Our Models
Model | Inception Date | Since Inception | CAGR |
|---|---|---|---|
TA Alpha | 1/13/2025 | +123.23% | +76.72% |
TA Global | 4/9/2025 | +24.03% | +22.89% |
TA Sector | 4/9/2025 | +11.89% | +9.83% |
Model | 2026 Peformance (through 6/12/2026) | Relative to the S&P 500 |
|---|---|---|
S&P 500 | +8.56% | – |
TA Alpha | +47.48% | Outperforming by +38.92% |
TA Global | +5.84% | Underperforming by -2.72% |
TA Sector | +5.79% | Underperforming by -2.77% |
* Does not include profits from dividends
Model Performance Analytics
TA Alpha
Win Rate: 71%
Profit Factor: 2.32
Max Drawdown: -8.78%
Annualized Sharpe Ratio: 4.43
Compound Annual Growth Rate: 76.72%
Average Hold Time: 8 days
TA Sector
Win Rate: 56%
Profit Factor: 2.49
Max Drawdown: -1.54%
Annualized Sharpe Ratio: 2.02
Compound Annual Growth Rate: 9.83%
Average Hold: 34 days
TA Global
Win Rate: 65%
Profit Factor: 2.86
Max Drawdown: -2.76%
Annualized Sharpe Ratio: 3.53
Compound Annual Growth Rate: 22.89%
Average Hold: 35 days
TA Equity Alerts
* Chart alert performance lags by 4 weeks, due to a chart alert being considered “live” for 4 weeks after the initial alert. Because of this, our TA Equity Alert performance will always lag on this webpage (ie. an alert that triggered on 4/30 expires on 5/28, so April performance will not be fully updated until June).
2026 Performance:
Key Takeaways:
- Outperforming the S&P 500 by 46.61% in 2026
- Outperforming the S&P 500 by an average of 11.65% per month
- 72.50% of all alerts provided a 5%+ move higher
- 45.83% of all alerts provided a 10%+ move higher
- 20.00% of all alerts provided a 20%+ move higher
2025 Performance:
Key Takeaways:
- Outperformed the S&P 500 by ~136% in 2025
- Outperformed the S&P 500 by an average of 11.36% per month
- 70.53% of all alerts provided a 5%+ move higher
- 48.11% of all alerts provided a 10%+ move higher
- 21.16% of all alerts provided a 20%+ move higher
For a full breakdown of our month-to-month performance, please send all requests to Contact@TACapitalResearch.com
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