Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DATA (Tableau Software Inc) | NA | 69.33% | 45.31% | 22.38% | 12.24% | 8.00% | 5.94% | 13.26% |
Data as of 08/19/2019, AR inception is 06/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DATA (Tableau Software Inc) | 06/12/1996 | 08/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 69.33 | 45.31 | 22.38 | 12.24 | 8.00 | 5.94 | 13.26 | 41.27 | 73.41 | 64.18 | -55.26 | 11.16 | 22.97 | 612.82 |
| Sharpe Ratio | NA | 0.96 | 0.63 | -0.01 | 0.18 | NA | NA | -0.05 | 1.07 | 1.30 | 1.57 | -1.09 | -0.16 | 0.09 | -0.02 |
| Standard Deviation(%) | NA | 50.85 | 39.17 | 52.05 | 85.54 | NA | NA | 85.54 | 50.69 | 40.00 | 28.86 | 81.53 | 45.37 | 49.61 | 221.14 |
| Draw Down(%) | NA | 20.77 | 33.03 | 71.09 | 71.09 | NA | NA | 71.09 | 20.77 | 17.02 | 16.31 | 60.53 | 39.74 | 46.02 | 20.37 |
| 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 |
Data as of 08/19/2019, AR inception is 06/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DATA (Tableau Software Inc) |
-17.62%
Feb 2014 - Feb 2017 |
6.93%
Feb 2014 - Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DATA (Tableau Software Inc) |
50.28%
Jun 2016 - Jun 2019 |
21.13%
Jul 2014 - Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart