| 2002 sharp calculation | fraction | fraction | fraction | fraction | |||||||||||||||||||||||
| stock | futures | fraction | fraction | net stock | savings at | savings at | savings at | savings at | net at | net at | net at | net at | net at | net at | net at | net at | |||||||||||
| equity | commissions | commissions | volume | other fees | gross | net | gross | net | com rate | .9 / share | .75 / share | .5 / share | .2 / share | .9 / share | .75 / share | .5 / share | .2 / share | .9 / share | .75 / share | .5 / share | .2 / share | ||||||
| dec | 504029 | 13270 | 873 | 898100 | 829 | 19001 | 4029 | 0.038 | 0.008 | 0.015 | 5187 | 6534 | 8780 | 11474 | 9216 | 10563 | 12809 | 15503 | 0.01828 | 0.02096 | 0.02541 | 0.03076 | |||||
| jan | 480389.2 | 19361 | 2404 | 1411792 | 1290 | -585 | -23640 | -0.001 | -0.049 | 0.014 | 6655 | 8773 | 12302 | 16537 | -16985 | -14867 | -11338 | -7103 | -0.03536 | -0.03095 | -0.02360 | -0.01479 | |||||
| feb | 488022.8 | 23675 | 512 | 1796082 | 3210 | 35031 | 7634 | 0.072 | 0.016 | 0.013 | 7510 | 10204 | 14695 | 20083 | 15144 | 17838 | 22329 | 27717 | 0.03103 | 0.03655 | 0.04575 | 0.05679 | |||||
| mar | 495005.3 | 12543 | 2124 | 1045500 | 1607 | 23050 | 6776 | 0.047 | 0.014 | 0.012 | 3134 | 4702 | 7316 | 10452 | 9910 | 11478 | 14092 | 17228 | 0.02002 | 0.02319 | 0.02847 | 0.03480 | |||||
| apr | 484286 | 14419 | 2941 | 1143402 | 2557 | 9198 | -10719 | 0.019 | -0.022 | 0.013 | 4128 | 5843 | 8702 | 12132 | -6591 | -4876 | -2017 | 1413 | -0.01361 | -0.01007 | -0.00416 | 0.00292 | |||||
| may | 476239.7 | 8750 | 1755 | 742901 | 1418 | 3877 | -8046 | 0.008 | -0.017 | 0.012 | 2064 | 3178 | 5035 | 7264 | -5982 | -4868 | -3011 | -782 | -0.01256 | -0.01022 | -0.00632 | -0.00164 | |||||
| jun | 487179 | 13045 | 1488 | 1304503 | 605 | 26077 | 10939 | 0.054 | 0.022 | 0.010 | 1304 | 3261 | 6522 | 10436 | 12243 | 14200 | 17461 | 21375 | 0.02513 | 0.02915 | 0.03584 | 0.04388 | |||||
| jul | 568501.8 | 49375 | 6997 | 4937520 | 1966 | 139661 | 81323 | 0.246 | 0.143 | 0.010 | 4937 | 12344 | 24687 | 39500 | 86260 | 93667 | 106010 | 120823 | 0.15173 | 0.16476 | 0.18647 | 0.21253 | |||||
| aug | 994098.8 | 39417 | 5751 | 3941720 | 1524 | 30082 | -16610 | 0.030 | -0.017 | 0.010 | 3942 | 9854 | 19708 | 31534 | -12668 | -6756 | 3098 | 14924 | -0.01274 | -0.00680 | 0.00312 | 0.01501 | |||||
| sep | 992386.2 | 3941 | 462 | 394490 | 147 | 2837 | -1713 | 0.003 | -0.002 | 0.010 | 391 | 982 | 1969 | 3152 | -1322 | -731 | 256 | 1439 | -0.00133 | -0.00074 | 0.00026 | 0.00145 | |||||
| oct | 991663.8 | 2897 | 289 | 304900 | 160 | 2624 | -722 | 0.003 | -0.001 | 0.010 | 153 | 610 | 1373 | 2287 | -569 | -112 | 651 | 1565 | -0.00057 | -0.00011 | 0.00066 | 0.00158 | |||||
| nov | 1001665 | 13826 | 1865 | 1455328 | 745 | 26438 | 10002 | 0.026 | 0.010 | 0.010 | 728 | 2911 | 6549 | 10915 | 10730 | 12913 | 16551 | 20917 | 0.01071 | 0.01289 | 0.01652 | 0.02088 | |||||
| dec | 1034792 | 14519 | 2107 | 1528318 | 677 | 50429 | 33126 | 0.049 | 0.032 | 0.009 | 764 | 3057 | 6877 | 11462 | 33890 | 36183 | 40003 | 44588 | 0.03275 | 0.03497 | 0.03866 | 0.04309 | |||||
