Alpha Portfolios are designed for investors who want to receive higher returns than the benchmark index while taking lesser risk. Here’s a snapshot of their performance from 1-Jan-2016 to 16-Jun-2023 (6 years and 6 months).
As you can see, Spotalpha’s US Alpha Portfolios took less than half the risk as the benchmark S&P while delivering significantly more return.
It is important to note that all three US Alpha Portfolio’s outperformance in comparison to S&P was not just during a short period but is consistent over longer durations. The equity curve of the Alpha Portfolios in comparison to S&P is shown below.
In summary, Alpha Portfolios provide an active investor with saver investment portfolios than mutual funds and passive index investing.