Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPPR (Upper Street Marketing Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 05/20/2021, Common starting date is 01/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPPR (Upper Street Marketing Inc) | 01/12/2000 | 05/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -96.67 | -11.76 | 3.03 | -48.44 | 113.33 | -75.41 | 14.02 | -62.55 | -33.33 | -25.00 | 0.00 | 0.00 | -20.00 | -28.57 | 40.00 | -66.67 | -6.25 | 60.00 | -33.33 | -20.00 | -66.67 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.14 | -0.07 | 0.01 | -0.23 | 0.80 | -0.45 | 0.06 | -0.64 | -0.20 | -0.08 | 0.00 | 0.00 | -0.10 | -0.23 | 0.20 | -0.40 | -0.05 | 0.41 | -0.18 | -0.09 | -0.33 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 675.58 | 200.05 | 184.82 | 216.56 | 141.87 | 167.95 | 249.18 | 97.82 | 171.57 | 324.63 | 157.52 | 191.61 | 212.61 | 135.94 | 188.18 | 170.82 | 148.47 | 144.08 | 187.82 | 247.53 | 220.58 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 97.96 | 86.05 | 82.22 | 89.55 | 64.00 | 89.39 | 76.67 | 62.55 | 88.89 | 83.33 | 50.00 | 66.67 | 77.78 | 50.00 | 58.33 | 70.59 | 57.14 | 33.33 | 65.00 | 86.91 | 93.10 |
| 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 | 0.00 |
Data as of 05/20/2021, Common starting date is 01/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPPR (Upper Street Marketing Inc) |
-70.51%
Nov 2017 – Nov 2020 |
-58.54%
May 2011 – May 2016 |
-49.10%
Jan 2011 – Jan 2021 |
-39.13%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPPR (Upper Street Marketing Inc) |
79.35%
Jun 2016 – Jun 2019 |
11.77%
Jun 2014 – Jun 2019 |
-1.66%
Jun 2001 – Jun 2011 |
-14.99%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart