Bellwether. PAPER

Edge Tracker

predicted edge at decision vs current / realized edge

Open positions

1
$114 notional

Closed trades

50
22W / 28L

Realized PnL

+$1,351.88
across all closes

Predicted PnL

+$375.84
realized above predicted by $976.03

Open positions: predicted edge vs current drift

Predicted edge = Boss probability minus market price at consult. Drift = current market price minus fill price (positive = with us).
Opened Strategy Market Side Fill Boss p Predicted edge Current Drift Notional
Wed May 13 5:06pm slate polymarket
Will Byron Donalds be the Republican nominee for Florida ...
no 0.1250 0.080 -0.795 0.8750 +0.000 $114.17

Closed trades: predicted vs realized

Implied predicted PnL = predicted_edge * size. Realized = actual PnL booked at settlement.
Closed Strategy Market Side Fill Outcome Predicted edge Predicted PnL Realized PnL Delta
Sun Jul 12 2:00am whale_copy polymarket
Will Roberto Sánchez Palomino win the 2026 Peruvian presi...
no 0.7620 no - - +$10.93 -
Sun Jul 12 2:00am whale_copy polymarket
Strait of Hormuz traffic returns to normal by end of June?
no 0.7100 no - - +$14.30 -
Sun Jul 5 2:00am whale_copy polymarket
Iran agrees to end enrichment of uranium by June 30?
yes 0.2319 no - - $-35.00 -
Sun Jul 5 2:00am whale_copy polymarket
Iran agrees to end enrichment of uranium by June 30?
no 0.7800 no - - +$9.87 -
Sun Jul 5 2:00am whale_copy polymarket
Will the Iranian regime fall by June 30?
no 0.9200 no - - +$2.17 -
Sun Jul 5 2:00am whale_copy polymarket
Will Spencer Pratt win the 2026 Los Angeles mayoral elect...
no 0.7700 no - - +$10.45 -
Sun Jun 28 2:00am whale_copy polymarket
Starmer out by December 31, 2026?
no 0.3300 yes - - $-25.00 -
Sun Jun 28 2:00am whale_copy polymarket
US x Iran diplomatic meeting by June 30, 2026?
no 0.2700 yes - - $-50.00 -
Sun Jun 21 2:00am consensus kalshi
Will Kid Rock attend any UFC Freedom 250 event in person?
no 0.5000 yes -0.120 $-18.87 $-78.61 $-59.74
Sun Jun 21 2:00am consensus kalshi
Will the Bank of England Maintain current rate at the Jun...
no 0.1000 yes -0.020 $-15.73 $-78.64 $-62.91
Sun Jun 21 2:00am consensus kalshi
Will legislation that reauthorizes FISA Section 702 autho...
yes 0.3900 no +0.030 +$5.91 $-76.77 $-82.68
Sun Jun 21 2:00am consensus kalshi
Will Trump publicly criticize Benjamin Netanyahu before J...
yes 0.3900 yes +0.030 +$6.05 +$122.99 +$116.95
Sun Jun 21 2:00am consensus kalshi
Will Trump publicly criticize Benjamin Netanyahu before J...
yes 0.2700 yes +0.080 +$34.98 +$319.21 +$284.23
Sun Jun 21 2:00am consensus kalshi
How many dissenting votes at the next Fed meeting?
yes 0.1000 no +0.060 +$47.23 $-78.71 $-125.93
Sun Jun 21 2:00am consensus kalshi
Will Sabrina Carpenter attend any Knicks playoff game?
yes 0.2200 no +0.015 +$5.43 $-79.71 $-85.14
Sun Jun 21 2:00am consensus kalshi
Will Sabrina Carpenter attend any Knicks playoff game?
no 0.8000 no -0.080 $-5.92 +$14.80 +$20.72
Sun Jun 21 2:00am consensus kalshi
Will Elon Musk attend any UFC Freedom 250 event in person?
no 0.5400 no -0.080 $-11.41 +$65.63 +$77.04
Sun Jun 21 2:00am consensus kalshi
Will Elon Musk attend any UFC Freedom 250 event in person?
yes 0.3500 no +0.035 +$5.95 $-59.54 $-65.50
Sun Jun 21 2:00am consensus kalshi
Will US housing starts for May 2026 be above 1.400M?
no 0.1600 no -0.010 $-3.72 +$312.59 +$316.32
Sun Jun 21 2:00am consensus kalshi
Will Jake Paul attend any UFC Freedom 250 event in person?
yes 0.2100 no +0.020 +$5.67 $-59.50 $-65.17
Sun Jun 21 2:00am consensus kalshi
Will legislation that reauthorizes FISA Section 702 autho...
yes 0.1500 no +0.050 +$19.85 $-59.54 $-79.39
Sun Jun 21 2:00am consensus kalshi
Will Federal Funds Rate Decision be No change AND Dissent...
no 0.2400 yes -0.060 $-14.89 $-59.54 $-44.66
Sun Jun 21 2:00am consensus kalshi
Will US housing starts for May 2026 be above 1.450M?
