Strategy deck
Capital.
01 / 14
01 / 14 / SYSTEMATIC EQUITYPRIVATE & CONFIDENTIAL
SHIELD
THE BOOK.
A disciplined systematic equity book, measured session by session in the Scuta Terminal.
JAN 2–SEP 25
MONTHLY RETURNS & TRADED NOTIONAL
| MONTH | TWR | TRADED NOTIONAL | TRADES | POSITIVE DAYS |
|---|---|---|---|---|
| Jan | +7.32% | $2.7M | 69 | 19 / 21 · 90% |
| Feb | +9.16% | $2.1M | 64 | 19 / 20 · 95% |
| Mar | +4.70% | $2.5M | 75 | 18 / 22 · 82% |
| Apr | +2.69% | $2.8M | 89 | 14 / 22 · 64% |
| May | +2.25% | $2.3M | 78 | 20 / 21 · 95% |
| Jun | +3.94% | $2.6M | 77 | 18 / 22 · 82% |
| Jul | +4.06% | $2.4M | 83 | 17 / 23 · 74% |
| Aug | +4.13% | $2.7M | 80 | 19 / 21 · 90% |
| Sep | +7.29% | $1.8M | 63 | 19 / 19 · 100% |
| Total | +55.63% | $21.9M | 678 | 163 / 191 · 85% |
Time-weighted, before any performance fees. September is a partial month. Source: Scuta Terminal demo book.
PRIVATE & CONFIDENTIALSEP 25, 2026
02 / 14BOOK PERFORMANCEPRIVATE & CONFIDENTIAL
+55.63%
CUMULATIVE TWR · BEFORE PERFORMANCE FEES
86.4%
TRADE WIN RATE
CUMULATIVE RETURN / %
SCUTA · BOOKNDXSPXDOWRUT
Q1 · JAN–MAR
+22.66%Q2 · APR–JUN
+9.14%Q3 · JUL–SEP
+16.26%CUMULATIVE RETURN · BOOK TWR · JAN 2 → SEP 25 · SCUTA VS NDX / SPX / DOW / RUT
CLOSED TRADES
67860 SYMBOLSWORST DAY
−2.88%MAY 20BEST DAY
+0.72%SEP 25LAST 21 SESSIONS
+7.77%21 / 21 POSITIVE SESSIONSLATEST DAILY SESSIONS
| DATE | NET % | TRADES | WIN |
|---|---|---|---|
| Sep 22 | +0.72% | 3 | 100.00% |
| Sep 23 | +0.07% | 3 | 100.00% |
| Sep 24 | +0.20% | 4 | 100.00% |
| Sep 25 | +0.72% | 2 | 100.00% |
03 / 14VS BENCHMARKSPRIVATE & CONFIDENTIAL
RESILIENT ACROSS THE WINDOW
Sep 25 close-to-close snapshot for the Scuta book and index benchmarks. Ret / DD covers this window only.
BOOK TOTAL RETURN
+55.63%
Jan 2 – Sep 25 · TWR
RETURN / MAX DD
19.29
Max DD −2.88%
LEAD VS NASDAQ 100
+35.80 pp
NDX +19.83% over the same window
| SYMBOL | DESCRIPTION | TOTAL RETURN | WORST DAY | MAX DD | ANN. VOL | RET / DD |
|---|---|---|---|---|---|---|
| Scuta | Book TWR · before performance fees | +55.63% | −2.88% | −2.88% | 4.8% | 19.29 |
| NDX | Nasdaq 100 index | +19.83% | −1.17% | −3.89% | 11.7% | 5.09 |
| SPX | S&P 500 index | +9.32% | −0.84% | −4.24% | 8.1% | 2.20 |
| DOW | Dow 30 index | +7.57% | −0.76% | −5.79% | 7.5% | 1.31 |
| RUT | Russell 2000 index | +1.31% | −1.36% | −7.37% | 13.3% | 0.18 |
TOTAL RETURN · SAME WINDOW
Scuta · book TWR+55.63%
NDX · Nasdaq 100+19.83%
SPX · S&P 500+9.32%
DOW · Dow 30+7.57%
RUT · Russell 2000+1.31%
RELATIVE TO NASDAQ 100
Through Sep 25, the book led the Nasdaq 100 on absolute return (+35.80 pp).
RETURN / MAX DD
Return / max-DD of 19.29 over this window — a simple efficiency frame, not a full risk model.
INDEX DRAWDOWN
Russell 2000 recorded a −7.37% peak-to-trough drawdown over this window, versus −2.88% for the book.
Book returns exclude performance fees. Volatility uses daily P&L divided by session-start equity, annualised over 252 sessions. Benchmarks: index series as shown in Scuta Terminal, Jan 2 – Sep 25, 2026. Source: Scuta Terminal demo book.
04 / 14VS QUANT PEERSPRIVATE & CONFIDENTIAL
BOOK WINDOW VS FLAGSHIP QUANT FUNDS
Scuta: 191-session book TWR (Jan 2 – Sep 25, equity-adjusted, before performance fees). Peers: published calendar-year net returns at flagship systematic / multi-strategy funds (investor reports, press). Different capacity, fees, and horizons — context only, not a rankable league table.
BOOK WINDOW TWR
+55.63%
Jan 2 – Sep 25 · 191 sessions
ANNUALISED SHARPE
12.09
Daily returns · book window
HIGHEST CITED 2025 RETURN
+19.60%
AQR · Apex · calendar-year net
SHORT-SAMPLE ANN. EQUIV.
~+79%
Illustrative only · not a forecast
2025 PEER SAMPLE
5
Cited calendar-year net returns
2025 PEER MEDIAN
+17.50%
Cited calendar-year net returns
COMPARISON BASIS
Different
Periods and fees differ
BOOK MAX DD
−2.88%
Peak-to-trough · book window
| MANAGER | FUND / STYLE | 2024 NET† | 2025 NET† | LT NET ANN.‡ |
|---|---|---|---|---|
| Citadel | Wellington · Multi-strategy | +15.10% | +10.20% | +19.00%since 1990 |
| D.E. Shaw | Composite · Multi-strategy | +18.00% | +18.50% | +12.90%since 2001 |
| Millennium | Flagship · Multi-strategy | +15.00% | +10.50% | — |
| Two Sigma | Spectrum · Quant equity | +10.90% | — | — |
| Renaissance | RIDA · Quant / stat arb | +15.60% | — | — |
| AQR 2025 SAMPLE HIGH | Apex · Quant multifactor | — | +19.60% | — |
| Point72 | Flagship · Multi-strategy | +19.00% | +17.50% | — |
2025 CALENDAR NET VS SCUTA BOOK WINDOW TWR
Scuta · book (YTD window)+55.63%
AQR · Apex+19.60%
D.E. Shaw · Composite+18.50%
Point72 · Flagship+17.50%
Millennium · Flagship+10.50%
Citadel · Wellington+10.20%
HOW TO READ THIS
The Scuta bar is before performance fees: 191-session book TWR. Peer bars are full-year net to investors. Periods and fee bases differ; returns are not directly comparable.
Sources. Peer figures as cited in public press roundups (Reuters, Business Insider, Hedgeweek, Jan 2025–Jan 2026). LT net ann.: Citadel ~19% since 1990, D.E. Shaw Composite ~12.9% since 2001. Scuta: TWR +55.63%, Sharpe 12.09 on equity-adjusted daily returns, before performance fees (Scuta Terminal demo book). † Calendar-year net to investors where disclosed. ‡ Long-term net annualised, fund-specific. Not audited side-by-side.
05 / 14RISK-ADJUSTEDPRIVATE & CONFIDENTIAL
RISK-ADJUSTED PERFORMANCE
Statistics use daily P&L divided by session-start equity. Sharpe and volatility are annualised using 252 sessions; the risk-free rate is zero. The next slide shows the loss distribution.
SHARPE
12.09
rf = 0 · daily
SORTINO
17.21
downside dev
CALMAR
27.5
ann. ret / max DD
ANN. VOLATILITY
4.8%
daily × 2520.5
MAX DRAWDOWN
−2.88%
peak-to-trough NAV
POSITIVE DAYS
85%
191 sessions
DRAWDOWN FROM CUMULATIVE NAV PEAK
MAXIMUM DRAWDOWN / −2.88% / MAY 20
0.03
BETA VS S&P 500
0.06
DAILY CORRELATION
MONTHLY RETURNS
| Jan | +7.32% | 19 / 21 positive days · 90% |
| Feb | +9.16% | 19 / 20 positive days · 95% |
| Mar | +4.70% | 18 / 22 positive days · 82% |
| Apr | +2.69% | 14 / 22 positive days · 64% |
| May | +2.25% | 20 / 21 positive days · 95% |
| Jun | +3.94% | 18 / 22 positive days · 82% |
| Jul | +4.06% | 17 / 23 positive days · 74% |
| Aug | +4.13% | 19 / 21 positive days · 90% |
| Sep | +7.29% | 19 / 19 positive days · 100% |
| Total | +55.63% | 163 / 191 positive days · 85% |
06 / 14RETURN DISTRIBUTIONPRIVATE & CONFIDENTIAL
WHERE THE RISK ACTUALLY LIVES
Most daily returns are small gains; risk is concentrated in infrequent, larger losses. The full daily return distribution is shown below.
SESSIONS / 0.1 PP BINS
NEGATIVE RETURNPOSITIVE RETURN
WORST SESSION / −2.88%DAILY RETURN / %
NEGATIVE SKEW
Daily skew −5.6. Many small gains coexist with occasional larger losses. The observed left tail remains a material risk despite the book’s risk controls.
FAT TAIL (KURTOSIS)
Excess kurtosis 55.2. Tail events are more frequent than a normal distribution implies, so volatility alone understates risk; large losses remain important even when average volatility is low.
SHORT TRACK RECORD
191 sessions. A 12.1 Sharpe over this window should be deflated for sample length and selection — treat it as encouraging evidence, not a stable long-term estimate. Walk-forward validation remains an evidence requirement.
07 / 14INSTRUMENT DIAGNOSTICSPRIVATE & CONFIDENTIAL
INSTRUMENT DIAGNOSTICS
29 of the 30 most-traded instruments · per-trade P&L ratios and return on traded notional.
NON-NEGATIVE P&LNEGATIVE P&LBUBBLE AREA / TRADE COUNT
PER-TRADE · UNANNUALISED
Jan 2 – Sep 25, 2026 · BE excluded for display scale. Ratios use dollar P&L per closed trade; portfolio Sharpe uses daily account returns. Before performance fees. Source: Scuta Terminal demo book.
08 / 14REGIME TIMELINEPRIVATE & CONFIDENTIAL
POSITIVE IN EVERY PHASE OF THE YEAR
The book was capitalised with $2.0M on Jan 2. The worst session (−2.88%) landed on May 20, in the Stress phase. Through Sep 25 the book recorded a positive return in each quarter, with material losses on individual sessions.
JAN 2
Book capitalised · $2.0M
MAY 20
Worst session −2.88%
SEP 25
Best session +0.72%
SEP 25
Latest NAV · $3.11M
Q1 · BUILD
Q2 · STRESS
Q3 · COMPOUNDING
| PHASE | DAYS | NET RETURN | WIN DAYS | TRADES | BEST DAY | WORST DAY |
|---|---|---|---|---|---|---|
Q1 · Build JAN 2 – MAR 31 | 63 | +22.66% | 56 / 63 | 208 | +0.63% | −0.17% |
Q2 · Stress APR 1 – JUN 30 | 65 | +9.14% | 52 / 65 | 244 | +0.42% | −2.88% |
Q3 · Compounding JUL 1 – SEP 25 | 63 | +16.26% | 55 / 63 | 226 | +0.72% | −0.21% |
Tail attribution: May 20 was a −2.88% session-start-equity loss, led by $CVX (−$29k). The following sessions recovered the loss; sizing and intraday risk containment remain the focus of review.
09 / 14PLATFORMPRIVATE & CONFIDENTIAL
ONE BOOK. ONE TERMINAL
Scuta Terminal is live as the analytics layer for the book. Scuta Live connects the same terminal to a brokerage account through the Alpaca API.
SYSTEM A
Scuta Terminal
Institutional analytics for the live book
- 01Overview, portfolio, trades, and risk in one keyboard-first workspace (⌘K)
- 02Sharpe, Sortino, drawdown, VaR / CVaR, return distribution, and margin health
- 03Trading calendar with daily P&L and per-symbol attribution
- 04Earnings calendar, watchlist, and market discovery alongside the book
STATUS · LIVE
SYSTEM B
Scuta Live
Direct brokerage connection
- 01Account, positions, and fills pulled from Alpaca Markets by API
- 02Read-only by design — Scuta reports on the account, it never places orders
- 03Fill archive and equity history reconstruct the book’s daily NAV
- 04Rate-limit fallback serves the last live snapshot instead of blank screens
STATUS · INTEGRATED · RUNNING ON THE DEMO BOOK
Why two layers: the terminal is the reporting surface; Scuta Live is the data connection. The same analytics run whether the source is the demo book or a connected brokerage account.
10 / 14EXPOSURE & MARGINPRIVATE & CONFIDENTIAL
EXPOSURE IS MEASURED, NOT ASSUMED
Largest position is NVDA at 14.3% of the book. Gross exposure runs at 86% of equity against a 4× margin multiplier, leaving $7.1M of unused buying power.
POSITION WEIGHTS · TOP 10 OF 15 HOLDINGS
| SYMBOL | WEIGHT / % | UNREALISED |
|---|---|---|
| NVDA | LARGEST14.29% | +34.45% |
| AAPL | 10.91% | +29.33% |
| MSFT | 8.47% | +18.23% |
| META | 7.88% | +22.46% |
| AMZN | 6.79% | +17.82% |
| AMD | 6.55% | +22.61% |
| TSM | 6.02% | +20.27% |
| TSLA | 5.49% | +24.07% |
| AVGO | 5.31% | +24.48% |
| MU | 5.24% | +27.72% |
CASH / 14.0%$2.68M invested
ACCOUNT HEADROOM · CURRENT VS LIMIT
| METRIC | CURRENT | CONTEXT |
|---|---|---|
| Net liquidation value | $3.11M | +55.63% since start |
| Gross exposure | 86% | 4× multiplier |
| Initial margin | $1.34M | 43% of equity |
| Maintenance margin | $669k | 79% distance |
| Buying power | $7.10M | unused |
SECTOR CONCENTRATION
Technology 66.6%
Other 14.0% · Consumer 10.6% · Healthcare 4.5% · Financials 4.4%. Cash is reported under “Other”.
ACTIVITY SAMPLE · 60 NAMES · JAN 2–SEP 25
$21.9M traded$15k median ticket$333k largest ticket~3.4 h median holdSnapshot limits. Weights and margin are as of Sep 25 close. Exposure changes intraday; the activity aggregates show book turnover only and do not establish capacity. Source: Scuta Terminal demo book.
11 / 14RETURN SCENARIOSPRIVATE & CONFIDENTIAL
ANNUALISED RETURN, BY SCENARIO
Illustrative outcomes from the book’s own worst, median, and best full-month rates, compounded over 12 months. Daily rates are simple monthly-rate equivalents based on 21 trading days. These scenarios do not estimate the likelihood of achieving a return.
LOWER RATE · WORST FULL MONTH
ANNUALISED · COMPOUNDED MONTHLY
+30.7%
2.25% / mo
0.11% / DAY
21 trading days/mo · (1.0225)12 − 1 = +30.7%
A fixed 2.25% monthly rate compounds to 30.7% over 12 months.
MIDDLE RATE · MEDIAN FULL MONTH
ANNUALISED · COMPOUNDED MONTHLY
+62.6%
4.13% / mo
0.20% / DAY
21 trading days/mo · (1.0413)12 − 1 = +62.6%
A fixed 4.13% monthly rate compounds to 62.6% over 12 months.
HIGHER RATE · BEST FULL MONTH
ANNUALISED · COMPOUNDED MONTHLY
+186.2%
9.16% / mo
0.44% / DAY
21 trading days/mo · (1.0916)12 − 1 = +186.2%
A fixed 9.16% monthly rate compounds to 186.2% over 12 months.
Assumptions. Rates are held constant for illustration, before fees, trading-cost changes, losses, and capacity limits. The lower-rate scenario is not a downside bound: actual returns can be negative. These are scenarios, not forecasts.
12 / 14OPERATING MODELPRIVATE & CONFIDENTIAL
AN ANALYTICS TERMINAL. NOT A FUND
Scuta does not pool or custody capital. It connects to your brokerage account by API key and reports on the book inside it — you keep custody, control, and full position-level transparency.
NO CUSTODY
Your capital never leaves your account
Scuta holds API keys, not your assets. Access is read-only and revocable at any time.
FULL TRANSPARENCY
Every fill, every session, on one screen
Positions, fills, and daily NAV come straight from the account. No lockups, no gates, no NAV black box.
CONNECT BY API
Works with your existing broker
Alpaca Markets today · paper and live accounts supported through the same connection.
STARTING BOOK
$2M
Capital at the first session of the 2026 window.
Your brokerage account→API key connected to Scuta→Scuta reads positions & fills→Risk & P&L in one terminal
13 / 14BOOK FACTSPRIVATE & CONFIDENTIAL
, ON ONE PAGE
Strategy, account terms, and operating model.
STRATEGY & TERMS
| STRATEGY | Scuta · systematic equity · intraday round-trips |
| INSTRUMENTS | US large-cap tech, semis, AI-infra names and sector ETFs · 60 symbols traded |
| DIRECTION | Long & short tickets · 321 buy / 357 sell · beta shown in the risk analysis |
| AVG HOLDING PERIOD | Hours · median ~3.4 h per round-trip |
| GROSS EXPOSURE | 86% of equity today · 4× margin multiplier |
| LARGEST POSITION | NVDA · 14.3% of the book |
| TRADE QUALITY | 86.4% win rate · 8.25 profit factor |
| STRUCTURE | Not a fund — the book lives in the account holder’s own brokerage account |
| CUSTODY | Client brokerage · Alpaca Markets |
| ACCOUNT SIZE | $2.0M starting book · $3.11M NAV at Sep 25 |
| FEES | To be confirmed |
| REPORTING | Scuta Terminal · daily NAV, trade log, risk · Independent reporting pending |
PLATFORM & DATA
PLATFORM
Scuta Terminal
Dark-first institutional analytics for advanced investors and portfolio managers — live brokerage data, risk, and attribution in one keyboard-driven workspace.
OverviewRiskTradesCalendar →
191
sessions on record · 678 closed trades
14 / 14PATH TO LAUNCHPRIVATE & CONFIDENTIAL
VALIDATION AND CLIENT ONBOARDING
Three evidence gates over a six-month plan. 191 sessions on the Scuta book through Sep 25. Progress depends on the validation deliverables, not elapsed time alone.
PHASE 01
30DAYS
GATE · LIVE ACCOUNT CONNECTED
Live data validation
Switch the terminal from the demo book to a connected Alpaca account. Reconcile daily NAV, fills, and positions against broker statements. Report limit adherence and execution costs.
PHASE 02
90DAYS
EVIDENCE · FULL EARNINGS CYCLE
90-day live track record
Run through the next earnings cycle. Out-of-sample Sharpe and drawdown versus the 191-session book. Slippage, fill quality, and exposure discipline.
PHASE 03
180DAYS
SIX-MONTH EVIDENCE · FIRST CLIENTS
Scale & first clients
Six-month live record and independent reporting. Client onboarding through connected brokerage accounts remains subject to validation evidence.
CURRENT STATUS
SEP 25 · DAY 268
191 sessions through Sep 25 · +55.63% book TWR · results shown are from the Scuta Terminal demo book; live-account validation is the next gate.
AppendixAPPENDIXPRIVATE & CONFIDENTIAL
Appendix
Daily returns, methodology, and instrument league table.
A1–A9Daily returns
A10Methodology
A11Top instruments
OPTIONAL DEEP DIVE11 SLIDES
A1 / 11APPENDIX / JAN 2026DAILY RETURN DETAIL
DAILY RETURN · JAN 2026
21 sessions · 19 positive days
MONTH TOTAL
69 trades · $146k P&L
MON
TUE
WED
THU
FRI
29
30
31
1
Jan 24+0.27%
MU1+0.09%
SNDK1+0.08%
+ 2 more
54+0.41%
AVGO1+0.14%
SPCX1+0.13%
+ 2 more
63+0.54%
AMZN1+0.23%
TSLA1+0.17%
+ 1 more
75+0.32%
CRM1+0.09%
AMD1+0.09%
+ 3 more
83+0.36%
LITE1+0.16%
PLTR1+0.11%
+ 1 more
92+0.34%
STX1+0.18%
DELL1+0.15%
122+0.29%
AMAT1+0.20%
LLY1+0.09%
133−0.01%
ORCL10.00%
NBIS10.00%
+ 1 more
142+0.57%
NFLX1+0.31%
SOXL1+0.26%
155+0.04%
SKHY1+0.01%
NOW1+0.01%
+ 3 more
162+0.37%
UNH1+0.22%
MSTR1+0.15%
MONTH LOW
193−0.13%
XOM1−0.05%
TQQQ1−0.04%
+ 1 more
MONTH HIGH
205+0.61%
CVX1+0.16%
CRWV1+0.15%
+ 3 more
215+0.30%
IREN1+0.07%
GLW1+0.06%
+ 3 more
222+0.49%
COP1+0.25%
SOXS1+0.23%
234+0.53%
ARM1+0.14%
CRCL1+0.14%
+ 2 more
263+0.03%
IONQ1+0.01%
AAOI1+0.01%
+ 1 more
272+0.59%
QBTS1+0.41%
ASTS1+0.18%
284+0.41%
SNDK1+0.14%
MU1+0.14%
+ 2 more
294+0.30%
SPCX1+0.09%
QQQ1+0.08%
+ 2 more
302+0.44%
AMZN1+0.28%
AVGO1+0.16%
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A2 / 11APPENDIX / FEB 2026DAILY RETURN DETAIL
DAILY RETURN · FEB 2026
20 sessions · 19 positive days
MONTH TOTAL
64 trades · $197k P&L
MON
TUE
WED
THU
FRI
Feb 24+0.50%
TSLA1+0.16%
AMD1+0.12%
+ 2 more
34+0.57%
CRM1+0.19%
GOOG1+0.14%
+ 2 more
42+0.48%
LITE1+0.26%
MRVL1+0.21%
52+0.51%
DELL1+0.28%
STX1+0.23%
64+0.36%
ORCL1+0.10%
AMAT1+0.09%
+ 2 more
95+0.32%
WDC1+0.09%
DRAM1+0.09%
+ 3 more
MONTH LOW
105−0.04%
SKHY1−0.01%
MSTR1−0.01%
+ 3 more
112+0.56%
TQQQ1+0.30%
COHR1+0.26%
125+0.17%
JPM1+0.05%
CBRS1+0.04%
+ 3 more
132+0.61%
CVX1+0.31%
CRDO1+0.30%
163+0.47%
TXN1+0.17%
GLW1+0.17%
+ 1 more
172+0.46%
COP1+0.24%
COIN1+0.22%
183+0.43%
ARM1+0.23%
SOXS1+0.10%
+ 1 more
193+0.55%
RKLB1+0.22%
PATH1+0.18%
+ 1 more
203+0.45%
ASTS1+0.22%
SOFI1+0.13%
+ 1 more
MONTH HIGH
232+0.63%
RGTI1+0.38%
QBTS1+0.25%
245+0.31%
NVDA1+0.08%
SNDK1+0.07%
+ 3 more
253+0.62%
META1+0.24%
SPCX1+0.19%
+ 1 more
262+0.46%
INTC1+0.28%
AMZN1+0.18%
273+0.37%
TSLA1+0.18%
MSFT1+0.10%
+ 1 more
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A3 / 11APPENDIX / MAR 2026DAILY RETURN DETAIL
DAILY RETURN · MAR 2026
22 sessions · 18 positive days
MONTH TOTAL
75 trades · $110k P&L
MON
TUE
WED
THU
FRI
Mar 22+0.24%
GOOG1+0.15%
TSM1+0.10%
32+0.09%
CRM1+0.05%
PLTR1+0.05%
43+0.41%
LITE1+0.16%
MRVL1+0.13%
+ 1 more
53+0.04%
STX1+0.02%
AMAT1+0.01%
+ 1 more
MONTH LOW
62−0.17%
ORCL1−0.11%
NBIS1−0.06%
95+0.53%
SOXL1+0.17%
WDC1+0.13%
+ 3 more
102+0.01%
NOW1+0.01%
SKHY10.00%
114−0.15%
MSTR1−0.05%
TQQQ1−0.04%
+ 2 more
124+0.37%
XOM1+0.12%
JPM1+0.12%
+ 2 more
134+0.23%
CVX1+0.07%
CRDO1+0.07%
+ 2 more
165+0.40%
GLW1+0.12%
COP1+0.09%
+ 3 more
175+0.27%
SOXS1+0.08%
PATH1+0.07%
+ 3 more
182+0.48%
IONQ1+0.30%
AAOI1+0.18%
192+0.45%
ASTS1+0.26%
SOFI1+0.19%
204+0.26%
NVDA1+0.10%
QBTS1+0.08%
+ 2 more
235+0.25%
SPCX1+0.08%
META1+0.05%
+ 3 more
242−0.12%
AMZN1−0.09%
AVGO1−0.03%
254+0.25%
TSLA1+0.08%
AMD1+0.07%
+ 2 more
264+0.07%
TSM1+0.03%
CRM1+0.02%
+ 2 more
273−0.11%
DELL1−0.05%
LITE1−0.03%
+ 1 more
305+0.25%
AMAT1+0.08%
