What does Persistfolio notice about your portfolio?
Enter your holdings and Persistfolio will examine your portfolio for concentration, overlap, and historical patterns — including how the individual companies we research have performed relative to the S&P 500. Research observations only - no predictions, no buy or sell recommendations.
We look beyond which stocks simply finished ahead.
When Persistfolio evaluates the individual companies in a portfolio, it doesn't just compare their ending returns with the S&P 500. It also examines the historical record for statistical evidence that the outperformance was persistent.
Persistent outperformance
The advantage builds more consistently over time.
Persistent outperformance detected
The historical advantage met Persistfolio's persistence criteria.
Outperformance, but not persistent
It still finishes ahead — but the advantage is much less consistent.
Persistent outperformance not detected
The stock finished ahead, but its historical advantage did not meet Persistfolio's persistence criteria.
Illustrative examples only. Past performance does not predict future results.