Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Scott Burns Couch Portfolio | 2.46% | 9.74% | 7.55% | 8.28% | 7.45% | 8.41% | 7.11% | 7.44% |
Data as of 06/04/2025, AR inception is 12/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Scott Burns Couch Portfolio | 12/05/2003 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 9.74 | 7.55 | 8.28 | 7.45 | 8.41 | 7.11 | 7.44 | 2.46 | 13.03 | 14.70 | -15.97 | 15.54 | 15.99 | 19.01 | -3.24 | 11.99 | 8.70 | -0.68 | 8.17 | 12.38 | 11.24 | 7.01 | 11.75 | 18.92 | -18.36 | 8.59 | 7.83 | 4.45 | 10.56 | 2.02 |
| Sharpe Ratio | NA | 0.62 | 0.40 | 0.62 | 0.62 | NA | NA | 0.65 | 0.09 | 1.25 | 1.38 | -1.22 | 1.98 | 0.95 | 2.83 | -0.56 | 3.13 | 1.24 | -0.09 | 1.49 | 1.81 | 1.75 | 0.67 | 1.28 | 1.39 | -1.17 | 0.75 | 0.74 | 0.39 | 1.54 | 0.33 |
| Standard Deviation(%) | NA | 10.43 | 10.40 | 10.14 | 9.71 | NA | NA | 9.37 | 13.14 | 7.54 | 8.00 | 14.27 | 7.82 | 16.61 | 6.21 | 8.27 | 3.62 | 6.85 | 7.56 | 5.47 | 6.83 | 6.40 | 10.35 | 9.12 | 13.50 | 16.57 | 7.23 | 5.96 | 5.67 | 6.22 | 6.04 |
| Draw Down(%) | NA | 9.28 | 12.31 | 19.75 | 19.93 | NA | NA | 30.38 | 9.28 | 4.37 | 7.15 | 19.51 | 3.53 | 19.93 | 2.63 | 11.04 | 1.30 | 4.50 | 7.46 | 4.14 | 6.46 | 3.86 | 8.23 | 7.64 | 14.51 | 27.96 | 4.28 | 3.96 | 3.55 | 5.98 | 0.66 |
| Yield(%) | NA | 2.11 | 2.51 | 2.49 | 2.16 | NA | NA | 0.00 | 0.34 | 2.03 | 2.28 | 3.56 | 2.99 | 1.48 | 2.07 | 2.26 | 1.98 | 1.84 | 1.14 | 1.83 | 1.61 | 2.23 | 3.20 | 2.30 | 3.27 | 4.01 | 3.23 | 3.03 | 3.59 | 2.95 | 0.27 |
Data as of 06/04/2025, AR inception is 12/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Burns Couch Portfolio |
-5.45%
Feb 2006 - Feb 2009 |
-0.87%
Feb 2004 - Feb 2009 |
5.82%
Jan 2006 - Jan 2016 |
5.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Scott Burns Couch Portfolio |
18.64%
Feb 2009 - Feb 2012 |
15.07%
Feb 2009 - Feb 2014 |
10.31%
Feb 2009 - Feb 2019 |
9.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart