Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| W (Wayfair Inc.) | -31.93% | 52.16% | 13.90% | -26.92% | 5.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| W (Wayfair Inc.) | 10/03/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.41 | 52.16 | 13.90 | -26.92 | 5.25 | NA | NA | … | … | -31.93 | 130.64 | -29.09 | 87.60 | -82.69 | -15.87 | 149.87 | 2.23 | 12.22 | 129.02 | -26.40 | 139.90 | -38.32 |
| Sharpe Ratio | NA | 0.79 | 0.15 | -0.37 | 0.04 | NA | NA | … | … | -0.91 | 1.71 | -0.57 | 1.00 | -0.79 | -0.28 | 1.38 | 0.01 | 0.19 | 2.66 | -0.47 | 2.23 | -1.04 |
| Standard Deviation(%) | NA | 62.28 | 69.62 | 79.79 | 74.40 | NA | NA | … | … | 68.13 | 76.75 | 62.97 | 84.54 | 106.73 | 56.73 | 107.97 | 55.46 | 58.49 | 48.58 | 56.71 | 62.61 | 82.90 |
| Draw Down(%) | NA | 51.78 | 71.49 | 92.75 | 93.01 | NA | NA | … | … | 51.78 | 51.82 | 48.22 | 57.35 | 85.52 | 45.14 | 78.59 | 53.45 | 46.34 | 30.94 | 33.76 | 39.19 | 43.94 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| W (Wayfair Inc.) |
-46.68%
Aug 2021 – Aug 2024 |
-26.38%
Apr 2021 – Apr 2026 |
-0.63%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| W (Wayfair Inc.) |
68.03%
Apr 2018 – Apr 2021 |
52.69%
Sep 2015 – Sep 2020 |
11.32%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart