U.S. LONG-ONLY STRATEGY'S ANNUAL RETURNS
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Years
Portfolio
SP500
Excess Return
199635.71%22.96%12.75%
199766.59%33.36%33.23%
199841.23%28.58%12.65%
199969.14%21.04%48.10%
200012.73%-9.10%21.84%
2001-1.48%-11.89%10.40%
2002-4.37%-22.10%17.73%
200352.00%28.68%23.31%
200416.15%10.88%5.27%
200536.22%4.91%31.31%
200619.12%15.79%3.32%
200734.05%5.49%28.55%
2008-20.43%-37.00%16.56%
200973.65%26.46%47.19%
201029.02%15.06%13.96%
20118.32%2.11%6.21%
201213.74%16.00%-2.26%
201346.40%32.39%14.01%
201414.37%13.69%0.69%
2015-8.67%1.38%-10.04%
201621.10%11.96%8.72%
201719.73%21.83%-1.75%
20183.58%-0.76%4.31%
Average23.40%8.26%15.14%

       
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