Updraft redesign: brand, live value chart vs S&P, strategy tab with backtest and projections

app.py

@@ -16,6 +16,7 @@ from pathlib import Path
 
 from fastapi import FastAPI, Header, HTTPException
 from fastapi.responses import FileResponse
+from fastapi.staticfiles import StaticFiles
 from starlette.concurrency import run_in_threadpool
 
 from qt3 import config, performance, ranking, rebalance, scheduler
@@ -32,6 +33,7 @@ async def lifespan(_app):
 
 app = FastAPI(title="Updraft", lifespan=lifespan)
 STATIC = Path(__file__).parent / "static"
+app.mount("/static", StaticFiles(directory=STATIC), name="static")
 _cache: dict = {}
 
 

qt3/performance.py

@@ -20,6 +20,20 @@ def twr(dates: list[str], equity: list[float], flows: dict[str, float]) -> list[
     return out
 
 
+def bench_value(equity: list[float], spy_px: list, dates: list[str], flows: dict[str, float]) -> list:
+    """Dollar value of the S&P 500 holding the same money: starts at the account's first value and receives the
+    same deposits / withdrawals on the same days."""
+    out, v, prev = [], None, None
+    for e, px, d in zip(equity, spy_px, dates):
+        if v is None:
+            v = e
+        elif px and prev:
+            v = v * px / prev + flows.get(d, 0.0)
+        out.append(round(v, 2) if v is not None else None)
+        prev = px or prev
+    return out
+
+
 def max_drawdown(g: list[float]) -> float:
     peak, worst = 0.0, 0.0
     for x in g:
@@ -64,11 +78,13 @@ def series(a: Alpaca, inception: Optional[str] = None) -> dict:
             j += 1
         spy.append(last)
     base = next((x for x in spy if x), None)
+    bench = bench_value(eq, spy, dates, flows)              # the same money (and deposits) in the S&P
     spy = [round(x / base, 6) if (x and base) else None for x in spy]
     days = (date.fromisoformat(dates[-1]) - date.fromisoformat(dates[0])).days
     tot = g[-1] - 1
     spy_tot = (spy[-1] - 1) if spy and spy[-1] else None
     ann = (g[-1] ** (365.25 / days) - 1) if days >= 365 else None
-    return {"start": start or dates[0], "base": dates[0], "dates": dates, "strategy": [round(x, 6) for x in g], "spy": spy,
+    return {"start": start or dates[0], "base": dates[0], "dates": dates,
+            "value": [round(x, 2) for x in eq], "bench_value": bench, "strategy": [round(x, 6) for x in g], "spy": spy,
             "stats": {"return": tot, "spy_return": spy_tot, "annualised": ann, "max_drawdown": max_drawdown(g),
                       "days": days, "equity": eq[-1]}}

static/data/strategy.json

@@ -0,0 +1 @@
+{"built":"2026-10-13","period":"1999-08 \u2192 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static/index.html

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 <body>
-<div class="wrap">
-<header>
-  <div>
-    <h1>🪁 Updraft <span class="chip" id="mode">Paper trading</span></h1>
-    <div class="sub" style="margin-top:2px">The Quality-Trend 3 strategy — rides the strongest risers among quality companies</div>
-    <p class="lead">Three large US stocks with strong <b>quality and capital discipline</b> and the strongest
-    <b>price trends</b>. Checked once a month; a stock is kept while it ranks in the top 6, the rest is replaced
-    and the money re-split into thirds. Runs on its own — no human in the loop.</p>
+<header class="masthead">
+  <div class="wrap mast">
+    <a class="brand" href="/" aria-label="Updraft home">
+      <svg width="34" height="34" viewBox="0 0 32 32" aria-hidden="true"><rect width="32" height="32" rx="8" fill="#0e2348" stroke="rgba(255,255,255,.18)"/>
+        <path d="M6 25c6-1 11-6 15-14" stroke="#ea6435" stroke-width="3" fill="none" stroke-linecap="round"/>
+        <path d="M18.5 9.5 27 6l-3.6 8.4-1.9-3.3z" fill="#fff"/></svg>
+      <span class="word">Updraft</span>
+    </a>
+    <span class="tagline">The Quality-Trend 3 strategy, running on its own</span>
+    <div class="mast-right"><span class="chip" id="mode">Paper trading</span>
+      <span class="dot" id="dot"></span><span id="updated">connecting…</span>
+      <button class="theme" id="themeBtn" aria-label="Toggle light or dark">◐</button></div>
   </div>
-  <div class="live"><span class="dot" id="dot"></span><span id="updated">loading…</span>
-    <button class="theme" id="themeBtn" title="Toggle light / dark">◐</button></div>
+  <div class="wrap hero-copy">
+    <h1>Three quality stocks with the strongest trends — rebalanced automatically every month.</h1>
+    <p>A live paper portfolio run by rules, not opinions. Below: what it is worth right now, how it compares with the
+      S&amp;P 500, and what it holds.</p>
+  </div>
+  <nav class="wrap tabs" role="tablist" aria-label="Sections">
+    <button role="tab" id="t-live" aria-selected="true" aria-controls="p-live">Live fund</button>
+    <button role="tab" id="t-strategy" aria-selected="false" aria-controls="p-strategy">The strategy</button>
+  </nav>
 </header>
 
-<section class="tiles" id="tiles">
-  <div class="tile"><div class="l">Portfolio value</div><div class="v" id="t-eq">—</div><div class="s" id="t-eq-s"></div></div>
-  <div class="tile"><div class="l">Since start</div><div class="v" id="t-ret">—</div><div class="s" id="t-ret-s"></div></div>
-  <div class="tile"><div class="l">S&amp;P 500, same days</div><div class="v" id="t-spy">—</div><div class="s" id="t-spy-s"></div></div>
-  <div class="tile"><div class="l">Worst fall</div><div class="v" id="t-dd">—</div><div class="s">peak to trough, since start</div></div>
-  <div class="tile"><div class="l">Next rebalance</div><div class="v" id="t-next">—</div><div class="s" id="t-next-s"></div></div>
-</section>
+<main class="wrap">
+<!-- ===================================================== LIVE FUND -->
+<section id="p-live" role="tabpanel" aria-labelledby="t-live">
+  <div class="kpis">
+    <div class="tile hero"><div class="l">Portfolio value</div><div class="v" id="k-eq">—</div><div class="s" id="k-today"></div></div>
+    <div class="tile"><div class="l">Since start</div><div class="v" id="k-ret">—</div><div class="s" id="k-ret-s"></div></div>
+    <div class="tile"><div class="l">S&amp;P 500, same money</div><div class="v" id="k-spy">—</div><div class="s" id="k-spy-s"></div></div>
+    <div class="tile"><div class="l">Worst fall</div><div class="v" id="k-dd">—</div><div class="s">peak to trough, since start</div></div>
+    <div class="tile"><div class="l">Next rebalance</div><div class="v" id="k-next">—</div><div class="s" id="k-next-s"></div></div>
+  </div>
 
-<section class="card">
-  <h2>Growth of $1 — strategy vs S&amp;P 500</h2>
-  <div class="chartbox"><canvas id="chart"></canvas></div>
-  <p class="note" id="chartnote">Time-weighted (deposits and withdrawals don't count as gains). Updated every 10 minutes.</p>
-</section>
+  <div class="filters" aria-label="Chart period">
+    <div class="seg" id="range">
+      <button data-r="1M" aria-pressed="false">1M</button><button data-r="3M" aria-pressed="false">3M</button>
+      <button data-r="YTD" aria-pressed="false">YTD</button><button data-r="1Y" aria-pressed="false">1Y</button>
+      <button data-r="ALL" aria-pressed="true">All</button></div>
+    <span class="period-read" id="period-read"></span>
+  </div>
+  <div class="card">
+    <div class="chart-head">
+      <div><h2>Portfolio value</h2><p class="sub">The Alpaca paper account, against the same money invested in the S&amp;P 500 (same start, same deposits).</p></div>
+      <div class="legend"><span><i style="background:var(--updraft)"></i>Updraft</span><span><i style="background:var(--spy)"></i>S&amp;P 500</span></div>
+    </div>
+    <div class="chartbox"><canvas id="c-live" role="img" aria-label="Portfolio value versus the S&P 500"></canvas></div>
+    <p class="note" id="live-note">Daily closes from Alpaca plus the live value now. Refreshes every few minutes.</p>
+  </div>
 
-<div class="grid2">
-  <section class="card">
-    <h2>Holdings now</h2>
-    <div class="scroll"><table id="holdings"><thead><tr><th>Stock</th><th class="r">Weight</th><th class="r">Value</th>
-      <th class="r">Gain</th><th class="r">Today</th><th class="r">Rank now</th></tr></thead><tbody></tbody></table></div>
-    <p class="note" id="cashnote"></p>
-  </section>
-  <section class="card">
-    <h2>This month's ranking</h2>
-    <div class="scroll"><table id="ranking"><thead><tr><th>#</th><th>Stock</th><th>Sector</th><th class="r">6-month</th></tr></thead><tbody></tbody></table></div>
-    <p class="note" id="ranknote"></p>
-  </section>
-</div>
-
-<section class="card">
-  <h2>Trade log</h2>
-  <div class="scroll"><table id="orders"><thead><tr><th>Date</th><th>Action</th><th>Stock</th><th class="r">Shares</th><th class="r">Price</th><th>Status</th></tr></thead><tbody></tbody></table></div>
+  <div class="card">
+    <div class="chart-head"><div><h2>Current holdings</h2><p class="sub" id="hold-sub">A third each, re-split monthly. A stock stays while it ranks in the top 6.</p></div></div>
+    <div style="overflow-x:auto"><table class="hold" id="holdings"><thead><tr>
+      <th>Stock</th><th class="hide-s">Weight</th><th class="r">Value</th><th class="r">Gain</th><th class="r hide-s">Today</th><th class="r">Rank now</th>
+    </tr></thead><tbody><tr><td colspan="6" class="empty">Loading…</td></tr></tbody></table></div>
+    <p class="note" id="cash-note"></p>
+  </div>
 </section>
 
-<section class="card">
-  <h2>How it works — and what the backtest says</h2>
-  <ul class="rules">
-    <li><b>Universe:</b> the 1,000 largest US companies, price ≥ $5, ≥ $5M traded a day, US-dollar financial statements.</li>
-    <li><b>Quality pool:</b> the top 30% on capital discipline — low dilution, no new share issuance, buybacks, free-cash-flow yield, ROE, gross margin, cash conversion.</li>
-    <li><b>Trend:</b> the pool ranked by the 50- vs 200-day average and the 6-month return (skipping the last month).</li>
-    <li><b>Monthly:</b> on the first trading day of each month, keep holdings still ranked in the top 6; sell the rest; buy from the top until there are 3; re-split equally (1% kept in cash). Sells go first.</li>
-  </ul>
-  <div class="kv">
-    <div><span class="sub">Return per year, 1999–2026</span><b>+30.9%</b><span class="sub">S&amp;P 500 +8.5%</span></div>
-    <div><span class="sub">Worst fall</span><b>−34%</b><span class="sub">worst month −24%</span></div>
-    <div><span class="sub">Any 12 months: median</span><b>+24%</b><span class="sub">in profit 87% of the time</span></div>
-    <div><span class="sub">Beat the S&amp;P over 12 months</span><b>77%</b><span class="sub">of all start months</span></div>
+<!-- ===================================================== THE STRATEGY -->
+<section id="p-strategy" role="tabpanel" aria-labelledby="t-strategy" hidden>
+  <div class="card">
+    <h2>How Updraft picks its three stocks</h2>
+    <p class="sub">Two filters that each worked in 27 years of data — quality first, then trend — and a simple monthly routine.</p>
+    <div class="steps">
+      <div class="step"><div class="n">1,000</div><div class="t">Large US companies</div><p>The 1,000 largest by market value, price ≥ $5, at least $5M traded a day, US-dollar accounts.</p></div>
+      <div class="step"><div class="n">~250</div><div class="t">Quality pool</div><p>The top 30% on capital discipline: buybacks, no new share issuance, low dilution, free-cash-flow yield, ROE, margins.</p></div>
+      <div class="step"><div class="n">Rank</div><div class="t">Strongest trends</div><p>The pool ranked by its 50- vs 200-day average and its 6-month return (skipping the latest month).</p></div>
+      <div class="step"><div class="n">3</div><div class="t">Held, a third each</div><p>On the first trading day of each month: keep a stock while it's still in the top 6, replace the rest from the top.</p></div>
+    </div>
+    <div class="callout">Why both filters: trend alone picks big winners and big blow-ups; the quality pool kept most of the winners and cut the
+      blow-ups by about two-thirds. Holding only three concentrates the money in the strongest trends — fewer names earned more in every
+      period tested, at the cost of bigger single-stock swings.</div>
+  </div>
+
+  <div class="card">
+    <h2>27 years of backtest</h2>
+    <p class="sub" id="bt-sub">Monthly, after trading costs, with companies that later went bust or were delisted included.</p>
+    <div class="stat6" id="bt-stats"></div>
+    <div class="chart-head" style="margin-top:14px">
+      <div><h3>Growth of $10,000</h3><p class="sub">Log scale — equal distances mean equal percentage gains.</p></div>
+      <div class="legend"><span><i style="background:var(--updraft)"></i>Updraft</span><span><i style="background:var(--spy)"></i>S&amp;P 500</span></div>
+    </div>
+    <div class="chartbox"><canvas id="c-growth" role="img" aria-label="Growth of ten thousand dollars, Updraft versus S&P 500"></canvas></div>
+    <details><summary>View as table</summary><table id="t-growth"></table></details>
+  </div>
+
+  <div class="grid2">
+    <div class="card">
+      <div class="chart-head"><div><h3>Every calendar year</h3><p class="sub">First and last years are partial.</p></div>
+        <div class="legend"><span><i class="band" style="background:var(--updraft);opacity:1"></i>Updraft</span><span><i class="band" style="background:var(--spy);opacity:1"></i>S&amp;P 500</span></div></div>
+      <div class="chartbox sm"><canvas id="c-years" role="img" aria-label="Calendar-year returns"></canvas></div>
+      <details><summary>View as table</summary><table id="t-years"></table></details>
+    </div>
+    <div class="card">
+      <div class="chart-head"><div><h3>The falls along the way</h3><p class="sub">Distance below the previous peak at each month-end.</p></div>
+        <div class="legend"><span><i style="background:var(--updraft)"></i>Updraft</span><span><i style="background:var(--spy)"></i>S&amp;P 500</span></div></div>
+      <div class="chartbox sm"><canvas id="c-dd" role="img" aria-label="Drawdowns"></canvas></div>
+    </div>
+  </div>
+  <div class="card">
+    <div class="chart-head"><div><h3>What any 12 months looked like</h3><p class="sub" id="dist-sub">Share of all 12-month periods by return.</p></div>
+      <div class="legend"><span><i class="band" style="background:var(--updraft);opacity:1"></i>Updraft</span><span><i class="band" style="background:var(--spy);opacity:1"></i>S&amp;P 500</span></div></div>
+    <div class="chartbox sm"><canvas id="c-dist" role="img" aria-label="Distribution of 12-month returns"></canvas></div>
+  </div>
+
+  <div class="card">
+    <h2>What it could grow to</h2>
+    <p class="sub">20,000 simulated futures built from the real monthly returns (in 12-month blocks, so crashes and rallies stay clustered).
+      Enter your amounts; the ranges scale exactly. Charts shade the middle half of outcomes; tables show the wider 10th–90th range.</p>
+    <div class="calc">
+      <div><div class="muted" style="margin-bottom:4px">Scenario</div><div class="seg" id="scen">
+        <button data-s="planning" aria-pressed="true">Planning case</button><button data-s="history" aria-pressed="false">History repeats</button></div></div>
+      <label>Lump sum ($)<input id="in-lump" type="number" min="0" step="1000" value="10000"></label>
+      <label>Monthly SIP ($)<input id="in-sip" type="number" min="0" step="100" value="1000"></label>
+    </div>
+    <p class="muted" id="scen-note"></p>
+    <div class="grid2" style="margin-top:6px">
+      <div>
+        <div class="chart-head" style="margin-bottom:6px"><div><h3>Lump sum</h3><p class="sub" id="lump-sub"></p></div></div>
+        <div class="legend" style="margin-bottom:6px" id="leg-lump"></div>
+        <div class="chartbox sm"><canvas id="c-lump" role="img" aria-label="Lump-sum projection"></canvas></div>
+        <table class="proj" id="tb-lump"></table>
+      </div>
+      <div>
+        <div class="chart-head" style="margin-bottom:6px"><div><h3>Monthly SIP</h3><p class="sub" id="sip-sub"></p></div></div>
+        <div class="legend" style="margin-bottom:6px" id="leg-sip"></div>
+        <div class="chartbox sm"><canvas id="c-sip" role="img" aria-label="Monthly investment projection"></canvas></div>
+        <table class="proj" id="tb-sip"></table>
+      </div>
+    </div>
+    <div class="callout">Read this honestly: the backtest's last few years were exceptionally strong (the 2024–26 AI rally). The
+      <b>planning case</b> removes half of Updraft's historical edge over the S&amp;P and is the number to plan with; "history repeats" is the
+      optimistic end. Single stocks are a third of the money each, so falls of 30–35% will happen along the way.</div>
   </div>
-  <p class="note">Backtest after 10 bps per trade, point-in-time stock lists, delisted companies included. Backtests flatter — the
-  2024-26 AI rally dominates recent years; expect less, with falls of 30–35% or worse. Each stock is a third of the
-  money: one stock halving costs about 17%.</p>
 </section>
+</main>
 
-<footer>Educational paper-trading demonstration — not investment advice. Prices and fills from Alpaca (IEX feed); rankings from
-Sharadar fundamentals and prices. <span id="ver"></span></footer>
-</div>
+<footer class="wrap">Educational paper-trading demonstration — not investment advice. Live prices and positions from Alpaca (paper account,
+IEX feed); rankings built daily from Sharadar fundamentals and prices; backtest 1999–2026 with point-in-time stock lists.</footer>
 
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+const css = n => getComputedStyle(document.documentElement).getPropertyValue(n).trim();
+const pct = (x, d = 1) => x == null || !isFinite(x) ? "—" : (x >= 0 ? "+" : "−") + Math.abs(x * 100).toFixed(d) + "%";
+const usd = x => x == null || !isFinite(x) ? "—" : (Math.abs(x) >= 1e6 ? "$" + (x / 1e6).toFixed(2) + "M" : "$" + Math.round(x).toLocaleString());
+const usdShort = x => Math.abs(x) >= 1e6 ? "$" + (x / 1e6).toFixed(x >= 1e7 ? 0 : 1) + "M" : Math.abs(x) >= 1e3 ? "$" + Math.round(x / 1e3) + "K" : "$" + Math.round(x);
+const signCls = (el, x) => { el.classList.remove("pos", "neg"); if (x != null && isFinite(x) && x !== 0) el.classList.add(x > 0 ? "pos" : "neg"); };
+const alpha = (hex, a) => { const h = hex.replace("#", ""); const n = parseInt(h, 16); return `rgba(${n >> 16 & 255},${n >> 8 & 255},${n & 255},${a})`; };
+async function get(u) { const r = await fetch(u); if (!r.ok) throw new Error((await r.json().catch(() => ({}))).detail || r.status); return r.json(); }
+function setText(el, t) { el.textContent = t; }
 
+/* ---------- theme */
 try { const t = localStorage.getItem("updraft-theme"); if (t) document.documentElement.dataset.theme = t; } catch (e) {}
-$("themeBtn").onclick = () => { const cur = document.documentElement.dataset.theme ||
-  (matchMedia("(prefers-color-scheme: dark)").matches ? "dark" : "light");
+$("themeBtn").onclick = () => {
+  const cur = document.documentElement.dataset.theme || (matchMedia("(prefers-color-scheme: dark)").matches ? "dark" : "light");
   const nxt = cur === "dark" ? "light" : "dark"; document.documentElement.dataset.theme = nxt;
-  try { localStorage.setItem("updraft-theme", nxt); } catch (e) {} drawChart(window._perf); };
+  try { localStorage.setItem("updraft-theme", nxt); } catch (e) {}
+  redrawAll();
+};
+matchMedia("(prefers-color-scheme: dark)").addEventListener?.("change", () => redrawAll());
 
-async function loadPortfolio(){
-  try {
-    const p = await get("/api/portfolio");
-    $("mode").textContent = p.paper ? "Paper trading" : "LIVE trading";
-    $("t-eq").textContent = usd(p.equity);
-    $("t-eq-s").textContent = p.today_pct == null ? "" : `today ${pct(p.today_pct, 2)} (${p.today_change >= 0 ? "+" : "−"}${usd(Math.abs(p.today_change))})`;
-    const tb = $("holdings").querySelector("tbody");
-    tb.innerHTML = p.positions.length ? p.positions.map(r => `<tr><td><span class="sym">${esc(r.symbol)}</span><br><span class="sub">${esc(r.name || "")}</span></td>
-      <td class="r">${pct(r.weight, 0).replace("+","")}</td><td class="r">${usd(r.value)}</td>
-      <td class="r ${r.pl_pct >= 0 ? "pos" : "neg"}">${pct(r.pl_pct)}</td><td class="r ${r.today >= 0 ? "pos" : "neg"}">${pct(r.today)}</td>
-      <td class="r">${r.rank_now ? "#" + r.rank_now : "—"}</td></tr>`).join("")
-      : `<tr><td colspan="6" class="empty">No positions yet — the first rebalance buys the top 3.</td></tr>`;
-    $("cashnote").textContent = `Cash ${usd(p.cash)}. Prices update every 30 seconds while the page is open.`;
-    $("updated").textContent = "Updated " + new Date().toLocaleTimeString();
-    $("dot").style.background = "var(--pos)";
-  } catch (e) { $("updated").textContent = "Live data unavailable: " + e.message; $("dot").style.background = "var(--neg)"; }
+/* ---------- tabs */
+function showTab(name) {
+  for (const t of ["live", "strategy"]) {
+    $("t-" + t).setAttribute("aria-selected", String(t === name)); $("p-" + t).hidden = t !== name;
+  }
+  if (name === "strategy") loadStrategy();
+  try { history.replaceState(null, "", name === "strategy" ? "#strategy" : "#"); } catch (e) {}
 }
+$("t-live").onclick = () => showTab("live"); $("t-strategy").onclick = () => showTab("strategy");
 
-async function loadStatus(){
-  try {
-    const s = await get("/api/status");
-    $("t-next").textContent = s.next_rebalance ? new Date(s.next_rebalance + "T12:00:00").toLocaleDateString(undefined, {day:"numeric", month:"short"}) : "—";
-    $("t-next-s").textContent = s.done_this_month ? "this month's rebalance is done" : (s.market_open ? "market open" : "market closed");
-  } catch (e) { $("t-next-s").textContent = ""; }
+/* ---------- chart plumbing */
+const charts = {};
+const crosshair = { id: "crosshair", afterDatasetsDraw(ch) {
+  const a = ch.tooltip && ch.tooltip.getActiveElements && ch.tooltip.getActiveElements();
+  if (!a || !a.length || ch.config.type !== "line") return;
+  const x = a[0].element.x, { top, bottom } = ch.chartArea, c = ch.ctx;
+  c.save(); c.strokeStyle = css("--axis"); c.lineWidth = 1; c.beginPath(); c.moveTo(x, top); c.lineTo(x, bottom); c.stroke(); c.restore();
+}};
+const endLabels = { id: "endLabels", afterDatasetsDraw(ch, _a, o) {
+  if (!o || !o.enabled) return;
+  const pts = [];
+  ch.data.datasets.forEach((ds, i) => {
+    if (ds.endLabel === false || ch.getDatasetMeta(i).hidden) return;
+    const els = ch.getDatasetMeta(i).data; let j = ds.data.length - 1;
+    while (j >= 0 && (ds.data[j] == null || !els[j])) j--;
+    if (j < 0) return;
+    pts.push({ x: els[j].x, y: els[j].y, color: ds.borderColor, text: o.format(ds, ds.data[j]) });
+  });
+  const c = ch.ctx, collide = pts.length === 2 && Math.abs(pts[0].y - pts[1].y) < 18;
+  c.save();
+  for (const p of pts) {
+    c.beginPath(); c.arc(p.x, p.y, 6, 0, 2 * Math.PI); c.fillStyle = css("--surface"); c.fill();
+    c.beginPath(); c.arc(p.x, p.y, 4, 0, 2 * Math.PI); c.fillStyle = p.color; c.fill();
+    if (!collide) { c.font = "600 12px " + css("--sans"); c.fillStyle = css("--ink"); c.textAlign = "right"; c.fillText(p.text, p.x - 10, p.y - 10); }
+  }
+  c.restore();
+}};
+Chart.register(crosshair, endLabels);
+function baseOpts(extra = {}) {
+  const ink2 = css("--ink-2"), muted = css("--muted"), grid = css("--grid");
+  return Object.assign({
+    responsive: true, maintainAspectRatio: false, animation: { duration: 250 },
+    interaction: { mode: "index", intersect: false },
+    layout: { padding: { top: 18, right: 6 } },
+    plugins: { legend: { display: false },
+      tooltip: { backgroundColor: css("--surface"), borderColor: css("--border"), borderWidth: 1, titleColor: ink2, bodyColor: css("--ink"),
+        padding: 10, usePointStyle: true, boxWidth: 14, boxHeight: 2, titleFont: { weight: "600" }, bodyFont: { weight: "600" } } },
+    scales: {
+      x: { grid: { display: false }, border: { color: css("--axis") }, ticks: { color: muted, maxTicksLimit: 8, maxRotation: 0 } },
+      y: { grid: { color: grid }, border: { display: false }, ticks: { color: muted } } }
+  }, extra);
+}
+function mk(id, cfg) { if (charts[id]) charts[id].destroy(); charts[id] = new Chart($(id), cfg); return charts[id]; }
+function line(label, data, color, extra = {}) {
+  return Object.assign({ label, data, borderColor: color, backgroundColor: color, borderWidth: 2, pointRadius: 0, pointHoverRadius: 4,
+    pointStyle: "line", tension: 0.15, borderJoinStyle: "round", borderCapStyle: "round", spanGaps: true }, extra);
 }
 
