| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 5 | +80.00% | -1.65% | -1.68% | +0.03% | +0.12% | — |
| 14d | 5 | +100.00% | +1.74% | +2.70% | -0.96% | -2.39% | — |
| 30d | 5 | +20.00% | -1.33% | +0.47% | -1.80% | -1.45% | — |
| 60d | 5 | +100.00% | +6.34% | +8.33% | -1.99% | -0.36% | — |
| 90d | 5 | +100.00% | +8.71% | +10.95% | -2.24% | -0.97% | — |
| 180d | 5 | +100.00% | +18.15% | +18.69% | -0.55% | +2.08% | — |
| 1y | 5 | +100.00% | +29.42% | +34.14% | -4.72% | -2.57% | — |
| 2y | 5 | +100.00% | +21.01% | +27.80% | -6.79% | +0.69% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 400 | $37.82 | $15.1K | 5,187 | Jun 1, 2023 | Jun 5, 2023 ↗ | View → |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 395 | $36.90 | $14.6K | 6,057 | Oct 1, 2020 | Oct 2, 2020 ↗ | View → |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 875 | $36.50 | $31.9K | 5,662 | Sep 29, 2020 | Sep 30, 2020 ↗ | View → |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 587 | $36.50 | $21.4K | 4,787 | Sep 28, 2020 | Sep 29, 2020 ↗ | View → |
| SOR SOURCE CAPITAL /DE/ | PURCHASE VP & Portfolio Manager | 4,200 | $30.86 | $129.6K | 4,200 | Mar 13, 2020 | Mar 16, 2020 ↗ | View → |