Performance

 

                                              Comus Gross       Comus Net of Fees       S&P 500 Index

Apr 1, 2016-Dec 31, 2016          32.60%                  30.87%                     12.26%

               2017                            36.03%                  33.50%                     20.17%

            2018                           -4.47%                   -6.99%                      -4.39%

2019 Q1 5.80% 5.17% 13.65%

 Cumulative Returns                   82.31%                  70.90%                    46.59%

  Annualized Returns                  22.16%                  19.56%                    13.60%

 

The performance figures represent all realized and unrealized losses and gains in the firm's brokerage account after commissions and on a currency-adjusted basis over the specified time period, as recorded by InteractiveBrokers.

See the document below for my reasoning on using the S&P 500 as our benchmark and why our relative performance would be improved if we had used an international/global ex-US small-cap index instead:

Choice of Benchmark