Strategy Status
Real-time status of the Alpha Strategy
Positive
Macro
None
Asset held
Active scenario
No activity data available yet
10 year performance
Historical performance of Alpha Strategy • 2016-2025
Logarithmic scale · Growth of $10,000 starting capital · Monthly closing data · Past performance is not indicative of future results
Configuration
Tax rateVariable tax at retirement
Wealthrise fee
Returns
Sharpe ratio1.19
CAGR54.27%
Avg. annual return81.46%
Starting capital$10,000
IRA ending capital$614,556
Stability
Max drawdown-30.68%
Avg. drawdown-10.21%
Avg. drawdown duration52 days
10 year comparison
Compare Alpha Strategy vs SPY, QQQ, and TQQQ buy-and-hold • 2016-2025
Logarithmic scale · Growth of $10,000 starting capital · Monthly closing data · Past performance is not indicative of future results
CAGR
Alpha Strategy
54.27%SPY
14.99%Max drawdown
Alpha Strategy
-30.68%SPY
-23.93%Model parameters
Capital gains tax0.0%
Wealthrise fee15.0%
10 year activity
Historical price action with buy/sell signals • 2016-2025
2016201720182019202020212022202320242025
Performance
Years10
Total trades512
Total wins$1,486,265
Total losses-$511,722
Net PnL$974,544
Win rate
Avg. win+13.64%
Best trade+191.83%
Loss rate
Avg. loss-1.67%
Worst trade-12.64%