icTracker performance v/s DJ Composite Avg

How has the icTracker performed against the DJ Composite Avg?

Starting with an initial corpus of $100,000, we backtested the performance of the icTracker by constructing a virtual portfolio based on the icTracker recommendations, and benchmarked it against the DJ Composite Avg. Here is how this virtual portfolio has performed from December 2014 onwards:

Performance of icTracker v/s DJ Composite Avg over time (in multiples of initial corpus)

As seen above, the initial corpus of $100,000 invested on December 31 2014 has grown to $384,880 as of December 31 2024.

In other words, the icTracker has outperformed the DJ Composite Avg by 178% during this period.

Generated Portfolio Stats
CAGR	Alpha	Beta	Std Deviation	Sharpe Ratio	Treynor Ratio	Modigliani Ratio
14.42%	8.11%	0.4872746	18.98%	51.39%	20.02%	11.49%

The detailed performance data for the above chart is shown below.

Qtr End	Trade Date	Portfolio value	Index Value	Portfolio value
		icTracker gen.	DJ Composite Avg
31 Dec 2014	13 Feb 2015	100,000	6,449.80	100,000
31 Mar 2015	14 May 2015	109,962	6,376.45	98,863
30 Jun 2015	13 Aug 2015	102,395	6,173.75	95,720
30 Sep 2015	13 Nov 2015	102,809	6,022.37	93,373
31 Dec 2015	16 Feb 2016	95,167	5,736.69	88,944
31 Mar 2016	16 May 2016	104,174	6,193.87	96,032
30 Jun 2016	15 Aug 2016	107,911	6,461.24	100,177
30 Sep 2016	14 Nov 2016	121,034	6,611.47	102,507
31 Dec 2016	13 Feb 2017	130,358	7,142.40	110,738
31 Mar 2017	15 May 2017	140,840	7,215.54	111,872
30 Jun 2017	14 Aug 2017	148,915	7,525.80	116,683
30 Sep 2017	13 Nov 2017	148,802	7,894.91	122,406
31 Dec 2017	13 Feb 2018	159,725	8,155.01	126,438
31 Mar 2018	14 May 2018	170,484	8,294.47	128,600
30 Jun 2018	13 Aug 2018	176,556	8,491.92	131,662
30 Sep 2018	13 Nov 2018	179,691	8,402.01	130,268
31 Dec 2018	13 Feb 2019	196,542	8,467.85	131,289
31 Mar 2019	14 May 2019	206,318	8,536.38	132,351
30 Jun 2019	13 Aug 2019	227,149	8,695.74	134,822
30 Sep 2019	13 Nov 2019	262,379	9,165.78	142,110
31 Dec 2019	13 Feb 2020	284,539	9,700.51	150,400
31 Mar 2020	14 May 2020	267,120	7,571.68	117,394
30 Jun 2020	13 Aug 2020	333,898	9,178.77	142,311
30 Sep 2020	13 Nov 2020	343,510	9,875.68	153,116
31 Dec 2020	16 Feb 2021	392,135	10,408.78	161,382
31 Mar 2021	14 May 2021	397,841	11,644.37	180,539
30 Jun 2021	13 Aug 2021	381,426	11,710.64	181,566
30 Sep 2021	15 Nov 2021	356,784	12,176.83	188,794
31 Dec 2021	14 Feb 2022	326,590	11,525.05	178,689
31 Mar 2022	16 May 2022	298,984	11,024.69	170,931
30 Jun 2022	15 Aug 2022	266,525	11,613.02	180,052
30 Sep 2022	14 Nov 2022	240,500	11,200.57	173,658
31 Dec 2022	13 Feb 2023	243,102	11,532.67	178,807
31 Mar 2023	15 May 2023	252,881	11,062.49	171,517
30 Jun 2023	14 Aug 2023	296,639	11,860.33	183,887
30 Sep 2023	13 Nov 2023	283,516	11,175.87	173,275
31 Dec 2023	13 Feb 2024	282,865	12,259.71	190,079
31 Mar 2024	14 May 2024	279,381	12,645.55	196,061
30 Jun 2024	13 Aug 2024	261,166	12,753.78	197,739
30 Sep 2024	13 Nov 2024	346,091	14,064.93	218,068
31 Dec 2024	13 Feb 2025	384,880	13,979.23	216,739
CAGR		14.42%	8.04%

The icTracker recommendations based virtual portfolio that has achieved this incredible feat is reproduced below for your reference. This portfolio includes dividends, stock splits and bonus where applicable. Buy transactions less than six months old that are still open, remain undisclosed.

No	Name	Date	Qty	Price	SL	Value	Date	Qty	Price	Value	Dividend	Gain	Price	Value
Stock		BUY Transactions					SELL Transactions				PROFIT		LATEST
1	Blackstone Inc	13 Feb 2015	1053	37.4	33.3	39,422	13 Aug 2015	1053	38.2	40,142	1,716	721	--	--
2	International Business Machines Corp	13 Feb 2015	303	160.4	151.0	48,650	14 May 2015	303	174.1	52,684	394	4,035	--	--
3	Seagate Technology	13 Feb 2015	193	61.8	55.1	11,947	10 Mar 2015	193	54.9	10,591	--	(1,356)	--	--
4	Blackstone Inc	14 May 2015	551	43.1	38.4	23,766	24 Jul 2015	551	38.4	21,117	408	(2,649)	--	--
5	Kimberly-Clark Corp	14 May 2015	263	111.6	106.2	29,385	05 Jun 2015	263	106.1	27,874	231	(1,511)	--	--
6	MasterCard Inc. Cl A	14 May 2015	121	93.8	89.4	11,366	13 Aug 2015	121	97.2	11,753	19	387	--	--
7	Domino's Pizza Inc	13 Aug 2015	543	114.2	108.6	62,073	20 Aug 2015	543	108.4	58,822	--	(3,251)	--	--
8	Southwest Airlines	13 Aug 2015	708	39.0	35.1	27,618	08 Feb 2016	708	35.1	24,795	106	(2,824)	--	--
9	United Airlines Holdings	13 Aug 2015	218	58.4	52.8	12,733	24 Aug 2015	218	52.7	11,473	--	(1,260)	--	--
10	Domino's Pizza Inc	16 Feb 2016	491	111.1	104.9	54,595	16 May 2016	491	123.2	60,416	187	5,821	--	--
11	DuPont de Nemours	16 Feb 2016	407	46.8	38.5	19,079	16 May 2016	407	51.6	20,980	187	1,901	--	--
12	Marriott International Inc	16 Feb 2016	329	65.1	56.8	21,426	16 May 2016	329	67.7	22,254	82	828	--	--
13	Accenture Plc Cl A	16 May 2016	525	117.2	108.4	61,565	15 Aug 2016	525	113.6	59,580	--	(1,985)	--	--
14	HP Inc	16 May 2016	598	11.6	10.7	6,968	13 Feb 2017	598	16.1	9,582	228	2,615	--	--
15	Yum! Brands Inc	16 May 2016	438	81.3	77.1	35,623	15 Aug 2016	438	89.9	39,354	201	3,731	--	--
16	Delta Air Lines	15 Aug 2016	634	36.9	32.8	23,431	14 Nov 2016	634	47.5	30,066	129	6,635	--	--
17	HP Inc	15 Aug 2016	872	14.5	12.8	12,674	13 Feb 2017	872	16.1	13,973	224	1,299	--	--
18	LyondellBasell Industries NV	15 Aug 2016	814	77.5	71.5	63,140	14 Nov 2016	814	82.4	67,007	--	3,867	--	--
19	Boeing Company	14 Nov 2016	275	150.0	135.6	41,289	15 May 2017	275	182.4	50,107	781	8,819	--	--
20	HP Inc	14 Nov 2016	256	16.1	14.8	4,126	09 Jan 2017	256	14.8	3,783	34	(343)	--	--
21	Lennox International	14 Nov 2016	348	149.1	136.5	51,921	13 Feb 2017	348	161.1	56,010	150	4,089	--	--
22	Boeing Company	13 Feb 2017	390	168.0	154.6	65,597	15 May 2017	390	182.4	71,061	554	5,464	--	--
23	Ebay Inc	13 Feb 2017	546	33.8	30.5	18,468	15 May 2017	546	34.2	18,644	--	176	--	--
24	McDonald's Corp	15 May 2017	759	146.3	127.3	111,138	14 Aug 2017	759	157.3	119,241	713	8,103	--	--
25	McKesson Corporation	15 May 2017	120	145.3	135.1	17,457	14 Aug 2017	120	149.1	17,872	34	415	--	--
26	Seagate Technology	15 May 2017	282	43.5	38.7	12,274	03 Jul 2017	282	38.7	10,905	178	(1,368)	--	--
27	Moodys Corporation	14 Aug 2017	189	130.5	119.6	24,695	13 Nov 2017	189	142.2	26,839	72	2,145	--	--
28	The Toro Company	14 Aug 2017	991	72.7	69.9	72,138	17 Aug 2017	991	69.7	69,019	--	(3,118)	--	--
29	United Parcel Service	14 Aug 2017	458	113.7	108.8	52,122	13 Nov 2017	458	114.8	52,530	380	408	--	--
30	Boeing Company	13 Nov 2017	200	262.4	239.4	52,536	13 Feb 2018	200	343.2	68,563	342	16,027	--	--
31	Colgate-Palmolive	13 Nov 2017	1079	73.7	69.5	79,602	08 Feb 2018	1079	69.4	74,823	432	(4,779)	--	--
32	Micron Technology	13 Nov 2017	364	45.6	35.4	16,615	13 Aug 2018	364	51.3	18,669	--	2,054	--	--
33	The Gap Inc	13 Feb 2018	636	32.4	30.2	20,646	09 Apr 2018	636	30.1	19,146	--	(1,500)	--	--
34	Micron Technology	13 Feb 2018	533	42.6	39.6	22,745	13 Aug 2018	533	51.3	27,337	--	4,592	--	--
35	Starbucks Corp	13 Feb 2018	1809	55.7	51.7	100,808	14 May 2018	1809	57.1	103,245	543	2,437	--	--
36	Nordstrom Inc	14 May 2018	1080	49.3	46.1	53,319	18 May 2018	1080	46.0	49,596	400	(3,723)	--	--
37	Micron Technology	14 May 2018	250	53.0	43.8	13,263	13 Aug 2018	250	51.3	12,822	--	(441)	--	--
38	Verisign Inc	14 May 2018	444	126.7	117.9	56,289	13 Aug 2018	444	152.5	67,660	--	11,371	--	--
39	American Express	13 Aug 2018	1154	101.8	96.4	117,606	13 Nov 2018	1154	107.9	124,346	450	6,740	--	--
40	Bio-Rad Laboratories Inc	13 Aug 2018	141	322.9	302.6	45,579	17 Sep 2018	141	301.2	42,433	--	(3,145)	--	--
41	Huntington Ingalls Industries Inc	13 Aug 2018	56	240.5	224.6	13,484	24 Oct 2018	56	224.0	12,534	40	(950)	--	--
42	Lennox International	13 Nov 2018	452	219.1	192.9	99,150	13 Feb 2019	452	244.6	110,431	289	11,280	--	--
43	Sealed Air Corporation	13 Nov 2018	905	35.1	27.5	31,770	13 Feb 2019	905	42.2	38,162	145	6,392	--	--
44	Textron Inc	13 Nov 2018	871	55.9	40.8	48,738	13 Feb 2019	871	54.6	47,466	17	(1,272)	--	--
45	Brown-Forman Corporation	13 Feb 2019	2791	48.6	45.8	135,694	14 May 2019	2791	51.7	144,178	463	8,484	--	--
46	Devon Energy Corp	13 Feb 2019	1053	26.9	22.1	28,365	14 May 2019	1053	30.8	32,358	84	3,993	--	--
47	Robert Half International	13 Feb 2019	490	66.3	59.5	32,510	07 May 2019	490	59.5	29,109	152	(3,400)	--	--
48	AbbVie Inc	14 May 2019	336	78.4	74.9	26,382	25 Jun 2019	336	73.0	24,518	--	(1,864)	--	--
49	Cincinnati Financial Corp	14 May 2019	727	95.7	84.0	69,673	13 Aug 2019	727	110.7	80,406	407	10,733	--	--
50	Coca-Cola Enterprises Inc	14 May 2019	2262	48.7	45.8	110,247	13 Aug 2019	2262	53.5	120,896	905	10,649	--	--
51	Bio-Rad Laboratories Inc	13 Aug 2019	520	326.3	299.2	169,820	13 Nov 2019	520	351.9	182,815	--	12,996	--	--
52	Crocs Inc	13 Aug 2019	1576	24.5	19.1	38,603	13 Feb 2020	1576	38.6	60,726	--	22,122	--	--
53	Qualcomm Inc	13 Aug 2019	260	72.2	66.3	18,786	13 Nov 2019	260	90.5	23,499	161	4,713	--	--
54	Crocs Inc	13 Nov 2019	405	35.5	27.4	14,396	13 Feb 2020	405	38.6	15,605	--	1,209	--	--
55	Lennox International	13 Nov 2019	145	252.4	236.1	36,636	30 Jan 2020	145	236.1	34,200	112	(2,436)	--	--
56	McDonald's Corp	13 Nov 2019	796	195.0	177.9	155,375	13 Feb 2020	796	217.4	172,893	995	17,518	--	--
57	Bio-Rad Laboratories Inc	13 Feb 2020	255	379.3	362.4	96,828	27 Feb 2020	255	362.1	92,238	--	(4,590)	--	--
58	HCA Healthcare Inc	13 Feb 2020	704	150.9	142.8	106,326	24 Feb 2020	704	142.3	100,057	--	(6,269)	--	--
59	Lennox International	13 Feb 2020	337	241.6	226.2	81,514	12 Mar 2020	337	222.6	74,955	--	(6,559)	--	--
60	Bio-Rad Laboratories Inc	14 May 2020	356	457.8	347.0	163,126	13 Aug 2020	356	509.8	181,300	--	18,175	--	--
61	Lululemon Athletica	14 May 2020	140	237.6	176.7	33,293	13 Aug 2020	140	350.3	48,992	--	15,699	--	--
62	Teradyne Inc	14 May 2020	1153	61.4	46.8	70,853	13 Aug 2020	1153	90.0	103,643	115	32,790	--	--
63	Crocs Inc	13 Aug 2020	288	39.4	35.1	11,350	13 Nov 2020	288	56.9	16,368	--	5,018	--	--
64	Domino's Pizza Inc	13 Aug 2020	312	399.0	375.5	124,625	13 Nov 2020	312	389.6	121,434	243	(3,191)	--	--
65	United Parcel Service	13 Aug 2020	1241	159.3	120.7	197,877	13 Nov 2020	1241	163.7	202,911	2,507	5,035	--	--
66	Bio-Rad Laboratories Inc	13 Nov 2020	352	602.4	508.3	212,243	16 Feb 2021	352	649.6	228,438	--	16,195	--	--
67	IDT Corporation	13 Nov 2020	3194	9.6	5.1	30,693	16 Feb 2021	3194	19.1	60,849	--	30,156	--	--
68	Qualcomm Inc	13 Nov 2020	698	144.3	113.6	100,794	16 Feb 2021	698	147.2	102,615	454	1,821	--	--
69	LyondellBasell Industries NV	16 Feb 2021	613	98.0	87.8	60,128	14 May 2021	613	114.1	69,855	644	9,727	--	--
70	Rockwell Automation Inc	16 Feb 2021	561	249.7	235.3	140,233	14 May 2021	561	267.5	149,895	600	9,662	--	--
71	Texas Instruments	16 Feb 2021	1060	180.8	168.0	191,797	04 Mar 2021	1060	167.0	176,871	--	(14,927)	--	--
