Portfolio lab
Performance analytics
Compare the Aiplexity strategy simulation against the S&P 500 baseline, then inspect win rate across active and finalized picks.
Simulated Performance ($100,000 Notional, 30 days)
Simulation using published pick metadata, assuming that on day 1 the current Aiplexity pick portfolio snapshot is bought with $100,000 proportionally.
Versioned Rules:
See Trading Rules for strategy versioning and transition details.
Simulation Mode:
Compounding - each new pick is allocated its versioned slot fraction of current simulated portfolio value, or all available cash if less.
insights Aiplexity Strategy Simulation
Sim P&L
$1,652.62
Sim P&L %
+1.65%
Sharpe
11.38
Max DD
-0.17%
Win %
42.4%
Pr. Factor
2.48
Ann. Vol.
1.8%
Calmar
88.28
show_chart S&P 500 Baseline Simulation
SPY P&L
$2,349.75
SPY P&L %
+2.35%
Sharpe
2.96
Max DD
-1.96%
Win %
N/A
Pr. Factor
N/A
Ann. Vol.
9.7%
Calmar
16.62
Simulated Notional Value
Win Rate Over Time
| # | Date | Action | Symbol | Pick Return | Price | Qty Est. | Order Value | Realized P&L | Active Basis | Unrealized P&L | Δ Unrealized P&L | Cash | Market Value | Portfolio Total | Active | Reason | Validated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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