Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTI (W&T Offshore, Inc.) | 154.36% | 163.52% | 3.72% | -0.38% | 7.68% | -9.30% | -8.69% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTI (W&T Offshore, Inc.) | 01/28/2005 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.22 | 163.52 | 3.72 | -0.38 | 7.68 | -9.30 | -8.69 | … | … | 154.36 | 1.90 | -49.08 | -41.23 | 72.76 | 48.85 | -60.97 | 34.95 | 24.47 | 19.49 | 19.91 | -68.53 | -52.65 | 7.97 | -20.66 | 23.60 | 61.40 | -17.11 | -51.13 | -0.56 | 4.84 | 59.34 |
| Sharpe Ratio | NA | 1.78 | -0.06 | -0.02 | 0.07 | NA | NA | … | … | 6.44 | -0.01 | -1.07 | -0.88 | 0.83 | 0.72 | -0.58 | 0.52 | 0.31 | 0.33 | 0.23 | -0.91 | -0.84 | 0.18 | -0.44 | 0.35 | 1.20 | -0.21 | -0.59 | -0.11 | 0.04 | 1.76 |
| Standard Deviation(%) | NA | 82.99 | 64.20 | 68.85 | 72.36 | NA | NA | … | … | 101.17 | 65.09 | 52.19 | 51.78 | 86.04 | 67.76 | 104.46 | 64.63 | 74.24 | 56.79 | 85.28 | 75.02 | 62.63 | 44.73 | 47.79 | 67.01 | 51.30 | 80.73 | 88.08 | 32.97 | 43.41 | 35.88 |
| Draw Down(%) | NA | 40.17 | 73.90 | 87.11 | 88.92 | NA | NA | … | … | 24.71 | 40.89 | 57.32 | 54.50 | 58.01 | 46.15 | 81.24 | 43.99 | 62.40 | 43.73 | 59.70 | 72.01 | 70.94 | 39.63 | 49.98 | 55.95 | 33.69 | 68.23 | 81.64 | 33.45 | 42.39 | 25.18 |
| Yield(%) | 0.00 | 2.50 | 0.92 | 0.48 | 0.52 | 0.81 | 0.65 | … | … | 1.24 | 2.25 | 1.23 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.62 | 4.72 | 3.64 | 4.43 | 6.71 | 0.81 | 1.20 | 1.87 | 0.41 | 0.33 |
Data as of 06/04/2026, Common starting date is 01/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTI (W&T Offshore, Inc.) |
-56.33%
Oct 2013 – Oct 2016 |
-38.63%
Feb 2011 – Feb 2016 |
-24.70%
Oct 2006 – Oct 2016 |
-16.60%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTI (W&T Offshore, Inc.) |
56.37%
Mar 2009 – Mar 2012 |
29.04%
Mar 2009 – Mar 2014 |
6.62%
May 2016 – May 2026 |
-3.69%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart