Personal Track Record

This is not an investment model

  • It is a record of a member’s personal broker account as reported to Covestor
  • It cannot be mirrored

Jan 11, 2011

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date April 19, 2009
Long/Short Long and Short
Cap bias No specific
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 08, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception April 19, 2009 Member S&P 500
Month to date (%) 6.40 4.41
3 month (%) 2.32 4.76
1 year (%) -12.76 2.09
Annualized since inception (%) -2.14 0.68
Since inception (%) -5.85 n/a
Sharpe (annualized) -0.09 0.01
% of positive months 50.00 60.81

Past performance is not indicative of future performance

Zachary LaFoille Profile Picture
  • Job Title Consultant
  • Industry Information Technology and Services
  • Expertise 1-5 years
  • Education B.S. In B.A., Central Michigan University
  • Qualifications n/a
  • Year of Birth 1985
  • Country United States
  • State Michigan

Follow investment models for free

Start FREE Trial - Create Mirroring Account

Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
  3. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
  6. All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.