成长稳健组合年内相对主动股基超额20.74%

Core Viewpoint - The report tracks the performance of various active quantitative strategies by GuoXin Securities, focusing on their absolute and relative returns against benchmarks, particularly the active equity fund median and the mixed equity fund index [2][3]. Group 1: Performance Overview - The "Excellent Fund Performance Enhancement Portfolio" had an absolute return of -3.94% this week and a year-to-date return of 24.22%, ranking in the 52.75 percentile among active equity funds [1][9]. - The "Super Expected Selection Portfolio" reported an absolute return of -6.08% this week and 38.46% year-to-date, ranking in the 23.23 percentile [1][19]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" had an absolute return of -5.10% this week and 27.24% year-to-date, ranking in the 45.06 percentile [1][20]. - The "Growth and Stability Portfolio" recorded an absolute return of -4.26% this week and 48.25% year-to-date, ranking in the 10.72 percentile [1][29]. Group 2: Strategy Summaries - The "Excellent Fund Performance Enhancement Portfolio" aims to outperform the median return of active equity funds by utilizing a quantitative approach based on the holdings of top-performing funds [6][35]. - The "Super Expected Selection Portfolio" selects stocks based on positive earnings surprises and analyst upgrades, focusing on both fundamental and technical criteria [12][41]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" is constructed using a selection of stocks from the brokerage's recommended list, optimizing for individual stock and style deviations [15][45]. - The "Growth and Stability Portfolio" employs a two-dimensional evaluation system for growth stocks, prioritizing those with upcoming earnings announcements to capture potential excess returns [26][49].