Best Ideas Equity
Model Portfolio Strategy • Quarterly rebalancing
Performance Summary
As of 2026-03-31| Period | Strategy | Blended Benchmark TR | Excess Return |
|---|---|---|---|
| 1 Month | -8.40% | -4.80% | -3.60% |
| 3 Month | +1.10% | +0.60% | +0.50% |
| 1 Year | +13.70% | +23.60% | -9.90% |
| 3 Year (Ann.) | +21.10% | +19.50% | +1.60% |
| 5 Year (Ann.) | +13.70% | +13.70% | +0.00% |
| 10 Year (Ann.) | +16.30% | +12.70% | +3.60% |
| Since Inception (Ann.) | +17.40% | +7.10% | +10.30% |
Annual Returns
| Year | Strategy | Blended Benchmark TR |
|---|---|---|
| 2025 | +20.9% | +22.6% |
| 2024 | +37.4% | +25.9% |
| 2023 | +12.9% | +16.5% |
| 2022 | -18.2% | -9.1% |
| 2021 | +30.9% | +21.7% |
| 2020 | +11.0% | +10.1% |
| 2019 | +21.5% | +22.0% |
| 2018 | +8.2% | -4.6% |
| 2017 | +26.8% | +13.2% |
| 2016 | +25.7% | +11.8% |
| 2015 | +16.5% | +5.3% |
Risk Statistics
Volatility (Annual)11.5%
Max Drawdown-31.2%
Sharpe Ratio1.28
Sortino Ratio2.3
Index Correlation0.71
R-Squared0.5
Beta0.69
Jensen's Alpha11.9%
Tracking Error8.94%
Information Ratio1.02
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