72	Bath n Body Works Inc	14 May 2021	1471	56.0	59.3	82,414	13 Aug 2021	1189	60.8	72,219	178	(10,195)	--	--
73	IDT Corporation	14 May 2021	777	25.8	22.8	20,074	13 Aug 2021	777	55.9	43,399	--	23,324	--	--
74	United Parcel Service	14 May 2021	1364	216.4	161.4	295,438	13 Aug 2021	1364	194.0	264,324	1,391	(31,113)	--	--
75	Altria Group	13 Aug 2021	5360	48.6	45.8	260,757	30 Sep 2021	5360	45.8	244,986	4,824	(15,771)	--	--
76	LyondellBasell Industries NV	13 Aug 2021	1144	105.1	92.3	120,320	09 Sep 2021	1144	92.2	105,333	1,293	(14,988)	--	--
77	International Paper	15 Nov 2021	4697	49.5	42.9	232,499	14 Feb 2022	4697	46.2	216,925	--	(15,574)	--	--
78	Simon Property Group	15 Nov 2021	353	166.3	129.1	58,759	14 Feb 2022	353	139.9	49,335	582	(9,424)	--	--
79	Ulta Beauty Inc	15 Nov 2021	163	401.7	367.4	65,547	20 Dec 2021	163	367.0	59,768	--	(5,779)	--	--
80	Charter Communications	14 Feb 2022	191	607.9	548.5	116,233	31 Mar 2022	191	547.9	104,548	--	(11,685)	--	--
81	Norfolk Southern Corp	14 Feb 2022	643	272.3	254.1	175,245	23 Feb 2022	643	254.0	163,172	--	(12,073)	--	--
82	Ralph Lauren Corporation	14 Feb 2022	288	122.5	111.3	35,327	07 Mar 2022	288	109.4	31,479	--	(3,848)	--	--
83	ConocoPhillips	16 May 2022	1435	105.5	96.2	151,544	17 Jun 2022	1435	95.7	137,146	--	(14,398)	--	--
84	The Mosaic Company	16 May 2022	831	63.1	51.5	52,472	13 Jun 2022	831	51.5	42,755	125	(9,717)	--	--
85	WR Berkley Corporation	16 May 2022	1403	67.6	61.3	94,980	02 Aug 2022	1403	61.2	85,809	702	(9,171)	--	--
86	Biogen Inc	15 Aug 2022	444	222.4	202.1	98,835	24 Aug 2022	444	202.1	89,628	--	(9,207)	--	--
87	Lowes Companies Inc	15 Aug 2022	788	208.0	187.4	164,100	26 Sep 2022	788	187.1	147,281	--	(16,818)	--	--
88	Automatic Data Processing	14 Nov 2022	357	250.1	235.6	89,368	05 Jan 2023	357	235.2	83,873	446	(5,495)	--	--
89	Kimberly-Clark Corp	14 Nov 2022	727	127.6	114.3	92,829	15 May 2023	727	143.9	104,474	1,701	11,646	--	--
90	Otis Worldwide Corporation	14 Nov 2022	750	77.8	68.8	58,386	13 Feb 2023	750	84.3	63,222	218	4,836	--	--
91	Altria Group	13 Feb 2023	1105	47.9	45.1	52,927	23 Mar 2023	1105	44.8	49,415	1,039	(3,512)	--	--
92	Kimberly-Clark Corp	13 Feb 2023	483	130.1	123.7	62,901	07 Mar 2023	483	123.7	59,678	--	(3,223)	--	--
93	Lamb Weston Holdings Inc	13 Feb 2023	329	99.6	87.8	32,798	15 May 2023	329	113.9	37,432	92	4,634	--	--
94	Bath n Body Works Inc	15 May 2023	2167	33.6	30.1	72,927	14 Aug 2023	2167	37.5	81,138	433	8,211	--	--
95	General Aerospace	15 May 2023	1274	102.0	90.9	130,078	14 Aug 2023	1274	115.6	147,064	204	16,986	--	--
96	Liberty Energy	15 May 2023	4082	12.2	10.1	49,891	14 Aug 2023	4082	16.6	67,612	204	17,721	--	--
97	Aflac Inc	14 Aug 2023	873	76.6	67.9	66,974	13 Nov 2023	873	81.4	71,017	367	4,044	--	--
98	Lowes Companies Inc	14 Aug 2023	359	225.9	206.9	81,176	02 Oct 2023	359	206.7	74,117	--	(7,059)	--	--
99	Verisign Inc	14 Aug 2023	712	208.3	194.3	148,429	27 Oct 2023	712	194.0	137,954	--	(10,475)	--	--
100	Booking Holdings Inc	13 Nov 2023	19	3,119.2	2,732.3	59,324	13 Feb 2024	19	3,747.6	71,133	--	11,809	--	--
101	United Airlines Holdings	13 Nov 2023	387	38.1	29.5	14,763	13 Feb 2024	387	41.6	16,091	--	1,328	--	--
102	Verisign Inc	13 Nov 2023	1011	208.1	195.0	210,620	13 Feb 2024	1011	194.9	196,833	--	(13,787)	--	--
103	MasterCard Inc. Cl A	13 Feb 2024	344	460.5	415.6	158,557	14 May 2024	344	454.2	156,089	227	(2,468)	--	--
104	Rollins Inc	13 Feb 2024	786	43.9	41.2	34,501	16 Feb 2024	786	41.2	32,340	--	(2,161)	--	--
105	Travelers Companies	13 Feb 2024	416	216.0	184.3	89,925	14 May 2024	416	217.6	90,427	416	502	--	--
106	Ameriprise Financial Inc	14 May 2024	529	435.3	412.9	230,520	19 Jul 2024	529	412.5	217,993	--	(12,527)	--	--
107	Bath n Body Works Inc	14 May 2024	600	48.7	44.5	29,237	12 Jun 2024	600	44.3	26,563	120	(2,674)	--	--
108	Dell Technologies	14 May 2024	146	134.1	112.7	19,601	25 Jul 2024	146	112.5	16,402	65	(3,199)	--	--
109	American Airlines	13 Aug 2024	5438	9.8	8.5	53,400	13 Nov 2024	5438	14.0	76,110	--	22,710	--	--
110	NRG Energy Inc	13 Aug 2024	801	81.9	74.1	65,635	13 Nov 2024	801	92.5	74,002	326	8,367	--	--
111	Trimble Inc	13 Aug 2024	2697	52.6	48.7	142,112	13 Nov 2024	2697	72.6	195,633	--	53,521	--	--
112		13 Nov 2024	153	619.3	565.4	94,854	13 Feb 2025	153	620.0	94,758	176	--	--	--
113		13 Nov 2024	227	272.3	246.1	61,878	19 Dec 2024	227	245.8	55,730	--	--	--	--
114		13 Nov 2024	1021	185.0	176.9	189,064	13 Feb 2025	1021	229.3	233,922	--	--	--	--
115		13 Feb 2025	778	192.8	181.5	150,125	--	778	--	--	--	--	202.1	157,203
116		13 Feb 2025	939	98.6	90.5	92,697	--	939	--	--	--	--	100.4	94,247
117		13 Feb 2025	941	150.8	138.7	142,017	--	941	--	--	--	--	156.4	147,163
Portfolio Totals											32,637	213,634		398,613

If you have any questions about the icTracker Backtesting, have a comment or otherwise want to provide feedback, please Contact Us.

Standard Disclaimer

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Past performance, by way of backtesting or by way of actuals, is no guarantee of future returms.
Securities mentioned on this website are for educational purpose only and do not constitute investment advice.

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