five":"202.496%","ten":"545.019%","ytd":"37.695%","inception":"10669.670%"},"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":"37.695%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"5.082%","ui":"4.507","upi":"-0.426","sharpe":"-0.109","sortino":"-0.125","downsidedeviation":"4.439%","treynor":"-0.292","alpha":"16.618%","ftalpha":"1,188.6","corr":"-41.933%","r_squared":"17.584%","beta":"-0.390"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"302,015.964","price":"70.21","security_type":"Stock","price_previous":"70.06","high_52":"72.605","low_52":"59.058","yield":"2.906%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.906%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.726%","oneday":"71.513%","fiveday":"-41.910%","onemonth":"-32.554%","threemonths":"29.568%","sixmonths":"7.023%","ninemonths":"6.026%","one":"15.726%","three":"6.697%","five":"9.164%","ten":"8.337%","ytd":"16.703%","inception":"12.055%"},"total":{"period":"15.576%","oneday":"0.214%","fiveday":"-1.071%","onemonth":"-3.074%","threemonths":"6.793%","sixmonths":"3.504%","ninemonths":"4.506%","one":"15.576%","three":"21.288%","five":"54.685%","ten":"122.120%","ytd":"16.115%","inception":"6837.747%"},"years":[{"year":"1989","returns":"77.003%"},{"year":"1990","returns":"22.725%"},{"year":"1991","returns":"75.377%"},{"year":"1992","returns":"5.788%"},{"year":"1993","returns":"8.271%"},{"year":"1994","returns":"17.469%"},{"year":"1995","returns":"46.194%"},{"year":"1996","returns":"43.253%"},{"year":"1997","returns":"27.891%"},{"year":"1998","returns":"1.318%"},{"year":"1999","returns":"-12.174%"},{"year":"2000","returns":"5.986%"},{"year":"2001","returns":"-21.454%"},{"year":"2002","returns":"-5.505%"},{"year":"2003","returns":"18.114%"},{"year":"2004","returns":"-16.118%"},{"year":"2005","returns":"-0.660%"},{"year":"2006","returns":"23.104%"},{"year":"2007","returns":"30.441%"},{"year":"2008","returns":"-24.114%"},{"year":"2009","returns":"30.244%"},{"year":"2010","returns":"19.033%"},{"year":"2011","returns":"9.438%"},{"year":"2012","returns":"6.510%"},{"year":"2013","returns":"17.233%"},{"year":"2014","returns":"5.267%"},{"year":"2015","returns":"5.117%"},{"year":"2016","returns":"-0.338%"},{"year":"2017","returns":"14.372%"},{"year":"2018","returns":"6.793%"},{"year":"2019","returns":"20.613%"},{"year":"2020","returns":"2.438%"},{"year":"2021","returns":"11.404%"},{"year":"2022","returns":"10.609%"},{"year":"2023","returns":"-4.464%"},{"year":"2024","returns":"8.871%"},{"year":"2025","returns":"16.115%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"5.349%","ui":"4.313","upi":"-1.618","sharpe":"-0.376","sortino":"-0.438","downsidedeviation":"4.594%","treynor":"-0.175","alpha":"11.210%","ftalpha":"595.5","corr":"-37.125%","r_squared":"13.783%","beta":"-0.364"},"describe":{"name":"McDonald's","sharesout":"712.1544","marketcap":"225,197.465","price":"316.22","security_type":"Stock","price_previous":"315.84","high_52":"319.65","low_52":"273.34","yield":"2.267%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.267%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"10.673%","oneday":"35.435%","fiveday":"-32.892%","onemonth":"42.487%","threemonths":"21.230%","sixmonths":"23.487%","ninemonths":"7.152%","one":"10.673%","three":"8.511%","five":"10.897%","ten":"13.156%","ytd":"12.053%","inception":"13.724%"},"total":{"period":"10.573%","oneday":"0.120%","fiveday":"-0.788%","onemonth":"2.847%","threemonths":"5.006%","sixmonths":"11.299%","ninemonths":"5.341%","one":"10.573%","three":"27.532%","five":"67.293%","ten":"242.741%","ytd":"11.637%","inception":"11932.720%"},"years":[{"year":"1989","returns":"44.914%"},{"year":"1990","returns":"-14.669%"},{"year":"1991","returns":"31.894%"},{"year":"1992","returns":"29.424%"},{"year":"1993","returns":"17.867%"},{"year":"1994","returns":"3.464%"},{"year":"1995","returns":"55.350%"},{"year":"1996","returns":"1.192%"},{"year":"1997","returns":"5.930%"},{"year":"1998","returns":"61.763%"},{"year":"1999","returns":"5.439%"},{"year":"2000","returns":"-15.106%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.423%"},{"year":"2003","returns":"56.776%"},{"year":"2004","returns":"31.479%"},{"year":"2005","returns":"7.301%"},{"year":"2006","returns":"34.629%"},{"year":"2007","returns":"36.383%"},{"year":"2008","returns":"8.546%"},{"year":"2009","returns":"4.007%"},{"year":"2010","returns":"26.927%"},{"year":"2011","returns":"34.655%"},{"year":"2012","returns":"-10.066%"},{"year":"2013","returns":"13.611%"},{"year":"2014","returns":"-0.113%"},{"year":"2015","returns":"30.423%"},{"year":"2016","returns":"6.204%"},{"year":"2017","returns":"45.024%"},{"year":"2018","returns":"5.783%"},{"year":"2019","returns":"13.970%"},{"year":"2020","returns":"11.321%"},{"year":"2021","returns":"27.806%"},{"year":"2022","returns":"0.511%"},{"year":"2023","returns":"15.049%"},{"year":"2024","returns":"0.139%"},{"year":"2025","returns":"11.637%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"8.586%","ui":"5.351","upi":"1.632","sharpe":"0.294","sortino":"0.963","downsidedeviation":"2.617%","treynor":"0.269","alpha":"11.110%","ftalpha":"436.7","corr":"52.236%","r_squared":"27.286%","beta":"0.822"},"describe":{"name":"3M Company","sharesout":"531.225","marketcap":"84,996.000","price":"160","security_type":"Stock","price_previous":"161.96","high_52":"173.09","low_52":"124.343","yield":"1.825%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.825%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"26.381%","oneday":"-95.364%","fiveday":"-82.899%","onemonth":"-46.320%","threemonths":"18.691%","sixmonths":"25.232%","ninemonths":"10.630%","one":"26.381%","three":"13.842%","five":"1.958%","ten":"4.119%","ytd":"27.305%","inception":"9.780%"},"total":{"period":"26.117%","oneday":"-1.210%","fiveday":"-3.440%","onemonth":"-4.813%","threemonths":"4.443%","sixmonths":"12.094%","ninemonths":"7.906%","one":"26.117%","three":"47.102%","five":"10.128%","ten":"49.527%","ytd":"26.303%","inception":"3131.670%"},"years":[{"year":"1989","returns":"32.995%"},{"year":"1990","returns":"11.635%"},{"year":"1991","returns":"15.061%"},{"year":"1992","returns":"9.182%"},{"year":"1993","returns":"11.465%"},{"year":"1994","returns":"1.509%"},{"year":"1995","returns":"28.442%"},{"year":"1996","returns":"33.286%"},{"year":"1997","returns":"1.207%"},{"year":"1998","returns":"-11.074%"},{"year":"1999","returns":"41.097%"},{"year":"2000","returns":"26.216%"},{"year":"2001","returns":"0.155%"},{"year":"2002","returns":"6.385%"},{"year":"2003","returns":"40.631%"},{"year":"2004","returns":"-1.755%"},{"year":"2005","returns":"-3.512%"},{"year":"2006","returns":"2.981%"},{"year":"2007","returns":"10.722%"},{"year":"2008","returns":"-29.802%"},{"year":"2009","returns":"48.526%"},{"year":"2010","returns":"7.073%"},{"year":"2011","returns":"-2.841%"},{"year":"2012","returns":"16.667%"},{"year":"2013","returns":"54.466%"},{"year":"2014","returns":"19.991%"},{"year":"2015","returns":"-5.909%"},{"year":"2016","returns":"21.720%"},{"year":"2017","returns":"34.916%"},{"year":"2018","returns":"-16.910%"},{"year":"2019","returns":"-4.260%"},{"year":"2020","returns":"2.787%"},{"year":"2021","returns":"4.874%"},{"year":"2022","returns":"-29.598%"},{"year":"2023","returns":"-3.330%"},{"year":"2024","returns":"22.156%"},{"year":"2025","returns":"26.303%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"8.803%","ui":"14.767","upi":"-0.456","sharpe":"-0.221","sortino":"-0.305","downsidedeviation":"6.370%","treynor":"0.615","alpha":"5.170%","ftalpha":"-395.6","corr":"6.651%","r_squared":"0.442%","beta":"0.107"},"describe":{"name":"Merck & Company","sharesout":"2482.022","marketcap":"259,917.347","price":"104.72","security_type":"Stock","price_previous":"101.09","high_52":"104.772","low_52":"71.417","yield":"3.132%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.132%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"10.915%","oneday":"9999.990%","fiveday":"798.676%","onemonth":"164.830%","threemonths":"192.970%","sixmonths":"80.432%","ninemonths":"21.366%","one":"10.915%","three":"1.043%","five":"9.132%","ten":"10.631%","ytd":"9.546%","inception":"12.616%"},"total":{"period":"10.812%","oneday":"3.591%","fiveday":"4.448%","onemonth":"8.028%","threemonths":"31.353%","sixmonths":"34.915%","ninemonths":"15.702%","one":"10.812%","three":"3.136%","five":"54.459%","ten":"173.706%","ytd":"9.220%","inception":"8257.542%"},"years":[{"year":"1989","returns":"54.539%"},{"year":"1990","returns":"6.387%"},{"year":"1991","returns":"51.884%"},{"year":"1992","returns":"-0.779%"},{"year":"1993","returns":"10.614%"},{"year":"1994","returns":"11.356%"},{"year":"1995","returns":"51.865%"},{"year":"1996","returns":"20.939%"},{"year":"1997","returns":"94.961%"},{"year":"1998","returns":"79.635%"},{"year":"1999","returns":"-22.560%"},{"year":"2000","returns":"35.531%"},{"year":"2001","returns":"-35.923%"},{"year":"2002","returns":"-36.411%"},{"year":"2003","returns":"-19.104%"},{"year":"2004","returns":"21.568%"},{"year":"2005","returns":"0.942%"},{"year":"2006","returns":"14.628%"},{"year":"2007","returns":"13.666%"},{"year":"2008","returns":"-35.147%"},{"year":"2009","returns":"118.416%"},{"year":"2010","returns":"2.862%"},{"year":"2011","returns":"9.541%"},{"year":"2012","returns":"13.125%"},{"year":"2013","returns":"26.802%"},{"year":"2014","returns":"16.949%"},{"year":"2015","returns":"-3.873%"},{"year":"2016","returns":"15.051%"},{"year":"2017","returns":"-1.472%"},{"year":"2018","returns":"39.993%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.919%"},{"year":"2022","returns":"49.385%"},{"year":"2023","returns":"0.996%"},{"year":"2024","returns":"-6.257%"},{"year":"2025","returns":"9.220%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.067%","ui":"7.743","upi":"-0.729","sharpe":"-0.231","sortino":"-0.507","downsidedeviation":"3.214%","treynor":"0.075","alpha":"-5.919%","ftalpha":"-284.1","corr":"78.809%","r_squared":"62.108%","beta":"1.020"},"describe":{"name":"Microsoft","sharesout":"7432.378","marketcap":"3,604,108.840","price":"484.92","security_type":"Stock","price_previous":"485.92","high_52":"541.041","low_52":"352.659","yield":"0.701%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.701%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"12.002%","oneday":"-40.528%","fiveday":"189.180%","onemonth":"40.129%","threemonths":"-20.188%","sixmonths":"3.851%","ninemonths":"33.918%","one":"12.002%","three":"27.981%","five":"17.775%","ten":"25.997%","ytd":"16.477%","inception":"23.127%"},"total":{"period":"11.889%","oneday":"-0.206%","fiveday":"2.127%","onemonth":"2.711%","threemonths":"-5.561%","sixmonths":"1.936%","ninemonths":"24.606%","one":"11.889%","three":"108.445%","five":"125.686%","ten":"900.537%","ytd":"15.897%","inception":"231919.100%"},"years":[{"year":"1989","returns":"63.596%"},{"year":"1990","returns":"72.922%"},{"year":"1991","returns":"121.861%"},{"year":"1992","returns":"15.094%"},{"year":"1993","returns":"-5.586%"},{"year":"1994","returns":"51.640%"},{"year":"1995","returns":"43.596%"},{"year":"1996","returns":"88.305%"},{"year":"1997","returns":"56.430%"},{"year":"1998","returns":"114.608%"},{"year":"1999","returns":"68.358%"},{"year":"2000","returns":"-62.844%"},{"year":"2001","returns":"52.718%"},{"year":"2002","returns":"-21.962%"},{"year":"2003","returns":"6.812%"},{"year":"2004","returns":"8.923%"},{"year":"2005","returns":"-0.948%"},{"year":"2006","returns":"15.829%"},{"year":"2007","returns":"20.835%"},{"year":"2008","returns":"-44.392%"},{"year":"2009","returns":"60.497%"},{"year":"2010","returns":"-6.530%"},{"year":"2011","returns":"-4.522%"},{"year":"2012","returns":"4.946%"},{"year":"2013","returns":"44.285%"},{"year":"2014","returns":"27.542%"},{"year":"2015","returns":"22.696%"},{"year":"2016","returns":"15.068%"},{"year":"2017","returns":"40.716%"},{"year":"2018","returns":"20.799%"},{"year":"2019","returns":"57.571%"},{"year":"2020","returns":"42.535%"},{"year":"2021","returns":"52.476%"},{"year":"2022","returns":"-28.017%"},{"year":"2023","returns":"58.192%"},{"year":"2024","returns":"12.920%"},{"year":"2025","returns":"15.897%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"12.064%","ui":"17.016","upi":"-2.452","sharpe":"-0.998","sortino":"-1.677","downsidedeviation":"7.180%","treynor":"-0.231","alpha":"-44.780%","ftalpha":"-1,115.5","corr":"55.618%","r_squared":"30.933%","beta":"1.229"},"describe":{"name":"Nike-B","sharesout":"1478