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Advanced Statistics: Sleep Well

Advanced Statistics module contributed by Jules Ellis, C2 Member.

Jules has written a very helpful guide for these statistics.

MonthlyDaily (all)Daily (last 6 mo.)
ANALYSIS BASED ON MONTHLY VALUES, FULL HISTORY (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean-0.031
 SD0.164
 Sharpe ratio (Glass type estimate) -0.191
 Sharpe ratio (Hedges UMVUE)-0.190
 df99.000
 t-0.552
 p0.709
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.870
 Upperbound of 95% confidence interval for Sharpe Ratio0.489
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.869
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.490
Statistics related to Sortino ratio
 Sortino ratio-0.310
 Upside Potential Ratio0.631
 Upside part of mean0.064
 Downside part of mean-0.095
 Upside SD0.128
 Downside SD0.101
 N nonnegative terms5.000
 N negative terms95.000
Statistics related to linear regression on benchmark
 N of observations100.000
 Mean of predictor0.105
 Mean of criterion-0.031
 SD of predictor0.243
 SD of criterion0.164
 Covariance0.005
 r0.126
 b (slope, estimate of beta)0.084
 a (intercept, estimate of alpha)-0.040
 Mean Square Error0.027
 DF error98.000
 t(b)1.254
 p(b)0.106
 t(a)-0.705
 p(a)0.759
 Lowerbound of 95% confidence interval for beta-0.049
 Upperbound of 95% confidence interval for beta0.218
 Lowerbound of 95% confidence interval for alpha-0.153
 Upperbound of 95% confidence interval for alpha0.073
 Treynor index (mean / b)-0.370
 Jensen alpha (a)-0.040
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.162
 Sharpe ratio (Glass type estimate) -0.272
 Sharpe ratio (Hedges UMVUE)-0.270
 df99.000
 t-0.786
 p0.783
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.952
 Upperbound of 95% confidence interval for Sharpe Ratio0.408
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.950
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.410
Statistics related to Sortino ratio
 Sortino ratio-0.380
 Upside Potential Ratio0.486
 Upside part of mean0.056
 Downside part of mean-0.101
 Upside SD0.113
 Downside SD0.116
 N nonnegative terms5.000
 N negative terms95.000
Statistics related to linear regression on benchmark
 N of observations100.000
 Mean of predictor0.076
 Mean of criterion-0.044
 SD of predictor0.243
 SD of criterion0.162
 Covariance0.006
 r0.162
 b (slope, estimate of beta)0.109
 a (intercept, estimate of alpha)-0.052
 Mean Square Error0.026
 DF error98.000
 t(b)1.629
 p(b)0.053
 t(a)-0.936
 p(a)0.824
 Lowerbound of 95% confidence interval for beta-0.024
 Upperbound of 95% confidence interval for beta0.241
 Lowerbound of 95% confidence interval for alpha-0.164
 Upperbound of 95% confidence interval for alpha0.059
 Treynor index (mean / b)-0.407
 Jensen alpha (a)-0.052
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.078
 Expected Shortfall on VaR0.095
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.027
 Expected Shortfall on VaR0.057
ORDER STATISTICS
Quartiles of return rates
 Number of observations100.000
 Minimum0.726
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.307
 Mean of quarter 10.982
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.022
 Inter Quartile Range0.000
 Number outliers low16.000
 Percentage of outliers low0.160
 Mean of outliers low0.972
 Number of outliers high15.000
 Percentage of outliers high0.150
 Mean of outliers high1.037
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)-4.037
 VaR(95%) (moments method)0.000
 Expected Shortfall (moments method)0.000
 Extreme Value Index (regression method)0.545
 VaR(95%) (regression method)0.010
 Expected Shortfall (regression method)0.049
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations2.000
 Minimum0.041
 Quartile 10.117
 Median0.192
 Quartile 30.268
 Maximum0.344
 Mean of quarter 10.041
 Mean of quarter 2NA
 Mean of quarter 3NA
 Mean of quarter 40.344
 Inter Quartile Range0.152
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)-0.000
 Compounded annual return (geometric extrapolation)-0.000
 Calmar ratio (compounded annual return / max draw down)-0.001
 Compounded annual return / average of 25% largest draw downs-0.001
 Compounded annual return / Expected Shortfall lognormal-0.002
ANALYSIS BASED ON DAILY VALUES, FULL HISTORY (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean0.089
 SD0.532
 Sharpe ratio (Glass type estimate) 0.168
 Sharpe ratio (Hedges UMVUE)0.168
 df2189.000
 t0.486
 p0.313
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.510
 Upperbound of 95% confidence interval for Sharpe Ratio0.846
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.510
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.846
Statistics related to Sortino ratio
 Sortino ratio0.285
 Upside Potential Ratio1.738
 Upside part of mean0.544
 Downside part of mean-0.455
 Upside SD0.430
 Downside SD0.313
 N nonnegative terms126.000
 N negative terms2064.000
Statistics related to linear regression on benchmark
 N of observations2190.000
 Mean of predictor0.295
 Mean of criterion0.089
 SD of predictor0.574
 SD of criterion0.532
 Covariance0.105
 r0.344
 b (slope, estimate of beta)0.319
 a (intercept, estimate of alpha)-0.005
 Mean Square Error0.249
 DF error2188.000
 t(b)17.164
 p(b)0.000
 t(a)-0.028
 p(a)0.511
 Lowerbound of 95% confidence interval for beta0.283
 Upperbound of 95% confidence interval for beta0.355
 Lowerbound of 95% confidence interval for alpha-0.344
 Upperbound of 95% confidence interval for alpha0.334
 Treynor index (mean / b)0.280
 Jensen alpha (a)-0.005
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.516
 Sharpe ratio (Glass type estimate) -0.086
 Sharpe ratio (Hedges UMVUE)-0.086
 df2189.000
 t-0.248
 p0.598
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.764
 Upperbound of 95% confidence interval for Sharpe Ratio0.592
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.764
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.592
Statistics related to Sortino ratio
 Sortino ratio-0.118
 Upside Potential Ratio1.258
 Upside part of mean0.473
 Downside part of mean-0.517
 Upside SD0.353
 Downside SD0.376
 N nonnegative terms126.000
 N negative terms2064.000
Statistics related to linear regression on benchmark
 N of observations2190.000
 Mean of predictor0.134
 Mean of criterion-0.044
 SD of predictor0.568
 SD of criterion0.516
 Covariance0.102
 r0.349
 b (slope, estimate of beta)0.317
 a (intercept, estimate of alpha)-0.087
 Mean Square Error0.234
 DF error2188.000
 t(b)17.430
 p(b)0.000
 t(a)-0.518
 p(a)0.698
 Lowerbound of 95% confidence interval for beta0.282
 Upperbound of 95% confidence interval for beta0.353
 Lowerbound of 95% confidence interval for alpha-0.415
 Upperbound of 95% confidence interval for alpha0.242
 Treynor index (mean / b)-0.139
 Jensen alpha (a)-0.087
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.051
 Expected Shortfall on VaR0.064
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.006
 Expected Shortfall on VaR0.013
ORDER STATISTICS
Quartiles of return rates
 Number of observations2190.000
 Minimum0.653
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.544
 Mean of quarter 10.994
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.008
 Inter Quartile Range0.000
 Number outliers low172.000
 Percentage of outliers low0.079
 Mean of outliers low0.980
 Number of outliers high189.000
 Percentage of outliers high0.086
 Mean of outliers high1.024
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)1.476
 VaR(95%) (moments method)0.001
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations10.000
 Minimum0.008
 Quartile 10.111
 Median0.321
 Quartile 30.346
 Maximum0.381
 Mean of quarter 10.026
 Mean of quarter 20.316
 Mean of quarter 30.336
 Mean of quarter 40.361
 Inter Quartile Range0.235
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)-1.134
 VaR(95%) (moments method)0.379
 Expected Shortfall (moments method)0.383
 Extreme Value Index (regression method)0.318
 VaR(95%) (regression method)0.386
 Expected Shortfall (regression method)0.430
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)-0.000
 Compounded annual return (geometric extrapolation)-0.000
