Again no beta, but vast alpha was generated from security selection and timing by those with skill. In aggregate, "stocks" can and do underperform "bonds" for decades. 60/40 sounds prudent until ...

Alpha and beta are two terms that get thrown around a lot in investing. They sound complicated, but they’re actually much simpler than they seem. Here’s what you need to know about alpha and ...

Whether you've managed your investments well into retirement or just got a 401(k) a couple of years ago, it's always wise to get back to the basics and refresh yourself on some of the most ...

A look at the rolling beta to the S&P 500 explains why long/short funds are down less, but still down. At close to .60 over the past 3 years, it is at the high end of its historical range and a ...

Alpha measures an investment's return relative to a benchmark, while beta measures risk. Find out how these two metrics can help you pick investments that match your risk/return profile.

You can’t earn alpha by investing in a benchmark index fund such as an S&P 500 index fund, which is the definition of beta. Bottom line. While alpha and beta might sound like complex and ...