.201","marketcap":"84,582.663","price":"57.22","security_type":"Stock","price_previous":"58.71","high_52":"79.847","low_52":"52.315","yield":"2.814%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.814%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-24.073%","oneday":"-99.847%","fiveday":"-99.981%","onemonth":"-66.541%","threemonths":"-56.887%","sixmonths":"-6.169%","ninemonths":"-18.451%","one":"-24.073%","three":"-19.882%","five":"-15.553%","ten":"-0.144%","ytd":"-23.276%","inception":"15.779%"},"total":{"period":"-23.886%","oneday":"-2.538%","fiveday":"-15.580%","onemonth":"-8.315%","threemonths":"-19.222%","sixmonths":"-3.179%","ninemonths":"-14.241%","one":"-23.886%","three":"-48.313%","five":"-56.873%","ten":"-1.425%","ytd":"-22.609%","inception":"23350.820%"},"years":[{"year":"1989","returns":"103.817%"},{"year":"1990","returns":"52.996%"},{"year":"1991","returns":"81.885%"},{"year":"1992","returns":"15.747%"},{"year":"1993","returns":"-43.488%"},{"year":"1994","returns":"63.580%"},{"year":"1995","returns":"88.805%"},{"year":"1996","returns":"73.551%"},{"year":"1997","returns":"-34.376%"},{"year":"1998","returns":"5.089%"},{"year":"1999","returns":"23.295%"},{"year":"2000","returns":"13.973%"},{"year":"2001","returns":"1.882%"},{"year":"2002","returns":"-20.101%"},{"year":"2003","returns":"55.645%"},{"year":"2004","returns":"33.938%"},{"year":"2005","returns":"-3.093%"},{"year":"2006","returns":"15.838%"},{"year":"2007","returns":"31.545%"},{"year":"2008","returns":"-19.349%"},{"year":"2009","returns":"32.076%"},{"year":"2010","returns":"31.231%"},{"year":"2011","returns":"14.475%"},{"year":"2012","returns":"8.199%"},{"year":"2013","returns":"54.496%"},{"year":"2014","returns":"23.759%"},{"year":"2015","returns":"31.386%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.702%"},{"year":"2018","returns":"19.857%"},{"year":"2019","returns":"38.101%"},{"year":"2020","returns":"40.959%"},{"year":"2021","returns":"18.698%"},{"year":"2022","returns":"-29.037%"},{"year":"2023","returns":"-6.043%"},{"year":"2024","returns":"-29.099%"},{"year":"2025","returns":"-22.609%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"14.416%","ui":"13.719","upi":"1.395","sharpe":"0.383","sortino":"1.130","downsidedeviation":"4.889%","treynor":"0.135","alpha":"0.300%","ftalpha":"-66.1","corr":"91.354%","r_squared":"83.455%","beta":"2.413"},"describe":{"name":"Nvidia","sharesout":"24305","marketcap":"4,464,585.509","price":"183.69","security_type":"Stock","price_previous":"180.99","high_52":"207.029","low_52":"94.293","yield":"0.022%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.022%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"36.788%","oneday":"4089.914%","fiveday":"696.029%","onemonth":"39.846%","threemonths":"0.193%","sixmonths":"61.933%","ninemonths":"80.612%","one":"36.788%","three":"130.316%","five":"69.654%","ten":"72.478%","ytd":"38.281%","inception":"37.306%"},"total":{"period":"36.406%","oneday":"1.492%","fiveday":"4.198%","onemonth":"2.695%","threemonths":"0.049%","sixmonths":"27.710%","ninemonths":"56.094%","one":"36.406%","three":"1098.708%","five":"1287.177%","ten":"22775.470%","ytd":"36.823%","inception":"496359.500%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"143.243%"},{"year":"2000","returns":"40.000%"},{"year":"2001","returns":"308.730%"},{"year":"2002","returns":"-82.718%"},{"year":"2003","returns":"100.000%"},{"year":"2004","returns":"1.685%"},{"year":"2005","returns":"55.249%"},{"year":"2006","returns":"102.491%"},{"year":"2007","returns":"37.961%"},{"year":"2008","returns":"-76.306%"},{"year":"2009","returns":"131.720%"},{"year":"2010","returns":"-17.633%"},{"year":"2011","returns":"-9.859%"},{"year":"2012","returns":"-11.562%"},{"year":"2013","returns":"33.569%"},{"year":"2014","returns":"27.249%"},{"year":"2015","returns":"67.152%"},{"year":"2016","returns":"226.990%"},{"year":"2017","returns":"81.970%"},{"year":"2018","returns":"-30.811%"},{"year":"2019","returns":"76.918%"},{"year":"2020","returns":"122.319%"},{"year":"2021","returns":"125.478%"},{"year":"2022","returns":"-50.267%"},{"year":"2023","returns":"239.030%"},{"year":"2024","returns":"171.248%"},{"year":"2025","returns":"36.823%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"5.496%","ui":"9.725","upi":"-3.146","sharpe":"-1.607","sortino":"-1.676","downsidedeviation":"5.270%","treynor":"-0.716","alpha":"-20.481%","ftalpha":"-844.2","corr":"23.937%","r_squared":"5.730%","beta":"0.241"},"describe":{"name":"Procter & Gamble","sharesout":"2336.733","marketcap":"333,428.437","price":"142.69","security_type":"Stock","price_previous":"144.46","high_52":"172.761","low_52":"138.34","yield":"2.927%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.927%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-12.952%","oneday":"-95.539%","fiveday":"-57.489%","onemonth":"-50.700%","threemonths":"-22.084%","sixmonths":"-17.080%","ninemonths":"-16.454%","one":"-12.952%","three":"0.384%","five":"3.464%","ten":"9.007%","ytd":"-13.030%","inception":"12.351%"},"total":{"period":"-12.845%","oneday":"-1.225%","fiveday":"-1.681%","onemonth":"-5.453%","threemonths":"-6.135%","sixmonths":"-9.066%","ninemonths":"-12.664%","one":"-12.845%","three":"1.148%","five":"18.461%","ten":"136.207%","ytd":"-12.632%","inception":"7555.043%"},"years":[{"year":"1989","returns":"66.743%"},{"year":"1990","returns":"26.347%"},{"year":"1991","returns":"11.044%"},{"year":"1992","returns":"16.751%"},{"year":"1993","returns":"8.802%"},{"year":"1994","returns":"11.314%"},{"year":"1995","returns":"36.795%"},{"year":"1996","returns":"32.191%"},{"year":"1997","returns":"50.473%"},{"year":"1998","returns":"15.879%"},{"year":"1999","returns":"21.559%"},{"year":"2000","returns":"-27.091%"},{"year":"2001","returns":"3.119%"},{"year":"2002","returns":"10.668%"},{"year":"2003","returns":"18.479%"},{"year":"2004","returns":"12.381%"},{"year":"2005","returns":"7.175%"},{"year":"2006","returns":"13.361%"},{"year":"2007","returns":"16.631%"},{"year":"2008","returns":"-13.766%"},{"year":"2009","returns":"1.201%"},{"year":"2010","returns":"9.363%"},{"year":"2011","returns":"7.044%"},{"year":"2012","returns":"5.180%"},{"year":"2013","returns":"23.685%"},{"year":"2014","returns":"15.423%"},{"year":"2015","returns":"-9.955%"},{"year":"2016","returns":"9.372%"},{"year":"2017","returns":"12.696%"},{"year":"2018","returns":"3.617%"},{"year":"2019","returns":"39.698%"},{"year":"2020","returns":"14.150%"},{"year":"2021","returns":"20.538%"},{"year":"2022","returns":"-5.042%"},{"year":"2023","returns":"-0.848%"},{"year":"2024","returns":"17.248%"},{"year":"2025","returns":"-12.632%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.008%","ui":"6.753","upi":"-3.423","sharpe":"-0.952","sortino":"-1.325","downsidedeviation":"5.038%","treynor":"-0.223","alpha":"-15.635%","ftalpha":"-606.8","corr":"34.186%","r_squared":"11.687%","beta":"0.439"},"describe":{"name":"Sherwin-Williams","sharesout":"247.8935","marketcap":"80,277.830","price":"323.84","security_type":"Stock","price_previous":"320.86","high_52":"374.34","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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-5.468%","oneday":"929.835%","fiveday":"-50.988%","onemonth":"-39.628%","threemonths":"-22.600%","sixmonths":"-4.780%","ninemonths":"-3.317%","one":"-5.468%","three":"11.398%","five":"6.657%","ten":"15.131%","ytd":"-4.008%","inception":"15.859%"},"total":{"period":"-5.421%","oneday":"0.929%","fiveday":"-1.404%","onemonth":"-3.922%","threemonths":"-6.293%","sixmonths":"-2.455%","ninemonths":"-2.509%","one":"-5.421%","three":"37.899%","five":"37.802%","ten":"307.238%","ytd":"-3.879%","inception":"23959.440%"},"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":"-3.879%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"6.459%","ui":"3.475","upi":"1.639","sharpe":"0.255","sortino":"0.458","downsidedeviation":"3.590%","treynor":"-0.720","alpha":"22.558%","ftalpha":"1,480.6","corr":"-22.351%","r_squared":"4.996%","beta":"-0.264"},"describe":{"name":"Travelers Companies","sharesout":"223.0634","marketcap":"65,054.213","price":"291.64","security_type":"Stock","price_previous":"292.92","high_52":"293.65","low_52":"228.688","yield":"1.492%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.492%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.346%","oneday":"-66.869%","fiveday":"19.957%","onemonth":"12.506%","threemonths":"26.014%","sixmonths":"22.708%","ninemonths":"20.388%","one":"23.346%","three":"18.302%","five":"18.868%","ten":"12.484%","ytd":"23.915%","inception":"12.466%"},"total":{"period":"23.116%","oneday":"-0.437%","fiveday":"0.361%","onemonth":"0.939%","threemonths":"6.042%","sixmonths":"10.942%","ninemonths":"15.000%","one":"23.116%","three":"64.934%","five":"136.303%","ten":"222.982%","ytd":"23.049%","inception":"7850.928%"},"years":[{"year":"1989","returns":"41.576%"},{"year":"1990","returns":"10.669%"},{"year":"1991","returns":"20.813%"},{"year":"1992","returns":"9.608%"},{"year":"1993","returns":"20.648%"},{"year":"1994","returns":"3.290%"},{"year":"1995","returns":"28.116%"},{"year":"1996","returns":"8.746%"},{"year":"1997","returns":"43.475%"},{"year":"1998","returns":"-12.956%"},{"year":"1999","returns":"-0.011%"},{"year":"2000","returns":"65.583%"},{"year":"2001","returns":"-16.950%"},{"year":"2002","returns":"-20.038%"},{"year":"2003","returns":"20.212%"},{"year":"2004","returns":"-3.144%"},{"year":"2005","returns":"23.202%"},{"year":"2006","returns":"22.905%"},{"year":"2007","returns":"2.369%"},{"year":"2008","returns":"-13.765%"},{"year":"2009","returns":"13.463%"},{"year":"2010","returns":"14.803%"},{"year":"2011","returns":"9.255%"},{"year":"2012","returns":"24.033%"},{"year":"2013","returns":"29.070%"},{"year":"2014","returns":"19.604%"},{"year":"2015","returns":"9.095%"},{"year":"2016","returns":"10.952%"},{"year":"2017","returns":"13.369%"},{"year":"2018","returns":"-9.645%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.357%"},{"year":"2021","returns":"13.972%"},{"year":"2022","returns":"22.413%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.766%"},{"year":"2025","returns":"23.049%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"13.749%","ui":"38.072","upi":"-1.346","sharpe":"-1.076","sortino":"-0.962","downsidedeviation":"15.381%","treynor":"1.386","alpha":"-34.270%","ftalpha":"-1,147.0","corr":"-10.865%","r_squared":"1.180%","beta":"-0.274"},"describe":{"name":"UnitedHealth Group","sharesout":"905.8386","marketcap":"294,542.482","price":"325.16","security_type":"Stock","price_previous":"327.42","high_52":"587.426","low_52":"234.667","yield":"2.685%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.685%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-33.605%","oneday":"-82.574%","fiveday":"-91.058%","onemonth":"33.478%","threemonths":"-15.135%","sixmonths":"18.702%","ninemonths":"-44.474%","one":"-33.605%","three":"-13.389%","five":"1.053%","ten":"12.552%","ytd":"-35.040%","inception":"24.599%"},"total":{"period":"-33.362%","oneday":"-0.690%","fiveday":"-4.673%","onemonth":"2.316%","threemonths":"-4.078%","sixmonths":"9.089%","ninemonths":"-35.798%","one":"-33.362%","three":"-34.815%","five":"5.350%","ten":"224.936%","ytd":"-34.117%","inception":"361188.900%"},"years":[{"year":"1989","returns":"168.807%"},{"year":"1990","returns":"92.150%"},{"year":"1991","returns":"220.781%"},{"year":"1992","returns":"52.769%"},{"year":"1993","returns":"33.490%"},{"year":"1994","returns":"19.006%"},{"year":"1995","returns":"44.992%"},{"year":"1996","returns":"-31.141%"},{"year":"1997","returns":"10.489%"},{"year":"1998","returns":"-13.299%"},{"year":"1999","returns":"23.449%"},{"year":"2000","returns":"131.208%"},{"year":"2001","returns":"15.353%"},{"year":"2002","returns":"18.034%"},{"year":"2003","returns":"39.402%"},{"year":"2004","returns":"51.374%"},{"year":"2005","returns":"41.182%"},{"year":"2006","returns":"-13.487%"},{"year":"2007","returns":"8.379%"},{"year":"2008","returns":"-54.254%"},{"year":"2009","returns":"14.748%"},{"year":"2010","returns":"19.894%"},{"year":"2011","returns":"42.187%"},{"year":"2012","returns":"8.160%"},{"year":"2013","returns":"41.034%"},{"year":"2014","returns":"36.459%"},{"year":"2015","returns":"18.258%"},{"year":"2016","returns":"38.405%"},{"year":"2017","returns":"39.824%"},{"year":"2018","returns":"14.521%"},{"year":"2019","returns":"19.987%"},{"year":"2020","returns":"21.205%"},{"year":"2021","returns":"45.213%"},{"year":"2022","returns":"6.947%"},{"year":"2023","returns":"0.795%"},{"year":"2024","returns":"-2.412%"},{"year":"2025","returns":"-34.117%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"6.543%","ui":"6.815","upi":"-0.870","sharpe":"-0.262","sortino":"-0.511","downsidedeviation":"3.348%","treynor":"0.158","alpha":"1.171%","ftalpha":"56.2","corr":"38.986%","r_squared":"15.199%","beta":"0.467"},"describe":{"name":"Visa Inc","sharesout":"1929.897","marketcap":"679,497.428","price":"352.09","security_type":"Stock","price_previous":"349.25","high_52":"371.922","low_52":"304.76","yield":"0.693%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.693%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.717%","oneday":"671.323%","fiveday":"111.838%","onemonth":"144.650%","threemonths":"9.997%","sixmonths":"8.818%","ninemonths":"7.314%","one":"11.717%","three":"20.825%","five":"12.210%","ten":"17.240%","ytd":"12.634%","inception":"20.753%"},"total":{"period":"11.607%","oneday":"0.813%","fiveday":"1.499%","onemonth":"7.351%","threemonths":"2.447%","sixmonths":"4.381%","ninemonths":"5.461%","one":"11.607%","three":"75.628%","five":"77.384%","ten":"388.031%","ytd":"12.196%","inception":"2724.402%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"0.000%"},{"year":"2005","returns":"0.000%"},{"year":"2006","returns":"0.000%"},{"year":"2007","returns":"0.000%"},{"year":"2008","returns":"-6.843%"},{"year":"2009","returns":"67.864%"},{"year":"2010","returns":"-18.996%"},{"year":"2011","returns":"45.431%"},{"year":"2012","returns":"50.468%"},{"year":"2013","returns":"48.057%"},{"year":"2014","returns":"18.631%"},{"year":"2015","returns":"19.129%"},{"year":"2016","returns":"1.368%"},{"year":"2017","returns":"47.173%"},{"year":"2018","returns":"16.482%"},{"year":"2019","returns":"43.319%"},{"year":"2020","returns":"17.130%"},{"year":"2021","returns":"-0.321%"},{"year":"2022","returns":"-3.390%"},{"year":"2023","returns":"26.308%"},{"year":"2024","returns":"22.322%"},{"year":"2025","returns":"12.196%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"6.114%","ui":"5.858","upi":"-1.804","sharpe":"-0.499","sortino":"-0.606","downsidedeviation":"5.036%","treynor":"-0.152","alpha":"5.198%","ftalpha":"409.4","corr":"-16.259%","r_squared":"2.644%","beta":"-0.182"},"describe":{"name":"Verizon Communications","sharesout":"4216.425","marketcap":"168,572.670","price":"39.98","security_type":"Stock","price_previous":"39.82","high_52":"44.293","low_52":"36.008","yield":"6.810%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.810%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"7.084%","oneday":"174.980%","fiveday":"-64.094%","onemonth":"-32.179%","threemonths":"-20.860%","sixmonths":"-1.751%","ninemonths":"-6.020%","one":"7.084%","three":"8.591%","five":"-1.760%","ten":"3.846%","ytd":"7.098%","inception":"7.571%"},"total":{"period":"7.019%","oneday":"0.402%","fiveday":"-2.010%","onemonth":"-3.032%","threemonths":"-5.763%","sixmonths":"-0.892%","ninemonths":"-4.569%","one":"7.019%","three":"27.809%","five":"-8.454%","ten":"45.663%","ytd":"6.858%","inception":"1415.542%"},"years":[{"year":"1989","returns":"62.460%"},{"year":"1990","returns":"0.979%"},{"year":"1991","returns":"-5.236%"},{"year":"1992","returns":"12.460%"},{"year":"1993","returns":"21.229%"},{"year":"1994","returns":"-11.608%"},{"year":"1995","returns":"41.377%"},{"year":"1996","returns":"1.361%"},{"year":"1997","returns":"46.702%"},{"year":"1998","returns":"22.536%"},{"year":"1999","returns":"16.978%"},{"year":"2000","returns":"-16.373%"},{"year":"2001","returns":"-2.516%"},{"year":"2002","returns":"-15.177%"},{"year":"2003","returns":"-5.605%"},{"year":"2004","returns":"20.259%"},{"year":"2005","returns":"-22.182%"},{"year":"2006","returns":"34.615%"},{"year":"2007","returns":"22.188%"},{"year":"2008","returns":"-18.028%"},{"year":"2009","returns":"3.839%"},{"year":"2010","returns":"22.542%"},{"year":"2011","returns":"18.228%"},{"year":"2012","returns":"13.179%"},{"year":"2013","returns":"18.641%"},{"year":"2014","returns":"-0.565%"},{"year":"2015","returns":"3.611%"},{"year":"2016","returns":"20.719%"},{"year":