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Jensen Performance Index

 
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Last Post by Lowell Herr 4 years ago
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Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 774
Topic starter July 6, 2021 12:43 PM  

Platinum and Lifetime members know how much I've been advocating Jensen's Alpha or Jensen Performance Index as a way to measure portfolio performance.  Here is a useful link to additional information on the Jensen.

Lowell



   
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Forum 2
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
July 18, 2022 10:26 AM  

The Jensen Alpha for the Schrodinger is 2.61 (Yahoo adj prices updated today).

 

The Investopedia posting referenced above shows the Fidelity Large Cap Growth (FSLGX) to have a 3-yr Alpha of 7.19.

Does that mean the FSLGX is a much better investment? 



   
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Forum 1
 Lowell Herr
(@lowell)
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Joined: 13 years ago
Posts: 774
Topic starter July 19, 2022 10:11 AM  

Paul,

It appears as if FSLGX was purchased by another company.  Neither Yahoo or Portfolio Visualizer recognized the ticker so I am unable to compare performance with VTI, the ETF I generally use as a reference.

Lowell

 



   
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