 Calmar ratio (compounded annual return / max draw down)-0.001
 Compounded annual return / average of 25% largest draw downs-0.001
 Compounded annual return / Expected Shortfall lognormal-0.003
ANALYSIS BASED ON DAILY VALUES, LAST 6 MONTHS (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.000
 Sharpe ratio (Glass type estimate) NA
 Sharpe ratio (Hedges UMVUE)NA
 dfNA
 tNA
 pNA
 Lowerbound of 95% confidence interval for Sharpe RatioNA
 Upperbound of 95% confidence interval for Sharpe RatioNA
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)NA
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)NA
Statistics related to Sortino ratio
 Sortino ratio-16.186
 Upside Potential Ratio0.000
 Upside part of mean0.000
 Downside part of mean-0.044
 Upside SD0.000
 Downside SD0.003
 N nonnegative terms0.000
 N negative terms131.000
Statistics related to linear regression on benchmark
 N of observations131.000
 Mean of predictor1.915
 Mean of criterion-0.044
 SD of predictor0.874
 SD of criterion0.000
 Covariance0.000
 rNA
 b (slope, estimate of beta)NA
 a (intercept, estimate of alpha)NA
 Mean Square ErrorNA
 DF errorNA
 t(b)NA
 p(b)NA
 t(a)NA
 p(a)NA
 Lowerbound of 95% confidence interval for betaNA
 Upperbound of 95% confidence interval for betaNA
 Lowerbound of 95% confidence interval for alphaNA
 Upperbound of 95% confidence interval for alphaNA
 Treynor index (mean / b)NA
 Jensen alpha (a)NA
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.000
 Sharpe ratio (Glass type estimate) -12492933348697024.000
 Sharpe ratio (Hedges UMVUE)-12420719861132300.000
 df130.000
 t-8833837887775228.000
 p1.000
 Lowerbound of 95% confidence interval for Sharpe RatioNA
 Upperbound of 95% confidence interval for Sharpe RatioNA
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-13930479873814932.000
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)-10910959848449668.000
Statistics related to Sortino ratio
 Sortino ratio-16.186
 Upside Potential Ratio0.000
 Upside part of mean0.000
 Downside part of mean-0.044
 Upside SD0.000
 Downside SD0.003
 N nonnegative terms0.000
 N negative terms131.000
Statistics related to linear regression on benchmark
 N of observations131.000
 Mean of predictor1.591
 Mean of criterion-0.044
 SD of predictor0.770
 SD of criterion0.000
 Covariance0.000
 r0.000
 b (slope, estimate of beta)0.000
 a (intercept, estimate of alpha)-0.044
 Mean Square Error0.000
 DF error129.000
 t(b)0.000
 p(b)0.500
 t(a)-8728446793158445.000
 p(a)1.000
 Lowerbound of 95% confidence interval for beta-0.000
 Upperbound of 95% confidence interval for beta0.000
 Lowerbound of 95% confidence interval for alpha-0.044
 Upperbound of 95% confidence interval for alpha-0.044
 Treynor index (mean / b)-998544567910349130416120794185728.000
 Jensen alpha (a)-0.044
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.000
 Expected Shortfall on VaR0.000
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.000
 Expected Shortfall on VaR0.000
ORDER STATISTICS
Quartiles of return rates
 Number of observations131.000
 Minimum1.000
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.000
 Mean of quarter 11.000
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.000
 Inter Quartile Range0.000
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations0.000
 MinimumNA
 Quartile 1NA
 MedianNA
 Quartile 3NA
 MaximumNA
 Mean of quarter 1NA
 Mean of quarter 2NA
 Mean of quarter 3NA
 Mean of quarter 4NA
 Inter Quartile Range0.000
 Number outliers low0.000
 Percentage of outliers lowNA
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers highNA
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)0.000
 Compounded annual return (geometric extrapolation)0.000
 Calmar ratio (compounded annual return / max draw down)NA
 Compounded annual return / average of 25% largest draw downsNA
 Compounded annual return / Expected Shortfall lognormal0.000

Advanced Statistics: Sleep Well

Advanced Statistics module contributed by Jules Ellis, C2 Member.

Jules has written a very helpful guide for these statistics.

MonthlyDaily (all)Daily (last 6 mo.)
ANALYSIS BASED ON MONTHLY VALUES, FULL HISTORY (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean-0.031
 SD0.164
 Sharpe ratio (Glass type estimate) -0.191
 Sharpe ratio (Hedges UMVUE)-0.190
 df99.000
 t-0.552
 p0.709
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.870
 Upperbound of 95% confidence interval for Sharpe Ratio0.489
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.869
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.490
Statistics related to Sortino ratio
 Sortino ratio-0.310
 Upside Potential Ratio0.631
 Upside part of mean0.064
 Downside part of mean-0.095
 Upside SD0.128
 Downside SD0.101
 N nonnegative terms5.000
 N negative terms95.000
Statistics related to linear regression on benchmark
 N of observations100.000
 Mean of predictor0.105
 Mean of criterion-0.031
 SD of predictor0.243
 SD of criterion0.164
 Covariance0.005
 r0.126
 b (slope, estimate of beta)0.084
 a (intercept, estimate of alpha)-0.040
 Mean Square Error0.027
 DF error98.000
 t(b)1.254
 p(b)0.106
 t(a)-0.705
 p(a)0.759
 Lowerbound of 95% confidence interval for beta-0.049
 Upperbound of 95% confidence interval for beta0.218
 Lowerbound of 95% confidence interval for alpha-0.153
 Upperbound of 95% confidence interval for alpha0.073
 Treynor index (mean / b)-0.370
 Jensen alpha (a)-0.040
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.162
 Sharpe ratio (Glass type estimate) -0.272
 Sharpe ratio (Hedges UMVUE)-0.270
 df99.000
 t-0.786
 p0.783
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.952
 Upperbound of 95% confidence interval for Sharpe Ratio0.408
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.950
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.410
Statistics related to Sortino ratio
 Sortino ratio-0.380
 Upside Potential Ratio0.486
 Upside part of mean0.056
 Downside part of mean-0.101
 Upside SD0.113
 Downside SD0.116
 N nonnegative terms5.000
 N negative terms95.000
Statistics related to linear regression on benchmark
 N of observations100.000
 Mean of predictor0.076
 Mean of criterion-0.044
 SD of predictor0.243
 SD of criterion0.162
 Covariance0.006
 r0.162
 b (slope, estimate of beta)0.109
 a (intercept, estimate of alpha)-0.052
 Mean Square Error0.026
 DF error98.000
 t(b)1.629
 p(b)0.053
 t(a)-0.936
 p(a)0.824
 Lowerbound of 95% confidence interval for beta-0.024
 Upperbound of 95% confidence interval for beta0.241
 Lowerbound of 95% confidence interval for alpha-0.164
 Upperbound of 95% confidence interval for alpha0.059
 Treynor index (mean / b)-0.407
 Jensen alpha (a)-0.052
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.078
 Expected Shortfall on VaR0.095
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.027
 Expected Shortfall on VaR0.057
ORDER STATISTICS
Quartiles of return rates
 Number of observations100.000
 Minimum0.726
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.307
 Mean of quarter 10.982
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.022
 Inter Quartile Range0.000
 Number outliers low16.000
 Percentage of outliers low0.160
 Mean of outliers low0.972
 Number of outliers high15.000
 Percentage of outliers high0.150
 Mean of outliers high1.037
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)-4.037
 VaR(95%) (moments method)0.000
 Expected Shortfall (moments method)0.000
 Extreme Value Index (regression method)0.545
 VaR(95%) (regression method)0.010
 Expected Shortfall (regression method)0.049
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations2.000
 Minimum0.041
 Quartile 10.117
 Median0.192
 Quartile 30.268
 Maximum0.344
 Mean of quarter 10.041
 Mean of quarter 2NA
 Mean of quarter 3NA
 Mean of quarter 40.344
 Inter Quartile Range0.152
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)-0.000
 Compounded annual return (geometric extrapolation)-0.000
 Calmar ratio (compounded annual return / max draw down)-0.001
 Compounded annual return / average of 25% largest draw downs-0.001
 Compounded annual return / Expected Shortfall lognormal-0.002
ANALYSIS BASED ON DAILY VALUES, FULL HISTORY (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean0.089
 SD0.532
 Sharpe ratio (Glass type estimate) 0.168
 Sharpe ratio (Hedges UMVUE)0.168
 df2189.000
 t0.486
 p0.313
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.510
 Upperbound of 95% confidence interval for Sharpe Ratio0.846
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.510
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.846
Statistics related to Sortino ratio
 Sortino ratio0.285
 Upside Potential Ratio1.738
 Upside part of mean0.544
 Downside part of mean-0.455
 Upside SD0.430
 Downside SD0.313
 N nonnegative terms126.000
 N negative terms2064.000
Statistics related to linear regression on benchmark
 N of observations2190.000
 Mean of predictor0.295
 Mean of criterion0.089
 SD of predictor0.574
 SD of criterion0.532
 Covariance0.105
 r0.344
 b (slope, estimate of beta)0.319
 a (intercept, estimate of alpha)-0.005
 Mean Square Error0.249
 DF error2188.000
 t(b)17.164
 p(b)0.000
 t(a)-0.028
 p(a)0.511
 Lowerbound of 95% confidence interval for beta0.283
 Upperbound of 95% confidence interval for beta0.355
 Lowerbound of 95% confidence interval for alpha-0.344
 Upperbound of 95% confidence interval for alpha0.334
 Treynor index (mean / b)0.280
 Jensen alpha (a)-0.005
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.516
 Sharpe ratio (Glass type estimate) -0.086
 Sharpe ratio (Hedges UMVUE)-0.086
 df2189.000
 t-0.248
 p0.598
 Lowerbound of 95% confidence interval for Sharpe Ratio-0.764
 Upperbound of 95% confidence interval for Sharpe Ratio0.592
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-0.764
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)0.592
Statistics related to Sortino ratio
 Sortino ratio-0.118
 Upside Potential Ratio1.258
 Upside part of mean0.473
 Downside part of mean-0.517
 Upside SD0.353
 Downside SD0.376
 N nonnegative terms126.000
 N negative terms2064.000
Statistics related to linear regression on benchmark
 N of observations2190.000
 Mean of predictor0.134
 Mean of criterion-0.044
 SD of predictor0.568
 SD of criterion0.516
 Covariance0.102
 r0.349
 b (slope, estimate of beta)0.317
 a (intercept, estimate of alpha)-0.087
 Mean Square Error0.234
 DF error2188.000
 t(b)17.430
 p(b)0.000
 t(a)-0.518
 p(a)0.698
 Lowerbound of 95% confidence interval for beta0.282
 Upperbound of 95% confidence interval for beta0.353
 Lowerbound of 95% confidence interval for alpha-0.415
 Upperbound of 95% confidence interval for alpha0.242
 Treynor index (mean / b)-0.139
 Jensen alpha (a)-0.087
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.051
 Expected Shortfall on VaR0.064
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.006
 Expected Shortfall on VaR0.013
ORDER STATISTICS
Quartiles of return rates
 Number of observations2190.000
 Minimum0.653
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.544
 Mean of quarter 10.994
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.008
 Inter Quartile Range0.000
 Number outliers low172.000
 Percentage of outliers low0.079
 Mean of outliers low0.980
 Number of outliers high189.000
 Percentage of outliers high0.086
 Mean of outliers high1.024
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)1.476
 VaR(95%) (moments method)0.001
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations10.000
 Minimum0.008
 Quartile 10.111
 Median0.321
 Quartile 30.346
 Maximum0.381
 Mean of quarter 10.026
 Mean of quarter 20.316
 Mean of quarter 30.336
 Mean of quarter 40.361
 Inter Quartile Range0.235
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)-1.134
 VaR(95%) (moments method)0.379
 Expected Shortfall (moments method)0.383
 Extreme Value Index (regression method)0.318
 VaR(95%) (regression method)0.386
 Expected Shortfall (regression method)0.430
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)-0.000
 Compounded annual return (geometric extrapolation)-0.000
 Calmar ratio (compounded annual return / max draw down)-0.001
 Compounded annual return / average of 25% largest draw downs-0.001
 Compounded annual return / Expected Shortfall lognormal-0.003
ANALYSIS BASED ON DAILY VALUES, LAST 6 MONTHS (Back)
RATIO STATISTICS
Ratio statistics of excess return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.000
 Sharpe ratio (Glass type estimate) NA
 Sharpe ratio (Hedges UMVUE)NA
 dfNA
 tNA
 pNA
 Lowerbound of 95% confidence interval for Sharpe RatioNA
 Upperbound of 95% confidence interval for Sharpe RatioNA
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)NA
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)NA
Statistics related to Sortino ratio
 Sortino ratio-16.186
 Upside Potential Ratio0.000
 Upside part of mean0.000
 Downside part of mean-0.044
 Upside SD0.000
 Downside SD0.003
 N nonnegative terms0.000
 N negative terms131.000
Statistics related to linear regression on benchmark
 N of observations131.000
 Mean of predictor1.915
 Mean of criterion-0.044
 SD of predictor0.874
 SD of criterion0.000
 Covariance0.000
 rNA
 b (slope, estimate of beta)NA
 a (intercept, estimate of alpha)NA
 Mean Square ErrorNA
 DF errorNA
 t(b)NA
 p(b)NA
 t(a)NA
 p(a)NA
 Lowerbound of 95% confidence interval for betaNA
 Upperbound of 95% confidence interval for betaNA
 Lowerbound of 95% confidence interval for alphaNA
 Upperbound of 95% confidence interval for alphaNA
 Treynor index (mean / b)NA
 Jensen alpha (a)NA
Ratio statistics of excess log return rates
Statistics related to Sharpe ratio
 Mean-0.044
 SD0.000
 Sharpe ratio (Glass type estimate) -12492933348697024.000
 Sharpe ratio (Hedges UMVUE)-12420719861132300.000
 df130.000
 t-8833837887775228.000
 p1.000
 Lowerbound of 95% confidence interval for Sharpe RatioNA
 Upperbound of 95% confidence interval for Sharpe RatioNA
 Lowerbound of 95% CI (Gibbons, Hedeker & Davis approximation)-13930479873814932.000
 Upperbound of 95% CI (Gibbons, Hedeker & Davis approximation)-10910959848449668.000
Statistics related to Sortino ratio
 Sortino ratio-16.186
 Upside Potential Ratio0.000
 Upside part of mean0.000
 Downside part of mean-0.044
 Upside SD0.000
 Downside SD0.003
 N nonnegative terms0.000
 N negative terms131.000
Statistics related to linear regression on benchmark
 N of observations131.000
 Mean of predictor1.591
 Mean of criterion-0.044
 SD of predictor0.770
 SD of criterion0.000
 Covariance0.000
 r0.000
 b (slope, estimate of beta)0.000
 a (intercept, estimate of alpha)-0.044
 Mean Square Error0.000
 DF error129.000
 t(b)0.000
 p(b)0.500
 t(a)-8728446793158445.000
 p(a)1.000
 Lowerbound of 95% confidence interval for beta-0.000
 Upperbound of 95% confidence interval for beta0.000
 Lowerbound of 95% confidence interval for alpha-0.044
 Upperbound of 95% confidence interval for alpha-0.044
 Treynor index (mean / b)-998544567910349130416120794185728.000
 Jensen alpha (a)-0.044
Risk estimates for a one-period unit investment (parametric)
assuming log normal returns and losses (using central moments from Sharpe statistics)
 VaR(95%)0.000
 Expected Shortfall on VaR0.000
assuming Pareto losses only (using partial moments from Sortino statistics)
 VaR(95%)0.000
 Expected Shortfall on VaR0.000
ORDER STATISTICS
Quartiles of return rates
 Number of observations131.000
 Minimum1.000
 Quartile 11.000
 Median1.000
 Quartile 31.000
 Maximum1.000
 Mean of quarter 11.000
 Mean of quarter 21.000
 Mean of quarter 31.000
 Mean of quarter 41.000
 Inter Quartile Range0.000
 Number outliers low0.000
 Percentage of outliers low0.000
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers high0.000
 Mean of outliers highNA
Risk estimates for a one-period unit investment (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
DRAW DOWN STATISTICS
Quartiles of draw downs
 Number of observations0.000
 MinimumNA
 Quartile 1NA
 MedianNA
 Quartile 3NA
 MaximumNA
 Mean of quarter 1NA
 Mean of quarter 2NA
 Mean of quarter 3NA
 Mean of quarter 4NA
 Inter Quartile Range0.000
 Number outliers low0.000
 Percentage of outliers lowNA
 Mean of outliers lowNA
 Number of outliers high0.000
 Percentage of outliers highNA
 Mean of outliers highNA
Risk estimates based on draw downs (based on Extreme Value Theory)
 Extreme Value Index (moments method)NA
 VaR(95%) (moments method)NA
 Expected Shortfall (moments method)NA
 Extreme Value Index (regression method)NA
 VaR(95%) (regression method)NA
 Expected Shortfall (regression method)NA
COMBINED STATISTICS
 Annualized return (arithmetic extrapolation)0.000
 Compounded annual return (geometric extrapolation)0.000
 Calmar ratio (compounded annual return / max draw down)NA
 Compounded annual return / average of 25% largest draw downsNA
 Compounded annual return / Expected Shortfall lognormal0.000