PRIVATE

REAL MARKET DATA

Automated Historical Run

V1 · V1, requested 2026-02-06 to 2026-09-07. Effective simulation window 2026-02-06 to 2026-09-07.

Performance

Starting Capital

₹10,00,000.00

Ending Value

₹15,10,610.57

Total Return

51.06%

CAGR

102.87%

Risk

Maximum Drawdown

-16.82%

MDD Peak

2026-02-17

MDD Bottom

2026-03-23

MDD Recovery

2026-04-27

Days Underwater

69 days

Calendar Return Summary

Worst Calendar Year

2026, 51.06%

Best Calendar Year

2026, 51.06%

Median Calendar-Year Return

51.06%

Trading

Total Buys

Total Sells

Total Transactions

127

Annual Turnover (Two-Sided)

1,696.36%

Average Holding Period

28.3 days

Portfolio

Average Number of Holdings

9.59

Maximum Single-Position Weight

N/A

Unavailable for runs completed before concentration tracking was added.

Cash at End

₹73,274.79

Open Positions at End

Calendar Year Returns

Year	Calendar-Year Return	Cumulative Portfolio Return
2026 YTD	51.06%	51.06%

Simulation Assumptions / Limitations

Price Data

UPSTOX_REAL Daily Close

Price Adjustment

Unadjusted

Corporate Actions

Not Included

Survivorship Bias

Possible

Trading Costs

Not Included

Taxes

Not Included

Circuit Handling

Disabled

Execution Price

Limitations

Uses UPSTOX_REAL stored DailyPrice.close as the official simulation price.
Open, high, low, adjusted close, and corporate action tables are not used.
Stored prices are treated as unadjusted unless provider semantics prove otherwise.
The imported real universe may contain survivorship bias because delisted or inactive historical stocks may be absent.

Unavailable Historical Filters

Historical market-cap filter unavailable: Market Cap >= Rs 2,000 Cr was not applied.
Historical debt/equity filter unavailable: D/E < 2 was not applied.

Position History

Stock	Entry	Qty	Entry Rank	Stop Trigger	Reviews	Exit	Realized	If Held To End	Status
STERLITE TECHNOLOGIES LTDNSE:STLTECH · Unclassified	2026-02-06₹132.55	754.4323	12W 49.96%	-	2026-03-06: KEEP rank 4/30, return 36.78%, age 28d2026-03-23: KEEP rank 4/30, return 30.67%, age 45d2026-04-06: KEEP rank 9/30, return 42.10%, age 59d2026-04-20: KEEP rank 2/30, return 104.93%, age 73d2026-05-05: KEEP rank 1/30, return 145.04%, age 88d2026-05-20: KEEP rank 1/30, return 205.47%, age 103d2026-06-04: KEEP rank 1/30, return 391.59%, age 118d2026-06-19: KEEP rank 1/30, return 393.66%, age 133d2026-07-06: KEEP rank 1/30, return 341.46%, age 150d2026-07-20: KEEP rank 1/30, return 279.93%, age 164d2026-08-03: KEEP rank 1/30, return 341.27%, age 178d2026-08-18: KEEP rank 1/30, return 387.36%, age 193d2026-09-02: KEEP rank 1/30, return 438.93%, age 208d	-	-	493.21%	OPEN_AT_END

Decision / Event Log

Date	Event	Company	Details
2026-02-06	INITIAL_SELECTION	-	{ "eligibleCount": 467, "selectedCount": 10, "unavailableFilters": [ "Historical market-cap filter unavailable: Market Cap >= Rs 2,000 Cr was not applied.", "Historical debt/equity filter unavailable: D/E < 2 was not applied." ] }
2026-02-06	BUY	STERLITE TECHNOLOGIES LTD (STLTECH)	{ "price": 132.55, "source": "INITIAL_SELECTION", "quantity": 754.4323, "entryRank": 1, "allocation": 100000, "sourceDates": { "return1M": { "actualEndDate": "2026-02-06", "actualStartDate": "2026-01-06", "requestedStartDate": "2026-01-06" }, "return2W": { "actualEndDate": "2026-02-06", "actualStartDate": "2026-01-23", "requestedStartDate": "2026-01-23" }, "return3M": { "actualEndDate": "2026-02-06", "actualStartDate": "2025-11-06", "requestedStartDate": "2025-11-06" } }, "entryReturn1M": 33.6729, "entryReturn2W": 49.9604, "entryReturn3M": 17.7385 }
2026-02-06	BUY	GARWARE HI-TECH FILMS LTD (GRWRHITECH)	{ "price": 4258.4, "source": "INITIAL_SELECTION", "quantity": 23.483, "entryRank": 2, "allocation": 100000, "sourceDates": { "return1M": { "actualEndDate": "2026-02-06", "actualStartDate": "2026-01-06", "requestedStartDate": "2026-01-06" }, "return2W": { "actualEndDate": "2026-02-06", "actualStartDate": "2026-01-23", "requestedStartDate": "2026-01-23" }, "return3M": { "actualEndDate": "2026-02-06", "actualStartDate": "2025-11-06", "requestedStartDate": "2025-11-06" } }, "entryReturn1M": 34.3725, "entryReturn2W": 45.0557, "entryReturn3M": 27.436 }

Date

Event

Company

Details

2026-02-06

INITIAL_SELECTION

{
  "eligibleCount": 467,
  "selectedCount": 10,
  "unavailableFilters": [
    "Historical market-cap filter unavailable: Market Cap >= Rs 2,000 Cr was not applied.",
    "Historical debt/equity filter unavailable: D/E < 2 was not applied."
  ]
}

2026-02-06

BUY

STERLITE TECHNOLOGIES LTD (STLTECH)

{
  "price": 132.55,
  "source": "INITIAL_SELECTION",
  "quantity": 754.4323,
  "entryRank": 1,
  "allocation": 100000,
  "sourceDates": {
    "return1M": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2026-01-06",
      "requestedStartDate": "2026-01-06"
    },
    "return2W": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2026-01-23",
      "requestedStartDate": "2026-01-23"
    },
    "return3M": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2025-11-06",
      "requestedStartDate": "2025-11-06"
    }
  },
  "entryReturn1M": 33.6729,
  "entryReturn2W": 49.9604,
  "entryReturn3M": 17.7385
}

2026-02-06

BUY

GARWARE HI-TECH FILMS LTD (GRWRHITECH)

{
  "price": 4258.4,
  "source": "INITIAL_SELECTION",
  "quantity": 23.483,
  "entryRank": 2,
  "allocation": 100000,
  "sourceDates": {
    "return1M": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2026-01-06",
      "requestedStartDate": "2026-01-06"
    },
    "return2W": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2026-01-23",
      "requestedStartDate": "2026-01-23"
    },
    "return3M": {
      "actualEndDate": "2026-02-06",
      "actualStartDate": "2025-11-06",
      "requestedStartDate": "2025-11-06"
    }
  },
  "entryReturn1M": 34.3725,
  "entryReturn2W": 45.0557,
  "entryReturn3M": 27.436
}

Daily Equity

Date	Cash	Invested	Total Equity	Return	Drawdown	Open Positions
2026-02-06	₹0.00	₹10,00,000.00	₹10,00,000.00	0.00%	0.00%	10
2026-02-09	₹0.00	₹10,49,100.66	₹10,49,100.66	4.91%	0.00%	10
2026-02-10	₹0.00	₹10,61,433.19	₹10,61,433.19	6.14%	0.00%	10
2026-02-11	₹0.00	₹10,27,305.47	₹10,27,305.47	2.73%	-3.22%	10
2026-02-12	₹0.00	₹10,72,146.15	₹10,72,146.15	7.21%	0.00%	10
2026-02-13	₹0.00	₹10,87,297.72	₹10,87,297.72	8.73%	0.00%	10
2026-02-16	₹0.00	₹10,84,386.73