Cathie Wood vs User Portfolio Strategy

Returns from a Cathie Wood style innovation holdings list are set against your own portfolio over matching windows: seven days, fifteen days, one month, month to date, quarter to date, six months and nine months.

Using identical periods on both sides is what makes the exercise fair, and having short and long windows together shows whether a lead came from one violent month or from steady accumulation. Swap the tickers in either column to run the comparison against a different manager's disclosed holdings, and MarketXLS formulas recompute the whole return grid.