| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 8 | +50.00% | -1.47% | -1.09% | -0.38% | -0.55% | — |
| 14d | 8 | +100.00% | +3.34% | +3.87% | -0.53% | -0.68% | — |
| 30d | 8 | +87.50% | +4.18% | +7.55% | -3.36% | -3.48% | — |
| 60d | 8 | +100.00% | +7.38% | +12.01% | -4.62% | -3.38% | — |
| 90d | 8 | +100.00% | +13.91% | +16.75% | -2.85% | -1.27% | — |
| 180d | 8 | +100.00% | +23.95% | +25.91% | -1.96% | +0.52% | — |
| 1y | 8 | +100.00% | +39.59% | +45.16% | -5.57% | -5.61% | — |
| 2y | 8 | +100.00% | +34.01% | +41.38% | -7.37% | -3.23% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED |
|---|---|---|---|---|---|---|---|
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 2,000 | $36.24 | $72.5K | 29,076 | Sep 24, 2020 | Sep 25, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 225 | $36.59 | $8.2K | 27,076 | Sep 23, 2020 | Sep 24, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 1,292 | $36.35 | $47.0K | 26,851 | Sep 21, 2020 | Sep 22, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 2,000 | $36.97 | $73.9K | 25,559 | Sep 18, 2020 | Sep 21, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 809 | $36.99 | $29.9K | 23,559 | Sep 17, 2020 | Sep 18, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 1,750 | $28.56 | $50.0K | 22,750 | Mar 24, 2020 | Mar 25, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 5,686 | $28.90 | $164.3K | 21,000 | Mar 16, 2020 | Mar 17, 2020 ↗ |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 7,114 | $31.02 | $220.7K | 15,314 | Mar 13, 2020 | Mar 16, 2020 ↗ |