Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIN-PB (Altera Infrastructure L.P. 8.50% Series B Preferred) | NA | -88.76% | -62.13% | -45.14% | NA | NA | NA | … | … |
Data as of 08/16/2022, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIN-PB (Altera Infrastructure L.P. 8.50% Series B Preferred) | 06/08/2015 | 08/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -45.45 | -88.76 | -62.13 | -45.14 | NA | NA | NA | … | … | -81.99 | -79.95 | 11.13 | 34.76 | -19.22 | 35.64 | 31.50 | -24.70 |
| Sharpe Ratio | NA | -0.65 | -0.56 | -0.52 | NA | NA | NA | … | … | -0.60 | -0.67 | 0.13 | 0.82 | -1.05 | 0.86 | 0.70 | -0.79 |
| Standard Deviation(%) | NA | 136.27 | 111.30 | 88.32 | NA | NA | NA | … | … | 156.54 | 119.13 | 81.52 | 40.85 | 19.53 | 41.08 | 44.20 | 49.73 |
| Draw Down(%) | NA | 88.76 | 96.93 | 96.93 | NA | NA | NA | … | … | 88.71 | 88.57 | 67.49 | 25.68 | 27.45 | 32.51 | 40.24 | 43.57 |
| Yield(%) | 0.00 | 0.00 | 6.30 | 6.65 | 5.12 | 3.41 | 2.56 | … | … | 0.00 | 4.61 | 7.11 | 11.13 | 8.55 | 10.47 | 12.07 | 5.02 |
Data as of 08/16/2022, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIN-PB (Altera Infrastructure L.P. 8.50% Series B Preferred) |
-43.35%
Apr 2019 – Apr 2022 |
-28.11%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIN-PB (Altera Infrastructure L.P. 8.50% Series B Preferred) |
24.11%
Sep 2015 – Sep 2018 |
21.28%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart