Analytic Investment Profile Picture
  • Education University of Southern California; NTHU, Taiwan
  • Qualifications MS Computer Engineering, BSEE/BSPME
  • Job Title Investment Advisor
  • Founded 2007
  • Company Name Analytic Investment
  • Website
  • Twitter
  • Blog
  • 19925 Stevens Creek Blvd.
  • Suite 100
  • Cupertino
  • California
  • 95014
  • Disclosures and information about …
Manager Disclosure Document

Analytic Investment

Investment Adviser

Investment portfolio

Analytic Investment Focus Value

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
0.82

365 days

Manager performance
0.02332,0.03157,0.01826,0.01003,-0.00157,0.01960,0.00020,-0.01391,0.01701,0.01672,0.01188,0.00393,-0.00004,-0.00800,-0.00877,-0.01114,0.00858,0.01712,-0.01133,0.01157,0.00769,-0.00643,-0.02871,0.00407,0.00507,0.00311,-0.00428,0.02349,-0.00710,-0.01084,-0.00334,-0.01376,0.00509,0.00419,0.00932,-0.00205,-0.00936,0.00595,-0.01080,0.01148,0.00930,-0.00254,-0.01996,-0.00393,-0.02854,0.01493,0.00013,0.00257,0.00314,0.01505,0.01365,-0.00369,0.01238,0.00901,0.01421,0.00320,0.00562,0.00167,0.01124,0.00211,0.00387,0.01306,0.00445,-0.00456,0.00876,-0.00572,-0.00735,-0.00790,-0.00494,-0.01272,0.00681,-0.00629,-0.01854,0.00255,0.00411,-0.00437,0.00977,-0.01389,0.00423,0.00886,-0.00209,-0.01613,-0.00386,-0.02649,0.01861,0.00304,0.00388,0.00675,-0.00206,-0.02644,0.00560,0.00906,-0.01711,0.00197,0.00794,-0.00603,0.00081,0.00902,0.01085,0.00396,-0.01302,0.00797,-0.00358,0.00948,0.00609,-0.00238,-0.00930,-0.00820,0.00423,0.00506,0.00452,-0.00490,-0.00377,0.01443,-0.00409,-0.01740,0.00460,-0.01608,-0.02572,0.00082,0.02209,0.00431,0.01856,-0.00615,0.00434,0.00904,0.01040,0.00757,-0.00459,-0.01932,0.00476,-0.02953,-0.00513,-0.01165,-0.00039,-0.00661,-0.00703,0.01178,0.02881,-0.00178,-0.02224,0.00678,0.00032,0.00037,0.00826,0.00034,0.02198,-0.00346,-0.00552,-0.00860,0.01083,0.00669,0.00246,0.01098,0.01111,-0.00205,-0.00238,-0.00754,0.00003,-0.00550,0.00982,0.00122,-0.01076,-0.02002,-0.00286,0.00745,0.00466,0.00392,0.00714,0.00452,0.01802,0.00802,-0.00149,-0.00347,-0.00795,-0.00143,0.00921,-0.01087,-0.00269,0.00242,0.00844,-0.00420,0.00359,0.00275,-0.01391,0.01153,0.01140,0.00698,-0.00452,0.00154,-0.00392,-0.00630,-0.02892,-0.00622,0.02075,-0.01375,0.01459,-0.01252,-0.03074,0.00411,-0.01226,0.00048,0.01893,0.00104,0.01115,0.00900,0.00320,0.00152,0.01617,-0.01243,0.01688,0.00034,0.00127,-0.00698,0.01274,0.01009,-0.00526,0.00827,0.04226,0.01426,-0.00338,-0.00095,-0.00599,-0.01317,0.00146,-0.01840,0.00274,-0.00140,0.02722,-0.00336,-0.00245,-0.01253,-0.03254,0.00193,-0.02115,0.00005,-0.02335,0.03992,0.01920,0.00623,-0.01534,-0.02331,-0.01284,0.01442,0.01958,-0.02885,-0.01968,0.00022,-0.00042,0.01178,0.00922,0.00806:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
16.2%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Dividend

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  • Strategy
    Long-Only Equity
Sharpe ratio
1.37

365 days

Manager performance
0.00307,0.01179,0.00198,0.00469,-0.00048,0.00835,0.00447,-0.01482,0.01101,0.00575,-0.00006,0.00713,0.00353,-0.00637,0.00100,-0.00474,0.00677,0.00412,-0.00313,0.00916,0.00103,0.00130,-0.01338,-0.00425,-0.00258,0.00571,-0.01488,0.00347,-0.01271,0.00269,-0.00530,-0.01228,0.00771,0.00508,0.00096,-0.00970,-0.01307,0.01953,-0.00261,0.00210,0.00757,-0.01834,-0.03134,0.00093,-0.01175,0.01337,0.00427,0.01364,-0.00133,0.00517,-0.00480,-0.00223,0.00009,0.00422,0.01351,0.00080,0.01899,-0.00091,0.00792,-0.00547,0.00079,0.00365,0.00409,0.00276,0.00235,-0.00978,0.00731,0.00082,-0.00201,0.00369,0.00006,0.00855,-0.00137,-0.00095,-0.00822,-0.00479,0.00837,-0.00034,0.00254,-0.00425,-0.00598,-0.01899,-0.00778,-0.01379,0.01121,-0.00823,0.01000,0.00698,-0.00318,-0.01313,0.00111,0.00631,-0.01160,-0.00096,0.00812,-0.00508,-0.00055,0.01832,0.00784,0.00146,-0.00252,0.00649,0.00553,0.00597,0.00798,-0.00295,0.00031,0.00275,0.00118,-0.00093,0.00372,-0.00357,-0.00337,0.00858,-0.00653,-0.01226,0.00304,-0.00505,-0.00977,0.00085,0.02198,0.01301,0.00219,-0.00726,0.00913,0.01010,0.00879,-0.00031,0.01087,0.00170,0.00442,0.00631,0.00375,0.00159,-0.00958,-0.00824,-0.00147,0.00393,-0.00233,0.00240,-0.01227,0.01025,-0.00246,-0.00253,0.00711,0.00241,0.00161,-0.00308,-0.00198,-0.00140,0.01352,0.00843,-0.00083,0.00345,0.00525,-0.00055,-0.01078,-0.00290,-0.00368,-0.00113,0.01227,-0.00280,-0.00632,-0.00999,0.00027,0.00461,0.00571,-0.00237,0.01165,-0.00763,0.00738,0.00888,0.00362,0.00306,-0.00248,-0.00055,-0.00094,-0.01024,0.00427,-0.00635,0.00607,-0.00572,-0.00214,0.00229,-0.00907,0.00909,0.00572,-0.00116,-0.00270,0.00820,0.00216,-0.00588,-0.01698,-0.00864,0.00598,-0.01065,0.00630,-0.00302,-0.02581,0.00712,-0.00663,0.01002,0.00711,0.00189,0.01095,-0.00397,0.01288,0.00809,0.00191,-0.00548,0.00814,0.00314,0.00530,-0.00236,0.00345,0.00752,0.00274,0.00114,0.02111,-0.00634,-0.00291,0.00010,-0.00095,-0.00632,0.00315,-0.00726,0.00405,0.00628,0.00499,-0.00884,0.00456,0.00412,-0.00216,0.00519,-0.00820,-0.00181,0.00187,0.01165,0.00838,0.00318,-0.00215,-0.01177,-0.00964,0.00732,0.00408,-0.01301,-0.00700,0.00482,0.00502,0.00618,0.00458,0.00154:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
16.9%

