Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPER (Xperi Inc.) | 32.42% | -1.27% | -11.01% | -18.65% | -11.88% | -2.86% | -4.73% | … | … |
Data as of 06/04/2026, Common starting date is 11/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPER (Xperi Inc.) | 11/13/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.12 | -1.27 | -11.01 | -18.65 | -11.88 | -2.86 | -4.73 | … | … | 32.42 | -42.26 | -6.81 | 27.99 | -54.05 | -8.66 | 16.60 | 4.56 | -21.12 | -43.15 | 50.99 | -14.18 | 89.32 | 22.44 | 0.34 | -24.40 | -4.80 | 95.78 | -71.43 | 3.12 | 56.08 | -30.54 | 97.77 | 1.72 |
| Sharpe Ratio | NA | -0.01 | -0.34 | -0.33 | -0.24 | NA | NA | … | … | 2.50 | -1.07 | -0.30 | 0.52 | -0.52 | -0.27 | 0.25 | 0.10 | -0.40 | -0.90 | 1.92 | -0.44 | 2.93 | 0.87 | 0.01 | -0.47 | -0.13 | 1.55 | -0.60 | 0.00 | 1.31 | -0.67 | 1.76 | 0.23 |
| Standard Deviation(%) | NA | 42.24 | 43.94 | 60.86 | 54.97 | NA | NA | … | … | 43.41 | 42.74 | 45.17 | 45.93 | 106.59 | 31.75 | 65.30 | 32.59 | 56.17 | 48.56 | 26.49 | 32.11 | 30.47 | 25.81 | 33.82 | 51.47 | 38.90 | 61.72 | 120.70 | 40.12 | 40.63 | 48.97 | 54.90 | 60.04 |
| Draw Down(%) | NA | 37.22 | 62.26 | 80.35 | 86.86 | NA | NA | … | … | 17.71 | 48.44 | 41.87 | 40.03 | 68.04 | 28.22 | 45.57 | 29.30 | 48.93 | 60.49 | 11.46 | 29.87 | 14.44 | 18.93 | 36.78 | 51.26 | 36.98 | 33.08 | 79.71 | 28.54 | 28.59 | 43.15 | 29.25 | 23.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.23 | 1.11 | 2.56 | 1.13 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.77 | 0.98 | 2.70 | 4.19 | 3.25 | 1.78 | 2.73 | 2.26 | 2.59 | 2.38 | 1.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPER (Xperi Inc.) |
-37.07%
Sep 2022 – Sep 2025 |
-23.53%
Mar 2021 – Mar 2026 |
-14.36%
Jul 2015 – Jul 2025 |
-8.17%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPER (Xperi Inc.) |
45.77%
May 2012 – May 2015 |
29.62%
Sep 2011 – Sep 2016 |
10.59%
Feb 2009 – Feb 2019 |
3.76%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart