Equity · Portfolio Performance
+9.58%
YTD
2026
cumulative
monthly
Monthly: Jan +8.13%, Feb −8.84%, Mar +0.41%, Apr +6.59%, May +3.20%, Now +0.64%. Cumulative: Jan +8.13%, Feb −1.43%, Mar −1.02%, Apr +5.51%, May +8.89%, Now +9.58%.
best month
+8.13%
worst month
−8.84%
cumulative YTD
+9.58%
// data through Jun 2026 · monthly returns & cumulative