{
  "status": "FINAL APPROXIMATE BACKTEST UNDER STATED ASSUMPTIONS",
  "start": "1998-01-02",
  "as_of": "2026-10-09",
  "monthly_contribution": 1000.0,
  "purchases": 346,
  "contributed": 346000.0,
  "strategy_marked_value": 8204466.908644404,
  "spy_value": 2258566.729665301,
  "strategy_profit": 7858466.908644404,
  "spy_profit": 1912566.7296653008,
  "strategy_xirr": 0.17838820522812915,
  "spy_xirr": 0.11114936455069935,
  "value_multiple_vs_spy": 3.632598851688669,
  "stale_holdings_count": 72,
  "writeoff_lots": 113,
  "writeoff_initial_cost": 113000.0,
  "top2_weight": 0.7139579532398423,
  "top_holding": "NVDA",
  "top_holding_value": 3131931.5421057492,
  "top_holding_weight": 0.3817349228145315,
  "winner_lots_below_cost": 155,
  "winner_lots_beat_spy": 95,
  "mean_price_coverage": 0.8795416103288536,
  "full_coverage_months": 111,
  "missing_ranking_months": 235,
  "split_corrections": 4,
  "harsh_missing_ranking_value": 419574.4628997245,
  "complete_months_only_spy_value": 258582.3868707244,
  "assumptions": [
    "$1,000 new money each month; historical membership at signal month-end; rank total return; next-month first trading-day open; retain all purchases.",
    "Any purchased security without a quote through October 9, 2026 is worth $0, including acquisitions and inaccessible histories. No merger recovery or successor stock is credited.",
    "An unavailable candidate return is omitted from the ranking; the best observable eligible stock is selected. This remaining coverage assumption can materially change the result.",
    "Obvious extra split multipliers are removed when adjusted returns include the recorded split but raw price does not show its mechanical change. This is a documented cleaning heuristic.",
    "Fractional shares, reinvested distributions, no taxes or trading costs. SPY fees are embedded. In-kind spin-offs follow the provider adjusted-return convention."
  ]
}
ticker  purchases  invested  marked_value last_price_date        status  portfolio_weight
  NVDA          6    6000.0  3.131932e+06      2026-10-09 current price          0.381735
  AAPL          2    2000.0  2.725713e+06      2026-10-09 current price          0.332223
    MU          6    6000.0  4.502575e+05      2026-10-09 current price          0.054880
   AMD          8    8000.0  3.724156e+05      2026-10-09 current price          0.045392
   DDS          5    5000.0  2.103710e+05      2026-10-09 current price          0.025641
  NFLX          6    6000.0  1.558638e+05      2026-10-09 current price          0.018997
  AMZN          2    2000.0  1.301059e+05      2026-10-09 current price          0.015858
   HUM          2    2000.0  7.002608e+04      2026-10-09 current price          0.008535
                                                              scenario  strategy_value    spy_value  total_contributed
                           Final: ended histories $0; observed leaders    8.204467e+06 2.258567e+06           346000.0
               Sensitivity: incomplete-ranking monthly deposit also $0    4.195745e+05 2.258567e+06           346000.0
Matched complete-ranking months only (different contribution schedule)    4.195745e+05 2.585824e+05           111000.0
