Strategy Deepdive
GenAlpha — The Champion
Our flagship strategy that has demonstrated strong risk-adjusted returns in backtesting over the long-term.
GenAlpha is QuantVantage.ai's flagship long-term strategy. It trades leveraged ETFs such as TQQQ, which amplify losses as well as gains. If you know of a long-term strategy with a similar risk profile that you think we should compare against, please let us know.
Strategy descriptions refer to our published backtested and live results; they are not a promise of future performance. Past performance does not guarantee future results.
Performance metrics
Cumulative returns
18,652.5%
What does this mean? (Cumulative returns)
The total percentage gain from the starting investment over the entire period. Shows the overall growth of the strategy.
CAGR
95.1%
What does this mean? (CAGR)
Compound Annual Growth Rate: the annualized rate of return over the period, accounting for compounding. It represents the average yearly growth rate needed to reach the final value from the initial investment.
Average win
3.44%
What does this mean? (Average win)
The average percentage gain on winning trades. Higher values indicate stronger profitable trades.
Average loss
-1.62%
What does this mean? (Average loss)
The average percentage loss on losing trades. Smaller absolute values indicate smaller losses per losing trade.
Max drawdown
23.4%
SPY 33.1% · QQQ 34.8%
What does this mean? (Max drawdown)
The largest peak-to-trough decline in portfolio value during the period. Future drawdowns may be larger.
Annual std. deviation
28.0%
SPY 15.6% · QQQ 19.6%
What does this mean? (Annual std. deviation)
Measures the volatility of the strategy's returns. Higher values indicate more variable returns and higher risk.
Sharpe ratio
1.97
SPY 0.76 · QQQ 0.79
What does this mean? (Sharpe ratio)
Measures risk-adjusted returns by comparing excess returns to volatility. Higher values (typically above 1.0) indicate more return per unit of risk taken.
Sortino ratio
2.54
SPY 0.78 · QQQ 0.86
What does this mean? (Sortino ratio)
Similar to the Sharpe ratio but only considers downside volatility, focusing on the risk of negative returns.
Treynor ratio
4.57
SPY 0.12 · QQQ 0.13
What does this mean? (Treynor ratio)
Measures excess returns per unit of systematic (market) risk. Higher values indicate better risk-adjusted performance relative to market movements.
Information ratio
1.37
SPY — · QQQ 0.48
SPY is the benchmark for this ratio, so it has none of its own.
What does this mean? (Information ratio)
Measures how consistently returns exceed a benchmark, relative to the tracking error.
Returns from
Jan 1, 2019
Returns to
Oct 31, 2026
Performance results from January 2019 through December 2025 are based on backtested data. 2026 results through October 31, 2026 reflect actual signals sent to subscribers (calculated from the signals, not from subscriber accounts). Past performance does not guarantee future results.
Benchmark figures for SPY and QQQ assume 100% of capital invested at all times. Strategy positions are sized to a maximum of 95% of capital, with the remainder in cash.
GenAlpha vs. S&P 500 / Nasdaq‑100
Summary
Jan 1, 2019 to Oct 31, 2026
| Metric | SPY*100% allocation | QQQ*100% allocation | GenAlpha95% allocation |
|---|---|---|---|
| CAGR | 16.7% | 21.7% | 95.1% |
| Total returns | 235% | 365.3% | 18,652.5% |
| Value of $10K | $33,501 | $46,526 | $1,875,245 |
*SPY is the SPDR S&P 500 ETF Trust, which tracks the S&P 500 index. QQQ is the Invesco QQQ Trust, which tracks the Nasdaq-100 index.
Backtest and live results, shown separately
| Period | SPY | QQQ | GenAlpha |
|---|---|---|---|
| Backtest (hypothetical), January 2019 – December 2025: CAGR | +17.1% | +22.6% | +110.2% |
| Backtest: value of $10K at the end of 2025 | $30,244 | $41,624 | $1,810,997 |
| Live signals, 2026 to date: return | +10.8% | +11.8% | +3.5% |
The figures above blend the backtest years with the live year; this table separates them.
Growth of $10,000
| Year end | SPY | QQQ | GenAlpha |
|---|---|---|---|
| 2019 | $13,095 | $13,914 | $15,438 |
| 2020 | $15,410 | $20,542 | $46,755 |
| 2021 | $19,914 | $26,329 | $92,198 |
| 2022 | $16,300 | $17,728 | $247,759 |
| 2023 | $20,501 | $27,309 | $561,476 |
| 2024 | $25,633 | $34,518 | $888,622 |
| 2025 | $30,244 | $41,624 | $1,810,997 |
| 2026 YTD (till 10/31) | $33,501 | $46,526 | $1,875,245 |
Annual returns vs. benchmarks (SPY & QQQ)
| Year | SPY | QQQ | GenAlpha |
|---|---|---|---|
| 2019 | 30.95% | 39.14% | 54.38% |
| 2020 | 17.68% | 47.64% | 202.86% |
| 2021 | 29.23% | 28.17% | 97.19% |
| 2022 | -18.15% | -32.67% | 168.73% |
| 2023 | 25.77% | 54.04% | 126.62% |
| 2024 | 25.03% | 26.40% | 58.27% |
| 2025 | 17.99% | 20.59% | 103.80% |
| 2026 YTD (till 10/31) | 10.77% | 11.78% | 3.55% |
2026 is year to date. Performance results from January 2019 through December 2025 are based on backtested data. 2026 results through October 31, 2026 reflect actual signals sent to subscribers (calculated from the signals, not from subscriber accounts). Past performance does not guarantee future results.
Benchmark figures for SPY and QQQ assume 100% of capital invested at all times. Strategy positions are sized to a maximum of 95% of capital, with the remainder in cash.
Rolling performance heatmaps
GenAlpha, SPY and QQQ, and GenAlpha relative to each benchmark.
GenAlpha - 1-Month rolling returns
How to read these tables: Each cell is the return over the month ending that month, in percent. The comparison tables (GenAlpha vs. a benchmark) show the difference in percentage points: a positive number means GenAlpha did better; a negative number means the benchmark did better.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 4.1 | -2.1 | 11.3 | 10.3 | -0.3 | 10.5 | 1.2 | -5.3 | 0.1 | 2.9 | 5.6 | 7.5 |
| 2020 | 6.8 | 17.7 | 6.9 | 3.9 | -1.4 | 6.8 | 32.8 | 29.4 | 10.8 | 1.0 | -2.0 | 9.4 |
| 2021 | 1.8 | 0.6 | -3.0 | 13.6 | 5.0 | 5.2 | 3.7 | 7.4 | 4.6 | 18.7 | 15.3 | -0.6 |
| 2022 | -0.9 | 7.0 | 25.3 | 4.0 | 1.3 | 9.2 | 4.9 | 8.4 | 4.7 | 9.5 | 37.2 | -1.7 |
| 2023 | 7.9 | 14.0 | 10.9 | 2.8 | 16.2 | 6.2 | 0.5 | 6.1 | -2.4 | 5.7 | 16.0 | 2.6 |
| 2024 | -4.3 | 0.6 | 1.5 | -2.7 | 6.6 | 11.7 | 10.1 | 7.8 | 5.3 | -1.0 | 13.3 | -0.3 |
| 2025 | 6.4 | 0.8 | 5.0 | 13.7 | 4.9 | 17.7 | -4.2 | 1.2 | 13.3 | 16.9 | -4.9 | 5.7 |
| 2026 | 2.5 | 6.4 | -0.8 | 11.2 | 8.1 | -11.3 | -13.6 | 2.7 | 3.0 | -1.9 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 7.6 | 4.2 | 1.6 | 3.9 | -4.9 | 5.4 | 2.6 | -2.7 | 1.4 | 2.9 | 3.3 | 2.6 |
| 2020 | 2.0 | -9.4 | -10.9 | 11.8 | 3.7 | 0.5 | 6.3 | 8.1 | -4.7 | -1.7 | 11.2 | 2.7 |
| 2021 | -0.5 | 2.7 | 4.0 | 6.3 | 0.0 | 2.1 | 2.5 | 3.1 | -3.6 | 5.6 | 1.1 | 2.8 |
| 2022 | -7.1 | -0.9 | 5.0 | -10.1 | 0.8 | -7.9 | 8.2 | -3.3 | -8.4 | 7.1 | 1.6 | -2.8 |
| 2023 | 4.7 | -0.7 | 1.9 | 3.0 | 1.0 | 4.6 | 4.2 | -1.3 | -4.8 | -2.7 | 9.3 | 4.9 |
| 2024 | 3.2 | 3.1 | 3.6 | -2.5 | 2.4 | 4.4 | -0.4 | 4.0 | 1.7 | 1.5 | 3.9 | -2.0 |
| 2025 | 2.8 | -3.3 | -4.7 | -0.2 | 6.3 | 4.6 | 3.1 | 1.6 | 3.1 | 2.4 | 0.5 | 0.8 |
| 2026 | 0.7 | -0.9 | -7.6 | 12.5 | 6.3 | -1.8 | 0.1 | 3.7 | -0.4 | -1.1 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 8.3 | 4.7 | 3.6 | 6.2 | -7.3 | 5.7 | 3.7 | -3.2 | 0.0 | 5.2 | 4.0 | 3.6 |
| 2020 | 4.8 | -7.4 | -6.3 | 13.8 | 6.4 | 4.2 | 7.4 | 11.8 | -5.5 | -2.4 | 10.8 | 4.8 |
| 2021 | 0.5 | -0.1 | 0.2 | 8.1 | -1.8 | 6.3 | 2.7 | 4.3 | -5.4 | 7.4 | 3.5 | 0.3 |
| 2022 | -12.0 | -1.7 | 6.2 | -14.5 | -1.3 | -7.9 | 11.0 | -4.5 | -9.4 | 3.4 | -0.2 | -4.8 |
| 2023 | 8.9 | 1.3 | 7.5 | 2.1 | 8.4 | 4.0 | 5.3 | -1.7 | -4.7 | -2.5 | 11.5 | 5.3 |
| 2024 | 3.8 | 2.3 | 2.1 | -2.5 | 4.3 | 6.2 | -4.5 | 4.1 | 2.3 | 2.0 | 2.7 | 1.3 |
| 2025 | 1.4 | -4.3 | -6.1 | 1.4 | 9.1 | 5.7 | 3.6 | 0.4 | 5.0 | 4.5 | -1.1 | 0.2 |
| 2026 | 0.4 | -2.3 | -7.9 | 18.4 | 11.5 | -1.8 | -5.6 | 4.8 | 3.1 | -6.4 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -3.4 | -6.4 | 9.8 | 6.4 | 4.6 | 5.1 | -1.3 | -2.6 | -1.3 | 0.0 | 2.3 | 4.9 |
| 2020 | 4.8 | 27.1 | 17.8 | -7.9 | -5.1 | 6.3 | 26.5 | 21.4 | 15.5 | 2.7 | -13.2 | 6.7 |
| 2021 | 2.3 | -2.1 | -7.0 | 7.3 | 5.0 | 3.0 | 1.2 | 4.3 | 8.2 | 13.1 | 14.1 | -3.5 |
| 2022 | 6.2 | 7.9 | 20.2 | 14.0 | 0.5 | 17.1 | -3.3 | 11.7 | 13.1 | 2.4 | 35.6 | 1.1 |
| 2023 | 3.2 | 14.7 | 9.0 | -0.2 | 15.2 | 1.7 | -3.8 | 7.4 | 2.5 | 8.4 | 6.8 | -2.3 |
| 2024 | -7.5 | -2.5 | -2.1 | -0.2 | 4.1 | 7.2 | 10.5 | 3.8 | 3.6 | -2.4 | 9.5 | 1.7 |
| 2025 | 3.6 | 4.0 | 9.6 | 13.9 | -1.3 | 13.1 | -7.3 | -0.4 | 10.1 | 14.4 | -5.4 | 4.9 |
| 2026 | 1.8 | 7.2 | 6.8 | -1.3 | 1.9 | -9.5 | -13.7 | -1.0 | 3.4 | -0.8 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -4.2 | -6.8 | 7.8 | 4.1 | 7.0 | 4.7 | -2.5 | -2.1 | 0.1 | -2.4 | 1.6 | 3.8 |
| 2020 | 2.0 | 25.1 | 13.2 | -9.9 | -7.9 | 2.7 | 25.3 | 17.6 | 16.3 | 3.3 | -12.8 | 4.6 |
| 2021 | 1.3 | 0.8 | -3.2 | 5.5 | 6.8 | -1.2 | 1.0 | 3.1 | 9.9 | 11.3 | 11.8 | -0.9 |
| 2022 | 11.1 | 8.7 | 19.0 | 18.5 | 2.6 | 17.1 | -6.1 | 12.9 | 14.1 | 6.1 | 37.4 | 3.1 |
| 2023 | -1.0 | 12.8 | 3.4 | 0.7 | 7.8 | 2.2 | -4.9 | 7.8 | 2.4 | 8.2 | 4.5 | -2.6 |