-async function loadRanking(){
+/* ---------- LIVE FUND */
+let perf = null, range = "ALL";
+function cut(dates) {
+  if (range === "ALL" || !dates.length) return 0;
+  const last = new Date(dates[dates.length - 1] + "T12:00:00"); const d = new Date(last);
+  if (range === "1M") d.setMonth(d.getMonth() - 1); else if (range === "3M") d.setMonth(d.getMonth() - 3);
+  else if (range === "1Y") d.setFullYear(d.getFullYear() - 1); else if (range === "YTD") d.setMonth(0, 1);
+  const iso = d.toISOString().slice(0, 10); const i = dates.findIndex(x => x >= iso); return Math.max(0, i - (range === "YTD" ? 0 : 1));
+}
+function drawLive() {
+  if (!perf || !perf.dates || !perf.dates.length) return;
+  const i0 = cut(perf.dates);
+  const D = perf.dates.slice(i0), V = perf.value.slice(i0), B = perf.bench_value.slice(i0);
+  const u = css("--updraft"), s = css("--spy");
+  mk("c-live", { type: "line", data: { labels: D, datasets: [
+      line("Updraft", V, u, { fill: "start", backgroundColor: alpha(u, 0.10) }),
+      line("S&P 500, same money", B, s)] },
+    options: baseOpts({ plugins: Object.assign(baseOpts().plugins, { endLabels: { enabled: true, format: (ds, v) => usd(v) },
+        tooltip: Object.assign(baseOpts().plugins.tooltip, { callbacks: { label: c => `${usd(c.parsed.y)}   ${c.dataset.label}` } }) }),
+      scales: Object.assign(baseOpts().scales, { y: Object.assign(baseOpts().scales.y, { ticks: { color: css("--muted"), callback: v => usdShort(v) } }) }) }) });
+  const ru = V.length > 1 ? V[V.length - 1] / V[0] - 1 : null, rb = B.length > 1 && B[0] ? B[B.length - 1] / B[0] - 1 : null;
+  setText($("period-read"), ru == null ? "" : `This period: Updraft ${pct(ru)} · S&P 500 ${pct(rb)}`);
+}
+document.querySelectorAll("#range button").forEach(b => b.onclick = () => {
+  range = b.dataset.r; document.querySelectorAll("#range button").forEach(x => x.setAttribute("aria-pressed", String(x === b))); drawLive();
+});
+async function loadPerformance() {
   try {
-    const r = await get("/api/ranking");
-    const tb = $("ranking").querySelector("tbody");
-    tb.innerHTML = (r.ranked || []).slice(0, 6).map(x => `<tr><td>${x.rank}</td><td><span class="sym">${esc(x.ticker)}</span><br><span class="sub">${esc(x.name || "")}</span></td>
-      <td class="sub">${esc(x.sector || "")}</td><td class="r ${x.ret_6m >= 0 ? "pos" : "neg"}">${pct(x.ret_6m, 0)}</td></tr>`).join("")
-      || `<tr><td colspan="4" class="empty">${r.building ? "Building today's ranking…" : "Ranking not available yet."}</td></tr>`;
-    $("ranknote").textContent = r.prices_as_of ? `Prices to ${r.prices_as_of} · ${r.pool} stocks in the quality pool. Holdings are kept while they stay in the top 6.` : "";
-  } catch (e) { $("ranknote").textContent = "Ranking unavailable: " + e.message; }
+    perf = await get("/api/performance"); const s = perf.stats || {};
+    setText($("k-ret"), pct(s.return)); signCls($("k-ret"), s.return);
+    setText($("k-ret-s"), perf.start ? `since the first trade, ${perf.start}` + (s.annualised != null ? ` · ${pct(s.annualised)} a year` : "") : "starts with the first trade");
+    const bv = perf.bench_value || [], spyRet = bv.length > 1 && bv[0] ? bv[bv.length - 1] / bv[0] - 1 : s.spy_return;
+    setText($("k-spy"), pct(spyRet)); signCls($("k-spy"), spyRet);
+    setText($("k-spy-s"), s.return != null && spyRet != null ? `Updraft ${s.return >= spyRet ? "ahead" : "behind"} by ${pct(Math.abs(s.return - spyRet)).replace("+", "")}` : "");
+    setText($("k-dd"), s.max_drawdown == null ? "—" : pct(s.max_drawdown)); signCls($("k-dd"), s.max_drawdown < 0 ? -1 : null);
+    drawLive();
+    if (perf.dates.length < 3) setText($("live-note"), "The fund started on " + (perf.start || "its first trade") + " — the chart fills in day by day. Daily closes from Alpaca plus the live value now.");
+  } catch (e) { setText($("live-note"), "Performance unavailable right now: " + e.message); }
 }
-
-async function loadOrders(){
+async function loadPortfolio() {
+  try {
+    const p = await get("/api/portfolio");
+    setText($("mode"), p.paper ? "Paper trading" : "LIVE trading");
+    setText($("k-eq"), usd(p.equity));
+    setText($("k-today"), p.today_pct == null ? "" : `today ${pct(p.today_pct, 2)} (${p.today_change >= 0 ? "+" : "−"}${usd(Math.abs(p.today_change))})`);
+    signCls($("k-today"), p.today_pct);
+    const tb = $("holdings").querySelector("tbody"); tb.textContent = "";
+    if (!p.positions.length) { const tr = tb.insertRow(); const td = tr.insertCell(); td.colSpan = 6; td.className = "empty"; td.textContent = "No positions yet — the first rebalance buys the top 3."; }
+    for (const r of p.positions) {
+      const tr = tb.insertRow();
+      const a = tr.insertCell(); const t = document.createElement("div"); t.className = "tick"; t.textContent = r.symbol;
+      const co = document.createElement("div"); co.className = "co"; co.textContent = [r.name, r.sector].filter(Boolean).join(" · "); a.append(t, co);
+      const w = tr.insertCell(); w.className = "hide-s"; const wb = document.createElement("div"); wb.className = "wbar";
+      const tr2 = document.createElement("span"); const fill = document.createElement("b"); fill.style.width = Math.min(100, (r.weight || 0) * 100 / 0.5) + "%"; tr2.append(fill);
+      const wl = document.createElement("small"); wl.textContent = pct(r.weight, 0).replace("+", ""); wb.append(tr2, wl); w.append(wb);
+      const v = tr.insertCell(); v.className = "r"; v.textContent = usd(r.value);
+      const g = tr.insertCell(); g.className = "r"; g.textContent = pct(r.pl_pct); signCls(g, r.pl_pct);
+      const d = tr.insertCell(); d.className = "r hide-s"; d.textContent = pct(r.today); signCls(d, r.today);
+      const k = tr.insertCell(); k.className = "r"; const rk = document.createElement("span"); rk.className = "rank"; rk.textContent = r.rank_now ? "#" + r.rank_now : "—"; k.append(rk);
+    }
+    setText($("cash-note"), `Cash ${usd(p.cash)} (about 1% is kept back for fills). Prices update every 30 seconds while this page is open.`);
+    setText($("updated"), "Live · " + new Date().toLocaleTimeString([], { hour: "2-digit", minute: "2-digit" })); $("dot").style.background = "#3fbf6b";
+  } catch (e) { setText($("updated"), "Live data unavailable"); $("dot").style.background = "#f07068"; }
+}
+async function loadStatus() {
   try {
-    const o = await get("/api/orders");
-    const tb = $("orders").querySelector("tbody");
-    tb.innerHTML = o.length ? o.slice(0, 30).map(x => `<tr><td>${esc(x.date)}</td><td class="${x.side === "buy" ? "pos" : "neg"}">${x.side === "buy" ? "Buy" : "Sell"}</td>
-      <td class="sym">${esc(x.symbol)}</td><td class="r">${x.qty ? Number(x.qty).toFixed(3) : "—"}</td>
-      <td class="r">${x.price ? "$" + Number(x.price).toFixed(2) : "—"}</td><td class="sub">${esc(x.status)}</td></tr>`).join("")
-      : `<tr><td colspan="6" class="empty">No trades yet.</td></tr>`;
+    const s = await get("/api/status");
+    setText($("k-next"), s.next_rebalance ? new Date(s.next_rebalance + "T12:00:00").toLocaleDateString([], { day: "numeric", month: "short" }) : "—");
+    setText($("k-next-s"), s.done_this_month ? "this month's rebalance is done" : (s.market_open ? "market open" : "first trading day of the month"));
   } catch (e) {}
 }
 
