Error

Loading...
{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"9.467%","ui":"14.188","upi":"0.491","sharpe":"0.212","sortino":"0.775","downsidedeviation":"8.981%","treynor":"0.335","alpha":"11.425%","ftalpha":"-216.1","corr":"26.178%","r_squared":"6.853%","beta":"0.451"},"describe":{"name":"Apple Inc","sharesout":"14840.39","marketcap":"4,029,017.336","price":"271.49","security_type":"Stock","price_previous":"266.25","high_52":"275.25","low_52":"171.845","yield":"0.379%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.379%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"19.522%","oneday":"9999.990%","fiveday":"-15.690%","onemonth":"44.572%","threemonths":"108.418%","sixmonths":"79.667%","ninemonths":"14.770%","one":"19.522%","three":"23.146%","five":"18.988%","ten":"26.096%","ytd":"10.073%","inception":"20.465%"},"total":{"period":"19.332%","oneday":"1.968%","fiveday":"-0.338%","onemonth":"3.418%","threemonths":"20.832%","sixmonths":"34.625%","ninemonths":"10.934%","one":"19.332%","three":"86.175%","five":"137.655%","ten":"909.332%","ytd":"8.896%","inception":"101202.200%"},"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":"8.896%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.980%","ui":"9.780","upi":"0.716","sharpe":"0.253","sortino":"0.993","downsidedeviation":"7.044%","treynor":"0.698","alpha":"13.371%","ftalpha":"530.6","corr":"14.918%","r_squared":"2.226%","beta":"0.217"},"describe":{"name":"Amgen","sharesout":"538.3619","marketcap":"181,718.680","price":"337.54","security_type":"Stock","price_previous":"336.07","high_52":"343.99","low_52":"252.228","yield":"2.115%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.115%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"19.560%","oneday":"200.709%","fiveday":"12.717%","onemonth":"249.549%","threemonths":"72.306%","sixmonths":"56.226%","ninemonths":"18.003%","one":"19.560%","three":"8.631%","five":"11.999%","ten":"10.959%","ytd":"37.603%","inception":"19.590%"},"total":{"period":"19.370%","oneday":"0.437%","fiveday":"0.238%","onemonth":"12.087%","threemonths":"15.051%","sixmonths":"25.405%","ninemonths":"13.279%","one":"19.370%","three":"28.033%","five":"75.810%","ten":"182.021%","ytd":"32.771%","inception":"77140.270%"},"years":[{"year":"1989","returns":"44.948%"},{"year":"1990","returns":"154.196%"},{"year":"1991","returns":"265.137%"},{"year":"1992","returns":"-6.774%"},{"year":"1993","returns":"-29.903%"},{"year":"1994","returns":"19.184%"},{"year":"1995","returns":"101.299%"},{"year":"1996","returns":"-8.416%"},{"year":"1997","returns":"-0.480%"},{"year":"1998","returns":"93.200%"},{"year":"1999","returns":"129.760%"},{"year":"2000","returns":"6.461%"},{"year":"2001","returns":"-11.729%"},{"year":"2002","returns":"-14.351%"},{"year":"2003","returns":"27.824%"},{"year":"2004","returns":"3.819%"},{"year":"2005","returns":"22.930%"},{"year":"2006","returns":"-13.377%"},{"year":"2007","returns":"-32.017%"},{"year":"2008","returns":"24.354%"},{"year":"2009","returns":"-2.043%"},{"year":"2010","returns":"-2.952%"},{"year":"2011","returns":"18.180%"},{"year":"2012","returns":"36.233%"},{"year":"2013","returns":"34.803%"},{"year":"2014","returns":"42.318%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.248%"},{"year":"2018","returns":"15.171%"},{"year":"2019","returns":"27.621%"},{"year":"2020","returns":"-2.000%"},{"year":"2021","returns":"0.875%"},{"year":"2022","returns":"20.428%"},{"year":"2023","returns":"13.473%"},{"year":"2024","returns":"-6.760%"},{"year":"2025","returns":"32.771%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"10.161%","ui":"12.183","upi":"-0.099","sharpe":"-0.034","sortino":"-0.149","downsidedeviation":"8.128%","treynor":"0.058","alpha":"-2.778%","ftalpha":"-366.2","corr":"64.457%","r_squared":"41.548%","beta":"1.193"},"describe":{"name":"Amazon com","sharesout":"10664.91","marketcap":"2,353,639.014","price":"220.69","security_type":"Stock","price_previous":"217.14","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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.353%","oneday":"5878.028%","fiveday":"-95.509%","onemonth":"-6.424%","threemonths":"-2.185%","sixmonths":"20.081%","ninemonths":"2.527%","one":"11.353%","three":"33.835%","five":"7.358%","ten":"20.842%","ytd":"0.668%","inception":"31.222%"},"total":{"period":"11.246%","oneday":"1.635%","fiveday":"-5.965%","onemonth":"-0.604%","threemonths":"-0.568%","sixmonths":"9.731%","ninemonths":"1.898%","one":"11.246%","three":"138.687%","five":"42.408%","ten":"560.294%","ytd":"0.593%","inception":"227415.500%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"158.763%"},{"year":"1998","returns":"966.534%"},{"year":"1999","returns":"42.174%"},{"year":"2000","returns":"-79.559%"},{"year":"2001","returns":"-30.463%"},{"year":"2002","returns":"74.492%"},{"year":"2003","returns":"178.708%"},{"year":"2004","returns":"-15.811%"},{"year":"2005","returns":"6.411%"},{"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":"0.593%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"9.191%","ui":"9.623","upi":"0.978","sharpe":"0.296","sortino":"1.206","downsidedeviation":"7.804%","treynor":"0.128","alpha":"6.354%","ftalpha":"-23.6","corr":"82.200%","r_squared":"67.568%","beta":"1.376"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"243,088.887","price":"352.89","security_type":"Stock","price_previous":"343.8","high_52":"372.77","low_52":"230.216","yield":"0.895%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.895%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"21.976%","oneday":"9999.990%","fiveday":"-45.644%","onemonth":"-6.963%","threemonths":"70.901%","sixmonths":"52.836%","ninemonths":"28.081%","one":"21.976%","three":"34.041%","five":"27.366%","ten":"18.915%","ytd":"23.027%","inception":"12.973%"},"total":{"period":"21.760%","oneday":"2.644%","fiveday":"-1.201%","onemonth":"-0.656%","threemonths":"14.808%","sixmonths":"24.017%","ninemonths":"20.492%","one":"21.760%","three":"139.786%","five":"233.494%","ten":"462.491%","ytd":"20.205%","inception":"9211.082%"},"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":"20.205%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"10.675%","ui":"8.474","upi":"1.534","sharpe":"0.351","sortino":"1.751","downsidedeviation":"7.422%","treynor":"0.764","alpha":"18.885%","ftalpha":"379.5","corr":"14.225%","r_squared":"2.024%","beta":"0.277"},"describe":{"name":"Boeing","sharesout":"756.1577","marketcap":"135,881.536","price":"179.7","security_type":"Stock","price_previous":"179.38","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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"25.560%","oneday":"56.765%","fiveday":"-98.165%","onemonth":"-87.528%","threemonths":"-57.815%","sixmonths":"-21.518%","ninemonths":"1.916%","one":"25.560%","three":"1.293%","five":"-2.089%","ten":"2.994%","ytd":"1.719%","inception":"9.202%"},"total":{"period":"25.305%","oneday":"0.178%","fiveday":"-7.619%","onemonth":"-17.288%","threemonths":"-19.941%","sixmonths":"-11.569%","ninemonths":"1.439%","one":"25.305%","three":"3.909%","five":"-9.979%","ten":"34.195%","ytd":"1.525%","inception":"2536.444%"},"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":"1.525%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"9.091%","ui":"12.085","upi":"2.592","sharpe":"0.995","sortino":"3.625","downsidedeviation":"8.640%","treynor":"0.312","alpha":"29.170%","ftalpha":"316.9","corr":"76.370%","r_squared":"58.324%","beta":"1.264"},"describe":{"name":"Caterpillar","sharesout":"468.4789","marketcap":"257,864.837","price":"550.43","security_type":"Stock","price_previous":"546.13","high_52":"585.49","low_52":"270.82","yield":"1.061%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.061%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"43.884%","oneday":"623.059%","fiveday":"-28.028%","onemonth":"69.230%","threemonths":"194.498%","sixmonths":"157.987%","ninemonths":"92.446%","one":"43.884%","three":"35.847%","five":"28.716%","ten":"25.831%","ytd":"62.648%","inception":"15.200%"},"total":{"period":"43.418%","oneday":"0.787%","fiveday":"-0.650%","onemonth":"4.914%","threemonths":"32.091%","sixmonths":"61.755%","ninemonths":"63.737%","one":"43.418%","three":"149.557%","five":"251.468%","ten":"888.382%","ytd":"54.025%","inception":"19139.080%"},"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":"54.025%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"9.691%","ui":"25.924","upi":"-1.726","sharpe":"-1.333","sortino":"-5.360","downsidedeviation":"8.347%","treynor":"-0.312","alpha":"-46.144%","ftalpha":"-1,340.2","corr":"66.394%","r_squared":"44.082%","beta":"1.172"},"describe":{"name":"SalesForcecom","sharesout":"952","marketcap":"216,208.721","price":"227.11","security_type":"Stock","price_previous":"225.37","high_52":"365.621","low_52":"225.37","yield":"0.726%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.726%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-32.183%","oneday":"595.923%","fiveday":"-97.124%","onemonth":"-80.333%","threemonths":"-25.972%","sixmonths":"-34.428%","ninemonths":"-33.346%","one":"-32.183%","three":"16.674%","five":"-2.324%","ten":"11.014%","ytd":"-34.942%","inception":"20.460%"},"total":{"period":"-31.947%","oneday":"0.772%","fiveday":"-6.792%","onemonth":"-13.781%","threemonths":"-7.457%","sixmonths":"-19.277%","ninemonths":"-26.328%","one":"-31.947%","three":"58.462%","five":"-11.047%","ten":"183.409%","ytd":"-31.733%","inception":"5238.740%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"-1.504%"},{"year":"2005","returns":"89.212%"},{"year":"2006","returns":"13.724%"},{"year":"2007","returns":"71.994%"},{"year":"2008","returns":"-48.939%"},{"year":"2009","returns":"130.462%"},{"year":"2010","returns":"78.935%"},{"year":"2011","returns":"-23.138%"},{"year":"2012","returns":"65.681%"},{"year":"2013","returns":"31.327%"},{"year":"2014","returns":"7.466%"},{"year":"2015","returns":"32.186%"},{"year":"2016","returns":"-12.679%"},{"year":"2017","returns":"49.329%"},{"year":"2018","returns":"33.982%"},{"year":"2019","returns":"18.741%"},{"year":"2020","returns":"36.824%"},{"year":"2021","returns":"14.201%"},{"year":"2022","returns":"-47.826%"},{"year":"2023","returns":"98.463%"},{"year":"2024","returns":"27.775%"},{"year":"2025","returns":"-31.733%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"6.837%","ui":"4.951","upi":"4.742","sharpe":"0.991","sortino":"4.494","downsidedeviation":"5.224%","treynor":"0.365","alpha":"24.565%","ftalpha":"1,029.6","corr":"69.587%","r_squared":"48.424%","beta":"0.866"},"describe":{"name":"Cisco Systems","sharesout":"3953.197","marketcap":"300,838.286","price":"76.1","security_type":"Stock","price_previous":"75.44","high_52":"78.39","low_52":"52.56","yield":"2.142%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.142%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"36.041%","oneday":"800.023%","fiveday":"-71.181%","onemonth":"123.474%","threemonths":"67.603%","sixmonths":"47.626%","ninemonths":"29.124%","one":"36.041%","three":"20.507%","five":"16.656%","ten":"14.201%","ytd":"36.598%","inception":"22.780%"},"total":{"period":"35.668%","oneday":"0.875%","fiveday":"-2.436%","onemonth":"7.607%","threemonths":"14.233%","sixmonths":"21.854%","ninemonths":"21.230%","one":"35.668%","three":"74.513%","five":"115.349%","ten":"275.840%","ytd":"31.910%","inception":"152100.000%"},"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":"31.910%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.135%","ui":"9.792","upi":"-1.581","sharpe":"-0.626","sortino":"-1.796","downsidedeviation":"8.618%","treynor":"-0.290","alpha":"-9.401%","ftalpha":"-609.5","corr":"19.487%","r_squared":"3.797%","beta":"0.253"},"describe":{"name":"Chevron","sharesout":"2014.822","marketcap":"302,182.995","price":"149.98","security_type":"Stock","price_previous":"150.31","high_52":"162.791","low_52":"129.191","yield":"4.561%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"4.561%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-2.916%","oneday":"-42.559%","fiveday":"-85.747%","onemonth":"-14.249%","threemonths":"-9.386%","sixmonths":"27.517%","ninemonths":"-1.411%","one":"-2.916%","three":"-2.105%","five":"16.760%","ten":"9.992%","ytd":"9.470%","inception":"11.417%"},"total":{"period":"-2.890%","oneday":"-0.220%","fiveday":"-3.788%","onemonth":"-1.392%","threemonths":"-2.508%","sixmonths":"13.128%","ninemonths":"-1.065%","one":"-2.890%","three":"-6.152%","five":"116.309%","ten":"158.461%","ytd":"8.366%","inception":"5460.994%"},"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":"8.366%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"8.528%","ui":"10.613","upi":"-1.973","sharpe":"-0.709","sortino":"-2.794","downsidedeviation":"7.496%","treynor":"-0.101","alpha":"-23.150%","ftalpha":"-880.5","corr":"81.838%","r_squared":"66.975%","beta":"1.271"},"describe":{"name":"Walt Disney","sharesout":"1797.934","marketcap":"187,488.555","price":"104.28","security_type":"Stock","price_previous":"102.7","high_52":"124.01","low_52":"81.377","yield":"0.959%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.959%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-8.382%","oneday":"4605.111%","fiveday":"-51.812%","onemonth":"-63.440%","threemonths":"-34.319%","sixmonths":"-9.982%","ninemonths":"-4.786%","one":"-8.382%","three":"2.815%","five":"-5.577%","ten":"-0.599%","ytd":"-6.680%","inception":"9.409%"},"total":{"period":"-8.310%","oneday":"1.538%","fiveday":"-1.437%","onemonth":"-8.766%","threemonths":"-10.266%","sixmonths":"-5.197%","ninemonths":"-3.626%","one":"-8.310%","three":"8.640%","five":"-24.852%","ten":"-5.816%","ytd":"-5.955%","inception":"2729.083%"},"years":[{"year":"1989","returns":"71.201%"},{"year":"1990","returns":"-8.920%"},{"year":"1991","returns":"13.475%"},{"year":"1992","returns":"51.100%"},{"year":"1993","returns":"-0.303%"},{"year":"1994","returns":"8.670%"},{"year":"1995","returns":"29.033%"},{"year":"1996","returns":"19.104%"},{"year":"1997","returns":"42.883%"},{"year":"1998","returns":"-8.515%"},{"year":"1999","returns":"-1.682%"},{"year":"2000","returns":"-0.398%"},{"year":"2001","returns":"-27.710%"},{"year":"2002","returns":"-20.304%"},{"year":"2003","returns":"44.385%"},{"year":"2004","returns":"20.211%"},{"year":"2005","returns":"-12.851%"},{"year":"2006","returns":"44.262%"},{"year":"2007","returns":"-3.459%"},{"year":"2008","returns":"-28.629%"},{"year":"2009","returns":"43.720%"},{"year":"2010","returns":"17.579%"},{"year":"2011","returns":"1.679%"},{"year":"2012","returns":"32.773%"},{"year":"2013","returns":"55.339%"},{"year":"2014","returns":"24.830%"},{"year":"2015","returns":"12.920%"},{"year":"2016","returns":"0.651%"},{"year":"2017","returns":"4.773%"},{"year":"2018","returns":"3.616%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.271%"},{"year":"2021","returns":"-14.510%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.262%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"-5.955%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"9.000%","ui":"9.640","upi":"2.102","sharpe":"0.650","sortino":"2.366","downsidedeviation":"8.564%","treynor":"0.224","alpha":"18.090%","ftalpha":"222.8","corr":"77.277%","r_squared":"59.718%","beta":"1.267"},"describe":{"name":"Goldman Sachs Group","sharesout":"302.7211","marketcap":"234,315.222","price":"774.03","security_type":"Stock","price_previous":"773.7","high_52":"838.97","low_52":"457.467","yield":"1.680%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.680%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"32.822%","oneday":"11.357%","fiveday":"-66.324%","onemonth":"24.029%","threemonths":"38.192%","sixmonths":"72.266%","ninemonths":"35.359%","one":"32.822%","three":"30.194%","five":"31.459%","ten":"17.406%","ytd":"42.826%","inception":"10.962%"},"total":{"period":"32.486%","oneday":"0.043%","fiveday":"-2.134%","onemonth":"1.983%","threemonths":"8.693%","sixmonths":"31.782%","ninemonths":"25.614%","one":"32.486%","three":"119.822%","five":"290.370%","ten":"395.237%","ytd":"37.236%","inception":"1472.113%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"34.374%"},{"year":"2000","returns":"14.110%"},{"year":"2001","returns":"-12.812%"},{"year":"2002","returns":"-26.119%"},{"year":"2003","returns":"46.301%"},{"year":"2004","returns":"6.492%"},{"year":"2005","returns":"23.886%"},{"year":"2006","returns":"57.414%"},{"year":"2007","returns":"8.591%"},{"year":"2008","returns":"-60.410%"},{"year":"2009","returns":"102.538%"},{"year":"2010","returns":"0.543%"},{"year":"2011","returns":"-45.595%"},{"year":"2012","returns":"42.768%"},{"year":"2013","returns":"40.781%"},{"year":"2014","returns":"10.784%"},{"year":"2015","returns":"-5.790%"},{"year":"2016","returns":"34.906%"},{"year":"2017","returns":"7.738%"},{"year":"2018","returns":"-33.521%"},{"year":"2019","returns":"40.463%"},{"year":"2020","returns":"17.478%"},{"year":"2021","returns":"47.590%"},{"year":"2022","returns":"-7.864%"},{"year":"2023","returns":"15.913%"},{"year":"2024","returns":"52.025%"},{"year":"2025","returns":"37.236%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"6.652%","ui":"11.516","upi":"-2.348","sharpe":"-1.173","sortino":"-3.713","downsidedeviation":"7.281%","treynor":"-0.378","alpha":"-22.962%","ftalpha":"-1,074.0","corr":"41.220%","r_squared":"16.991%","beta":"0.499"},"describe":{"name":"Home Depot","sharesout":"995.3866","marketcap":"341,736.135","price":"343.32","security_type":"Stock","price_previous":"332.38","high_52":"423.513","low_52":"331.314","yield":"2.665%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.665%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.474%","oneday":"9999.990%","fiveday":"-93.433%","onemonth":"-75.912%","threemonths":"-42.246%","sixmonths":"-12.080%","ninemonths":"-12.081%","one":"-14.474%","three":"5.375%","five":"7.538%","ten":"12.855%","ytd":"-11.303%","inception":"18.310%"},"total":{"period":"-14.355%","oneday":"3.291%","fiveday":"-5.254%","onemonth":"-12.172%","threemonths":"-13.191%","sixmonths":"-6.324%","ninemonths":"-9.242%","one":"-14.355%","three":"16.917%","five":"43.597%","ten":"233.914%","ytd":"-10.103%","inception":"51682.800%"},"years":[{"year":"1989","returns":"74.353%"},{"year":"1990","returns":"58.710%"},{"year":"1991","returns":"162.317%"},{"year":"1992","returns":"50.597%"},{"year":"1993","returns":"-21.774%"},{"year":"1994","returns":"16.851%"},{"year":"1995","returns":"4.255%"},{"year":"1996","returns":"5.431%"},{"year":"1997","returns":"17.954%"},{"year":"1998","returns":"108.431%"},{"year":"1999","returns":"68.969%"},{"year":"2000","returns":"-33.313%"},{"year":"2001","returns":"12.060%"},{"year":"2002","returns":"-52.621%"},{"year":"2003","returns":"49.050%"},{"year":"2004","returns":"21.472%"},{"year":"2005","returns":"-4.350%"},{"year":"2006","returns":"1.013%"},{"year":"2007","returns":"-31.136%"},{"year":"2008","returns":"-11.503%"},{"year":"2009","returns":"30.425%"},{"year":"2010","returns":"24.965%"},{"year":"2011","returns":"23.404%"},{"year":"2012","returns":"49.667%"},{"year":"2013","returns":"35.926%"},{"year":"2014","returns":"30.253%"},{"year":"2015","returns":"28.543%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.613%"},{"year":"2018","returns":"-7.317%"},{"year":"2019","returns":"30.544%"},{"year":"2020","returns":"24.550%"},{"year":"2021","returns":"59.499%"},{"year":"2022","returns":"-21.983%"},{"year":"2023","returns":"12.774%"},{"year":"2024","returns":"14.987%"},{"year":"2025","returns":"-10.103%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.509%","ui":"10.024","upi":"-2.674","sharpe":"-1.030","sortino":"-5.428","downsidedeviation":"4.939%","treynor":"-0.252","alpha":"-24.700%","ftalpha":"-1,079.2","corr":"54.197%","r_squared":"29.373%","beta":"0.741"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"120,641.268","price":"190.02","security_type":"Stock","price_previous":"188.14","high_52":"237.732","low_52":"179.918","yield":"2.410%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.410%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.244%","oneday":"1128.185%","fiveday":"-90.364%","onemonth":"-62.579%","threemonths":"-39.324%","sixmonths":"-24.678%","ninemonths":"-10.987%","one":"-14.244%","three":"-2.199%","five":"0.817%","ten":"8.297%","ytd":"-15.676%","inception":"11.402%"},"total":{"period":"-14.126%","oneday":"0.999%","fiveday":"-4.532%","onemonth":"-8.573%","threemonths":"-12.080%","sixmonths":"-13.394%","ninemonths":"-8.393%","one":"-14.126%","three":"-6.422%","five":"4.135%","ten":"121.376%","ytd":"-14.050%","inception":"5433.489%"},"years":[{"year":"1989","returns":"12.948%"},{"year":"1990","returns":"-18.203%"},{"year":"1991","returns":"70.518%"},{"year":"1992","returns":"40.429%"},{"year":"1993","returns":"32.797%"},{"year":"1994","returns":"-12.349%"},{"year":"1995","returns":"42.310%"},{"year":"1996","returns":"43.132%"},{"year":"1997","returns":"17.430%"},{"year":"1998","returns":"15.833%"},{"year":"1999","returns":"31.817%"},{"year":"2000","returns":"-16.614%"},{"year":"2001","returns":"-27.072%"},{"year":"2002","returns":"-27.281%"},{"year":"2003","returns":"43.272%"},{"year":"2004","returns":"8.203%"},{"year":"2005","returns":"7.522%"},{"year":"2006","returns":"24.143%"},{"year":"2007","returns":"38.648%"},{"year":"2008","returns":"-45.326%"},{"year":"2009","returns":"23.697%"},{"year":"2010","returns":"39.431%"},{"year":"2011","returns":"4.883%"},{"year":"2012","returns":"19.859%"},{"year":"2013","returns":"47.033%"},{"year":"2014","returns":"11.548%"},{"year":"2015","returns":"5.799%"},{"year":"2016","returns":"14.341%"},{"year":"2017","returns":"35.089%"},{"year":"2018","returns":"-12.086%"},{"year":"2019","returns":"36.717%"},{"year":"2020","returns":"22.970%"},{"year":"2021","returns":"-0.287%"},{"year":"2022","returns":"4.882%"},{"year":"2023","returns":"0.021%"},{"year":"2024","returns":"10.000%"},{"year":"2025","returns":"-14.050%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"8.843%","ui":"7.835","upi":"3.198","sharpe":"0.818","sortino":"3.059","downsidedeviation":"8.190%","treynor":"0.510","alpha":"27.901%","ftalpha":"899.6","corr":"40.382%","r_squared":"16.307%","beta":"0.650"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"278,027.640","price":"297.44","security_type":"Stock","price_previous":"290.4","high_52":"314.98","low_52":"211.878","yield":"2.256%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.256%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"37.618%","oneday":"9999.990%","fiveday":"-74.849%","onemonth":"90.054%","threemonths":"137.135%","sixmonths":"32.689%","ninemonths":"21.697%","one":"37.618%","three":"31.478%","five":"25.779%","ten":"12.680%","ytd":"44.695%","inception":"9.300%"},"total":{"period":"37.227%","oneday":"2.424%","fiveday":"-2.699%","onemonth":"6.030%","threemonths":"24.919%","sixmonths":"15.433%","ninemonths":"15.940%","one":"37.227%","three":"126.354%","five":"213.309%","ten":"228.797%","ytd":"38.830%","inception":"2625.557%"},"years":[{"year":"1989","returns":"-19.441%"},{"year":"1990","returns":"25.673%"},{"year":"1991","returns":"-17.581%"},{"year":"1992","returns":"-40.014%"},{"year":"1993","returns":"15.835%"},{"year":"1994","returns":"32.271%"},{"year":"1995","returns":"25.683%"},{"year":"1996","returns":"67.669%"},{"year":"1997","returns":"39.317%"},{"year":"1998","returns":"77.488%"},{"year":"1999","returns":"17.571%"},{"year":"2000","returns":"-20.847%"},{"year":"2001","returns":"43.002%"},{"year":"2002","returns":"-35.470%"},{"year":"2003","returns":"20.495%"},{"year":"2004","returns":"7.193%"},{"year":"2005","returns":"-15.832%"},{"year":"2006","returns":"19.771%"},{"year":"2007","returns":"12.840%"},{"year":"2008","returns":"-20.764%"},{"year":"2009","returns":"58.606%"},{"year":"2010","returns":"14.283%"},{"year":"2011","returns":"26.342%"},{"year":"2012","returns":"4.172%"},{"year":"2013","returns":"-0.184%"},{"year":"2014","returns":"-12.395%"},{"year":"2015","returns":"-11.412%"},{"year":"2016","returns":"25.189%"},{"year":"2017","returns":"-3.983%"},{"year":"2018","returns":"-22.538%"},{"year":"2019","returns":"23.571%"},{"year":"2020","returns":"-1.190%"},{"year":"2021","returns":"11.567%"},{"year":"2022","returns":"10.704%"},{"year":"2023","returns":"21.878%"},{"year":"2024","returns":"39.273%"},{"year":"2025","returns":"38.830%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"5.610%","ui":"4.985","upi":"4.646","sharpe":"1.192","sortino":"5.339","downsidedeviation":"4.339%","treynor":"1.512","alpha":"29.615%","ftalpha":"1,872.7","corr":"20.265%","r_squared":"4.107%","beta":"0.207"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"491,255.236","price":"203.9","security_type":"Stock","price_previous":"203.07","high_52":"203.9","low_52":"138.725","yield":"2.491%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.491%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.724%","oneday":"179.798%","fiveday":"647.492%","onemonth":"94.716%","threemonths":"70.820%","sixmonths":"81.260%","ninemonths":"38.251%","one":"35.724%","three":"8.082%","five":"9.989%","ten":"10.089%","ytd":"51.224%","inception":"13.107%"},"total":{"period":"35.355%","oneday":"0.409%","fiveday":"4.068%","onemonth":"6.264%","threemonths":"14.794%","sixmonths":"35.229%","ninemonths":"27.631%","one":"35.355%","three":"26.112%","five":"60.655%","ten":"160.725%","ytd":"44.380%","inception":"9632.696%"},"years":[{"year":"1989","returns":"42.646%"},{"year":"1990","returns":"23.357%"},{"year":"1991","returns":"62.360%"},{"year":"1992","returns":"-10.187%"},{"year":"1993","returns":"-8.930%"},{"year":"1994","returns":"24.986%"},{"year":"1995","returns":"59.143%"},{"year":"1996","returns":"18.119%"},{"year":"1997","returns":"34.313%"},{"year":"1998","returns":"28.983%"},{"year":"1999","returns":"12.461%"},{"year":"2000","returns":"14.241%"},{"year":"2001","returns":"14.011%"},{"year":"2002","returns":"-7.879%"},{"year":"2003","returns":"-2.114%"},{"year":"2004","returns":"25.165%"},{"year":"2005","returns":"-3.357%"},{"year":"2006","returns":"12.444%"},{"year":"2007","returns":"3.611%"},{"year":"2008","returns":"-7.768%"},{"year":"2009","returns":"11.276%"},{"year":"2010","returns":"-0.585%"},{"year":"2011","returns":"9.893%"},{"year":"2012","returns":"10.825%"},{"year":"2013","returns":"34.617%"},{"year":"2014","returns":"17.334%"},{"year":"2015","returns":"1.159%"},{"year":"2016","returns":"15.322%"},{"year":"2017","returns":"24.404%"},{"year":"2018","returns":"-5.136%"},{"year":"2019","returns":"16.210%"},{"year":"2020","returns":"10.851%"},{"year":"2021","returns":"11.449%"},{"year":"2022","returns":"5.968%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"44.380%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.022%","ui":"7.100","upi":"1.700","sharpe":"0.496","sortino":"1.723","downsidedeviation":"7.006%","treynor":"0.267","alpha":"14.058%","ftalpha":"246.3","corr":"59.114%","r_squared":"34.945%","beta":"0.756"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2722.2","marketcap":"811,270.014","price":"298.02","security_type":"Stock","price_previous":"298.38","high_52":"320.41","low_52":"208.28","yield":"1.862%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.862%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"24.635%","oneday":"-26.254%","fiveday":"-60.841%","onemonth":"3.487%","threemonths":"11.074%","sixmonths":"32.303%","ninemonths":"19.868%","one":"24.635%","three":"34.314%","five":"24.378%","ten":"19.252%","ytd":"30.899%","inception":"13.170%"},"total":{"period":"24.390%","oneday":"-0.121%","fiveday":"-1.841%","onemonth":"0.313%","threemonths":"2.743%","sixmonths":"15.263%","ninemonths":"14.625%","one":"24.390%","three":"141.247%","five":"196.313%","ten":"478.590%","ytd":"27.010%","inception":"9834.000%"},"years":[{"year":"1989","returns":"4.369%"},{"year":"1990","returns":"-60.262%"},{"year":"1991","returns":"107.704%"},{"year":"1992","returns":"88.002%"},{"year":"1993","returns":"7.369%"},{"year":"1994","returns":"-6.432%"},{"year":"1995","returns":"68.737%"},{"year":"1996","returns":"56.876%"},{"year":"1997","returns":"25.536%"},{"year":"1998","returns":"32.795%"},{"year":"1999","returns":"11.653%"},{"year":"2000","returns":"-10.046%"},{"year":"2001","returns":"-17.417%"},{"year":"2002","returns":"-30.711%"},{"year":"2003","returns":"60.292%"},{"year":"2004","returns":"9.968%"},{"year":"2005","returns":"5.743%"},{"year":"2006","returns":"25.598%"},{"year":"2007","returns":"-6.899%"},{"year":"2008","returns":"-25.129%"},{"year":"2009","returns":"34.357%"},{"year":"2010","returns":"2.307%"},{"year":"2011","returns":"-19.975%"},{"year":"2012","returns":"36.177%"},{"year":"2013","returns":"36.710%"},{"year":"2014","returns":"9.882%"},{"year":"2015","returns":"8.367%"},{"year":"2016","returns":"34.565%"},{"year":"2017","returns":"26.731%"},{"year":"2018","returns":"-6.646%"},{"year":"2019","returns":"47.267%"},{"year":"2020","returns":"-5.518%"},{"year":"2021","returns":"27.725%"},{"year":"2022","returns":"-12.611%"},{"year":"2023","returns":"30.627%"},{"year":"2024","returns":"44.270%"},{"year":"2025","returns":"27.011%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"5.102%","ui":"4.550","upi":"1.204","sharpe":"0.310","sortino":"2.109","downsidedeviation":"2.597%","treynor":"-0.572","alpha":"15.551%","ftalpha":"1,792.6","corr":"-25.608%","r_squared":"6.558%","beta":"-0.238"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"313,802.363","price":"72.95","security_type":"Stock","price_previous":"71.21","high_52":"72.95","low_52":"59.476","yield":"2.762%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.762%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.039%","oneday":"9999.990%","fiveday":"250.204%","onemonth":"30.112%","threemonths":"16.596%","sixmonths":"6.096%","ninemonths":"6.066%","one":"18.039%","three":"8.779%","five":"10.055%","ten":"8.975%","ytd":"22.557%","inception":"12.177%"},"total":{"period":"17.865%","oneday":"2.443%","fiveday":"2.515%","onemonth":"2.429%","threemonths":"4.036%","sixmonths":"3.048%","ninemonths":"4.535%","one":"17.865%","three":"28.558%","five":"61.134%","ten":"135.596%","ytd":"19.796%","inception":"7058.979%"},"years":[{"year":"1989","returns":"77.074%"},{"year":"1990","returns":"22.705%"},{"year":"1991","returns":"75.394%"},{"year":"1992","returns":"5.769%"},{"year":"1993","returns":"8.277%"},{"year":"1994","returns":"17.464%"},{"year":"1995","returns":"46.204%"},{"year":"1996","returns":"43.244%"},{"year":"1997","returns":"27.894%"},{"year":"1998","returns":"1.314%"},{"year":"1999","returns":"-12.169%"},{"year":"2000","returns":"5.986%"},{"year":"2001","returns":"-21.461%"},{"year":"2002","returns":"-5.500%"},{"year":"2003","returns":"18.111%"},{"year":"2004","returns":"-16.110%"},{"year":"2005","returns":"-0.665%"},{"year":"2006","returns":"23.103%"},{"year":"2007","returns":"30.439%"},{"year":"2008","returns":"-24.113%"},{"year":"2009","returns":"30.239%"},{"year":"2010","returns":"19.036%"},{"year":"2011","returns":"9.434%"},{"year":"2012","returns":"6.513%"},{"year":"2013","returns":"17.235%"},{"year":"2014","returns":"5.268%"},{"year":"2015","returns":"5.114%"},{"year":"2016","returns":"-0.336%"},{"year":"2017","returns":"14.372%"},{"year":"2018","returns":"6.793%"},{"year":"2019","returns":"20.614%"},{"year":"2020","returns":"2.436%"},{"year":"2021","returns":"11.406%"},{"year":"2022","returns":"10.608%"},{"year":"2023","returns":"-4.463%"},{"year":"2024","returns":"8.871%"},{"year":"2025","returns":"19.796%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"5.247%","ui":"4.482","upi":"-0.609","sharpe":"-0.150","sortino":"-0.699","downsidedeviation":"3.907%","treynor":"-0.101","alpha":"9.752%","ftalpha":"716.1","corr":"-55.856%","r_squared":"31.198%","beta":"-0.534"},"describe":{"name":"McDonald's","sharesout":"713.6044","marketcap":"220,753.525","price":"309.35","security_type":"Stock","price_previous":"304.16","high_52":"317.701","low_52":"275.015","yield":"2.289%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.289%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"9.832%","oneday":"7037.356%","fiveday":"46.197%","onemonth":"6.876%","threemonths":"-2.620%","sixmonths":"-2.227%","ninemonths":"4.315%","one":"9.832%","three":"6.511%","five":"10.169%","ten":"13.293%","ytd":"9.675%","inception":"13.669%"},"total":{"period":"9.741%","oneday":"1.706%","fiveday":"0.756%","onemonth":"0.608%","threemonths":"-0.682%","sixmonths":"-1.136%","ninemonths":"3.233%","one":"9.741%","three":"20.718%","five":"61.968%","ten":"247.085%","ytd":"8.546%","inception":"11600.080%"},"years":[{"year":"1989","returns":"44.911%"},{"year":"1990","returns":"-14.673%"},{"year":"1991","returns":"31.921%"},{"year":"1992","returns":"29.428%"},{"year":"1993","returns":"17.852%"},{"year":"1994","returns":"3.470%"},{"year":"1995","returns":"55.337%"},{"year":"1996","returns":"1.193%"},{"year":"1997","returns":"5.935%"},{"year":"1998","returns":"61.761%"},{"year":"1999","returns":"5.435%"},{"year":"2000","returns":"-15.106%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.417%"},{"year":"2003","returns":"56.762%"},{"year":"2004","returns":"31.481%"},{"year":"2005","returns":"7.300%"},{"year":"2006","returns":"34.631%"},{"year":"2007","returns":"36.383%"},{"year":"2008","returns":"8.544%"},{"year":"2009","returns":"4.008%"},{"year":"2010","returns":"26.927%"},{"year":"2011","returns":"34.656%"},{"year":"2012","returns":"-10.066%"},{"year":"2013","returns":"13.611%"},{"year":"2014","returns":"-0.112%"},{"year":"2015","returns":"30.422%"},{"year":"2016","returns":"6.205%"},{"year":"2017","returns":"45.022%"},{"year":"2018","returns":"5.783%"},{"year":"2019","returns":"13.971%"},{"year":"2020","returns":"11.320%"},{"year":"2021","returns":"27.807%"},{"year":"2022","returns":"0.511%"},{"year":"2023","returns":"15.049%"},{"year":"2024","returns":"0.139%"},{"year":"2025","returns":"8.546%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"8.582%","ui":"5.302","upi":"4.212","sharpe":"0.751","sortino":"4.135","downsidedeviation":"5.401%","treynor":"0.495","alpha":"25.459%","ftalpha":"1,140.6","corr":"39.394%","r_squared":"15.519%","beta":"0.616"},"describe":{"name":"3M Company","sharesout":"531.225","marketcap":"89,293.608","price":"168.09","security_type":"Stock","price_previous":"164.61","high_52":"170.856","low_52":"123.186","yield":"1.737%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.737%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"34.894%","oneday":"9999.990%","fiveday":"16.568%","onemonth":"15.339%","threemonths":"44.078%","sixmonths":"29.665%","ninemonths":"23.972%","one":"34.894%","three":"13.834%","five":"3.196%","ten":"3.956%","ytd":"37.508%","inception":"9.948%"},"total":{"period":"34.534%","oneday":"2.114%","fiveday":"0.304%","onemonth":"1.310%","threemonths":"9.867%","sixmonths":"14.091%","ninemonths":"17.569%","one":"34.534%","three":"47.225%","five":"16.961%","ten":"47.224%","ytd":"32.690%","inception":"3295.071%"},"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":"32.690%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"8.597%","ui":"16.097","upi":"-0.684","sharpe":"-0.370","sortino":"-1.469","downsidedeviation":"7.496%","treynor":"-0.076","alpha":"-5.973%","ftalpha":"-611.5","corr":"24.299%","r_squared":"5.904%","beta":"0.380"},"describe":{"name":"Merck & Company","sharesout":"2497.783","marketcap":"244,183.271","price":"97.76","security_type":"Stock","price_previous":"94.97","high_52":"100.073","low_52":"72.022","yield":"3.314%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.314%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"1.548%","oneday":"9999.990%","fiveday":"1195.761%","onemonth":"232.343%","threemonths":"70.299%","sixmonths":"66.556%","ninemonths":"16.756%","one":"1.548%","three":"0.407%","five":"7.341%","ten":"9.455%","ytd":"1.244%","inception":"12.410%"},"total":{"period":"1.534%","oneday":"2.938%","fiveday":"5.209%","onemonth":"11.573%","threemonths":"14.704%","sixmonths":"29.547%","ninemonths":"12.377%","one":"1.534%","three":"1.220%","five":"42.292%","ten":"146.148%","ytd":"1.103%","inception":"7634.177%"},"years":[{"year":"1989","returns":"54.610%"},{"year":"1990","returns":"6.380%"},{"year":"1991","returns":"51.890%"},{"year":"1992","returns":"-0.773%"},{"year":"1993","returns":"10.611%"},{"year":"1994","returns":"11.366%"},{"year":"1995","returns":"51.849%"},{"year":"1996","returns":"20.934%"},{"year":"1997","returns":"94.990%"},{"year":"1998","returns":"79.630%"},{"year":"1999","returns":"-22.560%"},{"year":"2000","returns":"35.533%"},{"year":"2001","returns":"-35.922%"},{"year":"2002","returns":"-36.412%"},{"year":"2003","returns":"-19.105%"},{"year":"2004","returns":"21.565%"},{"year":"2005","returns":"0.943%"},{"year":"2006","returns":"14.634%"},{"year":"2007","returns":"13.663%"},{"year":"2008","returns":"-35.147%"},{"year":"2009","returns":"118.413%"},{"year":"2010","returns":"2.861%"},{"year":"2011","returns":"9.537%"},{"year":"2012","returns":"13.130%"},{"year":"2013","returns":"26.802%"},{"year":"2014","returns":"16.947%"},{"year":"2015","returns":"-3.873%"},{"year":"2016","returns":"15.052%"},{"year":"2017","returns":"-1.475%"},{"year":"2018","returns":"39.996%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.918%"},{"year":"2022","returns":"49.385%"},{"year":"2023","returns":"0.997%"},{"year":"2024","returns":"-6.258%"},{"year":"2025","returns":"1.103%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.078%","ui":"7.901","upi":"0.352","sharpe":"0.113","sortino":"0.612","downsidedeviation":"4.544%","treynor":"0.113","alpha":"3.027%","ftalpha":"-34.5","corr":"75.238%","r_squared":"56.607%","beta":"0.970"},"describe":{"name":"Microsoft","sharesout":"7433.087","marketcap":"3,509,308.998","price":"472.12","security_type":"Stock","price_previous":"478.43","high_52":"541.041","low_52":"352.659","yield":"0.720%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.720%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"15.343%","oneday":"-96.488%","fiveday":"-97.797%","onemonth":"-62.809%","threemonths":"-21.968%","sixmonths":"9.454%","ninemonths":"22.170%","one":"15.343%","three":"26.075%","five":"18.606%","ten":"25.915%","ytd":"14.570%","inception":"23.093%"},"total":{"period":"15.196%","oneday":"-1.319%","fiveday":"-7.284%","onemonth":"-8.624%","threemonths":"-6.192%","sixmonths":"4.690%","ninemonths":"16.279%","one":"15.196%","three":"99.706%","five":"133.880%","ten":"894.984%","ytd":"12.838%","inception":"225794.700%"},"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":"12.838%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"11.575%","ui":"16.209","upi":"-1.678","sharpe":"-0.678","sortino":"-2.421","downsidedeviation":"11.237%","treynor":"-0.127","alpha":"-31.235%","ftalpha":"-1,021.7","corr":"70.950%","r_squared":"50.339%","beta":"1.496"},"describe":{"name":"Nike-B","sharesout":"1478.201","marketcap":"92,831.022","price":"62.8","security_type":"Stock","price_previous":"61.43","high_52":"80.348","low_52":"52.643","yield":"2.548%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.548%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-14.640%","oneday":"9999.990%","fiveday":"-66.336%","onemonth":"-60.560%","threemonths":"-51.747%","sixmonths":"12.061%","ninemonths":"-21.298%","one":"-14.640%","three":"-14.085%","five":"-12.825%","ten":"0.693%","ytd":"-17.375%","inception":"16.080%"},"total":{"period":"-14.519%","oneday":"2.230%","fiveday":"-2.135%","onemonth":"-8.133%","threemonths":"-17.120%","sixmonths":"5.949%","ninemonths":"-16.506%","one":"-14.519%","three":"-36.440%","five":"-49.512%","ten":"7.125%","ytd":"-15.590%","inception":"25428.460%"},"years":[{"year":"1989","returns":"104.183%"},{"year":"1990","returns":"53.073%"},{"year":"1991","returns":"81.995%"},{"year":"1992","returns":"15.709%"},{"year":"1993","returns":"-43.501%"},{"year":"1994","returns":"63.599%"},{"year":"1995","returns":"88.812%"},{"year":"1996","returns":"73.552%"},{"year":"1997","returns":"-34.370%"},{"year":"1998","returns":"5.057%"},{"year":"1999","returns":"23.320%"},{"year":"2000","returns":"13.952%"},{"year":"2001","returns":"1.909%"},{"year":"2002","returns":"-20.108%"},{"year":"2003","returns":"55.633%"},{"year":"2004","returns":"33.944%"},{"year":"2005","returns":"-3.097%"},{"year":"2006","returns":"15.847%"},{"year":"2007","returns":"31.532%"},{"year":"2008","returns":"-19.346%"},{"year":"2009","returns":"32.080%"},{"year":"2010","returns":"31.220%"},{"year":"2011","returns":"14.481%"},{"year":"2012","returns":"8.197%"},{"year":"2013","returns":"54.498%"},{"year":"2014","returns":"23.761%"},{"year":"2015","returns":"31.385%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.702%"},{"year":"2018","returns":"19.856%"},{"year":"2019","returns":"38.102%"},{"year":"2020","returns":"40.959%"},{"year":"2021","returns":"18.697%"},{"year":"2022","returns":"-29.037%"},{"year":"2023","returns":"-6.043%"},{"year":"2024","returns":"-29.100%"},{"year":"2025","returns":"-15.590%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"14.484%","ui":"13.390","upi":"0.721","sharpe":"0.192","sortino":"1.041","downsidedeviation":"9.269%","treynor":"0.090","alpha":"1.627%","ftalpha":"-101.8","corr":"75.291%","r_squared":"56.687%","beta":"1.986"},"describe":{"name":"Nvidia","sharesout":"24347","marketcap":"4,355,191.479","price":"178.88","security_type":"Stock","price_previous":"180.64","high_52":"207.04","low_52":"94.298","yield":"0.022%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.022%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"22.213%","oneday":"-91.539%","fiveday":"-95.439%","onemonth":"-12.969%","threemonths":"8.955%","sixmonths":"82.607%","ninemonths":"46.163%","one":"22.213%","three":"127.897%","five":"69.182%","ten":"72.798%","ytd":"38.143%","inception":"37.298%"},"total":{"period":"21.995%","oneday":"-0.974%","fiveday":"-5.937%","onemonth":"-1.259%","threemonths":"2.235%","sixmonths":"35.738%","ninemonths":"33.094%","one":"21.995%","three":"1069.227%","five":"1270.938%","ten":"23252.480%","ytd":"33.233%","inception":"483359.500%"},"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":"76.949%"},{"year":"2020","returns":"122.298%"},{"year":"2021","returns":"125.476%"},{"year":"2022","returns":"-50.267%"},{"year":"2023","returns":"239.021%"},{"year":"2024","returns":"171.251%"},{"year":"2025","returns":"33.233%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"5.347%","ui":"9.974","upi":"-2.303","sharpe":"-1.240","sortino":"-5.798","downsidedeviation":"3.961%","treynor":"-0.611","alpha":"-16.809%","ftalpha":"-900.2","corr":"24.942%","r_squared":"6.221%","beta":"0.243"},"describe":{"name":"Procter & Gamble","sharesout":"2336.733","marketcap":"352,659.740","price":"150.92","security_type":"Stock","price_previous":"148.19","high_52":"175.059","low_52":"145.5","yield":"2.768%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.768%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-10.408%","oneday":"9895.559%","fiveday":"199.903%","onemonth":"2.534%","threemonths":"-15.550%","sixmonths":"-14.266%","ninemonths":"-12.473%","one":"-10.408%","three":"4.108%","five":"4.215%","ten":"10.155%","ytd":"-8.508%","inception":"12.549%"},"total":{"period":"-10.320%","oneday":"1.842%","fiveday":"2.201%","onemonth":"0.228%","threemonths":"-4.262%","sixmonths":"-7.513%","ninemonths":"-9.548%","one":"-10.320%","three":"12.769%","five":"22.820%","ten":"162.287%","ytd":"-7.592%","inception":"7996.567%"},"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":"-7.592%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.158%","ui":"12.644","upi":"-1.893","sharpe":"-0.965","sortino":"-4.166","downsidedeviation":"5.745%","treynor":"-0.385","alpha":"-19.140%","ftalpha":"-974.1","corr":"31.485%","r_squared":"9.913%","beta":"0.410"},"describe":{"name":"Sherwin-Williams","sharesout":"249.3333","marketcap":"84,040.281","price":"337.06","security_type":"Stock","price_previous":"328.01","high_52":"396.159","low_52":"311.413","yield":"0.938%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.938%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-11.375%","oneday":"9999.990%","fiveday":"108.707%","onemonth":"-1.858%","threemonths":"-25.001%","sixmonths":"-8.364%","ninemonths":"-1.726%","one":"-11.375%","three":"13.190%","five":"7.892%","ten":"15.051%","ytd":"0.050%","inception":"16.020%"},"total":{"period":"-11.280%","oneday":"2.759%","fiveday":"1.469%","onemonth":"-0.171%","threemonths":"-7.145%","sixmonths":"-4.336%","ninemonths":"-1.303%","one":"-11.280%","three":"44.752%","five":"45.971%","ten":"304.653%","ytd":"0.045%","inception":"24941.610%"},"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":"0.045%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"6.609%","ui":"5.161","upi":"0.123","sharpe":"0.028","sortino":"0.146","downsidedeviation":"4.348%","treynor":"-0.527","alpha":"10.125%","ftalpha":"536.5","corr":"-13.818%","r_squared":"1.909%","beta":"-0.166"},"describe":{"name":"Travelers Companies","sharesout":"223.0634","marketcap":"64,704.002","price":"290.07","security_type":"Stock","price_previous":"287.85","high_52":"290.07","low_52":"229.591","yield":"1.482%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.482%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"13.196%","oneday":"594.471%","fiveday":"62.553%","onemonth":"125.513%","threemonths":"25.084%","sixmonths":"16.078%","ninemonths":"30.697%","one":"13.197%","three":"18.426%","five":"19.119%","ten":"12.104%","ytd":"24.988%","inception":"12.466%"},"total":{"period":"13.071%","oneday":"0.771%","fiveday":"0.968%","onemonth":"7.697%","threemonths":"5.937%","sixmonths":"7.859%","ninemonths":"22.342%","one":"13.071%","three":"65.671%","five":"138.959%","ten":"212.414%","ytd":"21.905%","inception":"7778.056%"},"years":[{"year":"1989","returns":"41.560%"},{"year":"1990","returns":"10.663%"},{"year":"1991","returns":"20.829%"},{"year":"1992","returns":"9.596%"},{"year":"1993","returns":"20.652%"},{"year":"1994","returns":"3.297%"},{"year":"1995","returns":"28.111%"},{"year":"1996","returns":"8.750%"},{"year":"1997","returns":"43.470%"},{"year":"1998","returns":"-12.954%"},{"year":"1999","returns":"-0.017%"},{"year":"2000","returns":"65.583%"},{"year":"2001","returns":"-16.948%"},{"year":"2002","returns":"-20.040%"},{"year":"2003","returns":"20.215%"},{"year":"2004","returns":"-3.144%"},{"year":"2005","returns":"23.202%"},{"year":"2006","returns":"22.903%"},{"year":"2007","returns":"2.372%"},{"year":"2008","returns":"-13.768%"},{"year":"2009","returns":"13.462%"},{"year":"2010","returns":"14.806%"},{"year":"2011","returns":"9.256%"},{"year":"2012","returns":"24.033%"},{"year":"2013","returns":"29.069%"},{"year":"2014","returns":"19.604%"},{"year":"2015","returns":"9.095%"},{"year":"2016","returns":"10.953%"},{"year":"2017","returns":"13.368%"},{"year":"2018","returns":"-9.645%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.357%"},{"year":"2021","returns":"13.971%"},{"year":"2022","returns":"22.413%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.765%"},{"year":"2025","returns":"21.905%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"14.031%","ui":"37.371","upi":"-1.556","sharpe":"-1.196","sortino":"-3.148","downsidedeviation":"18.469%","treynor":"1.375","alpha":"-47.039%","ftalpha":"-1,378.3","corr":"-14.234%","r_squared":"2.026%","beta":"-0.364"},"describe":{"name":"UnitedHealth Group","sharesout":"905.6736","marketcap":"289,788.383","price":"319.97","security_type":"Stock","price_previous":"311.54","high_52":"597.743","low_52":"236.269","yield":"2.694%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.694%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-45.575%","oneday":"9999.990%","fiveday":"-25.704%","onemonth":"-76.664%","threemonths":"26.059%","sixmonths":"14.352%","ninemonths":"-37.913%","one":"-45.575%","three":"-13.381%","five":"0.679%","ten":"12.774%","ytd":"-39.085%","inception":"24.567%"},"total":{"period":"-45.279%","oneday":"2.706%","fiveday":"-0.587%","onemonth":"-12.426%","threemonths":"6.149%","sixmonths":"7.042%","ninemonths":"-30.163%","one":"-45.279%","three":"-34.871%","five":"3.429%","ten":"231.548%","ytd":"-35.608%","inception":"351515.400%"},"years":[{"year":"1989","returns":"168.182%"},{"year":"1990","returns":"92.203%"},{"year":"1991","returns":"220.811%"},{"year":"1992","returns":"52.721%"},{"year":"1993","returns":"33.477%"},{"year":"1994","returns":"19.013%"},{"year":"1995","returns":"45.003%"},{"year":"1996","returns":"-31.145%"},{"year":"1997","returns":"10.486%"},{"year":"1998","returns":"-13.291%"},{"year":"1999","returns":"23.430%"},{"year":"2000","returns":"131.209%"},{"year":"2001","returns":"15.358%"},{"year":"2002","returns":"18.034%"},{"year":"2003","returns":"39.404%"},{"year":"2004","returns":"51.375%"},{"year":"2005","returns":"41.179%"},{"year":"2006","returns":"-13.488%"},{"year":"2007","returns":"8.381%"},{"year":"2008","returns":"-54.255%"},{"year":"2009","returns":"14.748%"},{"year":"2010","returns":"19.892%"},{"year":"2011","returns":"42.190%"},{"year":"2012","returns":"8.161%"},{"year":"2013","returns":"41.033%"},{"year":"2014","returns":"36.458%"},{"year":"2015","returns":"18.258%"},{"year":"2016","returns":"38.406%"},{"year":"2017","returns":"39.824%"},{"year":"2018","returns":"14.521%"},{"year":"2019","returns":"19.987%"},{"year":"2020","returns":"21.205%"},{"year":"2021","returns":"45.213%"},{"year":"2022","returns":"6.947%"},{"year":"2023","returns":"0.795%"},{"year":"2024","returns":"-2.412%"},{"year":"2025","returns":"-35.608%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"6.355%","ui":"6.245","upi":"-0.947","sharpe":"-0.269","sortino":"-1.570","downsidedeviation":"3.769%","treynor":"0.088","alpha":"0.160%","ftalpha":"-5.5","corr":"21.885%","r_squared":"4.789%","beta":"0.253"},"describe":{"name":"Visa Inc","sharesout":"1940.942","marketcap":"636,590.178","price":"327.98","security_type":"Stock","price_previous":"323.77","high_52":"371.922","low_52":"304.76","yield":"0.744%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.744%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"6.645%","oneday":"2502.070%","fiveday":"-26.862%","onemonth":"-45.296%","threemonths":"-15.963%","sixmonths":"-15.372%","ninemonths":"-7.090%","one":"6.645%","three":"17.686%","five":"10.825%","ten":"15.986%","ytd":"5.097%","inception":"20.370%"},"total":{"period":"6.584%","oneday":"1.300%","fiveday":"-0.618%","onemonth":"-5.352%","threemonths":"-4.382%","sixmonths":"-8.121%","ninemonths":"-5.389%","one":"6.584%","three":"62.602%","five":"66.826%","ten":"338.681%","ytd":"4.513%","inception":"2530.997%"},"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":"4.513%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"6.137%","ui":"6.684","upi":"-1.322","sharpe":"-0.416","sortino":"-1.750","downsidedeviation":"5.052%","treynor":"0.035","alpha":"0.951%","ftalpha":"59.3","corr":"-18.163%","r_squared":"3.299%","beta":"-0.203"},"describe":{"name":"Verizon Communications","sharesout":"4216.325","marketcap":"173,839.078","price":"41.23","security_type":"Stock","price_previous":"40.76","high_52":"44.293","low_52":"36.008","yield":"6.603%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"6.603%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.723%","oneday":"1703.026%","fiveday":"23.176%","onemonth":"28.430%","threemonths":"-24.085%","sixmonths":"-5.026%","ninemonths":"1.656%","one":"3.723%","three":"9.397%","five":"-1.498%","ten":"4.382%","ytd":"11.557%","inception":"7.677%"},"total":{"period":"3.689%","oneday":"1.153%","fiveday":"0.414%","onemonth":"2.308%","threemonths":"-6.854%","sixmonths":"-2.583%","ninemonths":"1.245%","one":"3.689%","three":"30.748%","five":"-7.242%","ten":"53.357%","ytd":"10.199%","inception":"1462.926%"},"years":[{"year":"1989","returns":"62.460%"},{"year":"1990","returns":"0.979%"},{"year":"1991","returns":"-5.236%"},{"year":"1992","returns":"12.460%"},{"year":"1993","returns":"21.229%"},{"year":"1994","returns":"-11.608%"},{"year":"1995","returns":"41.377%"},{"year":"1996","returns":"1.361%"},{"year":"1997","returns":"46.702%"},{"year":"1998","returns":"22.536%"},{"year":"1999","returns":"16.978%"},{"year":"2000","returns":"-16.373%"},{"year":"2001","returns":"-2.516%"},{"year":"2002","returns":"-15.177%"},{"year":"2003","returns":"-5.605%"},{"year":"2004","returns":"20.259%"},{"year":"2005","returns":"-22.182%"},{"year":"2006","returns":"34.615%"},{"year":"2007","returns":"22.188%"},{"year":"2008","returns":"-18.028%"},{"year":"2009","returns":"3.839%"},{"year":"2010","returns":"22.542%"},{"year":"2011","returns":"18.228%"},{"year":"2012","returns":"13.179%"},{"year":"2013","returns":"18.641%"},{"year":"2014","returns":"-0.565%"},{"year":"2015","returns":"3.611%"},{"year":"2016","returns":"20.719%"},{"year":"2017","returns":"4.015%"},{"year":"2018","returns":"11.252%"},{"year":"2019","returns":"13.867%"},{"year":"2020","returns":"-0.119%"},{"year":"2021","returns":"-7.532%"},{"year":"2022","returns":"-20.008%"},{"year":"2023","returns":"2.763%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"10.199%"}]},"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":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"},"risk":{"sd":"7.277%","ui":"7.757","upi":"1.025","sharpe":"0.316","sortino":"1.145","downsidedeviation":"6.944%","treynor":"0.693","alpha":"14.201%","ftalpha":"168.2","corr":"17.525%","r_squared":"3.071%","beta":"0.232"},"describe":{"name":"Walmart Inc","sharesout":"7972.851","marketcap":"839,700.665","price":"105.32","security_type":"Stock","price_previous":"107.11","high_52":"109.03","low_52":"81.4","yield":"0.866%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.866%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9127","juliandate":"45617","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"oneday":{"dtestart":{"marketdate":"9376","strdate":"11/20/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"fiveday":{"dtestart":{"marketdate":"9372","strdate":"11/14/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"onemonth":{"dtestart":{"marketdate":"9354","strdate":"10/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"threemonths":{"dtestart":{"marketdate":"9312","strdate":"8/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"sixmonths":{"dtestart":{"marketdate":"9249","strdate":"5/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ninemonths":{"dtestart":{"marketdate":"9187","strdate":"2/21/2025"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"one":{"dtestart":{"marketdate":"9127","strdate":"11/21/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"three":{"dtestart":{"marketdate":"8624","strdate":"11/21/2022"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"five":{"dtestart":{"marketdate":"8121","strdate":"11/20/2020"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ten":{"dtestart":{"marketdate":"6862","strdate":"11/20/2015"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"ytd":{"dtestart":{"marketdate":"9153","strdate":"12/31/2024"},"dteend":{"marketdate":"9377","juliandate":"45982","strdate":"11/21/2025"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"20.515%","oneday":"-98.575%","fiveday":"297.126%","onemonth":"-8.910%","threemonths":"32.464%","sixmonths":"19.532%","ninemonths":"16.179%","one":"20.515%","three":"29.671%","five":"17.734%","ten":"20.371%","ytd":"19.853%","inception":"14.241%"},"total":{"period":"20.315%","oneday":"-1.671%","fiveday":"2.771%","onemonth":"-0.847%","threemonths":"7.513%","sixmonths":"9.476%","ninemonths":"11.958%","one":"20.315%","three":"117.195%","five":"125.443%","ten":"535.070%","ytd":"17.446%","inception":"13999.060%"},"years":[{"year":"1989","returns":"43.797%"},{"year":"1990","returns":"35.387%"},{"year":"1991","returns":"95.449%"},{"year":"1992","returns":"9.082%"},{"year":"1993","returns":"-21.500%"},{"year":"1994","returns":"-14.413%"},{"year":"1995","returns":"5.538%"},{"year":"1996","returns":"3.097%"},{"year":"1997","returns":"74.718%"},{"year":"1998","returns":"107.569%"},{"year":"1999","returns":"70.424%"},{"year":"2000","returns":"-22.794%"},{"year":"2001","returns":"8.953%"},{"year":"2002","returns":"-11.764%"},{"year":"2003","returns":"5.729%"},{"year":"2004","returns":"0.507%"},{"year":"2005","returns":"-10.304%"},{"year":"2006","returns":"0.134%"},{"year":"2007","returns":"4.907%"},{"year":"2008","returns":"20.000%"},{"year":"2009","returns":"-2.573%"},{"year":"2010","returns":"3.224%"},{"year":"2011","returns":"13.871%"},{"year":"2012","returns":"16.325%"},{"year":"2013","returns":"18.165%"},{"year":"2014","returns":"11.862%"},{"year":"2015","returns":"-26.642%"},{"year":"2016","returns":"16.038%"},{"year":"2017","returns":"46.538%"},{"year":"2018","returns":"-3.432%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.339%"},{"year":"2021","returns":"1.967%"},{"year":"2022","returns":"-0.464%"},{"year":"2023","returns":"12.884%"},{"year":"2024","returns":"73.981%"},{"year":"2025","returns":"17.446%"}]},"aux":30,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Staples Distribution & Retail","sector":"Consumer Staples","security_type":"Stocks","xtype":null}],"err":null}
https://ftl.fasttrack.net/v1/ https://share.fasttrack.net/shares/ https://ftr.fasttrack.net/v1/