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
$-5,818.59
Sim P&L %
-5.82%
Sharpe
-4.88
Max DD
-5.82%
Win %
17.6%
Pr. Factor
0.42
Ann. Vol.
7.0%
Calmar
-0.75
show_chart S&P 500 Baseline Simulation
SPY P&L
$-809.95
SPY P&L %
-0.81%
Sharpe
-1.10
Max DD
-2.72%
Win %
N/A
Pr. Factor
N/A
Ann. Vol.
12.5%
Calmar
-0.06
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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