fund_track_record
Evaluate a fund's 13F position changes against SPY by measuring post-disclosure performance of buys and sells, showing whether copying the filing would have beaten the market.
Instructions
How one institutional investor's 13F position changes performed vs SPY.
"Buys" are new and increased positions, "sales" trims and exits
(measured in the inverted sense: a good sale is one the stock then
fell). Every change is measured from the 13F's public date — a quarter-
end snapshot the fund filed up to 45 days later — so this is what a
person copying the filing could have done, not what the fund did.
Windows with n 0 simply have no resolved data yet.
Args:
holder_id: From fund_leaderboard or search.
recent_changes: Measured changes to list, 0-50 (default 10).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holder_id | Yes | ||
| recent_changes | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||