Best Ideas Equity
Model Portfolio Strategy • Quarterly rebalancing
Performance Summary
As of 2026-10-30| Period | Strategy | Blended Benchmark TR | Excess Return |
|---|---|---|---|
| 1 Month | -0.31% | -1.49% | +1.18% |
| 3 Month | +3.64% | +0.50% | +3.14% |
| 1 Year | +6.52% | +15.74% | -9.22% |
| 3 Year (Ann.) | +22.75% | +24.65% | -1.90% |
| 5 Year (Ann.) | +11.51% | +13.94% | -2.43% |
| 10 Year (Ann.) | +14.99% | +13.06% | +1.94% |
| Since Inception (Ann.) | +17.10% | +7.48% | +9.62% |
Annual Returns
| Year | Strategy | Blended Benchmark TR |
|---|---|---|
| YTD | +4.1% | +14.0% |
| 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)11.5%
Max Drawdown-31.2%
Beta0.68
Index Correlation0.70
R-Squared0.49
Sharpe Ratio1.27
Sortino Ratio2.27
Jensen's Alpha11.39%
Tracking Error9.0%
Information Ratio1.06
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