Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RETA (Reata Pharmaceuticals Inc) | NA | 650.37% | 22.60% | 15.42% | NA | NA | NA | … | … |
Data as of 09/26/2023, Common starting date is 05/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RETA (Reata Pharmaceuticals Inc) | 05/26/2016 | 09/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 650.37 | 22.60 | 15.42 | NA | NA | NA | … | … | 353.70 | 44.07 | -78.67 | -39.53 | 264.40 | 98.09 | 29.73 | 67.02 |
| Sharpe Ratio | NA | 4.62 | 0.18 | 0.14 | NA | NA | NA | … | … | 4.43 | 0.43 | -0.79 | -0.46 | 3.32 | 1.01 | 0.20 | 0.92 |
| Standard Deviation(%) | NA | 140.05 | 113.99 | 101.48 | NA | NA | NA | … | … | 155.49 | 98.79 | 99.70 | 86.38 | 72.68 | 75.84 | 51.56 | 89.78 |
| Draw Down(%) | NA | 38.85 | 89.54 | 92.20 | NA | NA | NA | … | … | 38.85 | 51.21 | 83.07 | 62.25 | 29.99 | 47.03 | 36.88 | 44.06 |
| 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 09/26/2023, Common starting date is 05/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETA (Reata Pharmaceuticals Inc) |
-46.14%
Oct 2019 – Oct 2022 |
-4.60%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETA (Reata Pharmaceuticals Inc) |
110.78%
Dec 2016 – Dec 2019 |
50.87%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart