Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQPI | NA | -90.38% | -54.19% | -21.40% | NA | NA | NA | … | … |
Data as of 12/22/2014, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQPI | 10/10/2007 | 12/22/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,053.85 | -90.38 | -54.19 | -21.40 | NA | NA | NA | … | … | 1,053.85 | -99.17 | 0.00 | -56.06 | 373.33 | 400.00 | -92.50 | -60.00 |
| Sharpe Ratio | NA | -0.17 | -0.03 | -0.01 | NA | NA | NA | … | … | 4.54 | -0.03 | 0.00 | -0.52 | 1.56 | 1.57 | -0.73 | -0.74 |
| Standard Deviation(%) | NA | 538.47 | 1,903.97 | 1,478.47 | NA | NA | NA | … | … | 247.53 | 3,139.22 | 963.25 | 107.51 | 239.55 | 255.14 | 127.88 | 136.80 |
| Draw Down(%) | NA | 99.17 | 99.17 | 99.64 | NA | NA | NA | … | … | 0.00 | 99.17 | 99.17 | 70.83 | 77.14 | 80.00 | 92.50 | 60.00 |
| 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 |
Data as of 12/22/2014, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQPI (EQPI) |
-84.59%
Dec 2010 – Dec 2013 |
-58.04%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQPI (EQPI) |
214.81%
Feb 2009 – Feb 2012 |
50.81%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart