Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BH (Biglari Holdings Inc.) | -10.90% | 13.78% | 12.30% | 12.31% | -3.44% | 0.43% | 1.12% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BH (Biglari Holdings Inc.) | 03/17/1980 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.43 | 13.78 | 12.30 | 12.31 | -3.44 | 0.43 | 1.12 | … | … | -10.90 | 39.84 | 54.18 | 18.83 | -2.64 | 28.21 | -2.81 | 0.74 | -72.59 | -12.43 | 45.23 | -18.45 | -8.53 | 50.68 | 5.91 | -10.23 | 26.56 | 172.37 | -45.41 | -38.07 | 3.83 | -15.59 | 12.49 | 78.50 | -9.42 | 60.58 | -32.10 | -46.00 | 57.44 | 15.46 | 32.20 | 66.41 | 17.97 | 14.29 | 83.33 | 50.00 | -65.43 | 22.73 | 65.00 | 60.00 | -10.71 | -34.88 | -41.10 | 160.71 | 33.33 | 75.00 | -7.69 |
| Sharpe Ratio | NA | 0.24 | 0.20 | 0.26 | -0.10 | NA | NA | … | … | -0.45 | 0.99 | 1.28 | 0.51 | -0.11 | 0.69 | -0.04 | -0.02 | -1.40 | -0.41 | 1.62 | -0.71 | -0.35 | 2.74 | 0.27 | -0.24 | 0.68 | 2.54 | -0.62 | -0.95 | 0.02 | -0.63 | 0.40 | 2.27 | -0.23 | 1.29 | -0.89 | -0.97 | 1.88 | 0.46 | 0.75 | 1.35 | 0.29 | 0.21 | 1.11 | 0.51 | -0.41 | 0.58 | 1.42 | 0.94 | -0.20 | -0.92 | -1.04 | 2.42 | 0.75 | 1.23 | -0.33 |
| Standard Deviation(%) | NA | 50.87 | 42.44 | 39.05 | 46.80 | NA | NA | … | … | 67.44 | 38.23 | 38.95 | 29.07 | 36.45 | 40.97 | 83.12 | 44.41 | 52.90 | 32.29 | 27.74 | 26.10 | 24.15 | 18.46 | 22.15 | 43.05 | 39.08 | 67.70 | 74.64 | 43.17 | 28.54 | 28.25 | 28.53 | 34.24 | 45.30 | 46.21 | 40.78 | 50.53 | 28.85 | 26.11 | 37.71 | 46.27 | 52.60 | 56.91 | 72.45 | 89.79 | 173.83 | 29.13 | 42.37 | 59.06 | 73.90 | 43.48 | 45.68 | 63.38 | 34.42 | 52.52 | 52.76 |
| Draw Down(%) | NA | 48.04 | 48.04 | 48.04 | 91.33 | NA | NA | … | … | 48.04 | 27.01 | 23.63 | 33.43 | 28.22 | 24.39 | 64.91 | 49.49 | 74.22 | 39.61 | 8.82 | 27.27 | 26.77 | 9.50 | 21.52 | 37.63 | 36.22 | 34.53 | 73.12 | 42.31 | 36.21 | 22.61 | 24.52 | 15.49 | 36.29 | 16.20 | 44.21 | 59.58 | 27.70 | 23.49 | 20.42 | 17.21 | 19.57 | 24.32 | 33.33 | 25.71 | 84.16 | 22.22 | 16.39 | 39.53 | 34.48 | 41.86 | 47.30 | 39.19 | 16.67 | 30.77 | 42.11 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 8.65 | 0.40 | 0.50 | 0.34 | 0.04 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BH (Biglari Holdings Inc.) |
-50.81%
Mar 2017 – Mar 2020 |
-34.12%
Mar 2015 – Mar 2020 |
-15.67%
Mar 2010 – Mar 2020 |
-10.83%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BH (Biglari Holdings Inc.) |
82.55%
Dec 1980 – Dec 1983 |
45.44%
Nov 1990 – Nov 1995 |
25.00%
Nov 1986 – Nov 1996 |
19.59%
Dec 1980 – Dec 1995 |
Annualized Rolling Returns Comparison Chart