Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTD (The Trade Desk, Inc.) | -47.44% | -71.94% | -35.79% | -49.37% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTD (The Trade Desk, Inc.) | 09/21/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.47 | -71.94 | -35.79 | -49.37 | NA | NA | NA | … | … | -47.44 | -67.70 | 63.33 | 60.52 | -51.08 | -88.56 | 208.34 | 123.83 | 153.79 | 65.27 | -8.07 |
| Sharpe Ratio | NA | -1.06 | -0.57 | -0.41 | NA | NA | NA | … | … | -1.30 | -0.85 | 1.50 | 1.05 | -0.61 | -0.37 | 2.71 | 2.06 | 2.12 | 1.17 | -0.35 |
| Standard Deviation(%) | NA | 69.68 | 61.65 | 123.33 | NA | NA | NA | … | … | 59.80 | 83.59 | 41.77 | 53.95 | 85.60 | 240.63 | 76.30 | 59.43 | 72.08 | 55.51 | 74.22 |
| Draw Down(%) | NA | 77.62 | 85.60 | 96.68 | NA | NA | NA | … | … | 49.91 | 71.41 | 18.16 | 30.46 | 56.47 | 93.52 | 54.22 | 34.09 | 32.98 | 33.57 | 31.72 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTD (The Trade Desk, Inc.) |
-57.24%
Nov 2020 – Nov 2023 |
-50.55%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTD (The Trade Desk, Inc.) |
163.70%
Nov 2017 – Nov 2020 |
31.22%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart