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built · 2026-04-24 18:41·rebalance · quarterly·next run · 2026-07-24
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
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Best year—
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risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| NVDA | 34.4% | — | — | — | — | — |
| AAPL | 26.9% | — | — | — | — | — |
| MSFT | 21.3% | — | — | — | — | — |
| AVGO | 13.5% | — | — | — | — | — |
| AMD | 3.8% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocationRationale
NVDANVIDIA CorporationTechnology34.39%Largest US technology company by market cap ($5.07T), leading in AI chips and data center GPUs with exceptional 73% revenue growth. Receives highest weight (37.6%) under market-cap methodology, anchoring the index.AAPLApple Inc.Technology26.93%Second-largest holding at $3.97T market cap with industry-leading ROE of 152% and stable 16% revenue growth. Market-cap weighting assigns 29.4%, reflecting its dominant position in consumer electronics and services.MSFTMicrosoft CorporationTechnology21.29%Third-largest at $3.14T market cap, cloud and enterprise software leader with 17% revenue growth and attractive 26.5 P/E. Receives 23.3% weight proportional to its market presence.AVGOBroadcom Inc.Technology13.54%Fourth-largest US tech company at $2.00T market cap, semiconductor and infrastructure software leader with strong 30% revenue growth. Market-cap weighting yields 14.8% allocation.AMDAdvanced Micro Devices, Inc.Technology3.85%Fifth-largest at $567B market cap, CPU/GPU competitor with impressive 34% revenue growth. Smallest weight (4.2%) reflects its market cap position relative to mega-cap peers, despite strong 268% 1Y return.
weighting · market_cap
rebalance · quarterly
