Excess returns are returns achieved that are more significant than the return of a proxy. Excess returns will depend on a designated investment return comparison for analysis.

Many analysts point to an ETF's track record when deciding whether to assign a buy rating. Relative performance compared to other ETFs in the same category often dominate the analysis. Common ...

In recent years, high inflation and global conflict busted economist predictions. How well are your funds or portfolios prepared to weather market surprises? Scenario analysis can help portfolio ...

The results here are bleak as well with only 4 of the rolling returns at one point outperforming the actual portfolio. Looking at the June 2023 total return, each 3-factor combination saw the bottom ...