Performance Summary - WealthyOption

The returns below represent actual, total returns, including commissions and fees. This does not account for tax drag, which will reduce returns by 1-3% per year depending on the tax situation.

From March 2021 through August 2022, I ran 1-4 DTE as outlined on my homepage. Starting September 2022, I moved to 0-1 DTE. The performance below includes both - with the transition being September 2022.

	Total Return	CAGR	Drawdown	MAR	Sharpe	Sortino	Correlation	Beta
Strategy	165.2%	27.8%	-15.4%	1.80	1.48	1.52	0.41	0.41
S&P 500	55.1%	11.7%	-25.4%	0.46	0.61	0.86

Year	Trades	Return (Drawdown)	S&P 500
2021	1254 (98.5% win)	19.6% (-4.9%)	22.2% (-5.2%)	View
2022	1802 (92.2% win)	14.0% (-15.4%)	-19.4% (-25.4%)	View
2023	1583 (63.0% win)	51.0% (-7.6%)	24.2% (-10.3%)	View
2024	2426 (54.7% win)	22.7% (-9.1%)	23.3% (-8.5%)	View
2025	337 (53.4% win)	4.9% (-3.7%)	2.3% (-2.5%)	View

Year	Return
2021 1254 trades	19.6%	View
2022 1802 trades	14.0%	View
2023 1583 trades	51.0%	View
2024 2426 trades	22.7%	View
2025 337 trades	4.9%	View