Exceeding Expectations:
Our Strategies
Compared to their Benchmarks
in 2024

Machine Learning Strategies

The Machine Learning ETF strategies by Numa—Lachesis, Moirai, and Decima— achieved returns of 26.17%, 19.98%, and 19.93%, respectively, outperforming the benchmark return of 18.09%. Among these, Decima stands out due to its strategy of compensating for the average underinvestment level of 30% observed in Lachesis throughout the year, by dynamically adjusting to reach an average investment level of 100%. This approach allowed Decima to maximize its performance during positive months, such as November, by optimally capitalizing on market upswings.

Numa Defender Technology

In parallel, NDT, a strategy introduced in select accounts in May 2024, successfully capitalized on the upward trend in technology stocks. As a result, it achieved a return of 20.04%, surpassing the benchmark by 1.32%.

Additionally, original NDT investors from before May 2024 achieved returns exceeding 85% for the entire year, capturing the significant initial uptick in the first quarter of 2024.

The success in outperforming the benchmarks is attributed to the ability of our strategies to anticipate and respond to market fluctuations, as well as to capitalize on the strong bullish trends seen during much of the year.