Performance
Both strategies' records since January 2021. Choose a starting balance and see what it would be worth today.
Where it came from: price, dividends, interest
On the price alone, without dividends or interest, Super Intelligence is also worth 1.24x holding.
Interest on cash is what the strategy's cash earned while it was out of the market or waiting to buy; holding stays fully in the fund, so it earns none.
Dividends after the 30% US tax; dividends and interest counted to 4 Nov 2026. Rounded, so the parts may not add up exactly.
The record in detail
Year by year against holding, month by month, the falls, what was held, and every 12-month period to each month endAnnual return (%)
Against holding: how much more the account is worth than the same money left in Bitcoin from the same day. The worst fall is the deepest drop of the account from an earlier high, on daily closes.
Return by month (%)
How the months are spread (months in each 5-point band)
| Months | Strategy | Holding Bitcoin |
|---|---|---|
| Months down more than 10% | ||
| Months up more than 10% | ||
| Months up | ||
| Middle month |
The heat map shows every month; this shows their shape. Fewer deep months is the strategy's whole argument: the same bands, the strategy's months in cyan and holding's in grey. Complete months only; the month running now is left out.
Falls and recoveries (% under the previous high)
What it held (% of the account, by day)
Any 12 months: the strategy against holding (% made over the 12 months to each month)
If you had started in ...
What $1,000 became by 10 Nov 2026, from each JanuaryBitcoin Bitcoin Super Intelligence
$1,000 put in on the first close of each year and left to the strategy, against the same $1,000 simply held in Bitcoin; the worst fall is the strategy's deepest drop from a high after that start, on daily closes.
| Started | Strategy | Holding Bitcoin | Worst fall, strategy |
|---|---|---|---|
| 31 Dec 20205.9 years | $8,610 | $2,569 | -44.7% |
| January 20215.9 years | $8,496 | $2,536 | -44.7% |
| January 20224.9 years | $4,398 | $1,558 | -31.4% |
| January 20233.9 years | $5,316 | $4,476 | -31.4% |
| January 20242.9 years | $2,307 | $1,683 | -31.4% |
| January 20251.9 years | $1,060 | $786 | -31.4% |
| January 20260.9 years | $956 | $837 | -14.2% |
From the record's daily closes; a late start is measured from the first close on or after 1 January. Past performance is not a reliable indicator of future results.
S&P 500 S&P 500 Super Intelligence
$1,000 put in on the first close of each year and left to the strategy, against the same $1,000 simply held in the S&P 500; the worst fall is the strategy's deepest drop from a high after that start, on daily closes.
| Started | Strategy | Holding the S&P 500 fund | Worst fall, strategy |
|---|---|---|---|
| 3 Jan 20215.8 years | $2,585 | $2,082 | -15.3% |
| January 20224.8 years | $2,013 | $1,621 | -15.3% |
| January 20233.8 years | $2,038 | $2,006 | -11.7% |
| January 20242.9 years | $1,630 | $1,607 | -11.7% |
| January 20251.9 years | $1,312 | $1,294 | -11.7% |
| January 20260.9 years | $1,041 | $1,104 | -8.6% |
From the record's daily closes; a late start is measured from the first close on or after 1 January. Past performance is not a reliable indicator of future results.
Your own start
Pick a balance and the month you would have startedSimulate your balance
Pick a strategy and a starting balance: the chart, the figures and the year by year table follow it as you slide.
Slide, tap an amount or type one: from $1,000, the minimum to join, to $1,000,000.
Slide to start in a later month: both lines restart from there and every figure is worked out again for that window. A later start takes the strategy's holdings as they stood that day. The membership fee is not included.
| Year | Balance at the start | At the end | Gain | Return |
|---|
How each strategy trades, its open position and its full trade record: Bitcoin Super Intelligence · S&P 500 Super Intelligence.