Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tyler Pinwheel Portfolio | 6.31% | 13.20% | 8.13% | 10.30% | 7.44% | NA | NA | 7.63% |
Data as of 06/04/2025, AR inception is 10/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tyler Pinwheel Portfolio | 10/22/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 13.20 | 8.13 | 10.30 | 7.44 | NA | NA | 7.63 | 6.31 | 10.08 | 13.84 | -13.97 | 23.34 | 9.79 | 18.97 | -6.10 | 14.19 | 8.21 | -2.32 | 5.15 | 7.82 | 1.86 |
| Sharpe Ratio | NA | 0.87 | 0.41 | 0.68 | 0.51 | NA | NA | 0.55 | 0.36 | 0.70 | 1.02 | -1.04 | 1.86 | 0.45 | 2.63 | -0.81 | 2.74 | 0.88 | -0.25 | 0.76 | 0.87 | 0.26 |
| Standard Deviation(%) | NA | 11.44 | 11.70 | 12.13 | 11.81 | NA | NA | 11.12 | 13.94 | 9.26 | 9.98 | 14.75 | 12.54 | 21.30 | 6.65 | 9.19 | 4.94 | 9.12 | 9.58 | 6.73 | 8.92 | 7.15 |
| Draw Down(%) | NA | 9.86 | 13.31 | 20.99 | 23.86 | NA | NA | 23.86 | 9.86 | 4.26 | 9.16 | 20.92 | 4.25 | 23.86 | 3.37 | 11.67 | 2.35 | 5.83 | 9.71 | 5.52 | 7.83 | 2.96 |
| Yield(%) | NA | 2.65 | 2.37 | 2.25 | 2.29 | NA | NA | 0.00 | 0.25 | 2.80 | 2.67 | 1.63 | 2.23 | 1.88 | 2.68 | 2.40 | 2.56 | 2.15 | 2.23 | 2.07 | 1.35 | 0.51 |
Data as of 06/04/2025, AR inception is 10/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tyler Pinwheel Portfolio |
1.13%
Mar 2017 - Mar 2020 |
2.17%
Mar 2015 - Mar 2020 |
5.22%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tyler Pinwheel Portfolio |
17.23%
Dec 2018 - Dec 2021 |
12.02%
Mar 2020 - Mar 2025 |
7.58%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart