Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BH-A (Biglari Holdings Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 07/31/2024, Common starting date is 05/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BH-A (Biglari Holdings Inc) | 05/03/2018 | 07/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 15.48 | -1.08 | 18.80 | -2.50 | 2.10 | -40.34 |
| Sharpe Ratio | NA | -0.18 | 0.10 | 0.26 | NA | NA | NA | … | … | 1.36 | 0.39 | -0.06 | 0.38 | -0.04 | 0.01 | -1.73 |
| Standard Deviation(%) | NA | 38.15 | 38.19 | 50.39 | NA | NA | NA | … | … | 45.60 | 28.98 | 41.10 | 48.83 | 74.47 | 46.74 | 32.13 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 33.36 | 34.10 | 27.29 | 60.48 | 49.91 | 45.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.05 | 0.01 | 0.01 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.21 | 0.00 | 0.00 |
Data as of 07/31/2024, Common starting date is 05/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BH-A (Biglari Holdings Inc) |
-6.57%
Jul 2018 – Jul 2021 |
-1.85%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BH-A (Biglari Holdings Inc) |
49.23%
May 2020 – May 2023 |
14.95%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart