69/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 9 wins, 3 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q22/3 |
LoseINVA / S&P -2.53% / 15.20% |
WinINVA / S&P 18.84% / 15.00% |
WinINVA / S&P 1041.67% / 50.40% |
Non-scoringINVA / S&P 81.19% / 15.70% | Non-scoringINVA / S&P 4.62 / 28.47 | Non-scoringINVA / S&P 1.34 / S&P unavailable | Non-scoringINVA / S&P INVA unavailable / S&P unavailable | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.36b |
| 2026-Q12/3 |
WinINVA / S&P 16.56% / -4.33% |
WinINVA / S&P 13.75% / 11.30% |
LoseINVA / S&P -727.08% / 27.70% |
Non-scoringINVA / S&P 119.88% / 14.80% | Non-scoringINVA / S&P 3.41 / 25.43 | Non-scoringINVA / S&P 1.28 / S&P unavailable | Non-scoringINVA / S&P INVA unavailable / S&P unavailable | Non-scoringINVA / S&P INVA unavailable / $0.27b | Non-scoringINVA / S&P INVA unavailable / $0.00b |
| 2025-Q43/3 |
WinINVA / S&P 9.53% / 2.65% |
WinINVA / S&P 14.67% / 9.00% |
WinINVA / S&P 1175.00% / 13.40% |
Non-scoringINVA / S&P 65.92% / 13.20% | Non-scoringINVA / S&P 5.50 / 28.48 | Non-scoringINVA / S&P 1.27 / 5.39 | Non-scoringINVA / S&P INVA unavailable / $4.42m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.20b |
| 2025-Q32/3 |
LoseINVA / S&P -9.16% / 8.12% |
WinINVA / S&P 10.14% / 4.61% |
WinINVA / S&P 108.82% / 13.45% |
Non-scoringINVA / S&P 32.78% / 11.78% | Non-scoringINVA / S&P 10.72 / 28.13 | Non-scoringINVA / S&P 1.35 / 5.27 | Non-scoringINVA / S&P INVA unavailable / $4.42m | Non-scoringINVA / S&P INVA unavailable / $0.11b | Non-scoringINVA / S&P INVA unavailable / $0.00b |
| 2025-Q21/3 |
LoseINVA / S&P 10.81% / 10.94% |
WinINVA / S&P 12.02% / 4.83% |
LoseINVA / S&P -78.05% / 10.63% |
Non-scoringINVA / S&P 10.44% / 11.45% | Non-scoringINVA / S&P 32.75 / 27.10 | Non-scoringINVA / S&P 1.77 / 5.01 | Non-scoringINVA / S&P INVA unavailable / $4.42m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.23b |
| 2025-Q12/3 |
WinINVA / S&P 4.50% / -4.27% |
WinINVA / S&P 18.70% / 4.98% |
LoseINVA / S&P -143.44% / 10.57% |
Non-scoringINVA / S&P -16.15% / 11.39% | Non-scoringINVA / S&P INVA unavailable / 26.23 | Non-scoringINVA / S&P 1.76 / 4.69 | Non-scoringINVA / S&P INVA unavailable / $4.42m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.10b |
| 2024-Q41/3 |
LoseINVA / S&P -10.15% / 2.41% |
WinINVA / S&P 15.54% / 5.25% |
LoseINVA / S&P -88.94% / 6.15% |
Non-scoringINVA / S&P 6.52% / 11.29% | Non-scoringINVA / S&P 46.48 / 28.60 | Non-scoringINVA / S&P 1.57 / 4.99 | Non-scoringINVA / S&P INVA unavailable / $4.28m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.08b |
| 2024-Q32/3 |
WinINVA / S&P 17.74% / 5.89% |
WinINVA / S&P 21.46% / 5.89% |
LoseINVA / S&P -5.56% / 6.11% |
Non-scoringINVA / S&P 18.31% / 10.87% | Non-scoringINVA / S&P 18.72 / 28.09 | Non-scoringINVA / S&P 1.81 / 4.94 | Non-scoringINVA / S&P INVA unavailable / $4.28m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.21b |
| 2024-Q22/3 |
WinINVA / S&P 7.61% / 4.28% |
WinINVA / S&P 13.80% / 5.38% |
LoseINVA / S&P -35.43% / 5.12% |
Non-scoringINVA / S&P 44.00% / 10.85% | Non-scoringINVA / S&P 7.06 / 27.64 | Non-scoringINVA / S&P 1.54 / 4.79 | Non-scoringINVA / S&P INVA unavailable / $4.28m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.36b |
| 2024-Q10/3 |
LoseINVA / S&P -4.99% / 10.56% |
LoseINVA / S&P -1.91% / 5.71% |
LoseINVA / S&P -14.01% / 5.59% |
Non-scoringINVA / S&P 58.21% / 10.81% | Non-scoringINVA / S&P 5.28 / 27.02 | Non-scoringINVA / S&P 1.36 / 4.71 | Non-scoringINVA / S&P INVA unavailable / $4.28m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.12b |
| 2023-Q41/3 |
WinINVA / S&P 23.48% / 11.69% |
LoseINVA / S&P -6.30% / 6.81% |
LoseINVA / S&P -7.66% / 7.78% |
Non-scoringINVA / S&P 57.89% / 11.19% | Non-scoringINVA / S&P 5.65 / 24.35 | Non-scoringINVA / S&P 1.50 / 4.31 | Non-scoringINVA / S&P INVA unavailable / $4.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.01b |
| 2023-Q31/3 |
WinINVA / S&P 2.04% / -3.27% |
LoseINVA / S&P -22.18% / 7.52% |
LoseINVA / S&P -78.12% / -5.03% |
Non-scoringINVA / S&P 17.17% / 10.84% | Non-scoringINVA / S&P 16.77 / 23.93 | Non-scoringINVA / S&P 1.33 / 3.98 | Non-scoringINVA / S&P INVA unavailable / $4.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.24b |
| 2023-Q22/3 |
WinINVA / S&P 13.16% / 8.74% |
LoseINVA / S&P -28.08% / 9.50% |
WinINVA / S&P 82.73% / -8.57% |
Non-scoringINVA / S&P 67.89% / 10.88% | Non-scoringINVA / S&P 4.21 / 24.01 | Non-scoringINVA / S&P 1.50 / 4.19 | Non-scoringINVA / S&P INVA unavailable / $4.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.17b |
| 2023-Q11/3 |
LoseINVA / S&P -15.09% / 7.50% |
LoseINVA / S&P -19.87% / 10.77% |
WinINVA / S&P 14.73% / -15.69% |
Non-scoringINVA / S&P 68.40% / 10.82% | Non-scoringINVA / S&P 3.41 / 22.66 | Non-scoringINVA / S&P 1.32 / 3.93 | Non-scoringINVA / S&P INVA unavailable / $4.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.13b |
| 2022-Q41/3 |
WinINVA / S&P 14.13% / 7.56% |
LoseINVA / S&P -15.45% / 11.88% |
LoseINVA / S&P -18.40% / -17.99% |
Non-scoringINVA / S&P 66.48% / 11.09% | Non-scoringINVA / S&P 4.16 / 22.65 | Non-scoringINVA / S&P 1.62 / 3.75 | Non-scoringINVA / S&P INVA unavailable / $3.70m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.15b |
| 2022-Q31/3 |
LoseINVA / S&P -21.34% / -4.88% |
LoseINVA / S&P -0.39% / 13.47% |
WinINVA / S&P 5.11% / -1.41% |
Non-scoringINVA / S&P 89.55% / 12.28% | Non-scoringINVA / S&P 2.42 / 20.58 | Non-scoringINVA / S&P 1.26 / 3.60 | Non-scoringINVA / S&P INVA unavailable / $3.70m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.17b |
| 2022-Q20/3 |
LoseINVA / S&P -23.72% / -16.10% |
LoseINVA / S&P 10.49% / 13.71% |
LoseINVA / S&P -44.18% / 11.04% |
Non-scoringINVA / S&P 51.39% / 13.03% | Non-scoringINVA / S&P 4.96 / 20.28 | Non-scoringINVA / S&P 2.65 / 3.78 | Non-scoringINVA / S&P INVA unavailable / $3.70m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.17b |
| 2022-Q11/3 |
WinINVA / S&P 12.17% / -4.60% |
LoseINVA / S&P 15.36% / 15.97% |
LoseINVA / S&P -1.75% / 42.23% |
Non-scoringINVA / S&P 74.92% / 14.22% | Non-scoringINVA / S&P 4.53 / 22.19 | Non-scoringINVA / S&P 3.48 / 4.51 | Non-scoringINVA / S&P INVA unavailable / $3.70m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.20b |
| 2021-Q41/3 |
LoseINVA / S&P 3.23% / 11.03% |
WinINVA / S&P 16.35% / 15.00% |
LoseINVA / S&P 41.87% / 96.40% |
Non-scoringINVA / S&P 94.12% / 15.13% | Non-scoringINVA / S&P 3.25 / 23.63 | Non-scoringINVA / S&P 2.89 / 4.73 | Non-scoringINVA / S&P INVA unavailable / $3.63m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.13b |
| 2021-Q32/3 |
WinINVA / S&P 24.61% / 0.58% |
WinINVA / S&P 16.25% / 10.77% |
LoseINVA / S&P 59.69% / 69.42% |
Non-scoringINVA / S&P 106.28% / 14.13% | Non-scoringINVA / S&P 2.92 / 25.35 | Non-scoringINVA / S&P 2.88 / 4.38 | Non-scoringINVA / S&P INVA unavailable / $3.63m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.19b |
| 2021-Q22/3 |
WinINVA / S&P 12.22% / 8.55% |
WinINVA / S&P 22.10% / 6.58% |
LoseINVA / S&P 20.87% / 51.81% |
Non-scoringINVA / S&P 92.25% / 13.34% | Non-scoringINVA / S&P 2.76 / 26.70 | Non-scoringINVA / S&P 2.83 / 4.43 | Non-scoringINVA / S&P INVA unavailable / $3.63m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.11b |
| 2021-Q12/3 |
LoseINVA / S&P -3.55% / 6.17% |
WinINVA / S&P 20.78% / -1.06% |
WinINVA / S&P 33.33% / 7.39% |
Non-scoringINVA / S&P 94.45% / 11.60% | Non-scoringINVA / S&P 3.73 / 30.50 | Non-scoringINVA / S&P 1.91 / 4.23 | Non-scoringINVA / S&P INVA unavailable / $3.63m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.10b |
| 2020-Q43/3 |
WinINVA / S&P 18.56% / 12.15% |
WinINVA / S&P 29.03% / -3.72% |
WinINVA / S&P 41.96% / -33.42% |
Non-scoringINVA / S&P 87.24% / 8.86% | Non-scoringINVA / S&P 4.28 / 39.26 | Non-scoringINVA / S&P 2.33 / 4.05 | Non-scoringINVA / S&P INVA unavailable / $3.17m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.01b |
| 2020-Q31/3 |
LoseINVA / S&P -25.25% / 8.93% |
WinINVA / S&P 21.66% / -2.04% |
LoseINVA / S&P -41.49% / -27.10% |
Non-scoringINVA / S&P 85.84% / 9.24% | Non-scoringINVA / S&P 3.83 / 34.27 | Non-scoringINVA / S&P 2.18 / 3.65 | Non-scoringINVA / S&P INVA unavailable / $3.17m | Non-scoringINVA / S&P INVA unavailable / $0.02b | Non-scoringINVA / S&P INVA unavailable / $0.00b |
| 2020-Q21/3 |
LoseINVA / S&P 18.88% / 20.54% |
WinINVA / S&P 14.77% / -0.46% |
LoseINVA / S&P -39.77% / -27.11% |
Non-scoringINVA / S&P 94.23% / 9.37% | Non-scoringINVA / S&P 5.02 / 31.29 | Non-scoringINVA / S&P 3.10 / 3.44 | Non-scoringINVA / S&P INVA unavailable / $3.17m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.03b |
| 2020-Q12/3 |
WinINVA / S&P -16.95% / -19.60% |
WinINVA / S&P 7.85% / 3.47% |
LoseINVA / S&P -52.10% / -14.75% |
Non-scoringINVA / S&P 80.81% / 10.68% | Non-scoringINVA / S&P 5.18 / 22.80 | Non-scoringINVA / S&P 3.14 / 2.92 | Non-scoringINVA / S&P INVA unavailable / $3.17m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.05b |
| 2019-Q41/3 |
WinINVA / S&P 34.35% / 9.07% |
LoseINVA / S&P 0.00% / 5.36% |
LoseINVA / S&P -59.49% / 2.99% |
Non-scoringINVA / S&P 73.17% / 12.81% | Non-scoringINVA / S&P 7.51 / 22.78 | Non-scoringINVA / S&P 4.57 / 3.53 | Non-scoringINVA / S&P INVA unavailable / $3.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.05b |
| 2019-Q32/3 |
LoseINVA / S&P -27.61% / 1.70% |
WinINVA / S&P 5.68% / 5.02% |
WinINVA / S&P 98.22% / 0.21% |
Non-scoringINVA / S&P 151.88% / 12.41% | Non-scoringINVA / S&P 2.65 / 22.44 | Non-scoringINVA / S&P 4.00 / 3.30 | Non-scoringINVA / S&P INVA unavailable / $3.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.09b |
| 2019-Q22/3 |
LoseINVA / S&P 3.78% / 4.30% |
WinINVA / S&P 9.76% / 6.64% |
WinINVA / S&P 132.65% / 8.65% |
Non-scoringINVA / S&P 155.45% / 12.79% | Non-scoringINVA / S&P 3.64 / 21.37 | Non-scoringINVA / S&P 6.50 / 3.32 | Non-scoringINVA / S&P INVA unavailable / $3.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.27b |
| 2019-Q12/3 |
LoseINVA / S&P -19.60% / 13.65% |
WinINVA / S&P 15.15% / 8.12% |
WinINVA / S&P 178.91% / 14.29% |
Non-scoringINVA / S&P 157.70% / 12.97% | Non-scoringINVA / S&P 3.41 / 20.86 | Non-scoringINVA / S&P 7.54 / 3.26 | Non-scoringINVA / S&P INVA unavailable / $3.08m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $34.35b |
| 2018-Q43/3 |
WinINVA / S&P 14.50% / -13.52% |
WinINVA / S&P 20.16% / 9.05% |
WinINVA / S&P 204.31% / 18.23% |
Non-scoringINVA / S&P 155.68% / 13.10% | Non-scoringINVA / S&P 4.34 / 19.39 | Non-scoringINVA / S&P 11.49 / 2.94 | Non-scoringINVA / S&P INVA unavailable / $3.00m | Non-scoringINVA / S&P INVA unavailable / $0.01b | Non-scoringINVA / S&P INVA unavailable / $0.00b |
| 2018-Q33/3 |
WinINVA / S&P 10.43% / 7.71% |
WinINVA / S&P 31.03% / 10.21% |
WinINVA / S&P 92.05% / 19.06% |
Non-scoringINVA / S&P 78.04% / 13.01% | Non-scoringINVA / S&P 7.91 / 22.25 | Non-scoringINVA / S&P INVA unavailable / 3.45 | Non-scoringINVA / S&P INVA unavailable / $3.00m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.17b |
| 2018-Q22/3 |
LoseINVA / S&P -17.22% / 3.43% |
WinINVA / S&P 35.04% / 9.03% |
WinINVA / S&P 83.75% / 14.46% |
Non-scoringINVA / S&P 71.21% / 12.56% | Non-scoringINVA / S&P 8.27 / 22.49 | Non-scoringINVA / S&P INVA unavailable / 3.25 | Non-scoringINVA / S&P INVA unavailable / $3.00m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.19b |
| 2018-Q13/3 |
WinINVA / S&P 17.48% / -0.76% |
WinINVA / S&P 52.85% / 7.68% |
WinINVA / S&P 103.17% / 12.46% |
Non-scoringINVA / S&P 64.49% / 12.27% | Non-scoringINVA / S&P 11.49 / 23.41 | Non-scoringINVA / S&P INVA unavailable / 3.17 | Non-scoringINVA / S&P INVA unavailable / $3.00m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.08b |
| 2017-Q42/3 |
LoseINVA / S&P 0.50% / 6.64% |
WinINVA / S&P 62.63% / 7.03% |
WinINVA / S&P 123.08% / 13.82% |
Non-scoringINVA / S&P 61.81% / 12.09% | Non-scoringINVA / S&P 11.42 / 24.25 | Non-scoringINVA / S&P INVA unavailable / 3.23 | Non-scoringINVA / S&P INVA unavailable / $2.92m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.05b |
| 2017-Q33/3 |
WinINVA / S&P 10.31% / 4.48% |
WinINVA / S&P 69.61% / 5.68% |
WinINVA / S&P 158.82% / 17.57% |
Non-scoringINVA / S&P 52.91% / 12.04% | Non-scoringINVA / S&P 15.25 / 23.28 | Non-scoringINVA / S&P INVA unavailable / 3.08 | Non-scoringINVA / S&P INVA unavailable / $2.92m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.11b |
| 2017-Q22/3 |
LoseINVA / S&P -7.45% / 3.09% |
WinINVA / S&P 89.13% / 4.83% |
WinINVA / S&P 370.59% / 17.74% |
Non-scoringINVA / S&P INVA unavailable / 11.96% | Non-scoringINVA / S&P INVA unavailable / 23.40 | Non-scoringINVA / S&P INVA unavailable / 3.03 | Non-scoringINVA / S&P INVA unavailable / $2.92m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.08b |
| 2017-Q12/3 |
WinINVA / S&P 29.25% / 6.07% |
WinINVA / S&P 110.43% / 3.67% |
LoseINVA / S&P -2200.00% / 13.32% |
Non-scoringINVA / S&P INVA unavailable / 11.75% | Non-scoringINVA / S&P INVA unavailable / 23.60 | Non-scoringINVA / S&P INVA unavailable / 3.01 | Non-scoringINVA / S&P INVA unavailable / $2.92m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $20.24b |
| 2016-Q41/3 |
LoseINVA / S&P -2.64% / 3.82% |
WinINVA / S&P 147.58% / 2.09% |
LoseINVA / S&P -425.00% / 7.05% |
Non-scoringINVA / S&P INVA unavailable / 11.37% | Non-scoringINVA / S&P INVA unavailable / 23.76 | Non-scoringINVA / S&P INVA unavailable / 2.91 | Non-scoringINVA / S&P INVA unavailable / $2.88m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $1.11b |
| 2016-Q32/3 |
WinINVA / S&P 4.37% / 3.85% |
WinINVA / S&P 193.79% / 0.20% |
LoseINVA / S&P INVA unavailable / -3.15% |
Non-scoringINVA / S&P INVA unavailable / 10.82% | Non-scoringINVA / S&P INVA unavailable / 24.22 | Non-scoringINVA / S&P INVA unavailable / 2.78 | Non-scoringINVA / S&P INVA unavailable / $2.88m | Non-scoringINVA / S&P INVA unavailable / $0.00b | Non-scoringINVA / S&P INVA unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | INVA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 2.59% | 20.78% |
| Annualized return | 2.59% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | INVA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 36.90% | 83.14% |
| Annualized return | 6.48% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | INVA total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 89.34% | 319.30% |
| Annualized return | 6.59% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.