Equity & State History

221 snapshots

DateEquityRegimeCompositeAlloc CryptoEquityBond
2026-04-06T19:44 $11,323,113 neutral 0.18 80% 50% 34% 17%
2026-04-03 00:00 $11,097,839 neutral 0.07 59% 41% 31% 28%
2026-03-20 00:00 $11,056,565 defensive -0.21 90% 10% 20% 70%
2026-03-06 00:00 $11,173,360 neutral -0.09 46% 24% 26% 50%
2026-02-20 00:00 $11,262,477 neutral -0.02 44% 32% 29% 39%
2026-02-06 00:00 $11,265,595 neutral 0.07 43% 41% 31% 28%
2026-01-23 00:00 $12,519,822 aggressive 0.44 94% 55% 35% 10%
2026-01-09 00:00 $12,578,002 aggressive 0.41 94% 55% 35% 10%
2025-12-26 00:00 $12,377,930 neutral 0.10 85% 43% 32% 25%
2025-12-12 00:00 $12,378,653 neutral 0.05 77% 39% 31% 30%
2025-11-28 00:00 $12,389,269 neutral -0.02 81% 32% 29% 39%
2025-11-14 00:00 $12,331,634 neutral -0.19 93% 12% 21% 68%
2025-10-31 00:00 $12,557,136 neutral -0.06 84% 27% 27% 46%
2025-10-17 00:00 $12,436,275 neutral -0.05 82% 29% 28% 43%
2025-10-03 00:00 $12,622,697 neutral -0.12 54% 19% 24% 57%
2025-09-19 00:00 $12,360,577 neutral -0.07 72% 26% 27% 47%
2025-09-05 00:00 $11,929,892 aggressive 0.29 94% 55% 35% 10%
2025-08-22 00:00 $12,242,582 aggressive 0.48 94% 55% 35% 10%
2025-08-08 00:00 $12,176,512 aggressive 0.63 94% 55% 35% 10%
2025-07-25 00:00 $12,209,347 aggressive 0.98 94% 55% 35% 10%
2025-07-11 00:00 $12,112,712 aggressive 0.79 94% 55% 35% 10%
2025-06-27 00:00 $11,395,856 aggressive 0.41 94% 55% 35% 10%
2025-06-13 00:00 $11,206,096 neutral 0.22 92% 53% 34% 13%
2025-05-30 00:00 $11,086,467 neutral 0.15 80% 47% 33% 20%
2025-05-16 00:00 $11,050,877 neutral 0.21 79% 52% 34% 14%
2025-05-02 00:00 $10,567,700 neutral 0.24 79% 54% 35% 11%
2025-04-18 00:00 $10,147,865 neutral -0.05 58% 29% 28% 43%
2025-04-04 00:00 $10,086,974 neutral -0.11 53% 21% 24% 54%
2025-03-21 00:00 $10,445,612 neutral 0.22 92% 53% 34% 13%
2025-03-07 00:00 $10,512,829 aggressive 0.34 39% 55% 35% 10%
2025-02-21 00:00 $10,658,101 aggressive 0.31 39% 55% 35% 10%
2025-02-07 00:00 $10,660,020 aggressive 0.28 39% 55% 35% 10%
2025-01-24 00:00 $10,704,399 aggressive 0.71 39% 55% 35% 10%
2025-01-10 00:00 $10,525,341 aggressive 0.56 39% 55% 35% 10%
2024-12-27 00:00 $10,615,141 aggressive 0.42 39% 55% 35% 10%
2024-12-13 00:00 $10,658,858 aggressive 0.38 39% 55% 35% 10%
2024-11-29 00:00 $10,647,829 aggressive 0.46 39% 55% 35% 10%
2024-11-15 00:00 $10,539,258 neutral 0.24 39% 54% 35% 11%
2024-11-01 00:00 $10,464,946 neutral -0.07 45% 26% 26% 48%
2024-10-18 00:00 $10,535,812 neutral -0.06 45% 27% 27% 46%
2024-10-04 00:00 $10,470,410 neutral 0.03 43% 38% 31% 32%
2024-09-20 00:00 $10,463,122 neutral 0.02 63% 37% 30% 33%
2024-09-06 00:00 $10,323,111 neutral -0.11 78% 22% 25% 54%
