To gain insight into risk - adjusted returns of the Seafarer Overseas Growth and Income Fund, let's employ a variant of Alpholio ™'s
patented analysis methodology.
For a detailed explanation of Alpholio ™'s
patented analysis methodology, please refer to the FAQ.
Not exact matches
To adjust for these factors, let's apply a variant of Alpholio ™'s
patented methodology in which both the ETF membership and weights do not change over the entire
analysis period.
In the simplest application of Alpholio ™'s
patented methodology, both the membership and weights of ETFs in the reference portfolio for the analyzed fund are fixed over the entire
analysis period.
First, the Alpholio ™
methodology is fully disclosed in our
patent; therefore, the user is free to replicate the results of our
analyses and build the reference exchange - traded products (ETPs) portfolios if he / she so chooses.
In contrast to our earlier post about the fund, this
analysis will use a simpler variant of the
patented Alpholio ™
methodology, in which both the membership and weights of ETFs in the reference portfolio are fixed.