Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLP-PA (Global Partners LP) | NA | 8.86% | 8.73% | 10.22% | NA | NA | NA | 11.66% |
Data as of 04/12/2024, AR inception is 08/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLP-PA (Global Partners LP) | 08/03/2018 | 04/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 8.86 | 8.73 | 10.22 | NA | NA | NA | 11.66 | -0.69 | 12.77 | 7.62 | 14.11 | 4.52 | 24.72 | -3.17 |
| Sharpe Ratio | NA | 0.42 | 0.50 | 0.21 | NA | NA | NA | 0.22 | -0.53 | 0.69 | 0.42 | 1.27 | 0.05 | 2.37 | -0.74 |
| Standard Deviation(%) | NA | 12.17 | 13.05 | 41.66 | NA | NA | NA | 39.27 | 11.51 | 12.52 | 14.94 | 11.10 | 89.73 | 9.82 | 12.43 |
| Draw Down(%) | NA | 4.82 | 10.45 | 59.96 | NA | NA | NA | 59.96 | 3.86 | 4.82 | 10.45 | 7.08 | 59.96 | 4.07 | 9.64 |
| Yield(%) | 0.00 | 10.63 | 9.62 | 10.01 | 5.58 | 3.72 | 2.79 | 11.17 | 2.93 | 9.95 | 9.23 | 9.62 | 9.95 | 10.06 | 2.62 |
Data as of 04/12/2024, AR inception is 08/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLP-PA (Global Partners LP) |
8.20%
Oct 2019 - Oct 2022 |
9.65%
Oct 2018 - Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLP-PA (Global Partners LP) |
27.38%
Mar 2020 - Mar 2023 |
12.54%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart