Names

Return is the annualized arithmetic mean, the input to the optimizer. It uses 252 trading days. YTD is the total return since the last close of the prior year. Beta is versus SPY, the S&P 500, over this same window. One means the name moved with the market.

AAPL MSFT NVDA AMZN GOOGL META · 5 years · 1,254 days · Oct 26, 2021 – Oct 26, 2026

Ticker	Name
NVDA	NVIDIA Corporation	57.0%	16.2%	51.9%	1.02	2.14	−66.3%
AAPL	Apple Inc.	21.2%	30.2%	28.0%	0.61	1.16	−33.4%
GOOGL	Alphabet Inc.	22.0%	1.8%	32.2%	0.56	1.25	−44.3%
META	Meta Platforms, Inc.	24.7%	−3.2%	45.4%	0.46	1.60	−74.4%
MSFT	Microsoft Corporation	15.6%	35.8%	28.2%	0.41	1.13	−37.1%
AMZN	Amazon.com, Inc.	14.5%	8.0%	36.6%	0.29	1.50	−55.7%