Hedgeye: track record
Every big buy, measured from the closing price on the day it first appeared to the day the fund sold (or today if still held), and compared with the S&P 500 over exactly the same days.
The record covers only the period we have daily holdings for: Daily holdings since Nov 24, 2025 (220 trading days; 26 scattered days are missing). Anything the funds did before that is not counted.
Current funds, last ~90 trading days65% beat the S&Ptypical buy +0.7 pts vs S&P · 26 buys
Current funds, since 2025-1142% beat the S&Ptypical buy -1.7 pts vs S&P · 74 buys
Including closed funds40% beat the S&Ptypical buy -1.9 pts vs S&P · 106 buys
Best vs the S&P
| Date | Fund | Ticker | Name | Size | Return | S&P same days | vs S&P | Status |
|---|---|---|---|---|---|---|---|---|
| 2026-07-17 | HGRO | MSFT | Microsoft Corp | 3.2% | +32.5% | +1.9% | +30.6 | Held · 6.9% |
| 2025-12-30 | HEFT | CERY | SPDR Bloomberg Enhanced Roll Yield | 9.7% | +37.1% | +10.9% | +26.2 | Held · 10.9% |
| 2026-10-06 | HGRO | LLY | Eli Lilly & Co | 2.7% | +22.5% | -3.0% | +25.5 | Held · 3.6% |
| 2026-06-02 | HEFT | XOP | State Street SPDR S&P Oil & Gas Ex | 3.0% | +20.7% | 0.0% | +20.7 | Reversed 06-19 |
| 2026-04-20 | HEFT | ARTY | iShares Future AI & Tech ETF | 2.0% | +24.0% | +5.5% | +18.5 | Now short · 0.5% |
Worst vs the S&P
| Date | Fund | Ticker | Name | Size | Return | S&P same days | vs S&P | Status |
|---|---|---|---|---|---|---|---|---|
| 2026-09-28 | HGRO | GOOGL | Alphabet Inc | 4.1% | -17.2% | +0.5% | -17.7 | Reversed 10-26 |
| 2026-04-07 | HECA | BNO | United States Brent Oil Fund LP | 5.5% | -11.2% | +5.3% | -16.6 | Exited |
| 2026-09-28 | HGRO | AMD | Advanced Micro Devices Inc | 2.8% | -17.0% | -1.3% | -15.7 | Held · 2.2% |
| 2026-04-22 | HEFT | OIH | VanEck Oil Services ETF | 4.0% | -5.8% | +9.0% | -14.8 | Held · 1.0% |
| 2026-04-13 | HGRO | AMZN | Amazon.com Inc | 5.2% | +0.2% | +10.7% | -10.5 | Held · 3.9% |
Stock and fund returns are price only. The S&P side uses SPY including dividends, a slightly tougher bar. Left out: shorts, cash and T-bill parking, and like-for-like swaps between similar funds. Buys less than a week old are not scored yet.
More history
This page shows the highlights. The full list of all 106 scored buys isn't on the free site yet.
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