Early Signal Future Superstars

The chart shows the growth of an initial investment of $10,000 in Early Signal Future Superstars, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Jul 16, 2025, Early Signal Future Superstars's average daily return is +0.16%, while the average monthly return is +3.13%. At this rate, an investment would double in approximately 1.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Sep 2025 with a return of +12.8%, while the worst month was Mar 2026 at -12.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Early Signal Future Superstars closed higher 57% of trading days. The best single day was Mar 31, 2026 with a return of +6.0%, while the worst single day was Jan 30, 2026 at -8.0%.

Early Signal Future Superstars has an annualized alpha of 10.34%, beta of 1.61, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since July 16, 2025.

• This portfolio captured 182.75% of S&P 500 Index gains but only 74.67% of its losses - a favorable profile for investors.
• R2 of 0.42 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Early Signal Future Superstars has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Early Signal Future Superstars ranks 39 for risk / return — above 39% of Portfolios peers on PortfoliosLab. Its historical combined result is below the peer median.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current Early Signal Future Superstars Sharpe ratio is 1.43 as of Aug 1, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.18 to 2.00, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Early Signal Future Superstars compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Early Signal Future Superstars provided a 1.18% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Early Signal Future Superstars. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Early Signal Future Superstars was 19.18%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current Early Signal Future Superstars drawdown is 8.08%.

The chart below shows the rolling one-month volatility.