2024-08-23 00:00 $10,461,528 neutral -0.17 92% 14% 22% 65%
2024-08-09 00:00 $10,295,920 defensive -0.48 94% 10% 20% 70%
2024-07-26 00:00 $10,324,414 defensive -0.42 94% 10% 20% 70%
2024-07-12 00:00 $10,296,841 neutral -0.20 94% 10% 20% 69%
2024-06-28 00:00 $10,270,704 defensive -0.22 58% 10% 20% 70%
2024-06-14 00:00 $10,668,790 neutral 0.08 84% 41% 32% 27%
2024-05-31 00:00 $10,658,843 neutral 0.17 89% 49% 33% 18%
2024-05-17 00:00 $10,634,757 aggressive 0.35 94% 55% 35% 10%
2024-05-03 00:00 $10,141,465 neutral 0.15 88% 47% 33% 20%
2024-04-19 00:00 $10,100,845 aggressive 0.39 94% 55% 35% 10%
2024-04-05 00:00 $10,591,781 aggressive 0.49 94% 55% 35% 10%
2024-03-22 00:00 $10,214,422 aggressive 0.59 94% 55% 35% 10%
2024-03-08 00:00 $10,474,664 aggressive 0.76 94% 55% 35% 10%
2024-02-23 00:00 $8,422,054 aggressive 0.36 94% 55% 35% 10%
2024-02-09 00:00 $7,986,694 aggressive 0.33 94% 55% 35% 10%
2024-01-26 00:00 $7,362,390 aggressive 0.40 94% 55% 35% 10%
2024-01-12 00:00 $7,400,092 aggressive 0.45 94% 55% 35% 10%
2023-12-29 00:00 $7,304,997 aggressive 0.42 94% 55% 35% 10%
2023-12-15 00:00 $7,253,597 aggressive 0.35 73% 55% 35% 10%
2023-12-01 00:00 $7,356,545 neutral 0.19 30% 50% 34% 16%
2023-11-17 00:00 $7,320,799 neutral -0.00 48% 35% 30% 36%
2023-11-03 00:00 $7,297,223 neutral -0.12 66% 20% 24% 57%
2023-10-20 00:00 $7,245,798 defensive -0.46 78% 10% 20% 70%
2023-10-06 00:00 $7,245,585 defensive -0.45 90% 10% 20% 70%
2023-09-22 00:00 $7,240,963 defensive -0.48 90% 10% 20% 70%
2023-09-08 00:00 $7,285,741 defensive -0.44 90% 10% 20% 70%
2023-08-25 00:00 $7,254,321 defensive -0.58 90% 10% 20% 70%
2023-08-11 00:00 $7,257,977 defensive -0.38 78% 10% 20% 70%
2023-07-28 00:00 $7,267,395 defensive -0.21 78% 10% 20% 70%
2023-07-14 00:00 $7,261,699 neutral -0.19 77% 11% 20% 69%
2023-06-30 00:00 $7,234,919 defensive -0.42 78% 10% 20% 70%
2023-06-16 00:00 $7,237,611 defensive -0.34 78% 10% 20% 70%
2023-06-02 00:00 $7,230,247 defensive -0.37 78% 10% 20% 70%
2023-05-19 00:00 $7,216,360 neutral -0.15 70% 16% 23% 61%
2023-05-05 00:00 $7,210,535 neutral 0.14 34% 46% 33% 21%
2023-04-21 00:00 $7,191,696 neutral -0.05 54% 29% 28% 43%
2023-04-07 00:00 $7,203,843 neutral -0.08 60% 25% 26% 49%
2023-03-24 00:00 $7,185,909 defensive -0.31 78% 10% 20% 70%
2023-03-10 00:00 $7,088,540 defensive -0.52 78% 10% 20% 70%
2023-02-24 00:00 $7,075,187 defensive -0.38 78% 10% 20% 70%
2023-02-10 00:00 $7,109,036 defensive -0.39 78% 10% 20% 70%
2023-01-27 00:00 $7,126,474 defensive -0.31 78% 10% 20% 70%
2023-01-13 00:00 $7,111,010 defensive -0.43 78% 10% 20% 70%
2022-12-30 00:00 $7,059,656 defensive -0.75 78% 10% 20% 70%
2022-12-16 00:00 $7,076,758 defensive -0.68 78% 10% 20% 70%
2022-12-02 00:00 $7,093,473 defensive -0.70 78% 10% 20% 70%
2022-11-18 00:00 $7,047,670 defensive -0.82 78% 10% 20% 70%
2022-11-04 00:00 $6,995,201 defensive -0.84 78% 10% 20% 70%
2022-10-21 00:00 $6,998,542 defensive -0.91 78% 10% 20% 70%
2022-10-07 00:00 $6,986,875 defensive -1.05 78% 10% 20% 70%
2022-09-23 00:00 $6,998,806 defensive -1.06 78% 10% 20% 70%
2022-09-09 00:00 $7,100,111 defensive -0.83 78% 10% 20% 70%
2022-08-26 00:00 $7,110,849 defensive -0.90 78% 10% 20% 70%
2022-08-12 00:00 $7,147,263 defensive -0.86 78% 10% 20% 70%
2022-07-29 00:00 $7,152,614 defensive -0.98 78% 10% 20% 70%
2022-07-15 00:00 $7,086,297 defensive -1.29 78% 10% 20% 70%
2022-07-01 00:00 $7,104,344 defensive -1.43 78% 10% 20% 70%
2022-06-17 00:00 $7,040,927 defensive -1.35 78% 10% 20% 70%
2022-06-03 00:00 $7,142,020 defensive -0.97 78% 10% 20% 70%
2022-05-20 00:00 $7,115,071 defensive -1.08 78% 10% 20% 70%
2022-05-06 00:00 $7,122,251 defensive -0.88 78% 10% 20% 70%
2022-04-22 00:00 $7,138,278 defensive -0.66 78% 10% 20% 70%
2022-04-08 00:00 $7,175,921 defensive -0.53 78% 10% 20% 70%
2022-03-25 00:00 $7,196,392 defensive -0.40 78% 10% 20% 70%
2022-03-11 00:00 $7,202,388 defensive -0.47 78% 10% 20% 70%
2022-02-25 00:00 $7,248,862 defensive -0.44 90% 10% 20% 70%
2022-02-11 00:00 $7,259,534 defensive -0.33 90% 10% 20% 70%
2022-01-28 00:00 $7,292,247 defensive -0.37 90% 10% 20% 70%
2022-01-14 00:00 $7,372,945 neutral -0.20 90% 10% 20% 70%
2021-12-31 00:00 $7,428,769 neutral -0.19 89% 11% 20% 69%
2021-12-17 00:00 $7,378,218 neutral -0.17 86% 14% 22% 64%
2021-12-03 00:00 $7,335,986 neutral -0.04 28% 30% 28% 42%
2021-11-19 00:00 $7,414,229 neutral 0.13 33% 45% 33% 22%
2021-11-05 00:00 $7,416,346 neutral 0.20 34% 51% 34% 15%
2021-10-22 00:00 $7,361,435 neutral 0.22 34% 53% 34% 13%
2021-10-08 00:00 $7,307,076 neutral 0.12 32% 45% 32% 23%
2021-09-24 00:00 $7,327,413 neutral 0.05 31% 39% 31% 30%
2021-09-10 00:00 $7,327,685 aggressive 0.26 35% 55% 35% 10%
2021-08-27 00:00 $7,343,958 neutral 0.20 34% 51% 34% 15%
2021-08-13 00:00 $7,328,425 neutral 0.19 34% 50% 34% 16%
2021-07-30 00:00 $7,302,350 neutral 0.18 34% 49% 34% 17%
2021-07-16 00:00 $7,276,721 neutral 0.04 31% 38% 31% 31%
2021-07-02 00:00 $7,284,859 neutral 0.06 31% 39% 31% 29%
2021-06-18 00:00 $7,217,717 neutral 0.23 35% 53% 35% 12%
2021-06-04 00:00 $7,239,145 aggressive 0.33 35% 55% 35% 10%
2021-05-21 00:00 $7,212,244 aggressive 0.37 35% 55% 35% 10%
2021-05-07 00:00 $8,673,125 aggressive 0.71 90% 55% 35% 10%
2021-04-23 00:00 $8,014,474 aggressive 0.89 90% 55% 35% 10%
2021-04-09 00:00 $8,422,447 aggressive 0.99 90% 55% 35% 10%
2021-03-26 00:00 $8,023,703 aggressive 1.11 90% 55% 35% 10%
2021-03-12 00:00 $8,171,404 aggressive 1.28 90% 55% 35% 10%
2021-02-26 00:00 $7,029,625 aggressive 1.18 90% 55% 35% 10%
2021-02-12 00:00 $6,916,730 aggressive 1.33 90% 55% 35% 10%
2021-01-29 00:00 $5,339,832 aggressive 1.05 90% 55% 35% 10%
2021-01-15 00:00 $5,550,065 aggressive 1.22 90% 55% 35% 10%
2021-01-01 00:00 $4,523,562 aggressive 1.02 90% 55% 35% 10%
2020-12-18 00:00 $3,761,937 aggressive 0.95 90% 55% 35% 10%
2020-12-04 00:00 $3,174,382 aggressive 0.92 90% 55% 35% 10%
2020-11-20 00:00 $3,097,993 aggressive 0.79 90% 55% 35% 10%
2020-11-06 00:00 $2,750,766 aggressive 0.56 90% 55% 35% 10%
2020-10-23 00:00 $2,410,444 aggressive 0.38 90% 55% 35% 10%
2020-10-09 00:00 $2,185,354 aggressive 0.31 90% 55% 35% 10%
2020-09-25 00:00 $2,102,002 neutral 0.02 67% 37% 30% 33%
2020-09-11 00:00 $2,075,756 neutral 0.24 100% 54% 35% 11%
2020-08-28 00:00 $2,206,226 aggressive 0.31 100% 55% 35% 10%
2020-08-14 00:00 $2,195,603 neutral 0.17 100% 49% 33% 18%
2020-07-31 00:00 $2,156,212 neutral 0.13 67% 45% 33% 22%
2020-07-17 00:00 $1,979,630 neutral -0.03 59% 32% 29% 40%
2020-07-03 00:00 $1,965,929 neutral -0.11 53% 21% 25% 54%
2020-06-19 00:00 $1,980,133 neutral 0.09 65% 42% 32% 26%
2020-06-05 00:00 $1,987,032 aggressive 0.36 24% 55% 35% 10%
2020-05-22 00:00 $1,970,470 neutral -0.06 56% 27% 27% 46%
2020-05-08 00:00 $1,969,502 neutral 0.08 40% 41% 32% 27%
2020-04-24 00:00 $1,962,615 defensive -0.57 78% 10% 20% 70%
2020-04-10 00:00 $1,959,713 defensive -0.64 78% 10% 20% 70%
2020-03-27 00:00 $1,942,923 defensive -0.96 78% 10% 20% 70%
2020-03-13 00:00 $1,941,732 defensive -0.65 78% 10% 20% 70%
2020-02-28 00:00 $1,951,839 defensive -0.41 36% 10% 20% 70%
2020-02-14 00:00 $1,972,997 neutral 0.13 22% 45% 33% 22%
2020-01-31 00:00 $1,963,296 neutral -0.08 30% 25% 26% 49%
2020-01-17 00:00 $1,970,549 neutral 0.22 19% 53% 34% 13%
2020-01-03 00:00 $1,963,073 neutral 0.04 25% 38% 31% 31%
2019-12-20 00:00 $1,961,217 neutral 0.09 23% 42% 32% 26%
2019-12-06 00:00 $1,955,406 neutral 0.11 37% 44% 32% 24%
2019-11-22 00:00 $1,952,222 neutral -0.11 64% 21% 25% 54%
2019-11-08 00:00 $1,949,700 neutral 0.07 41% 40% 31% 28%
2019-10-25 00:00 $1,945,619 neutral -0.14 69% 17% 23% 60%
2019-10-11 00:00 $1,943,273 neutral -0.10 31% 23% 25% 52%
2019-09-27 00:00 $1,942,288 defensive -0.29 48% 10% 20% 70%
2019-09-13 00:00 $1,952,079 neutral 0.20 40% 51% 34% 15%
2019-08-30 00:00 $1,931,922 neutral -0.09 46% 24% 25% 51%
2019-08-16 00:00 $1,922,897 neutral 0.20 40% 51% 34% 15%
2019-08-02 00:00 $1,931,273 aggressive 0.36 39% 55% 35% 10%
2019-07-19 00:00 $2,001,156 aggressive 0.51 73% 55% 35% 10%
