Performance table
All baskets, watchlist-style. Click a column to sort; toggle the value between raw return, vs S&P, and σ (the move z-scored vs the basket's own trailing year — computed horizons only). Click a name to jump to its members.
| Basket | 1d | 5d | 20d | 60d | YTD |
|---|---|---|---|---|---|
| AI Displacement Risk | +5.7% | +15.1% | +20.5% | +2.1% | -28.2% |
| Payments & Fintech | +2.2% | +5.0% | +11.6% | +5.0% | -11.1% |
| Capital Markets Cycle | +0.1% | +3.4% | +11.4% | +6.1% | +0.4% |
| Defense & Aerospace | +0.2% | +8.3% | +8.0% | +2.5% | -4.0% |
| AI Software & Platforms | +2.1% | +4.0% | +5.3% | +3.0% | -21.2% |
| Retail | +1.6% | +4.5% | +5.0% | -0.0% | -2.3% |
| GLP-1 Pressure | +2.2% | +5.4% | +4.9% | +4.3% | -4.6% |
| US Energy Complex | -1.8% | -1.3% | +4.9% | -7.8% | +21.3% |
| Fortress Balance Sheets | +1.8% | +2.5% | +4.2% | +3.8% | -2.0% |
| Defensives | +1.0% | +5.4% | +3.8% | +2.0% | +3.1% |
| Regional Banks | +1.2% | +1.5% | +2.8% | +7.4% | +9.3% |
| Managed Care & Health Insurers | +1.8% | -0.5% | +2.7% | +16.7% | +23.3% |
| Reshoring & Industrial Capex | +0.7% | +6.0% | +1.5% | +3.3% | +13.0% |
| Magnificent Seven | +0.3% | -4.3% | +0.1% | -6.5% | -10.6% |
| Cybersecurity | +0.3% | -2.1% | -0.3% | +45.1% | +39.3% |
| Travel & Experiences | +2.5% | +6.5% | -0.6% | +8.9% | -1.7% |
| Housing Chain | +1.3% | +7.5% | -2.1% | +2.8% | -3.2% |
| Power & Grid Buildout | -3.2% | -1.7% | -7.3% | -11.5% | +6.8% |
| AI Infrastructure Leaders | -5.9% | -9.8% | -19.9% | +2.0% | +59.2% |
| Optics & Memory | -9.5% | -18.8% | -32.8% | -6.0% | +123.6% |
Performance
Rebased to 0% at the start of the selected window. Click legend entries to toggle. Series before a basket's creation date are a backtest of the membership at creation. Powered by TradingView Lightweight Charts.