-function drawChart(p){
-  if (!p || !p.dates || !p.dates.length) return;
-  const css = getComputedStyle(document.documentElement);
-  const accent = css.getPropertyValue("--accent").trim(), spyc = css.getPropertyValue("--spy").trim(), grid = css.getPropertyValue("--line").trim(),
-        ink = css.getPropertyValue("--muted").trim();
-  if (chart) chart.destroy();
-  chart = new Chart($("chart"), {type: "line", data: {labels: p.dates, datasets: [
-    {label: "Updraft", data: p.strategy, borderColor: accent, borderWidth: 2.2, pointRadius: 0, tension: .15},
-    {label: "S&P 500", data: p.spy, borderColor: spyc, borderWidth: 1.5, pointRadius: 0, borderDash: [4, 3], tension: .15}]},
-    options: {responsive: true, maintainAspectRatio: false, interaction: {mode: "index", intersect: false},
-      plugins: {legend: {labels: {color: ink, boxWidth: 14}}, tooltip: {callbacks: {label: c => `${c.dataset.label}: ${pct(c.parsed.y - 1)}`}}},
-      scales: {x: {ticks: {color: ink, maxTicksLimit: 8}, grid: {display: false}},
-               y: {ticks: {color: ink, callback: v => pct(v - 1, Math.abs(v - 1) < 0.05 ? 1 : 0)}, grid: {color: grid}}}}});
+/* ---------- THE STRATEGY */
+let strat = null, scen = "planning";
+async function loadStrategy() {
+  if (strat) return;
+  try { strat = await get("/static/data/strategy.json"); } catch (e) { setText($("bt-sub"), "Backtest data unavailable."); return; }
+  const k = strat.stats, sp = strat.spy, y = strat.rolling_12m, box = $("bt-stats"); box.textContent = "";
+  const tiles = [["Return per year", pct(k.cagr), `S&P 500 ${pct(sp.cagr)}`], ["Worst fall", pct(k.max_dd, 0), `S&P 500 ${pct(sp.max_dd, 0)}`],
+    ["Sharpe ratio", k.sharpe.toFixed(2), `S&P 500 ${sp.sharpe.toFixed(2)}`], ["Median 12 months", pct(y.median, 0), `S&P 500 ${pct(y.spy_median, 0)}`],
+    ["12 months in profit", Math.round(y.share_positive * 100) + "%", `S&P 500 ${Math.round(y.spy_share_positive * 100)}%`],
+    ["Beat the S&P over 12 months", Math.round(y.share_beat_spy * 100) + "%", "of all start months"]];
+  for (const [l, v, s] of tiles) { const t = document.createElement("div"); t.className = "tile";
+    for (const [c, x] of [["l", l], ["v", v], ["s", s]]) { const d = document.createElement("div"); d.className = c; d.textContent = x; t.append(d); } box.append(t); }
+  setText($("bt-sub"), `${strat.period}, monthly, after trading costs; companies that later went bust or were delisted are included. Before the 2024–26 AI rally (2013–2023): ${pct(k.cagr_2013_2023)} a year vs S&P ${pct(sp.cagr_2013_2023)}.`);
+  setText($("dist-sub"), `Share of all ${y.n} rolling 12-month periods by return. Updraft's middle 80% ran from ${pct(y.p10, 0)} to ${pct(y.p90, 0)}.`);
+  fillTables(); drawStrategy();
 }
-
-async function loadPerformance(){
-  try {
-    const p = await get("/api/performance"); window._perf = p; const s = p.stats || {};
-    $("t-ret").textContent = pct(s.return); cls($("t-ret"), s.return);
-    $("t-ret-s").textContent = p.start ? `since the first trade, ${p.start}` + (s.annualised != null ? ` · ${pct(s.annualised)} a year` : "") : "starts with the first trade";
-    $("t-spy").textContent = pct(s.spy_return); cls($("t-spy"), s.spy_return);
-    $("t-spy-s").textContent = s.return != null && s.spy_return != null ? `strategy ${s.return >= s.spy_return ? "ahead by" : "behind by"} ${pct(Math.abs(s.return - s.spy_return)).replace("+","")}` : "";
-    $("t-dd").textContent = s.max_drawdown == null ? "—" : pct(s.max_drawdown); cls($("t-dd"), s.max_drawdown < 0 ? -1 : null);
-    drawChart(p);
-    if (!p.dates.length) $("chartnote").textContent = "The chart starts after the first rebalance.";
-  } catch (e) { $("chartnote").textContent = "Performance unavailable: " + e.message; }
+function fillTables() {
+  const g = strat.growth, tg = $("t-growth"); tg.textContent = "";
+  const h = tg.createTHead().insertRow(); for (const x of ["Year-end", "Updraft", "S&P 500"]) { const th = document.createElement("th"); th.textContent = x; h.append(th); }
+  const b = tg.createTBody();
+  g.dates.forEach((d, i) => { if (d.endsWith("-12") || i === g.dates.length - 1) { const r = b.insertRow(); for (const x of [d, usd(g.updraft[i]), usd(g.spy[i])]) r.insertCell().textContent = x; } });
+  const ty = $("t-years"); ty.textContent = ""; const h2 = ty.createTHead().insertRow();
+  for (const x of ["Year", "Updraft", "S&P 500"]) { const th = document.createElement("th"); th.textContent = x; h2.append(th); }
+  const b2 = ty.createTBody(); strat.years.labels.forEach((yr, i) => { const r = b2.insertRow(); for (const x of [yr, pct(strat.years.updraft[i]), pct(strat.years.spy[i])]) r.insertCell().textContent = x; });
+}
+function bars(label, data, color) {
+  return { label, data, backgroundColor: color, borderRadius: 4, borderSkipped: "start", maxBarThickness: 24, categoryPercentage: 0.72, barPercentage: 0.88, pointStyle: "rect" };
 }
+function drawStrategy() {
+  if (!strat) return;
+  const u = css("--updraft"), s = css("--spy"), g = strat.growth;
+  mk("c-growth", { type: "line", data: { labels: g.dates, datasets: [line("Updraft", g.updraft, u), line("S&P 500", g.spy, s)] },
+    options: baseOpts({ plugins: Object.assign(baseOpts().plugins, { endLabels: { enabled: true, format: (ds, v) => usd(v) },
+      tooltip: Object.assign(baseOpts().plugins.tooltip, { callbacks: { label: c => `${usd(c.parsed.y)}   ${c.dataset.label}` } }) }),
+      scales: { x: Object.assign(baseOpts().scales.x, { ticks: { color: css("--muted"), maxTicksLimit: 10, maxRotation: 0, callback: function (v) { return this.getLabelForValue(v).slice(0, 4); } } }),
+        y: Object.assign(baseOpts().scales.y, { type: "logarithmic", ticks: { color: css("--muted"), callback: v => [1e4, 3e4, 1e5, 3e5, 1e6, 3e6, 1e7, 3e7].includes(v) ? usdShort(v) : null } }) } }) });
+  const Y = strat.years;
+  mk("c-years", { type: "bar", data: { labels: Y.labels.map(x => "’" + x.slice(2)), datasets: [bars("Updraft", Y.updraft, u), bars("S&P 500", Y.spy, s)] },
+    options: baseOpts({ interaction: { mode: "index", intersect: false }, plugins: Object.assign(baseOpts().plugins, {
+      tooltip: Object.assign(baseOpts().plugins.tooltip, { callbacks: { title: c => "20" + c[0].label.slice(1), label: c => `${pct(c.parsed.y)}   ${c.dataset.label}` } }) }),
