Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWLO (Twilio Inc.) | 21.13% | 121.86% | 14.43% | -13.31% | NA | NA | NA | 18.33% |
Data as of 07/30/2025, AR inception is 06/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWLO (Twilio Inc.) | 06/23/2016 | 07/30/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 121.86 | 14.43 | -13.31 | NA | NA | NA | 18.33 | 21.13 | 44.05 | 54.96 | -81.41 | -22.20 | 244.42 | 10.06 | 278.39 | -18.20 | 0.21 | -58.33 | 200.00 | 0.00 | 60.00 | -99.97 | 66.67 | -82.00 | -75.00 | -37.11 | -99.47 |
| Sharpe Ratio | NA | 2.46 | 0.20 | -0.24 | 0.66 | NA | NA | 0.28 | 0.66 | 0.94 | 1.04 | -0.96 | -0.41 | 3.67 | 0.19 | 4.14 | -0.38 | 0.00 | -1.01 | 0.70 | 0.00 | 0.08 | -0.30 | 0.33 | -0.45 | -0.49 | -0.25 | -0.02 |
| Standard Deviation(%) | NA | 50.76 | 57.56 | 59.48 | 421.61 | NA | NA | 60.38 | 57.76 | 40.30 | 49.20 | 86.70 | 54.29 | 66.03 | 44.56 | 66.86 | 49.14 | 80.65 | 58.30 | 280.23 | 864.32 | 743.74 | 341.87 | 191.90 | 190.29 | 158.60 | 150.36 | 4,630.07 |
| Draw Down(%) | NA | 45.17 | 56.47 | 90.36 | 66.41 | NA | NA | 90.36 | 45.17 | 30.12 | 39.26 | 83.77 | 44.04 | 45.64 | 39.27 | 27.05 | 33.61 | 58.17 | 58.33 | 50.00 | 85.00 | 93.75 | 99.99 | 82.35 | 90.00 | 87.13 | 66.67 | 99.97 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 06/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWLO (Twilio Inc.) |
-47.57%
Jun 2021 - Jun 2024 |
-16.06%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWLO (Twilio Inc.) |
142.97%
Dec 2017 - Dec 2020 |
55.85%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart