What Is the Up-Market Capture Ratio? The up-market capture ratio is a metric used to compare an investment manager's performance against a benchmark index in rising markets. Investors can calculate it ...
For example, the blended earnings growth rate for the S&P 500 in the third quarter of 2025 is 13.7%, with 86.9% of companies beating EPS estimates (Zacks Earnings Analysis). Meanwhile, expectations of ...