+      scales: { x: Object.assign(baseOpts().scales.x, { ticks: { color: css("--muted"), maxTicksLimit: 14, maxRotation: 0 } }),
+        y: Object.assign(baseOpts().scales.y, { ticks: { color: css("--muted"), callback: v => pct(v, 0) } }) } }) });
+  const DD = strat.drawdown;
+  mk("c-dd", { type: "line", data: { labels: DD.dates, datasets: [line("Updraft", DD.updraft, u, { fill: "origin", backgroundColor: alpha(u, 0.10) }), line("S&P 500", DD.spy, s)] },
+    options: baseOpts({ plugins: Object.assign(baseOpts().plugins, { tooltip: Object.assign(baseOpts().plugins.tooltip, { callbacks: { label: c => `${pct(c.parsed.y, 0)}   ${c.dataset.label}` } }) }),
+      scales: { x: Object.assign(baseOpts().scales.x, { ticks: { color: css("--muted"), maxTicksLimit: 7, maxRotation: 0, callback: function (v) { return this.getLabelForValue(v).slice(0, 4); } } }),
+        y: Object.assign(baseOpts().scales.y, { max: 0, ticks: { color: css("--muted"), callback: v => pct(v, 0) } }) } }) });
+  const E = strat.dist12.edges, lab = E.slice(0, -1).map((e, i) => i === E.length - 2 ? `≥ ${pct(e, 0)}` : (i === 0 ? `≤ ${pct(E[1], 0)}` : pct(e, 0)));
+  mk("c-dist", { type: "bar", data: { labels: lab, datasets: [bars("Updraft", strat.dist12.updraft, u), bars("S&P 500", strat.dist12.spy, s)] },
+    options: baseOpts({ plugins: Object.assign(baseOpts().plugins, { tooltip: Object.assign(baseOpts().plugins.tooltip, {
+      callbacks: { title: c => { const i = c[0].dataIndex; return i === 0 ? `12-month return ≤ ${pct(E[1], 0)}` : i === E.length - 2 ? `12-month return ≥ ${pct(E[i], 0)}` : `12-month return ${pct(E[i], 0)} to ${pct(E[i + 1], 0)}`; },
+        label: c => `${Math.round(c.parsed.y * 100)}% of periods   ${c.dataset.label}` } }) }),
+      scales: { x: Object.assign(baseOpts().scales.x, { ticks: { color: css("--muted"), maxTicksLimit: 9, maxRotation: 0 } }),
+        y: Object.assign(baseOpts().scales.y, { ticks: { color: css("--muted"), callback: v => Math.round(v * 100) + "%" } }) } }) });
+  drawProjections();
+}
+function num(id, def) { const v = parseFloat($(id).value); return isFinite(v) && v >= 0 ? v : def; }
+function legendRow(el, items) {
+  el.textContent = "";
+  for (const [color, text, band] of items) { const s = document.createElement("span"); const i = document.createElement("i"); i.style.background = color;
+    if (band) i.className = "band"; s.append(i, document.createTextNode(text)); el.append(s); }
+}
+function drawProjections() {
+  if (!strat) return;
+  const P = strat.projections, S = P[scen], B = P.spy, yrs = P.years;
+  const col = scen === "planning" ? css("--plan") : css("--updraft"), spyc = css("--spy"), muted = css("--muted");
+  const name = scen === "planning" ? "Updraft, planning case" : "Updraft, history repeats";
+  setText($("scen-note"), scen === "planning"
+    ? `Planning case: the same months with ${pct(P.planning_edge_removed, 1).replace("+", "")} a year of Updraft's edge removed — half of its historical lead over the S&P.`
+    : "History repeats: Updraft's 1999–2026 monthly returns as they were — the optimistic end, flattered by the 2024–26 rally.");
+  for (const kind of ["lump", "sip"]) {
+    const amt = kind === "lump" ? num("in-lump", 10000) : num("in-sip", 1000), d = S[kind], b = B[kind];
+    const scale = a => a.map(x => x * amt);
+    const ds = [
+      line("75th percentile", scale(d.p75), "transparent", { fill: "+1", backgroundColor: alpha(col, 0.16), endLabel: false, pointHoverRadius: 0 }),
+      line("25th percentile", scale(d.p25), "transparent", { endLabel: false, pointHoverRadius: 0 }),
+      line(name + " (median)", scale(d.p50), col),
+      line("S&P 500 (median)", scale(b.p50), spyc)];
+    if (kind === "sip") ds.push(line("Paid in", d.paid.map(x => x * amt), muted, { borderWidth: 1, endLabel: false }));
+    legendRow($("leg-" + kind), [[col, "Median", false], [col, "Middle half of outcomes", true], [spyc, "S&P 500 median", false]].concat(kind === "sip" ? [[muted, "Paid in", false]] : []));
+    mk("c-" + kind, { type: "line", data: { labels: yrs.map(y => y === 0 ? "Start" : y + "y"), datasets: ds },
+      options: baseOpts({ plugins: Object.assign(baseOpts().plugins, { endLabels: { enabled: true, format: (x, v) => usdShort(v) },
+        tooltip: Object.assign(baseOpts().plugins.tooltip, { filter: it => it.datasetIndex > 1 || it.datasetIndex === 0,
+          callbacks: { title: c => c[0].label === "Start" ? "Start" : "After " + c[0].label.replace("y", " years"),
+            label: c => c.datasetIndex === 0 ? `${usdShort(scale(d.p25)[c.dataIndex])} – ${usdShort(c.parsed.y)}   middle half` : `${usd(c.parsed.y)}   ${c.dataset.label}` } }) }),
+        scales: { x: baseOpts().scales.x, y: Object.assign(baseOpts().scales.y, { ticks: { color: css("--muted"), callback: v => usdShort(v) } }) } }) });
+    const tb = $("tb-" + kind); tb.textContent = "";
+    const hr = tb.createTHead().insertRow();
+    for (const h of ["After", "Paid in", "Updraft median", "Range (10th–90th)", "S&P median", "Below paid in"]) { const th = document.createElement("th"); th.textContent = h; hr.append(th); }
+    const body = tb.createTBody();
+    for (const yr of [5, 10, 15]) {
+      const r = body.insertRow(), paid = (kind === "lump" ? amt : amt * 12 * yr);
+      const cells = [`${yr} years`, usd(paid), usd(d.p50[yr] * amt), `${usdShort(d.p10[yr] * amt)} – ${usdShort(d.p90[yr] * amt)}`, usd(b.p50[yr] * amt),
+        Math.round(d.below_paid[yr] * 100) + "%"];
+      cells.forEach((c, i) => { const td = r.insertCell(); td.textContent = c; if (i === 2) td.className = "big"; });
+    }
+    const m15 = d.p50[15] / (kind === "lump" ? 1 : 180), s15 = b.p50[15] / (kind === "lump" ? 1 : 180);
+    setText($(kind + "-sub"), kind === "lump" ? `${usd(amt)} once. Median after 15 years: ${m15.toFixed(1)}× the money (S&P ${s15.toFixed(1)}×).`
+      : `${usd(amt)} every month. Median after 15 years: ${m15.toFixed(1)}× what you paid in (S&P ${s15.toFixed(1)}×).`);
+  }
+}
+document.querySelectorAll("#scen button").forEach(b => b.onclick = () => { scen = b.dataset.s;
+  document.querySelectorAll("#scen button").forEach(x => x.setAttribute("aria-pressed", String(x === b))); drawProjections(); });
+["in-lump", "in-sip"].forEach(id => $(id).addEventListener("input", () => drawProjections()));
+
+function redrawAll() { drawLive(); if (strat) drawStrategy(); }
 
