Best Ideas Equity
Model Portfolio Strategy • Quarterly rebalancing
Performance Summary
As of 2026-02-27| Period | Strategy | Blended Benchmark TR | Excess Return |
|---|---|---|---|
| 1 Month | +8.90% | +4.01% | +4.89% |
| 3 Month | +8.39% | +5.76% | +2.63% |
| 1 Year | +27.26% | +25.57% | +1.69% |
| 3 Year (Ann.) | +25.67% | +21.99% | +3.68% |
| 5 Year (Ann.) | +16.13% | +15.39% | +0.74% |
| 10 Year (Ann.) | +17.73% | +13.68% | +4.05% |
| Since Inception (Ann.) | +17.84% | +7.37% | +10.47% |
Annual Returns
| Year | Strategy | Blended Benchmark TR |
|---|---|---|
| YTD | +10.4% | +5.7% |
| 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% |
Risk Statistics
Volatility (Annual)11.4%
Max Drawdown-31.2%
Beta0.68
Index Correlation0.72
R-Squared0.51
Sharpe Ratio1.32
Sortino Ratio2.38
Jensen's Alpha12.25%
Tracking Error8.8%
Information Ratio1.19
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