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Portfolio
$2,268,197
$329,000 in
Profit
$1,939,197
+589.4% ROI
Money-weighted
+12.0%
+7.5% simple CAGR
Max drawdown
-35.3%
26.6 years · 319 buys

vs BRK-A

Berkshire Hathaway Class A

Your book
$2,268,197
BRK-A
$1,842,754
Ahead by
$425,443
XIRR gap
+1.2%

Same dollars, same calendar, 100% into BRK-A with fractional shares. Ends at 2.4564 shares · +10.9% XIRR · -42.7% drawdown · last $750,170.

Equity curve

PortfolioInvestedBRK-A
Cash$65,800Held at 0% yield