Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATRA (Atara Biotherapeutics, Inc.) | -43.23% | 23.29% | -35.90% | -50.03% | -31.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRA (Atara Biotherapeutics, Inc.) | 10/17/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.79 | 23.29 | -35.90 | -50.03 | -31.97 | NA | NA | … | … | -43.23 | 29.75 | -4.71 | -84.45 | -79.19 | -19.71 | 19.19 | -52.59 | 91.93 | 27.46 | -46.23 | -1.27 | 122.92 |
| Sharpe Ratio | NA | 0.22 | -0.26 | -0.38 | -0.30 | NA | NA | … | … | -0.37 | 0.26 | -0.10 | -0.46 | -0.63 | -0.39 | 0.20 | -0.82 | 1.26 | 0.43 | -0.57 | -0.01 | 37.30 |
| Standard Deviation(%) | NA | 142.95 | 158.01 | 138.52 | 110.40 | NA | NA | … | … | 205.70 | 104.55 | 114.88 | 192.44 | 128.08 | 50.49 | 94.74 | 65.94 | 72.06 | 63.42 | 81.28 | 99.82 | 138.10 |
| Draw Down(%) | NA | 76.89 | 92.76 | 99.16 | 99.68 | NA | NA | … | … | 76.89 | 70.56 | 77.67 | 95.79 | 83.13 | 42.13 | 68.00 | 73.91 | 39.94 | 45.81 | 51.53 | 67.20 | 29.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRA (Atara Biotherapeutics, Inc.) |
-73.71%
Sep 2021 – Sep 2024 |
-59.23%
Jan 2021 – Jan 2026 |
-40.34%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRA (Atara Biotherapeutics, Inc.) |
29.63%
Feb 2016 – Feb 2019 |
3.88%
Oct 2016 – Oct 2021 |
-30.21%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart