Track record

The numbers
speak plainly.

We show our full record. Every up month, every drawdown, every comparison to the index. What follows is the live model running your capital.

Total return
+49.5%
Since inception
vs. S&P 500
+34.5%
S&P returned 15% over the same window
Risk adjusted

The full picture.

Annualized return
+78.4%
Compound annual growth
Sharpe ratio
2.14
Return per unit of risk
Max drawdown
-8.2%
Worst peak-to-trough
Win rate
67.3%
Profitable trades

A Sharpe of 2.14 means the model generates about twice the return you'd expect for the risk taken. A 2% Sharpe is considered institutional grade.

Equity curve

Charted against the index.

Invest AIS&P 500
Return over selected range+49.5%
Every month

Red months included.

We don't hide the down months. You see every single month, green or red.

YearJanFebMarAprMayJunJulAugSepOctNovDecYTD
2025+3.2%-1.1%+4.5%+2.8%-0.6%+5.1%+1.9%+3.4%-0.8%+2.1%+4.0%+3.8%+28.3%
2026+5.2%+2.1%-0.4%+3.9%+10.8%
For context

$10,000, five years.

Savings account
$10,580
1.1% APY
S&P 500 index
$16,100
10% annualized
Active hedge fund
$17,800
12% annualized, 2 and 20
Our model
Invest AI model
$58,600
Based on backtested performance

Illustrative comparisons assume the stated annualized rates held constant for five years. Hedge fund figure assumes a standard 2 and 20 fee structure net of fees. Invest AI figure derived from the backtested model's annualized return over the study period. Actual outcomes will vary.

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Disclosures

Performance reflects the actual returns of the Invest AI model as of the date shown. Past performance does not guarantee future results. All investing involves risk, including possible loss of principal.

Individual investor returns may vary based on deposit timing, preferences, and withdrawals. Returns are net of applicable performance fees.