-loadPortfolio(); loadStatus(); loadRanking(); loadOrders(); loadPerformance();
-setInterval(loadPortfolio, 30000); setInterval(loadStatus, 60000); setInterval(loadOrders, 120000);
-setInterval(loadRanking, 600000); setInterval(loadPerformance, 600000);
+/* ---------- start */
+loadPortfolio(); loadPerformance(); loadStatus();
+setInterval(loadPortfolio, 30000); setInterval(loadStatus, 60000); setInterval(loadPerformance, 300000);
+if (location.hash === "#strategy") showTab("strategy");
 </script>
 </body>
 </html>

tests/test_qt3_space.py

@@ -241,3 +241,9 @@ def test_scheduler_not_started_without_keys(monkeypatch):
     monkeypatch.setattr(config, "ALPACA_KEY", "")
     monkeypatch.setattr(scheduler, "STATE", {**scheduler.STATE, "running": False})
     assert scheduler.start() is False
+
+
+def test_bench_value_same_money_and_deposits():
+    # S&P +10% on day 2; a $500 deposit on day 3 with S&P flat → benchmark gets the same deposit
+    b = performance.bench_value([1000.0, 1050.0, 1600.0], [100.0, 110.0, 110.0], ["d1", "d2", "d3"], {"d3": 500.0})
+    assert b == [1000.0, 1100.0, 1600.0]