Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFINU (ExcelFin Acquisition Corp Unit) | NA | -0.47% | NA | NA | NA | NA | NA | … | … |
Data as of 10/10/2024, Common starting date is 10/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFINU (ExcelFin Acquisition Corp Unit) | 10/21/2021 | 10/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.47 | NA | NA | NA | NA | NA | … | … | -0.84 | 4.80 | 0.49 | 1.20 |
| Sharpe Ratio | NA | -0.18 | NA | NA | NA | NA | NA | … | … | -0.20 | 0.04 | -0.20 | 1.51 |
| Standard Deviation(%) | NA | 38.64 | NA | NA | NA | NA | NA | … | … | 41.71 | 13.46 | 4.51 | 4.15 |
| Draw Down(%) | NA | 23.63 | NA | NA | NA | NA | NA | … | … | 23.63 | 9.75 | 2.35 | 1.19 |
| Yield(%) | 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 10/10/2024, Common starting date is 10/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFINU (ExcelFin Acquisition Corp Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFINU (ExcelFin Acquisition Corp Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart