Year In Review - Returns 2025 Compared To Benchmark

Written By j a

My YTD and since inception returns are 20.65% across all my accounts. The benchmark returns are 17.43%. We have beat the S&P 500 (SPY) by over 3% gross. I can provide data and proof of these returns. I just want people to see what the firm did in terms of returns for the year 2025.

Cumulative return: 20.65%

Cumulative Return Net of Fees: 19.40%

Benchmark: SPY 17.43%

Sharpe: 1.98

Alpha: 0.94

Standard Deviation: 0.89%

Max Drawdown: 7.61%

j a
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