BetaStates profiles keep you current on the risk, strategy and performance of your mutual funds. The PBA Model tracks each fund's statistical behavior relative to the market. Fund behavior changes continuously, because portfolios change continuously.
BetaStates shows you each fund's beta risk history. BetaStates shows each fund's alpha history. BetaStates lists your funds' current performance states:
Ranked for current beta.
Ranked for average beta.
Ranked for beta variation. (Measuring risk consistency.)
Ranked for BetaGain. (Market timing contribution.)
Ranked for current alpha.
Custom Service Options
BetaStates is a customized service. You determine your own scope, frequency and content.
Scope. You choose your funds coverage. Base coverage starts with ten funds.
Frequency. Annual, quarterly, monthly, or other schedule to meet your needs.
Content. Custom benchmarks, pairwise comparisons, extended timeframes, or other special features available.
Click here for a sample BetaGain ranking
Enquire for service below, or use checklist at Subscriptions page