Four years of live trading — every month audited by a third-party CPA, CFA, and CIPM. One negative month in the entire history of the fund.
All figures are gross returns independently audited by Alpha Performance Verification Services (Michael W. Hultzapple, CPA, CFA, CIPM), January 6, 2026.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|
Green intensity reflects the magnitude of the positive return. The two red cells are the only months in 4 years where the fund posted a loss.
2022 was the breakout year at +154%. The algorithm has since matured into a more consistent, lower-volatility return profile — with a Sharpe ratio climbing from 1.9 to 3.1.
The only two negative months in four years came back-to-back in late 2022 — totalling just -4.16% combined. The fund recovered fully the following month.
Positive returns distributed evenly across all calendar months. No consistent seasonal drawdowns — the algorithm adapts to market conditions rather than relying on a fixed seasonal edge.
AUM grew from $4.52M to $48.2M while the Profit Factor improved from 2.08 to 2.97. Performance has not degraded with size — a key signal of genuine institutional scalability.
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Request Access →All returns are gross figures independently verified by Alpha Performance Verification Services (Michael W. Hultzapple, CPA, CFA, CIPM), January 6, 2026. Past performance is not indicative of future results. Available to accredited investors only under Reg D 506(c).