Hi Yodhi,

Thank you for the questions!

All trades include a .25% trading fee. This means all median portfolio values include trading fees.

We have not published the trading cost for the fees over the 1 year period. We can consider collecting some data and publishing those results.

These results do include a portion of this bear market, up until May 3rd.

Every situation is different, but essentially rebalancing is buying low and selling high over each period. This means if there is a long bear market, it is still doing the same thing. Since each situation is different, it’s hard to say the performance implications of each market. We will continue to collect and publish data on these different conditions to ensure our users have a complete picture of the rebalancing strategy.

Shrimpy Team