365 days

Risk score

1% fee
$30,000 minimum


Analytic Investment Enterprise Value

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.90

365 days

Manager performance
0.01261,0.02664,0.01579,0.00630,-0.01077,0.00715,-0.00277,-0.01445,0.01214,0.01329,0.01386,0.00451,-0.00060,-0.00734,0.00222,-0.00537,0.00949,0.00989,-0.00363,0.01198,0.00974,-0.00570,-0.01577,0.00170,0.00498,0.00884,-0.00428,0.01546,-0.00845,0.00090,-0.00166,-0.01284,0.00582,0.00717,0.01145,-0.00372,-0.00854,0.01608,-0.00980,0.00644,0.00906,-0.00849,-0.02446,-0.00311,-0.01632,0.01668,0.00672,0.01277,0.00138,0.01036,-0.00068,0.00414,0.01658,0.00735,0.00486,-0.00113,0.00874,0.00790,0.01326,-0.00171,0.00271,0.01035,0.00108,0.00395,0.00743,-0.00920,0.00007,-0.00171,-0.00232,-0.00835,0.00428,0.01166,0.00004,-0.00010,0.00170,-0.00222,0.00701,-0.00921,0.01127,0.00442,0.00219,-0.02245,0.00236,-0.01714,0.01123,-0.00475,0.00919,0.00408,0.00163,-0.02632,0.00600,0.01054,-0.01395,0.01202,0.01135,0.00730,-0.00361,0.01500,0.01136,-0.00439,-0.00885,0.00568,0.00578,0.00532,0.00260,0.00449,-0.00392,-0.00252,0.01454,0.01107,0.00135,-0.00638,-0.00950,0.01656,-0.00399,-0.00914,0.00811,-0.00628,-0.02053,0.00113,0.02366,0.00966,0.00722,-0.00769,0.00803,0.00958,0.00904,0.00707,-0.00208,-0.00891,0.00758,-0.01962,-0.01095,-0.00876,-0.00079,-0.00633,-0.00045,0.01217,0.00986,-0.00291,-0.02234,0.01066,0.00246,0.00240,0.00738,0.00084,0.00841,-0.01207,-0.01928,0.01213,0.01230,0.01119,0.00911,0.01213,0.01087,-0.00649,-0.01098,-0.01173,-0.00145,-0.00937,0.01142,0.00779,-0.00486,-0.01776,0.00226,0.00304,0.01169,0.00097,0.01076,-0.00139,0.01483,0.01391,-0.00245,0.00001,-0.00762,-0.00557,0.00717,-0.01921,0.00509,-0.00842,0.01230,-0.00459,0.00878,0.00555,-0.01515,0.01175,0.00751,0.00074,-0.00363,0.00230,-0.00168,-0.02270,-0.03026,-0.00408,0.01088,-0.01618,0.01086,-0.01504,-0.03880,0.01619,-0.00620,0.01648,0.01780,-0.00458,0.01138,0.01639,0.01634,0.00515,0.01463,-0.00650,0.01911,-0.00033,0.00123,-0.00348,0.00384,0.00711,0.00081,0.00350,0.02704,0.00836,0.01187,0.00194,0.01007,-0.00964,0.00322,-0.00798,0.00304,0.00866,0.01000,-0.00302,0.00117,-0.00195,-0.01039,0.00102,-0.01361,-0.00240,0.00962,0.01762,0.01923,0.00711,-0.00745,-0.01698,-0.01001,0.01245,0.01324,-0.01650,-0.01491,-0.00574,-0.00299,0.01199,0.00487,0.00977:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
48.8%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Opportunistic Value

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.80

365 days

Manager performance
0.01320,0.02439,0.01470,0.01086,-0.00662,0.01548,-0.00155,-0.02182,0.00992,0.01218,0.01469,0.01139,0.00699,-0.00253,0.00299,-0.00761,0.00481,0.00946,-0.00598,0.01242,0.00510,-0.00131,-0.01128,0.00226,0.00968,0.00664,-0.00562,0.01794,-0.00547,-0.00795,-0.00259,-0.01533,0.00601,0.00981,0.00713,0.01116,-0.00831,0.01128,-0.00270,0.00730,0.01528,-0.00426,-0.02263,-0.00508,-0.02835,0.01974,-0.00105,0.01100,0.00778,0.01641,0.00489,0.00182,0.01175,0.01023,0.01291,0.00037,0.00544,0.00175,0.00309,-0.00265,0.00445,0.01455,-0.00223,-0.00187,0.00443,-0.00961,0.00157,-0.00669,-0.00711,-0.00333,0.00475,0.00084,-0.00996,0.00472,-0.00121,-0.01113,0.00971,-0.00968,0.01038,0.00185,-0.00397,-0.02561,-0.00303,-0.02018,0.00982,-0.00001,0.01564,0.00640,0.00158,-0.01560,0.00949,0.00936,-0.01995,0.01009,0.01222,0.00370,0.00007,0.01259,0.01132,-0.00185,-0.00910,0.00483,0.00652,0.00236,0.00515,0.00764,-0.01182,-0.00594,0.01555,0.00996,-0.00001,-0.00905,-0.00149,0.01392,-0.00180,-0.01654,0.01155,-0.01464,-0.02395,-0.00831,0.02856,0.01065,0.01051,-0.00904,0.01248,0.01409,0.00703,-0.00238,-0.00530,-0.01085,0.00872,-0.01930,-0.00951,-0.00728,-0.00087,-0.00350,0.00704,0.00989,0.00563,-0.00169,-0.02401,0.00218,-0.00156,0.00309,-0.00283,-0.00865,0.00655,-0.01485,-0.00831,0.00431,0.02110,0.01370,0.00715,0.01501,0.00568,-0.00183,-0.01040,-0.00759,0.00149,-0.00876,0.01213,0.00245,-0.01140,-0.01474,-0.00075,0.00832,0.00501,0.00077,0.01098,0.00578,0.02622,0.00931,0.00304,0.00100,-0.01050,0.00074,0.01331,-0.01256,0.01896,0.00576,0.01793,-0.00488,0.00363,-0.00198,-0.01419,0.01373,0.00769,-0.00221,-0.00850,0.00968,0.00197,-0.01619,-0.02350,-0.01553,0.02308,-0.01323,0.01157,-0.00758,-0.03591,0.01104,-0.01199,0.00744,0.01366,0.00037,0.01078,0.00499,0.00816,-0.00446,0.01768,0.00408,0.01481,0.00139,0.00603,-0.00200,0.01165,0.01274,0.00102,0.00765,0.02218,0.00572,0.00817,-0.00410,0.01888,-0.01937,0.01009,-0.00786,0.00564,0.00144,0.01482,0.00766,0.00605,0.00487,-0.01317,-0.00308,-0.01806,-0.01528,0.01961,0.02295,0.02440,0.00531,-0.01599,-0.01695,-0.00926,0.01641,0.00759,-0.01628,-0.01782,-0.01428,0.00601,0.01034,0.00240,0.01220:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
50.2%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Earnings Growth

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.16

365 days

Manager performance
0.01091,0.01050,-0.00479,0.02388,0.00213,0.00061,0.00415,-0.03430,0.02138,0.01598,0.01876,-0.00086,-0.00449,-0.01204,0.01711,0.01444,0.00848,0.01279,0.00851,-0.00572,-0.00351,-0.00862,-0.01761,0.00753,0.00763,0.00618,-0.01327,0.00742,-0.01290,0.00463,-0.01961,-0.01565,0.01546,0.01480,0.01138,0.01313,-0.00362,0.00285,-0.00828,0.00662,0.00110,-0.00515,-0.03458,-0.01137,-0.01989,0.01779,0.00994,0.01023,-0.00177,0.01114,-0.00624,0.00710,0.01585,0.00641,0.01755,0.01554,0.00614,0.01009,0.00435,-0.00714,0.00592,-0.00260,-0.00155,0.00418,-0.00783,-0.00744,0.00808,-0.02396,-0.01076,0.00203,0.01811,0.01660,0.01320,0.01065,-0.01417,-0.00916,0.00368,-0.00327,0.01916,-0.00091,-0.00145,-0.01669,0.00734,-0.02217,0.01140,0.00263,-0.00098,0.00371,-0.00844,-0.03131,0.00074,0.01225,-0.01751,0.00962,0.01214,0.00668,-0.00379,0.01648,0.00261,-0.00369,-0.00492,0.00206,-0.00090,0.00874,0.00438,-0.00180,0.00181,-0.00870,0.00218,0.00741,0.01583,-0.00615,-0.01192,0.01858,0.00177,-0.01369,0.00687,-0.01056,-0.03190,-0.01056,0.03196,0.01281,0.00585,-0.00707,0.00988,0.01095,0.00419,0.00808,0.00306,0.00011,0.00706,-0.00562,-0.00950,0.01622,0.00874,0.00034,-0.00243,0.01670,-0.00392,0.00253,-0.02139,0.01339,-0.00070,0.00575,0.00676,-0.00904,0.01138,-0.01300,-0.01143,0.00028,0.01757,0.00839,0.01063,0.01232,0.00045,0.00932,-0.00431,-0.00422,0.00189,0.00196,0.00066,-0.00175,-0.00866,-0.01765,0.00298,0.02205,0.00563,-0.00480,0.00316,-0.00686,0.02186,0.00274,-0.00290,-0.00216,-0.00693,-0.00741,0.00642,-0.00276,0.00700,-0.00936,0.00296,0.01947,-0.00474,0.01144,0.01487,0.01730,0.01365,0.01423,0.01651,-0.01566,0.01836,-0.00523,-0.04315,-0.02403,0.02053,-0.01308,0.02228,-0.00085,-0.02554,0.01296,-0.00657,-0.00041,0.01067,0.00601,0.01605,-0.00418,0.00467,0.00779,0.00679,-0.00248,0.02984,-0.01039,0.01783,0.00933,0.00012,0.01397,-0.01382,-0.00830,0.02887,0.03915,0.00527,0.00378,0.00117,-0.01138,0.00131,-0.01754,-0.00494,-0.00219,0.04215,-0.00665,-0.00954,-0.00091,-0.03611,0.01939,-0.02786,0.00266,-0.01696,0.03478,0.01394,0.01044,-0.02643,-0.02099,-0.01647,0.00872,0.02019,-0.03165,-0.01660,-0.00845,-0.01196,0.02295,0.00946,0.01481:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
46.6%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Focus Growth

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.48

365 days

Manager performance
0.01021,0.02204,0.00049,0.00619,0.00050,0.00691,0.00610,-0.00685,0.02313,0.01607,0.00182,0.00448,0.00198,-0.01427,0.01099,-0.00269,0.01237,0.00312,-0.00556,0.01162,-0.00441,0.00907,-0.00820,0.00571,0.00095,0.00716,-0.00108,0.00240,-0.01775,0.00235,-0.00329,-0.01343,0.01190,0.01104,-0.00140,-0.01679,-0.01466,0.01371,-0.00397,0.00778,0.00755,-0.01478,-0.02878,-0.01015,-0.01934,0.01833,0.01622,0.02339,0.00324,0.01007,-0.00180,-0.00009,0.01529,0.00228,0.00751,0.00519,0.00948,0.00551,0.00467,-0.00800,0.01451,0.00893,0.00025,-0.00256,-0.01574,-0.00219,-0.01699,0.00370,-0.00751,0.01145,0.00170,0.01905,-0.00231,0.00098,-0.00738,-0.00987,0.01713,0.00259,0.00055,0.00995,-0.00383,-0.01536,-0.00490,-0.00487,0.01906,-0.00451,0.01822,-0.00185,-0.00115,-0.02844,0.00774,0.00611,-0.01405,0.01604,0.00972,0.00254,-0.00391,0.00846,0.01222,0.00129,-0.00554,-0.00229,0.01175,0.00876,0.00468,0.00428,-0.00582,-0.01003,0.00665,0.00534,0.00461,0.00299,-0.00605,0.01737,-0.00466,-0.00839,0.01597,-0.01312,-0.02752,0.00030,0.02519,-0.00637,0.00899,-0.00681,0.00980,0.00572,0.01093,-0.00481,0.00263,-0.01489,0.01095,0.00024,-0.00299,0.00132,0.00033,-0.00482,0.00275,0.00594,-0.00218,-0.01006,-0.02032,0.01503,0.00183,0.00188,0.01308,0.01068,0.00141,-0.01183,-0.00792,-0.00346,0.02297,0.00744,-0.00495,0.01197,0.00986,-0.00218,0.00327,0.00214,0.00445,0.00144,0.01636,0.00515,0.00048,-0.02215,0.00028,0.00872,0.01128,0.00999,-0.00440,-0.00094,0.01552,0.00492,0.00353,0.00372,-0.00233,0.00341,0.00574,-0.01221,-0.00260,-0.00494,0.02064,0.02095,-0.01059,0.00575,-0.01321,0.02429,0.00519,-0.00047,-0.00555,0.00674,0.00604,-0.00908,-0.03165,-0.00638,-0.00961,-0.00170,0.02377,-0.00805,-0.03154,0.00822,-0.00369,0.01460,0.01889,0.00413,0.00526,0.00615,0.01057,0.00498,0.00418,-0.00656,0.00641,0.00477,0.00542,-0.00786,0.00297,0.00179,-0.00435,-0.00096,0.01663,0.00091,-0.00822,-0.01236,0.00562,-0.01016,0.00502,-0.01444,-0.00153,0.00889,0.01198,-0.00434,0.00863,-0.00674,-0.01311,0.00914,-0.00828,-0.00557,0.00015,0.01827,0.01711,0.00388,-0.00732,-0.02984,-0.01479,0.01129,0.01678,-0.03119,-0.01244,0.01317,0.00175,0.01145,0.00666,0.01426:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
43.3%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Tactical Fixed Income

See full details
  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
-0.32

365 days

Manager performance
-0.00215,0.00697,0.00136,0.00135,0.00283,-0.00322,0.00292,0.00075,0.00028,-0.00301,0.00114,0.00099,0.00466,-0.00182,0.00204,-0.00383,-0.00236,-0.00225,-0.00095,-0.00294,0.00019,0.00134,-0.00400,-0.00183,-0.00153,-0.01019,-0.02270,0.00308,-0.01622,-0.02304,0.01580,0.00018,0.00222,-0.01104,-0.01738,-0.01751,-0.01479,0.01381,0.01073,0.00078,-0.00841,-0.01032,-0.02469,0.00790,-0.01787,0.00930,0.01474,0.01645,0.00670,0.00825,-0.01066,-0.00723,-0.02417,-0.00319,0.00383,0.00612,0.01806,-0.00283,0.00365,-0.00183,0.01131,0.00142,0.00134,0.00103,0.00529,-0.00303,0.00012,0.00558,-0.00143,-0.00025,0.00490,-0.00810,0.00461,-0.00777,-0.00150,0.00461,0.00447,0.00024,0.00425,-0.00461,-0.00237,-0.00194,-0.00671,-0.01357,0.00403,-0.00865,0.00289,0.00113,0.00122,-0.00491,0.00654,0.00189,0.00940,-0.00053,0.00173,-0.01063,0.00106,0.00350,0.00402,0.00222,-0.00298,0.00100,0.00649,0.00138,0.01759,-0.00759,-0.00500,0.00586,-0.00061,-0.00153,0.00069,0.00447,0.00105,-0.00159,-0.00386,-0.00395,-0.00009,-0.00450,-0.00487,0.00220,0.00782,0.00436,-0.00231,-0.00516,0.00253,0.01108,0.00081,0.00357,0.00450,0.00303,0.00110,-0.00278,0.00093,0.00162,0.00233,0.00250,0.00500,0.00134,-0.00421,-0.00220,-0.00447,-0.00800,0.00211,-0.00318,0.00084,-0.00293,-0.00105,0.00103,-0.00057,-0.00698,-0.00076,-0.00264,-0.00211,0.00120,0.00469,0.00509,0.00050,0.00049,-0.00399,-0.00279,0.00227,-0.00184,-0.00146,-0.00962,-0.00147,-0.00032,0.00040,0.00165,0.00204,0.00152,0.00463,0.01602,0.00087,0.00174,-0.00860,-0.00232,0.00885,-0.00152,0.00203,-0.00220,0.00306,0.00308,0.00060,0.00334,-0.00046,0.00083,0.00060,0.00106,0.00876,0.00798,-0.00263,-0.00190,-0.01207,-0.00944,0.00471,-0.00717,0.00517,0.00258,-0.00612,0.00593,-0.00215,0.00395,0.00370,0.00346,0.00345,-0.00175,0.00136,0.00429,-0.00110,0.00018,-0.00132,0.00332,0.00388,0.00044,-0.00084,0.00504,0.00387,-0.00069,0.00302,-0.00076,-0.00233,-0.00639,0.00414,-0.00011,-0.00062,-0.00470,-0.00059,-0.00015,0.00489,-0.00442,-0.00030,0.00345,-0.00390,0.00257,-0.00100,0.00013,0.00515,0.00220,-0.00014,-0.00347,-0.00010,0.00097,-0.00086,0.00404,0.00273,0.00056,-0.00229,-0.00024,-0.00191,0.00095,-0.00203,0.00041:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
-3.2%

