📊 Hypothetical StockIQ Model Portfolio — Performance Tracker

Entry: a stock enters the hypothetical portfolio the first time its real score (computed live, never backdated) crosses 80/100. The entry date and entry price are recorded at that moment and never change — a fixed, append-only record.

What's shown right now (cards/table): only the 20 stocks with the highest current score among those still above 80 — the same way a real fund reports performance on its current holdings.

What's in the stats (average return, win rate): every stock that ever entered the portfolio, not just the ones still shown above. A stock that entered the portfolio in the past but whose current score has since dropped below 80 stops appearing in the cards, but still countstoward the average return and win rate — so the number isn't biased upward by only showing survivors (survivorship bias). A stock that got delisted also still counts, shown explicitly as "unavailable" rather than silently vanishing.

Return calculation:(current price − split-adjusted entry price) / split-adjusted entry price, using real market prices only — price return, excluding dividends. A dividend-paying stock will show a lower return here than its real total return. No trading fees or transaction costs — this isn't a real fund or portfolio, no real money is involved. Stock splits:the entry price is automatically adjusted for every real split that occurred between the entry date and today (based on real split data), so a split doesn't create a fabricated return.

Benchmark:a comparison against the S&P 500 (SPY) is shown in the homepage banner (day/week/month) — the full history table on this page does not include a direct benchmark comparison.