2013 Performance Numbers

I apologize for being a little slow in getting my performance numbers up. It was a decent enough year for me, but not as good as I expect from myself. My more aggressively-managed account did beat the S&P 500 and Russell 3000, while my more conservatively-run account lagged and dragged down the overall returns. On a risk-adjusted basis, though, I'm reasonably happy with the results, as Portfolio A and the combined portfolios had positive alpha for the year.

2013 Returns


Portfolio A: +34.9%
Portfolio B: +25.7%
Combined Portfolios: +31.0%


S&P 500: +32.4%
Nasdaq: +40.1%
Russell 3000: +33.6%


Portfolio A Alpha: +3.7%
Portfolio B Alpha: -1.3%
Combined Portfolio Alpha: +1.3%


Portfolio A:
Winners: Alnylam (+252%), Senomyx (+201%), Multi-Color (+58%), 3M (+54%), Societe Generale (+51%)
Losers: Commercial Vehicle Group (-12%), Ultratech (-4%), FEMSA (-0.4%), Brasil Foods (+0.1%), EMC (+0.2%)


Portfolio B:
Winners: Alnylam (+252%), Senomyx (+201%), Societe Generale (+51%), Manitex (+45%), Roche (+42%)
Losers: Lexicon Pharmaceuticals (-19%), Turkcell (-17%), Ultratech (-4%), FEMSA (-0.4%), Statoil (-0.2%)


* Please note, those returns reflect the returns while they were in my account.


Three-Year Returns


Portfolio A: +18.9%
Portfolio B: +16.6%
Combined Portfolios: +18.1%


S&P 500: +16.2%
Nasdaq: +17.7%
Russell 3000: +16.2%


Five-Year Returns


Portfolio A: +21.7%
Portfolio B: +19.3%
Combined Portfolios: +20.7%


S&P 500: +17.9%
Nasdaq: +22.9%
Russell 3000: +18.7%


Disclosure: I own all of the shares mentioned in this post.