365 days

Risk score

0.5% fee
$10,000 minimum


Analytic Investment Equity Timing

See full details
  • Strategy
    Market Timing
Sharpe ratio
1.25

365 days

Manager performance
0.01364,0.01742,-0.00124,0.00352,-0.00758,0.00923,0.00828,-0.02131,0.01960,0.01813,0.00520,0.00904,0.00165,-0.00894,0.00531,0.00005,0.01304,0.00667,-0.01080,0.01653,-0.00468,-0.00596,-0.01006,0.00113,-0.00283,0.00277,-0.00096,0.00530,-0.01439,0.00231,-0.00418,-0.01733,0.01249,0.01982,0.00331,-0.02700,-0.02223,0.02587,-0.01076,0.01322,0.01327,-0.00773,-0.05400,0.00297,-0.02969,0.00798,-0.02080,0.01205,0.00912,0.02070,0.01013,0.00040,0.01964,0.02316,0.01100,-0.00222,0.00615,-0.00778,0.00672,0.00045,0.00989,0.00919,0.01104,0.00806,0.01069,-0.00966,-0.00097,-0.00230,-0.00733,-0.00863,-0.00578,0.00616,-0.01267,-0.00382,-0.00523,0.01382,0.00370,0.00000,0.00000,0.00000,0.00012,0.00045,-0.00564,-0.01453,0.01989,-0.00832,0.01717,0.00443,-0.01034,-0.05751,0.00285,0.00743,-0.02587,0.01961,0.01287,0.00994,0.00011,0.02182,0.01830,0.01043,-0.01010,0.00867,0.00512,0.01430,0.01889,0.00090,-0.00900,-0.00479,0.00333,-0.00195,0.01391,-0.01624,-0.01320,0.01860,-0.01296,-0.01992,0.00678,-0.03311,-0.03774,0.00324,0.06051,0.02193,0.00422,-0.02684,0.03514,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,-0.00167,0.00012,0.01039,-0.00093,0.00054,-0.01369,0.02312,0.00191,0.00046,0.00950,0.00112,0.00594,-0.00652,-0.00794,0.00368,0.02171,0.00644,0.00020,0.00637,0.00521,-0.00309,-0.01151,-0.01424,0.00060,-0.00114,0.01958,0.00184,-0.01162,-0.03151,0.00097,0.00254,0.01130,0.00001,0.03579,-0.00901,0.01333,0.01824,0.00603,0.00305,-0.00246,-0.00320,-0.00135,-0.00324,0.00080,0.00282,0.00758,-0.00058,-0.00106,0.00783,-0.01218,0.01379,-0.00125,-0.00211,-0.00023,0.00684,0.00730,-0.01217,-0.04201,-0.01494,0.01777,-0.02912,0.01387,-0.03037,-0.04126,0.00812,-0.01469,0.03288,0.02548,0.00229,0.01705,0.00969,0.01019,0.00659,0.01140,-0.02959,0.01991,-0.00173,0.00812,-0.00017,-0.00056,0.00484,-0.01514,0.00000,0.00000,0.00000,0.00000,0.00141,0.00357,-0.00816,0.00332,-0.01581,-0.01200,0.02740,0.03227,-0.00816,0.00191,-0.00412,-0.01037,0.00441,-0.02000,-0.00008,0.00681,0.02520,0.03133,0.00089,-0.00490,-0.01589,-0.01240,0.00778,0.01292,-0.02808,-0.01364,0.00316,0.01292,0.02366,0.00703,0.00682:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
29.5%

365 days

Risk score

2% fee
$30,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.