LLY1+0.08%
+ 3 more
MONTH HIGH
313+0.54%
SOXL1+0.22%
WDC1+0.16%
+ 1 more
1
2
3
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A4 / 11APPENDIX / APR 2026DAILY RETURN DETAIL
DAILY RETURN · APR 2026
22 sessions · 14 positive days
MONTH TOTAL
89 trades · $66k P&L
MON
TUE
WED
THU
FRI
30
31
Apr 15+0.28%
DRAM1+0.07%
NOW1+0.06%
+ 3 more
24+0.30%
UNH1+0.09%
MSTR1+0.09%
+ 2 more
34+0.13%
XOM1+0.05%
CBRS1+0.04%
+ 2 more
65+0.28%
GLW1+0.10%
CRWV1+0.07%
+ 3 more
72−0.03%
COIN1−0.02%
IREN1−0.01%
84−0.07%
ARM1−0.03%
CRCL1−0.02%
+ 2 more
92+0.11%
RKLB1+0.06%
PATH1+0.05%
103+0.38%
SOFI1+0.15%
IONQ1+0.13%
+ 1 more
135−0.10%
RGTI1−0.03%
NVDA1−0.02%
+ 3 more
MONTH LOW
145−0.17%
SPCX1−0.05%
QQQ1−0.04%
+ 3 more
MONTH HIGH
155+0.41%
MSFT1+0.12%
AVGO1+0.12%
+ 3 more
165+0.12%
AMD1+0.03%
CRM1+0.03%
+ 3 more
175−0.10%
DELL1−0.03%
LITE1−0.02%
+ 3 more
202+0.14%
AMAT1+0.08%
ORCL1+0.06%
214−0.16%
NBIS1−0.05%
SOXL1−0.04%
+ 2 more
225+0.29%
BE1+0.07%
V1+0.07%
+ 3 more
234+0.31%
UNH1+0.09%
TQQQ1+0.08%
+ 2 more
243−0.14%
XOM1−0.06%
JPM1−0.05%
+ 1 more
275+0.17%
CRWV1+0.04%
CVX1+0.04%
+ 3 more
285+0.25%
IREN1+0.06%
GLW1+0.05%
+ 3 more
295+0.30%
CRCL1+0.10%
IONQ1+0.07%
+ 3 more
302−0.05%
AAOI1−0.03%
SOFI1−0.02%
1
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A5 / 11APPENDIX / MAY 2026DAILY RETURN DETAIL
DAILY RETURN · MAY 2026
21 sessions · 20 positive days
MONTH TOTAL
78 trades · $57k P&L
MON
TUE
WED
THU
FRI
27
28
29
30
May 13+0.24%
ASTS1+0.10%
RGTI1+0.09%
+ 1 more
45+0.22%
AAPL1+0.06%
NVDA1+0.05%
+ 3 more
52+0.29%
SPCX1+0.16%
META1+0.13%
65+0.20%
MSFT1+0.07%
AMZN1+0.04%
+ 3 more
73+0.23%
GOOG1+0.10%
AMD1+0.07%
+ 1 more
83+0.20%
PLTR1+0.07%
CRM1+0.07%
+ 1 more
114+0.25%
STX1+0.10%
LLY1+0.06%
+ 2 more
123+0.26%
NBIS1+0.12%
ORCL1+0.08%
+ 1 more
134+0.31%
NFLX1+0.11%
DRAM1+0.10%
+ 2 more
143+0.20%
BE1+0.08%
SKHY1+0.07%
+ 1 more
152+0.29%
MSTR1+0.22%
V1+0.07%
184+0.23%
UNH1+0.07%
XOM1+0.06%
+ 2 more
MONTH HIGH
193+0.32%
JPM1+0.14%
CSCO1+0.13%
+ 1 more
WORST DAY · YTD
203−2.88%
CVX1−1.13%
CRDO1−1.06%
+ 1 more
214+0.31%
COIN1+0.11%
TXN1+0.08%
+ 2 more
225+0.23%
CRCL1+0.07%
COP1+0.05%
+ 3 more
255+0.30%
AAOI1+0.08%
RKLB1+0.07%
+ 3 more
264+0.30%
RGTI1+0.08%
MU1+0.08%
+ 2 more
273+0.18%
SNDK1+0.10%
QQQ1+0.05%
+ 1 more
285+0.29%
SPCX1+0.08%
INTC1+0.07%
+ 3 more
295+0.31%
AMD1+0.09%
MSFT1+0.07%
+ 3 more
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A6 / 11APPENDIX / JUN 2026DAILY RETURN DETAIL
DAILY RETURN · JUN 2026
22 sessions · 18 positive days
MONTH TOTAL
77 trades · $101k P&L
MON
TUE
WED
THU
FRI
MONTH LOW
Jun 12−0.27%
PLTR1−0.17%
CRM1−0.10%
22+0.15%
MRVL1+0.08%
LITE1+0.07%
34+0.24%
STX1+0.08%
LLY1+0.08%
+ 2 more
45+0.18%
SOXL1+0.05%
ORCL1+0.05%
+ 3 more
52+0.11%
DRAM1+0.08%
BE1+0.03%
85+0.27%
V1+0.09%
UNH1+0.07%
+ 3 more
94+0.23%
CSCO1+0.08%
TQQQ1+0.07%
+ 2 more
104+0.18%
CBRS1+0.06%
CVX1+0.06%
+ 2 more
115−0.18%
GLW1−0.05%
TXN1−0.05%
+ 3 more
123−0.06%
ARM1−0.02%
SOXS1−0.02%
+ 1 more
152+0.27%
PATH1+0.18%
CRCL1+0.09%
164+0.14%
RKLB1+0.04%
IONQ1+0.04%
+ 2 more
172+0.26%
ASTS1+0.13%
QBTS1+0.13%
182+0.20%
NVDA1+0.14%
RGTI1+0.06%
193−0.04%
MU1−0.02%
AAPL1−0.01%
+ 1 more
223+0.33%
META1+0.15%
QQQ1+0.09%
+ 1 more
235+0.08%
TSLA1+0.02%
AVGO1+0.02%
+ 3 more
245+0.36%
AMD1+0.12%
PLTR1+0.11%
+ 3 more
253+0.35%
DELL1+0.15%
MRVL1+0.14%
+ 1 more
263+0.41%
STX1+0.18%
AMAT1+0.15%
+ 1 more
295+0.24%
NFLX1+0.06%
ORCL1+0.05%
+ 3 more
MONTH HIGH
304+0.42%
SKHY1+0.17%
BE1+0.10%
+ 2 more
1
2
3
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A7 / 11APPENDIX / JUL 2026DAILY RETURN DETAIL
DAILY RETURN · JUL 2026
23 sessions · 17 positive days
MONTH TOTAL
83 trades · $109k P&L
MON
TUE
WED
THU
FRI
29
30
Jul 13+0.10%
V1+0.04%
UNH1+0.04%
+ 1 more
22+0.31%
TQQQ1+0.16%
COHR1+0.14%
MONTH HIGH
34+0.44%
CSCO1+0.13%
JPM1+0.13%
+ 2 more
65+0.32%
CRDO1+0.11%
TXN1+0.06%
+ 3 more
72−0.03%
COIN1−0.02%
IREN1−0.01%
83+0.38%
SOXS1+0.17%
COP1+0.14%
+ 1 more
95+0.23%
PATH1+0.08%
RKLB1+0.05%
+ 3 more
104−0.05%
ASTS1−0.02%
QBTS1−0.02%
+ 2 more
132+0.12%
MU1+0.07%
NVDA1+0.05%
MONTH LOW
145−0.18%
META1−0.05%
AAPL1−0.05%
+ 3 more
152+0.38%
AVGO1+0.29%
AMZN1+0.09%
162−0.15%
INTC1−0.11%
TSLA1−0.05%
174+0.27%
TSM1+0.09%
MSFT1+0.09%
+ 2 more
204+0.14%
MRVL1+0.07%
LITE1+0.03%
+ 2 more
214+0.27%
STX1+0.11%
LLY1+0.07%
+ 2 more
224−0.11%
WDC1−0.03%
NFLX1−0.03%
+ 2 more
233−0.12%
SOXL1−0.05%
DRAM1−0.04%
+ 1 more
244+0.15%
V1+0.05%
MSTR1+0.04%
+ 2 more
275+0.34%
CSCO1+0.09%
TQQQ1+0.09%
+ 3 more
284+0.37%
CVX1+0.17%
CRWV1+0.10%
+ 2 more
294+0.24%
CRDO1+0.08%
TXN1+0.08%
+ 2 more
303+0.16%
SOXS1+0.06%
COIN1+0.06%
+ 1 more
315+0.39%
PATH1+0.11%
CRCL1+0.10%
+ 3 more
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A8 / 11APPENDIX / AUG 2026DAILY RETURN DETAIL
DAILY RETURN · AUG 2026
21 sessions · 19 positive days
MONTH TOTAL
80 trades · $115k P&L
MON
TUE
WED
THU
FRI
Aug 35+0.10%
ASTS1+0.03%
AAOI1+0.02%
+ 3 more
MONTH LOW
42−0.21%
MU1−0.14%
NVDA1−0.07%
54+0.29%
META1+0.08%
SNDK1+0.08%
+ 2 more
63+0.28%
AVGO1+0.13%
SPCX1+0.11%
+ 1 more
74+0.26%
INTC1+0.10%
TSLA1+0.06%
+ 2 more
102+0.26%
TSM1+0.14%
GOOG1+0.13%
114+0.28%
PLTR1+0.11%
CRM1+0.07%
+ 2 more
125+0.08%
LLY1+0.02%
ORCL1+0.02%
+ 3 more
133+0.20%
NFLX1+0.08%
WDC1+0.06%
+ 1 more
142+0.31%
DRAM1+0.16%
SOXL1+0.15%
175+0.08%
BE1+0.02%
V1+0.02%
+ 3 more
MONTH HIGH
184+0.35%
XOM1+0.10%
COHR1+0.09%
+ 2 more
195+0.33%
CVX1+0.09%
CSCO1+0.08%
+ 3 more
204+0.31%
TXN1+0.10%
GLW1+0.10%
+ 2 more
214+0.26%
COP1+0.09%
ARM1+0.08%
+ 2 more
242+0.15%
CRCL1+0.08%
PATH1+0.08%
252−0.13%
RKLB1−0.10%
IONQ1−0.03%
265+0.20%
RGTI1+0.05%
AAOI1+0.04%
+ 3 more
275+0.20%
QQQ1+0.05%
AAPL1+0.05%
+ 3 more
285+0.31%
META1+0.10%
INTC1+0.06%
+ 3 more
315+0.13%
TSM1+0.05%
MSFT1+0.03%
+ 3 more
1
2
3
4
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A9 / 11APPENDIX / SEP 2026DAILY RETURN DETAIL
DAILY RETURN · SEP 2026
19 sessions · 19 positive days
MONTH TOTAL
63 trades · $211k P&L
MON
TUE
WED
THU
FRI
31
Sep 13+0.65%
CRM1+0.31%
PLTR1+0.18%
+ 1 more
25+0.13%
MRVL1+0.04%
STX1+0.04%
+ 3 more
34+0.21%
WDC1+0.06%
NFLX1+0.05%
+ 2 more
43+0.51%
SOXL1+0.21%
BE1+0.20%
+ 1 more
74+0.39%
MSTR1+0.13%
SKHY1+0.12%
+ 2 more
84+0.13%
TQQQ1+0.05%
UNH1+0.05%
+ 2 more
95+0.50%
CVX1+0.12%
CBRS1+0.11%
+ 3 more
102+0.49%
CRDO1+0.26%
TXN1+0.23%
115+0.16%
SOXS1+0.04%
IREN1+0.04%
+ 3 more
144+0.53%
CRCL1+0.20%
ARM1+0.14%
+ 2 more
153+0.10%
IONQ1+0.04%
AAOI1+0.04%
+ 1 more
162+0.50%
ASTS1+0.32%
QBTS1+0.19%
172+0.52%
RGTI1+0.29%
NVDA1+0.23%
182+0.41%
SNDK1+0.25%
MU1+0.16%
213+0.10%
META1+0.05%
QQQ1+0.03%
+ 1 more
223+0.72%
AVGO1+0.31%
SPCX1+0.26%
+ 1 more
233+0.07%
MSFT1+0.03%
TSLA1+0.02%
+ 1 more
244+0.20%
CRM1+0.08%
GOOG1+0.06%
+ 2 more
BEST DAY · YTD
252+0.72%
LITE1+0.49%
PLTR1+0.24%
28
29
30
1
2
Daily returns use session-start equity; monthly returns are compounded. Cell counts are closed trades; symbol figures are P&L as % of session-start equity. Source: Scuta Terminal demo book.
A10 / 11APPENDIX / METHODOLOGYRESEARCH & METHODOLOGY
HOW THE NUMBERS ARE BUILT
Every figure in this deck is computed from the Scuta book for Jan 2 – Sep 25, 2026. Nothing is hand-entered except the peer returns on slide 04, which are cited from public sources.
| AREA | BASIS | DEFINITION & CONTROLS |
|---|---|---|
| DATA SOURCE | Book of record | Scuta Terminal demo book. Equity curve, closed trades, positions, and margin are read from the same data layer that renders Scuta Terminal. |
| RETURNS | Time-weighted | Daily return = NAV / prior-session NAV − 1, starting from $2.0M. Monthly and total returns are compounded; no performance fees are deducted. |
| RISK | Annualised · 252 | Sharpe and Sortino use daily returns with rf = 0, annualised by √252. Calmar uses the annualised return over absolute max drawdown. |
| DRAWDOWN | Peak-to-trough | Measured on cumulative NAV, including the starting capital as the first peak. |
| BENCHMARKS | Same window | Nasdaq 100, S&P 500, Dow 30, Russell 2000 — index series as displayed in Scuta Terminal over Jan 2 – Sep 25. Beta and correlation use aligned daily returns vs the S&P 500. |
| TRADES | Closed tickets | Win rate = share of closed trades with positive realised P&L after fees. Notional = entry price × quantity. Instrument ratios use per-trade dollar P&L. |
A11 / 11APPENDIX / INSTRUMENTSRESEARCH & METHODOLOGY
TOP INSTRUMENTS BY NET P&L
The 12 largest contributors to book P&L, as reported in Scuta Terminal’s symbol performance table.
| # | SYMBOL | COMPANY | SECTOR | TRADES | WIN RATE | PROFIT FACTOR | NET P&L |
|---|---|---|---|---|---|---|---|
| 01 | AVGO | Broadcom Inc. | Technology | 12 | 91.7% | 45.66 | $38k |
| 02 | LITE | Lumentum Holdings | Technology | 12 | 83.3% | 27.73 | $37k |
| 03 | ASTS | AST SpaceMobile | Technology | 11 | 81.8% | 41.01 | $33k |
| 04 | SPCX | SPAC and New Issue ETF | ETF | 12 | 83.3% | 17.91 | $30k |
| 05 | QBTS | D-Wave Quantum | Technology | 11 | 81.8% | 31.83 | $28k |
| 06 | SOXL | Direxion Semiconductor Bull 3X | ETF | 11 | 81.8% | 12.16 | $28k |
| 07 | RGTI | Rigetti Computing | Technology | 11 | 81.8% | 28.69 | $27k |
| 08 | PATH | UiPath Inc. | Technology | 11 | 100.0% | 9.99 | $26k |
| 09 | AMZN | Amazon.com Inc. | Consumer | 12 | 91.7% | 13.31 | $26k |
| 10 | CRCL | Circle Internet Group | Financials | 11 | 90.9% | 58.24 | $24k |
| 11 | STX | Seagate Technology | Technology | 11 | 90.9% | 64.71 | $24k |
| 12 | PLTR | Palantir Technologies | Technology | 12 | 91.7% | 6.35 | $23k |
/ SYSTEMATIC EQUITY