yes 0.0600 no +0.020 +$19.85 $-59.54 $-79.39
Sun Jun 21 2:00am consensus kalshi
Will US housing starts for May 2026 be above 1.375M?
no 0.0900 no -0.025 $-16.54 +$602.03 +$618.57
Sun Jun 21 2:00am whale_copy polymarket
Will the Vegas Golden Knights win the 2026 NHL Stanley Cup?
no 0.4188 no - - +$48.57 -
Sun Jun 21 2:00am whale_copy polymarket
Will the Carolina Hurricanes win the 2026 NHL Stanley Cup?
yes 0.4100 yes - - +$50.37 -
Sun Jun 21 2:00am consensus kalshi
Will Trump publicly criticize Benjamin Netanyahu before J...
yes 0.2500 yes +0.300 +$107.18 +$267.94 +$160.76
Sun Jun 21 2:00am consensus kalshi
How many dissenting votes at the next Fed meeting?
no 0.3400 yes -0.020 $-3.50 $-59.54 $-56.04
Sun Jun 21 2:00am consensus kalshi
Will Joe Rogan attend any UFC Freedom 250 event in person?
no 0.1300 yes -0.045 $-23.16 $-66.90 $-43.74
Sun Jun 21 2:00am consensus kalshi
Will Conor McGregor attend any UFC Freedom 250 event in p...
no 0.2300 no -0.080 $-23.27 +$223.98 +$247.25
Sun Jun 21 2:00am consensus kalshi
Will Barron Trump attend any UFC Freedom 250 event in per...
no 0.1900 yes -0.610 $-322.20 $-100.36 +$221.84
Sun Jun 21 2:00am whale_copy polymarket
US x Iran permanent peace deal by June 30, 2026?
no 0.4924 yes - - $-35.00 -
Sun Jun 21 2:00am whale_copy polymarket
US x Iran permanent peace deal by June 30, 2026?
yes 0.4900 yes - - +$36.43 -
Sun Jun 21 2:00am consensus kalshi
Will Vince McMahon attend any UFC Freedom 250 event in pe...
no 0.7700 no -0.050 $-4.34 +$19.98 +$24.33
Sun Jun 21 2:00am consensus kalshi
Will Adin Ross attend any UFC Freedom 250 event in person?
yes 0.2500 no +0.020 +$6.38 $-79.71 $-86.09
Sun Jun 21 2:00am consensus kalshi
Will Adin Ross attend any UFC Freedom 250 event in person?
no 0.3700 no -0.280 $-75.95 +$170.88 +$246.82
Sun Jun 21 2:00am consensus kalshi
Will John F. Kennedy be the Republican nominee for Lt. Go...
no 0.5100 no -0.460 $-255.52 +$272.19 +$527.71
Sun Jun 21 2:00am consensus kalshi
Will John F. Kennedy be the Republican nominee for Lt. Go...
no 0.3900 no -0.600 $-422.84 +$429.89 +$852.73
Sun Jun 14 2:00am consensus kalshi
Will legislation that reauthorizes FISA Section 702 autho...
yes 0.6900 no +0.040 +$3.45 $-59.54 $-62.99
Fri Jun 12 2:33pm whale_copy polymarket
US x Iran permanent peace deal by June 30, 2026?
yes 0.5100 yes - - $-8.15 -
Fri Jun 12 12:26pm consensus kalshi
Will the President's approval rating be between 39.9 and ...
no 0.5400 no -0.410 $-58.47 +$65.60 +$124.06
Fri Jun 12 12:26pm consensus kalshi
Will US Michigan consumer sentiment prel for June 2026 be...
yes 0.1500 no +0.670 +$1,406.26 $-314.83 $-1,721.10
Fri Jun 12 9:22am consensus kalshi
Will legislation that reauthorizes FISA Section 702 autho...
yes 0.2700 no +0.040 +$8.82 $-59.54 $-68.36
Fri Jun 12 3:17am consensus kalshi
How many initial jobless claims will there be the week en...
yes 0.4700 yes +0.050 +$8.13 +$86.18 +$78.05
Thu Jun 11 12:57pm whale_copy polymarket
Strait of Hormuz traffic returns to normal by end of June?
yes 0.2999 no - - $-6.99 -
Thu Jun 11 12:00pm consensus kalshi
Will legislation that reauthorizes FISA Section 702 autho...
yes 0.1600 no +0.040 +$12.05 $-48.21 $-60.26
Thu Jun 11 8:56am consensus kalshi
Will the European Central Bank Hike 1-25bps at the June E...
no 0.0500 yes -0.050 $-48.21 $-48.21 $0.00
Thu Jun 11 7:30am whale_copy polymarket
US x Iran permanent peace deal by June 30, 2026?
yes 0.3700 yes - - $-20.81 -
Wed Jun 10 1:54pm whale_copy polymarket
US-Iran nuclear deal by June 30?
yes 0.3200 ? - - $-18.59 -
Wed Jun 10 8:38am consensus kalshi
Will the rate of core CPI inflation be above 2.8% for the...
no 0.5600 yes -0.020 $-2.81 $-78.61 $-75.80

Per-strategy realization

StrategyClosedWinsWin %Predicted PnLRealized PnLDelta
whale_copy 16 8 50.0% +$0.00 $-16.44 $-16.44
consensus 34 14 41.2% +$375.84 +$1,368.32 +$992.48