Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIN-PE (Altera Infrastructure L.P. 8.875% Series E Fixed to Floating Preferred) | NA | -90.53% | -63.52% | NA | NA | NA | NA | … | … |
Data as of 08/16/2022, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIN-PE (Altera Infrastructure L.P. 8.875% Series E Fixed to Floating Preferred) | 01/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -56.96 | -90.53 | -63.52 | NA | NA | NA | NA | … | … | -83.92 | -80.20 | 9.72 | 39.98 | -21.76 |
| Sharpe Ratio | NA | -0.67 | -0.58 | NA | NA | NA | NA | … | … | -0.60 | -0.71 | 0.12 | 1.01 | -1.26 |
| Standard Deviation(%) | NA | 136.63 | 110.16 | NA | NA | NA | NA | … | … | 160.09 | 113.57 | 81.00 | 38.22 | 19.08 |
| Draw Down(%) | NA | 90.59 | 97.35 | NA | NA | NA | NA | … | … | 89.90 | 88.61 | 66.24 | 24.90 | 26.09 |
| Yield(%) | 0.00 | 0.00 | 6.67 | 5.48 | 2.74 | 1.83 | 1.37 | … | … | 0.00 | 4.81 | 7.30 | 11.20 | 7.28 |
Data as of 08/16/2022, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIN-PE (Altera Infrastructure L.P. 8.875% Series E Fixed to Floating Preferred) |
-43.91%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIN-PE (Altera Infrastructure L.P. 8.875% Series E Fixed to Floating Preferred) |
10.26%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart