GM TRACK
RECORD
GM TRACK RECORD
Break-even chart
73% annualized return since December 2020; consistently outperforming the market
General manager's historical performance since inception of operations on December 4, 2020: monthly data
Source: General manager’s personal account at Interactive Brokers; the manager’s data are the ones called “Consolidated”.
Note 1: figures are rounded to the last significant figure shown.
Note 2: General manager’s data in euros; index data in US dollars.
- 73% annualized return since December 2020, the date the personal account was opened.
- That is, 6.6x in 3 years and 5 months.
- Consistency of results:
- +76% in 2021
- +116% in 2022
- +44% in 2023
- +16% until May 7, 2024
Risk measures
6.6x in 38 months, with a Sharpe Ratio of 1.50 and a maximum drawdown of 21%, well below the indices.
General manager's key metrics since inception of operations on December 4, 2020: monthly data
Source: General manager’s personal account at Interactive Brokers. The manager’s data are the ones called “Consolidated”.
Note 1: figures are rounded to the last significant figure shown.
Note 2: General manager’s data in euros; index data in US dollars.
Return distribution
Out of 42 months, 15 of them (one out of three months) the manager's return was >8%, and only 3 of them (one per year) were <-8%; quarterly, only 3 quarters out of 15 were not positive.
Distribution of the manager's returns since the start of operations on December 4, 2020: monthly and quarterly data
Monthly data
Quarterly data
Source: General manager’s personal account at Interactive Brokers. The manager’s data are the ones called “Consolidated”.
Note 1: figures are rounded to the last significant figure shown.
Note 2: General manager’s data in euros; index data in US dollars.
Past performance is not a reliable indicator of future performance. The investment return and principal value of an investment will fluctuate so that an investor’s securities, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Changes in exchange rates may cause your investment to go up or down in value. The information shown does not take into account any fees or commissions.
