Live Track Record

Allen Wang · Since January 1, 2026 · Updated Apr 19, 2026 10:25

CAGR
+22.4%
Sharpe
0.76
Volatility
33.3%
Max Drawdown
-16.4%

Portfolio vs S&P 500 (indexed to 100)

Both series are rebased to 100 on 2026-01-01. The gap between the lines is the cumulative over- or under-performance of the portfolio versus the benchmark. Absolute portfolio dollar amounts are never published — only the index and its derived percent change.

Disclosures

Holdings and executed trades are published on a T+1 delay to avoid front-running. All numbers on this page are derived from the live Interactive Brokers account; methodology is documented in the methodology page.

This content reflects personal investment practice and market observations only. Nothing here constitutes investment advice or an offer to manage assets. The author is not a registered investment adviser in any jurisdiction. Past performance does not guarantee future results.