Equity · Portfolio Performance
+18.61%
YTD
2026
cumulative
monthly
Monthly: Jan +7.75%, Feb −11.71%, Mar +0.91%, Apr +6.67%, May +3.13%, Jun −0.04%, Jul +2.66%, Now +9.45%. Cumulative: Jan +7.75%, Feb −4.87%, Mar −4.00%, Apr +2.40%, May +5.60%, Jun +5.56%, Jul +8.37%, Now +18.61%.
best month
+9.45%
worst month
−11.71%
cumulative YTD
+18.61%
// data through 2026 YTD · monthly returns & cumulative