| total | 229038 | 29568 | 20904556 | 16735 | 367720 | 92379 | 40897 | 72254 | 124515 | 187229 | 133276 | 164633 | 216894 | 279608 | |||||||||||||
| mean | 0.046 | 0.011 | mean | 0.016 | 0.020 | 0.027 | 0.034 | ||||||||||||||||||||
| std | 0.064 | 0.045 | std | 0.045 | 0.048 | 0.052 | 0.058 | ||||||||||||||||||||
| monthly sharp | 0.710 | 0.233 | monthly sharp | 0.361 | 0.423 | 0.511 | 0.597 | ||||||||||||||||||||
| montly sharp anualized | 2.458 | 0.809 | montly sharp anualized | 1.252 | 1.465 | 1.771 | 2.068 | ||||||||||||||||||||
| 2003 sharp calculation | fraction | fraction | fraction | fraction | |||||||||||||||||||||||
| stock | futures | fraction | fraction | savings at | savings at | savings at | savings at | net at | net at | net at | net at | net at | net at | net at | net at | ||||||||||||
| equity | commissions | commissions | volume | other fees | gross | net | gross | net | .9 / share | .75 / share | .5 / share | .2 / share | .9 / share | .75 / share | .5 / share | .2 / share | .9 / share | .75 / share | .5 / share | .2 / share | |||||||
| jan | 1136726 | 23738 | 3080 | 2498754 | 1079 | 62482 | 34585 | 0.055 | 0.030 | 0.009 | 1249 | 4997 | 11244 | 18740 | 35834 | 39582 | 45829 | 53325 | 0.03152 | 0.03482 | 0.04032 | 0.04691 | |||||
| feb | 1140402 | 23636 | 3990 | 2576124 | 8406 | 39707 | 3675 | 0.035 | 0.003 | 0.009 | 451 | 4315 | 10755 | 18484 | 4126 | 7990 | 14430 | 22159 | 0.00362 | 0.00701 | 0.01265 | 0.01943 | |||||
| mar | 1140050 | 19977 | 3355 | 2219713 | 3299 | 26279 | -352 | 0.023 | 0.000 | 0.009 | 0 | 3329 | 8878 | 15538 | -352 | 2977 | 8526 | 15186 | -0.00031 | 0.00261 | 0.00748 | 0.01332 | |||||
| apr | 1143715 | 12649 | 1638 | 1405539 | 3255 | 21207 | 3665 | 0.019 | 0.003 | 0.009 | -1 | 2107 | 5621 | 9838 | 3664 | 5772 | 9286 | 13503 | 0.00320 | 0.00505 | 0.00812 | 0.01181 | |||||
| may | 1169845 | 20314 | 2512 | 2257098 | 3721 | 52678 | 26131 | 0.045 | 0.022 | 0.009 | 0 | 3386 | 9029 | 15800 | 26131 | 29517 | 35160 | 41931 | 0.02234 | 0.02523 | 0.03005 | 0.03584 | |||||
| june | 1144865 | 14854 | 2060 | 1650402 | 1763 | -4078 | -22755 | -0.004 | -0.020 | 0.009 | 0 | 2476 | 6602 | 11553 | -22755 | -20279 | -16153 | -11202 | -0.01988 | -0.01771 | -0.01411 | -0.00978 | |||||
| july | 1150935 | 10714 | 1719 | 1253042 | 1082 | 19585 | 6070 | 0.017 | 0.005 | 0.009 | -563 | 1316 | 4449 | 8208 | 5507 | 7386 | 10519 | 14278 | 0.00478 | 0.00642 | 0.00914 | 0.01241 | |||||
| mean | 0.010 | 0.012 | 0.017 | 0.023 | |||||||||||||||||||||||
| total | 125882 | 18354 | 13860672 | 22605 | 217860 | 51019 | 1136 | 21927 | 56579 | 98161 | 52155 | 72946 | 107598 | 149180 | |||||||||||||
| 217860 | mean | 0.027 | 0.006 | std | 0.015 | 0.015 | 0.016 | 0.016 | |||||||||||||||||||
| 585580 | std | 0.021 | 0.014 | monthly sharp | 0.643 | 0.821 | 1.097 | 1.397 | |||||||||||||||||||
| monthy | 1.302 | 0.461 | montly sharp anualized | 2.228 | 2.843 | 3.802 | 4.840 | ||||||||||||||||||||
| montly anualized | 4.510 | 1.598 | |||||||||||||||||||||||||