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Equal-weighted 12-month holds, monthly rebalance. Indexed to 100 at 1 January 2025.
| SERIES | TOT RETURN | CAGR | VOL | MAX DD | SHARPE | SORTINO |
|---|
One row per completed 12-month call. Grey is the S&P 500 over the same window; colour is the call. Excess = call − S&P 500.
| Date | Symbol | Thesis | Call | S&P 500 | Excess |
|---|