503 members · drivers first · 6M · residual 44.2bp within 60bp gate
The S&P 500 rose 14.59% (+995 pts) over the past six months on a mixed tape; MSFT, AAPL, NVDA did most of the lifting, with 38% of the gain between them.
+1,192.6 pts from 281 gainers−221.8 pts from 222 losers
net +994.6 pts · gainers outweigh losers 5.4 to 1
Stock
Points
Share
Return
S&P 500sum of all 503 stocks
+994.6
100%
+14.59%
MSFTMICROSOFT CORP
+133.0
13%
+44.59%
AAPLAPPLE INC
+125.5
13%
+29.36%
NVDANVIDIA CORP
+121.7
12%
+21.69%
MUMICRON TECHNOLOGY INC
+82.8
8%
+144.66%
AMDADVANCED MICRO DEVICES
+70.3
7%
+148.16%
GOOGLALPHABET INC CL A
+27.5
3%
+10.92%
INTCINTEL CORP
+26.0
3%
+67.84%
AMZNAMAZON.COM INC
+25.8
3%
+10.09%
METAMETA PLATFORMS INC CLASS A
+23.1
2%
+14.20%
PANWPALO ALTO NETWORKS INC
+22.6
2%
+168.91%
LLYELI LILLY + CO
+21.5
2%
+25.68%
GOOGALPHABET INC CL C
+21.4
2%
+10.25%
CRWDCROWDSTRIKE HOLDINGS INC A
+19.4
2%
+190.26%
PLTRPALANTIR TECHNOLOGIES INC A
+19.4
2%
+63.24%
CSCOCISCO SYSTEMS INC
+15.8
2%
+43.99%
473 othersclick to expand the full index
+312.4
31%
·
APPAPPLOVIN CORP CLASS A
−3.3
0%
−29.21%
COSTCOSTCO WHOLESALE CORP
−3.4
0%
−5.03%
TJXTJX COMPANIES INC
−3.4
0%
−13.85%
LOWLOWE S COS INC
−3.5
0%
−23.47%
NEENEXTERA ENERGY INC
−3.6
0%
−17.16%
BSXBOSTON SCIENTIFIC CORP
−3.8
0%
−30.83%
TAT+T INC
−3.8
0%
−16.21%
PEPPEPSICO INC
−5.0
0%
−18.96%
HDHOME DEPOT INC
−5.3
−1%
−13.17%
MCDMCDONALD S CORP
−6.3
−1%
−22.53%
MNSTMONSTER BEVERAGE CORP
−6.8
−1%
−42.37%
WMTWALMART INC
−7.5
−1%
−12.00%
AVGOBROADCOM INC
−8.5
−1%
−2.53%
APHAMPHENOL CORP CL A
−15.8
−2%
−37.96%
NFLXNETFLIX INC
−17.6
−2%
−31.75%
Cap weighting, illustrated
NVIDIA CORP and DAVITA INC moved almost identically (+21.69% vs +19.44%), yet NVDA moved the S&P 500 1,206.6× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.
Attribution map
slicing the +995 pt move · cell size = points contributed · color = direction, intensity = return
MSFT+133.0 pts(+44.6%)
AAPL+125.5 pts(+29.4%)
NVDA+121.7 pts(+21.7%)
MU+82.8 pts(+144.7%)
AMD+70.3 pts(+148.2%)
GOOGL
INTC+26.0 pts(+67.8%)
AMZN+25.8 pts(+10.1%)
META+23.1 pts(+14.2%)
PANW+22.6 pts(+168.9%)
LLY+21.5 pts
GOOG+21.4 pts
CRWD+19.4 pts
PLTR+19.4 pts
NFLX
APH
CSCO
V
DELL
ABBV
SNDK
MRVL
TSLA
XOM
AMAT
STX
AVGO
FTNT
MPC
UNH
MNST
NOW
TMO
DDOG
MCD
CRM
JNJ
BRK-B
JPM
KO
QCOM
PEP
Concentration curve
cumulative share of the +995 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−100%0%+100%+200%+300%
From −52.76% (CHTR) to +341.52% (MRNA). Equal-weight, the S&P 500 would be +9.54% vs the actual +14.59%; the gap is what cap weighting did.
By sector
point contribution · sums to +995 pts
-503
+970.7
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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S&P 500
What moved the market
6M · OCT 9, 2026
+14.59%
+994.6 pts · closed 7,811.54
290 of 503 rose · 213 fell
MSFT+44.6%
+133.0
AAPL+29.4%
+125.5
NVDA+21.7%
+121.7
MU+144.7%
+82.8
AMD+148.2%
+70.3
MNST−42.4%
−6.8
WMT−12.0%
−7.5
AVGO−2.5%
−8.5
APH−38.0%
−15.8
NFLX−31.8%
−17.6
Mixed tape · top 3 drove 38% of the gainWMTMT.COM
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