"2017","returns":"4.015%"},{"year":"2018","returns":"11.252%"},{"year":"2019","returns":"13.867%"},{"year":"2020","returns":"-0.119%"},{"year":"2021","returns":"-7.532%"},{"year":"2022","returns":"-20.008%"},{"year":"2023","returns":"2.763%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"6.858%"}]},"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":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"},"risk":{"sd":"7.333%","ui":"7.686","upi":"0.758","sharpe":"0.229","sortino":"0.470","downsidedeviation":"3.577%","treynor":"0.722","alpha":"15.619%","ftalpha":"35.8","corr":"19.755%","r_squared":"3.903%","beta":"0.265"},"describe":{"name":"Walmart Inc","sharesout":"7970.167","marketcap":"897,440.792","price":"112.6","security_type":"Stock","price_previous":"114.36","high_52":"116.79","low_52":"81.237","yield":"0.835%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.835%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9147","juliandate":"45646","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"oneday":{"dtestart":{"marketdate":"9396","strdate":"12/19/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"fiveday":{"dtestart":{"marketdate":"9392","strdate":"12/15/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"onemonth":{"dtestart":{"marketdate":"9377","strdate":"11/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"threemonths":{"dtestart":{"marketdate":"9333","strdate":"9/22/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"sixmonths":{"dtestart":{"marketdate":"9269","strdate":"6/20/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ninemonths":{"dtestart":{"marketdate":"9207","strdate":"3/21/2025"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"one":{"dtestart":{"marketdate":"9147","strdate":"12/20/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"three":{"dtestart":{"marketdate":"8646","strdate":"12/22/2022"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"five":{"dtestart":{"marketdate":"8142","strdate":"12/22/2020"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ten":{"dtestart":{"marketdate":"6883","strdate":"12/22/2015"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9397","juliandate":"46013","strdate":"12/22/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.473%","oneday":"-98.001%","fiveday":"-84.169%","onemonth":"138.312%","threemonths":"44.205%","sixmonths":"37.774%","ninemonths":"44.354%","one":"23.473%","three":"34.969%","five":"20.290%","ten":"21.018%","ytd":"26.799%","inception":"14.418%"},"total":{"period":"23.241%","oneday":"-1.539%","fiveday":"-3.588%","onemonth":"7.128%","threemonths":"9.733%","sixmonths":"17.657%","ninemonths":"31.852%","one":"23.241%","three":"144.193%","five":"150.707%","ten":"569.441%","ytd":"25.818%","inception":"14993.830%"},"years":[{"year":"1989","returns":"43.782%"},{"year":"1990","returns":"35.481%"},{"year":"1991","returns":"95.440%"},{"year":"1992","returns":"9.100%"},{"year":"1993","returns":"-21.540%"},{"year":"1994","returns":"-14.408%"},{"year":"1995","returns":"5.550%"},{"year":"1996","returns":"3.103%"},{"year":"1997","returns":"74.749%"},{"year":"1998","returns":"107.536%"},{"year":"1999","returns":"70.432%"},{"year":"2000","returns":"-22.793%"},{"year":"2001","returns":"8.953%"},{"year":"2002","returns":"-11.763%"},{"year":"2003","returns":"5.732%"},{"year":"2004","returns":"0.508%"},{"year":"2005","returns":"-10.307%"},{"year":"2006","returns":"0.134%"},{"year":"2007","returns":"4.907%"},{"year":"2008","returns":"20.004%"},{"year":"2009","returns":"-2.578%"},{"year":"2010","returns":"3.223%"},{"year":"2011","returns":"13.869%"},{"year":"2012","returns":"16.326%"},{"year":"2013","returns":"18.174%"},{"year":"2014","returns":"11.857%"},{"year":"2015","returns":"-26.640%"},{"year":"2016","returns":"16.035%"},{"year":"2017","returns":"46.542%"},{"year":"2018","returns":"-3.432%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.337%"},{"year":"2021","returns":"1.969%"},{"year":"2022","returns":"-0.465%"},{"year":"2023","returns":"12.886%"},{"year":"2024","returns":"73.977%"},{"year":"2025","returns":"25.818%"}]},"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}