| 2024 | -8.1 | -1.7 | -0.6 | -0.2 | 2.3 | 5.4 | 14.6 | 3.7 | 3.0 | -2.9 | 10.6 | -1.6 |
| 2025 | 5.0 | 5.1 | 11.0 | 12.3 | -4.2 | 12.1 | -7.8 | 0.8 | 8.2 | 12.3 | -3.8 | 5.5 |
| 2026 | 2.1 | 8.7 | 7.1 | -7.1 | -3.4 | -9.5 | -8.0 | -2.1 | -0.1 | 4.5 |
GenAlpha - 3-Month rolling returns
How to read these tables: Each cell is the return over the 3 months ending that month, in percent. The comparison tables (GenAlpha vs. a benchmark) show the difference in percentage points: a positive number means GenAlpha did better; a negative number means the benchmark did better.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 13.5 | 20.2 | 22.4 | 21.5 | 11.5 | 5.9 | -4.1 | -2.5 | 8.7 | 16.7 | ||
| 2020 | 21.2 | 35.1 | 34.4 | 30.6 | 9.4 | 9.4 | 39.8 | 83.6 | 90.4 | 44.8 | 9.6 | 8.3 |
| 2021 | 9.1 | 12.1 | -0.7 | 10.9 | 15.7 | 25.4 | 14.4 | 17.1 | 16.4 | 33.3 | 43.1 | 36.0 |
| 2022 | 13.5 | 5.3 | 32.7 | 39.3 | 31.9 | 15.1 | 16.1 | 24.3 | 19.1 | 24.3 | 57.3 | 47.7 |
| 2023 | 45.6 | 21.0 | 36.4 | 30.0 | 32.5 | 26.9 | 24.0 | 13.2 | 4.0 | 9.4 | 19.7 | 25.8 |
| 2024 | 14.0 | -1.1 | -2.2 | -0.6 | 5.3 | 15.8 | 31.0 | 32.5 | 25.0 | 12.4 | 18.2 | 11.8 |
| 2025 | 20.2 | 6.9 | 12.5 | 20.2 | 25.1 | 40.4 | 18.3 | 14.2 | 9.9 | 34.0 | 25.8 | 17.4 |
| 2026 | 3.1 | 15.3 | 8.2 | 17.4 | 19.4 | 6.7 | -17.1 | -21.3 | -8.6 | 3.8 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 13.9 | 10.1 | 0.4 | 4.1 | 2.8 | 5.2 | 1.3 | 1.6 | 7.8 | 9.0 | ||
| 2020 | 8.1 | -5.2 | -17.7 | -9.8 | 3.3 | 16.5 | 10.8 | 15.4 | 9.4 | 1.2 | 4.1 | 12.2 |
| 2021 | 13.6 | 5.0 | 6.4 | 13.7 | 10.6 | 8.6 | 4.7 | 7.9 | 1.9 | 5.0 | 3.0 | 9.8 |
| 2022 | -3.4 | -5.4 | -3.3 | -6.4 | -4.8 | -16.5 | 0.4 | -3.6 | -4.2 | -5.1 | -0.3 | 5.8 |
| 2023 | 3.4 | 1.1 | 5.9 | 4.2 | 6.0 | 8.8 | 10.1 | 7.6 | -2.0 | -8.6 | 1.1 | 11.5 |
| 2024 | 18.3 | 11.7 | 10.3 | 4.2 | 3.5 | 4.3 | 6.5 | 8.1 | 5.3 | 7.3 | 7.2 | 3.2 |
| 2025 | 4.6 | -2.5 | -5.2 | -8.0 | 1.0 | 10.9 | 14.6 | 9.7 | 8.2 | 7.4 | 6.2 | 3.8 |
| 2026 | 2.1 | 0.7 | -7.7 | 3.1 | 10.5 | 17.4 | 4.5 | 1.9 | 3.4 | 2.1 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 17.5 | 15.1 | 2.0 | 4.1 | 1.6 | 6.1 | 0.3 | 1.8 | 9.4 | 13.4 | ||
| 2020 | 13.0 | 0.6 | -9.1 | -1.4 | 13.4 | 26.1 | 19.1 | 25.1 | 13.6 | 3.3 | 2.3 | 13.4 |
| 2021 | 16.7 | 5.2 | 0.6 | 8.2 | 6.3 | 12.9 | 7.2 | 13.8 | 1.3 | 6.0 | 5.2 | 11.4 |
| 2022 | -8.7 | -13.3 | -8.1 | -10.7 | -10.4 | -22.3 | 0.9 | -2.4 | -4.0 | -10.6 | -6.5 | -1.8 |
| 2023 | 3.4 | 5.0 | 18.5 | 11.1 | 19.0 | 15.2 | 18.8 | 7.7 | -1.4 | -8.7 | 3.5 | 14.4 |
| 2024 | 21.9 | 11.8 | 8.5 | 1.9 | 3.8 | 8.0 | 5.8 | 5.6 | 1.7 | 8.6 | 7.1 | 6.0 |
| 2025 | 5.5 | -1.7 | -8.8 | -8.9 | 3.9 | 16.9 | 19.4 | 9.9 | 9.3 | 10.3 | 8.6 | 3.6 |
| 2026 | -0.5 | -1.8 | -9.7 | 6.5 | 21.6 | 29.6 | 3.4 | -2.8 | 2.0 | 1.1 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -0.4 | 10.1 | 22.1 | 17.3 | 8.7 | 0.7 | -5.3 | -4.1 | 0.9 | 7.7 | ||
| 2020 | 13.1 | 40.3 | 52.0 | 40.5 | 6.2 | -7.1 | 29.0 | 68.2 | 81.0 | 43.6 | 5.5 | -3.9 |
| 2021 | -4.4 | 7.1 | -7.0 | -2.7 | 5.1 | 16.8 | 9.7 | 9.2 | 14.5 | 28.3 | 40.1 | 26.1 |
| 2022 | 16.8 | 10.7 | 36.1 | 45.7 | 36.7 | 31.6 | 15.7 | 27.9 | 23.3 | 29.4 | 57.6 | 41.9 |
| 2023 | 42.2 | 19.9 | 30.5 | 25.8 | 26.5 | 18.1 | 13.9 | 5.6 | 6.1 | 18.0 | 18.6 | 14.3 |
| 2024 | -4.3 | -12.8 | -12.5 | -4.8 | 1.8 | 11.5 | 24.4 | 24.4 | 19.7 | 5.2 | 11.0 | 8.6 |
| 2025 | 15.6 | 9.4 | 17.7 | 28.2 | 24.1 | 29.5 | 3.7 | 4.5 | 1.7 | 26.6 | 19.6 | 13.7 |
| 2026 | 1.0 | 14.6 | 15.9 | 14.3 | 8.9 | -10.7 | -21.6 | -23.3 | -12.0 | 1.7 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -4.0 | 5.1 | 20.5 | 17.4 | 9.9 | -0.2 | -4.4 | -4.3 | -0.7 | 3.3 | ||
| 2020 | 8.2 | 34.6 | 43.5 | 32.0 | -4.0 | -16.8 | 20.7 | 58.4 | 76.8 | 41.6 | 7.3 | -5.2 |
| 2021 | -7.6 | 6.9 | -1.2 | 2.7 | 9.3 | 12.5 | 7.2 | 3.2 | 15.1 | 27.4 | 37.9 | 24.5 |
| 2022 | 22.1 | 18.6 | 40.9 | 50.1 | 42.3 | 37.4 | 15.2 | 26.6 | 23.1 | 34.8 | 63.8 | 49.5 |
| 2023 | 42.2 | 16.0 | 17.9 | 18.8 | 13.5 | 11.7 | 5.2 | 5.5 | 5.4 | 18.1 | 16.1 | 11.4 |
| 2024 | -7.9 | -13.0 | -10.7 | -2.5 | 1.5 | 7.8 | 25.1 | 26.9 | 23.2 | 3.9 | 11.1 | 5.8 |
| 2025 | 14.7 | 8.6 | 21.4 | 29.1 | 21.3 | 23.5 | -1.1 | 4.3 | 0.6 | 23.7 | 17.2 | 13.9 |
| 2026 | 3.6 | 17.1 | 17.9 | 10.9 | -2.2 | -23.0 | -20.6 | -18.5 | -10.6 | 2.7 |
GenAlpha - 6-Month rolling returns
How to read these tables: Each cell is the return over the 6 months ending that month, in percent. The comparison tables (GenAlpha vs. a benchmark) show the difference in percentage points: a positive number means GenAlpha did better; a negative number means the benchmark did better.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 37.9 | 34.0 | 29.7 | 16.6 | 8.7 | 15.1 | 12.0 | |||||
| 2020 | 18.1 | 46.9 | 56.8 | 58.3 | 47.8 | 46.9 | 82.6 | 100.8 | 108.2 | 102.4 | 101.2 | 106.1 |
| 2021 | 58.0 | 22.8 | 7.5 | 21.0 | 29.6 | 24.6 | 26.9 | 35.4 | 46.0 | 52.5 | 67.5 | 58.3 |
| 2022 | 51.3 | 50.7 | 80.5 | 58.1 | 38.9 | 52.8 | 61.8 | 63.9 | 37.1 | 44.3 | 95.4 | 75.9 |
| 2023 | 80.9 | 90.3 | 101.5 | 89.2 | 60.3 | 73.1 | 61.2 | 50.0 | 32.1 | 35.7 | 35.5 | 30.9 |
| 2024 | 24.7 | 18.3 | 23.0 | 13.3 | 4.1 | 13.3 | 30.2 | 39.5 | 44.7 | 47.3 | 56.6 | 39.8 |
| 2025 | 35.1 | 26.3 | 25.9 | 44.5 | 33.7 | 58.0 | 42.2 | 42.9 | 54.2 | 58.5 | 43.7 | 29.0 |
| 2026 | 38.1 | 45.1 | 27.1 | 21.0 | 37.6 | 15.5 | -2.7 | -6.1 | -2.5 | -14.0 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 18.6 | 13.1 | 5.6 | 5.5 | 4.4 | 13.4 | 10.4 | |||||
| 2020 | 9.8 | 2.2 | -10.3 | -2.5 | -2.1 | -4.1 | -0.1 | 19.1 | 27.4 | 12.1 | 20.1 | 22.7 |
| 2021 | 14.9 | 9.2 | 19.3 | 29.1 | 16.1 | 15.5 | 19.0 | 19.4 | 10.6 | 9.9 | 11.2 | 11.9 |
| 2022 | 1.4 | -2.5 | 6.2 | -9.6 | -9.9 | -19.3 | -6.0 | -8.2 | -20.0 | -4.7 | -4.0 | 1.4 |
| 2023 | -1.9 | 0.7 | 12.0 | 7.7 | 7.1 | 15.2 | 14.7 | 14.0 | 6.6 | 0.6 | 8.8 | 9.2 |
| 2024 | 8.2 | 12.9 | 22.9 | 23.3 | 15.6 | 15.0 | 11.0 | 11.9 | 9.8 | 14.3 | 15.8 | 8.7 |
| 2025 | 12.2 | 4.4 | -2.1 | -3.8 | -1.5 | 5.1 | 5.4 | 10.8 | 19.9 | 23.1 | 16.4 | 12.3 |
| 2026 | 9.6 | 6.9 | -4.2 | 5.2 | 11.2 | 8.4 | 7.7 | 12.6 | 21.3 | 6.7 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 22.3 | 17.0 | 8.2 | 4.4 | 3.5 | 16.1 | 13.8 | |||||
| 2020 | 15.0 | 10.0 | 3.1 | 11.4 | 14.0 | 14.6 | 17.5 | 41.9 | 43.2 | 23.0 | 28.1 | 28.8 |
| 2021 | 20.5 | 7.6 | 14.1 | 26.3 | 11.9 | 13.5 | 16.0 | 21.1 | 14.4 | 13.6 | 19.7 | 12.9 |
| 2022 | -3.2 | -8.8 | 2.4 | -18.5 | -22.3 | -28.6 | -9.9 | -12.5 | -25.4 | -9.8 | -8.8 | -5.7 |
| 2023 | -7.5 | -1.9 | 16.3 | 14.9 | 24.9 | 36.5 | 32.1 | 28.2 | 13.6 | 8.5 | 11.6 | 12.9 |
| 2024 | 11.2 | 15.8 | 24.1 | 24.1 | 16.1 | 17.2 | 7.8 | 9.7 | 9.9 | 14.9 | 13.1 | 7.9 |
| 2025 | 14.5 | 5.3 | -3.3 | -3.9 | 2.1 | 6.5 | 8.8 | 14.2 | 27.7 | 31.7 | 19.4 | 13.2 |
| 2026 | 9.7 | 6.7 | -6.5 | 5.9 | 19.4 | 17.1 | 10.1 | 18.1 | 32.2 | 4.6 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 19.3 | 20.9 | 24.1 | 11.1 | 4.3 | 1.7 | 1.6 | |||||
| 2020 | 8.3 | 44.7 | 67.1 | 60.8 | 49.9 | 51.1 | 82.8 | 81.7 | 80.8 | 90.4 | 81.1 | 83.4 |
| 2021 | 43.1 | 13.6 | -11.8 | -8.0 | 13.5 | 9.1 | 7.9 | 16.1 | 35.4 | 42.6 | 56.4 | 46.4 |
| 2022 | 49.8 | 53.2 | 74.3 | 67.7 | 48.8 | 72.0 | 67.8 | 72.2 | 57.1 | 49.0 | 99.4 | 74.5 |
| 2023 | 82.8 | 89.6 | 89.4 | 81.5 | 53.1 | 57.9 | 46.5 | 35.9 | 25.5 | 35.1 | 26.7 | 21.7 |
| 2024 | 16.6 | 5.4 | 0.1 | -9.9 | -11.5 | -1.8 | 19.2 | 27.6 | 34.9 | 33.0 | 40.7 | 31.1 |
| 2025 | 22.9 | 21.9 | 28.0 | 48.2 | 35.3 | 52.9 | 36.8 | 32.1 | 34.3 | 35.4 | 27.2 | 16.8 |
| 2026 | 28.5 | 38.2 | 31.3 | 15.8 | 26.4 | 7.1 | -10.4 | -18.7 | -23.9 | -20.7 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 15.6 | 17.0 | 21.4 | 12.1 | 5.2 | -1.0 | -1.8 | |||||
| 2020 | 3.1 | 36.9 | 53.7 | 46.9 | 33.8 | 32.3 | 65.2 | 59.0 | 65.0 | 79.5 | 73.2 | 77.3 |
| 2021 | 37.5 | 15.2 | -6.5 | -5.3 | 17.8 | 11.0 | 10.9 | 14.4 | 31.6 | 39.0 | 47.8 | 45.4 |
| 2022 | 54.5 | 59.4 | 78.1 | 76.6 | 61.2 | 81.4 | 71.7 | 76.5 | 62.5 | 54.1 | 104.2 | 81.6 |
| 2023 | 88.4 | 92.2 | 85.1 | 74.3 | 35.4 | 36.6 | 29.1 | 21.8 | 18.4 | 27.2 | 23.9 | 18.0 |
| 2024 | 13.5 | 2.5 | -1.1 | -10.8 | -12.0 | -3.9 | 22.4 | 29.8 | 34.8 | 32.3 | 43.5 | 31.9 |
| 2025 | 20.6 | 21.0 | 29.2 | 48.3 | 31.6 | 51.4 | 33.4 | 28.7 | 26.4 | 26.8 | 24.3 | 15.8 |
| 2026 | 28.4 | 38.4 | 33.6 | 15.1 | 18.2 | -1.6 | -12.8 | -24.2 | -34.8 | -18.6 |
GenAlpha - 12-Month rolling returns
How to read these tables: Each cell is the return over the 12 months ending that month, in percent. The comparison tables (GenAlpha vs. a benchmark) show the difference in percentage points: a positive number means GenAlpha did better; a negative number means the benchmark did better.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 54.4 | |||||||||||
| 2020 | 58.3 | 90.4 | 82.8 | 72.1 | 70.2 | 64.5 | 115.8 | 195.0 | 226.5 | 220.5 | 197.4 | 202.9 |
| 2021 | 188.6 | 146.7 | 124.0 | 145.0 | 160.8 | 156.8 | 100.5 | 66.3 | 57.0 | 84.6 | 117.2 | 97.2 |
| 2022 | 91.9 | 104.1 | 163.5 | 141.2 | 132.8 | 141.8 | 144.7 | 147.0 | 147.4 | 128.1 | 171.5 | 168.7 |
| 2023 | 192.7 | 211.9 | 176.2 | 173.0 | 213.2 | 204.6 | 191.6 | 185.3 | 166.1 | 156.8 | 117.2 | 126.6 |
| 2024 | 101.0 | 77.4 | 62.5 | 53.8 | 41.0 | 48.2 | 62.4 | 65.1 | 78.0 | 66.9 | 63.0 | 58.3 |
| 2025 | 75.9 | 76.2 | 82.1 | 112.7 | 109.4 | 120.8 | 92.2 | 80.5 | 94.1 | 129.0 | 92.1 | 103.8 |
| 2026 | 96.4 | 107.3 | 96.0 | 91.8 | 97.7 | 49.0 | 34.3 | 36.3 | 23.9 | 4.1 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 30.9 | |||||||||||
| 2020 | 24.2 | 7.9 | -5.4 | 1.8 | 11.0 | 5.9 | 9.7 | 21.8 | 14.4 | 9.3 | 17.6 | 17.7 |
| 2021 | 14.8 | 30.1 | 52.0 | 44.6 | 39.4 | 41.7 | 36.7 | 30.4 | 32.0 | 41.8 | 29.1 | 29.2 |
| 2022 | 20.7 | 16.4 | 17.5 | -0.6 | 0.2 | -9.7 | -4.7 | -10.6 | -15.0 | -13.8 | -13.5 | -18.1 |
| 2023 | -7.8 | -7.6 | -10.4 | 2.6 | 2.9 | 16.8 | 12.5 | 14.9 | 19.4 | 8.4 | 16.6 | 25.8 |
| 2024 | 24.1 | 28.8 | 31.0 | 24.1 | 25.8 | 25.6 | 20.0 | 26.4 | 35.0 | 40.9 | 33.9 | 25.0 |
| 2025 | 24.5 | 16.9 | 7.5 | 9.9 | 14.1 | 14.2 | 18.3 | 15.7 | 17.4 | 18.4 | 14.7 | 18.0 |
| 2026 | 15.6 | 18.4 | 14.9 | 29.5 | 29.5 | 21.6 | 18.0 | 20.4 | 16.3 | 12.3 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 39.1 | |||||||||||
| 2020 | 34.6 | 19.1 | 7.6 | 15.3 | 32.4 | 30.4 | 35.1 | 56.1 | 47.6 | 37.0 | 46.0 | 47.6 |
| 2021 | 41.6 | 52.7 | 63.4 | 55.3 | 43.2 | 46.2 | 39.8 | 30.3 | 30.4 | 43.5 | 33.9 | 28.2 |
| 2022 | 12.2 | 10.5 | 17.1 | -7.4 | -6.9 | -19.4 | -12.8 | -20.2 | -23.6 | -26.4 | -29.1 | -32.7 |
| 2023 | -16.7 | -14.2 | -13.2 | 3.7 | 13.9 | 28.7 | 22.1 | 25.7 | 32.2 | 24.7 | 39.3 | 54.0 |
| 2024 | 46.9 | 48.5 | 41.1 | 34.6 | 29.6 | 32.3 | 19.9 | 27.0 | 36.4 | 42.6 | 31.3 | 26.4 |
| 2025 | 23.5 | 15.5 | 6.2 | 10.5 | 15.5 | 14.9 | 24.6 | 20.3 | 23.5 | 26.6 | 22.0 | 20.6 |
| 2026 | 19.4 | 21.8 | 19.5 | 39.5 | 42.6 | 32.5 | 20.8 | 26.0 | 23.7 | 10.7 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 23.4 | |||||||||||
| 2020 | 34.1 | 82.5 | 88.1 | 70.3 | 59.1 | 58.7 | 106.1 | 173.2 | 212.1 | 211.3 | 179.8 | 185.2 |
| 2021 | 173.9 | 116.6 | 71.9 | 100.4 | 121.4 | 115.0 | 63.8 | 36.0 | 25.0 | 42.8 | 88.1 | 68.0 |
| 2022 | 71.3 | 87.7 | 146.0 | 141.8 | 132.6 | 151.5 | 149.4 | 157.6 | 162.4 | 142.0 | 185.0 | 186.9 |
| 2023 | 200.5 | 219.5 | 186.5 | 170.4 | 210.3 | 187.8 | 179.1 | 170.5 | 146.7 | 148.4 | 100.6 | 100.9 |
| 2024 | 77.0 | 48.6 | 31.5 | 29.7 | 15.2 | 22.6 | 42.4 | 38.7 | 43.0 | 26.0 | 29.1 | 33.2 |
| 2025 | 51.4 | 59.3 | 74.6 | 102.8 | 95.3 | 106.5 | 73.8 | 64.8 | 76.7 | 110.5 | 77.5 | 85.8 |
| 2026 | 80.8 | 88.8 | 81.1 | 62.3 | 68.2 | 27.3 | 16.3 | 15.9 | 7.7 | -8.2 |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 15.2 | |||||||||||
| 2020 | 23.7 | 71.4 | 75.1 | 56.8 | 37.8 | 34.1 | 80.6 | 138.9 | 178.9 | 183.5 | 151.5 | 155.2 |
| 2021 | 147.1 | 94.0 | 60.6 | 89.7 | 117.6 | 110.5 | 60.7 | 36.0 | 26.6 | 41.2 | 83.2 | 69.0 |
| 2022 | 79.7 | 93.6 | 146.3 | 148.6 | 139.7 | 161.2 | 157.6 | 167.2 | 171.0 | 154.6 | 200.6 | 201.4 |
| 2023 | 209.4 | 226.1 | 189.3 | 169.3 | 199.3 | 175.9 | 169.4 | 159.6 | 133.9 | 132.1 | 77.8 | 72.6 |
| 2024 | 54.2 | 29.0 | 21.4 | 19.2 | 11.5 | 16.0 | 42.5 | 38.1 | 41.6 | 24.3 | 31.6 | 31.9 |
| 2025 | 52.5 | 60.7 | 75.9 | 102.2 | 93.9 | 105.8 | 67.5 | 60.2 | 70.6 | 102.4 | 70.2 | 83.2 |
| 2026 | 77.0 | 85.5 | 76.6 | 52.3 | 55.1 | 16.5 | 13.6 | 10.3 | 0.2 | -6.7 |
Results from January 2019 through December 2025 are backtested (hypothetical); 2026 results reflect actual signals sent to subscribers (calculated from the signals, not from subscriber accounts). Past performance does not guarantee future results.
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