| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 5 | +40.00% | +0.56% | +1.28% | -0.71% | -0.74% | — |
| 14d | 5 | +60.00% | +2.06% | +1.69% | +0.38% | -0.10% | — |
| 30d | 5 | +100.00% | +2.90% | +3.35% | -0.45% | -0.43% | — |
| 60d | 5 | +80.00% | +2.70% | +3.39% | -0.69% | -0.70% | — |
| 90d | 5 | +60.00% | +0.40% | +2.87% | -2.47% | -0.03% | — |
| 180d | 5 | +60.00% | -0.56% | +9.22% | -9.77% | -7.13% | — |
| 1y | 5(2 pending) | +66.67% | +4.91% | +18.30% | -13.39% | -12.53% | — |
| 2y | 5(4 pending) | +100.00% | +15.52% | +52.24% | -36.73% | -36.73% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| GOF GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | PURCHASE | 412 | $12.13 | $5.0K | 5,010 | Dec 18, 2025 | Dec 19, 2025 ↗ | View → |
| GUG GUGGENHEIM ACTIVE ALLOCATION FUND | PURCHASE | 321 | $15.53 | $5.0K | 2,426 | Dec 18, 2025 | Dec 19, 2025 ↗ | View → |
| GUG GUGGENHEIM ACTIVE ALLOCATION FUND | PURCHASE | 1,305 | $15.15 | $19.8K | 2,105 | May 5, 2025 | May 8, 2025 ↗ | View → |
| AVK ADVENT CONVERTIBLE & INCOME FUND | PURCHASE Trustee | 3,671 | $11.28 | $41.4K | 14,657 | Oct 17, 2024 | Oct 21, 2024 ↗ | View → |
| GUG GUGGENHEIM ACTIVE ALLOCATION FUND | PURCHASE | 800 | $13.57 | $10.9K | 800 | Nov 1, 2022 | Nov 2, 2022 ↗ | View → |