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The Model Edge...
(2024 YTD) last updated 4.23.24 (74 Trading Days)
Model Dly. Return (%) (orange)
S&P 500 Dly. Return (%) (blue)
The following Key Performance Indicators (KPIs) represent the Model's YTD performance. Model performance is derived from the daily average of the top-5 ranked Model stocks vs the S&P 500 Index.
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Model Gain Rate: 65%
Model Daily Avg. Ret.: 0.53%
S&P 500 Gain Rate: 56%
S&P 500 Daily Avg. Ret.: 0.10%
YTD Model Ret.: 39.00%
YTD S&P 500 Ret.: 7.29%
Avg. Gain Rate Outperformance (abs. basis): 9%
Avg. Model Outperformance vs. S&P 500 (Avg. Days): 69% of trading days
Avg. Daily Model Outperformance (BPS Margin): 43 BPS
Total YTD Model Outperformance (BPS Margin): 3171 BPS
Cumulative Win Rate %
Model: 69%
S&P 500: 31%
Key Takeaways: 49% of YTD trading days, the Model beat the S&P 500 by 40+ BPS (avg.);
19% of YTD trading days, the Model Outperformed by 100+ BPS;
31% of YTD TD, the Model beat the S&P 500 by 80+ BPS;
61% of YTD TD, the Model Outperformed by 20+ BPS (as of 4.19.24)
Chart Data (below) updated every Friday (post-market close).
Model Key Performance Indicators (YTD & Daily)
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