2019-07-05 00:00 $2,028,195 aggressive 0.39 73% 55% 35% 10%
2019-06-21 00:00 $1,874,517 aggressive 0.55 73% 55% 35% 10%
2019-06-07 00:00 $1,604,798 aggressive 0.39 73% 55% 35% 10%
2019-05-24 00:00 $1,585,843 aggressive 0.36 73% 55% 35% 10%
2019-05-10 00:00 $1,357,601 aggressive 0.39 73% 55% 35% 10%
2019-04-26 00:00 $1,208,004 aggressive 0.75 73% 55% 35% 10%
2019-04-12 00:00 $1,178,625 aggressive 1.07 73% 55% 35% 10%
2019-03-29 00:00 $1,010,924 aggressive 0.30 73% 55% 35% 10%
2019-03-15 00:00 $1,003,220 aggressive 0.51 4% 55% 35% 10%
2019-03-01 00:00 $1,002,575 neutral 0.09 26% 43% 32% 26%
2019-02-15 00:00 $1,002,903 defensive -0.27 70% 10% 20% 70%
2019-02-01 00:00 $1,002,061 defensive -0.51 70% 10% 20% 70%
2019-01-18 00:00 $1,000,451 defensive -0.63 70% 10% 20% 70%
2019-01-04 00:00 $1,001,121 defensive -0.87 70% 10% 20% 70%
2018-12-21 00:00 $999,188 defensive -1.18 70% 10% 20% 70%
2018-12-07 00:00 $997,180 defensive -1.14 70% 10% 20% 70%
2018-11-23 00:00 $994,984 defensive -0.98 70% 10% 20% 70%
2018-11-09 00:00 $992,805 neutral -0.20 70% 10% 20% 70%
2018-10-26 00:00 $987,203 defensive -0.37 90% 10% 20% 70%
2018-10-12 00:00 $996,292 neutral -0.05 72% 28% 27% 44%
2018-09-28 00:00 $1,012,174 neutral -0.04 70% 30% 28% 42%
2018-09-14 00:00 $1,010,811 neutral 0.08 59% 41% 32% 27%
2018-08-31 00:00 $1,011,972 defensive -0.22 90% 10% 20% 70%
2018-08-17 00:00 $1,007,717 defensive -0.44 90% 10% 20% 70%
2018-08-03 00:00 $1,005,441 defensive -0.20 90% 10% 20% 70%
2018-07-20 00:00 $1,002,185 neutral -0.15 84% 16% 23% 61%
2018-07-06 00:00 $998,569 neutral -0.17 87% 13% 21% 65%
2018-06-22 00:00 $997,287 neutral -0.12 80% 20% 24% 55%
2018-06-08 00:00 $999,018 neutral -0.06 73% 27% 27% 46%
2018-05-25 00:00 $999,806 neutral -0.11 0% 21% 24% 54%
2018-05-11 00:00 $1,000,000 neutral 0.02 0% 37% 30% 33%
2018-04-27 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-04-13 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-03-30 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-03-16 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-03-02 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-02-16 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-02-02 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-01-19 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2018-01-05 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2017-12-22 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2017-12-08 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2017-11-24 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%
2017-11-10 00:00 $1,000,000 neutral 0.00 0% 35% 30% 35%