Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DASH (DoorDash, Inc. Class A Common Stock) | -26.85% | -24.49% | 31.41% | 0.14% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 12/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DASH (DoorDash, Inc. Class A Common Stock) | 12/10/2020 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.71 | -24.49 | 31.41 | 0.14 | NA | NA | NA | … | … | -26.85 | 39.46 | 71.24 | 102.56 | -67.21 | 4.31 | -23.25 |
| Sharpe Ratio | NA | -0.73 | 0.60 | -0.06 | NA | NA | NA | … | … | -1.33 | 0.82 | 1.90 | 2.28 | -0.81 | 0.07 | -1.51 |
| Standard Deviation(%) | NA | 45.24 | 40.92 | 54.15 | NA | NA | NA | … | … | 46.91 | 45.51 | 34.43 | 43.54 | 85.05 | 65.07 | 65.86 |
| Draw Down(%) | NA | 47.97 | 47.97 | 82.49 | NA | NA | NA | … | … | 36.40 | 33.37 | 28.85 | 22.18 | 71.08 | 47.49 | 24.62 |
| 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 |
Data as of 06/17/2026, Common starting date is 12/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASH (DoorDash, Inc. Class A Common Stock) |
-18.61%
Jan 2021 – Jan 2024 |
0.81%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASH (DoorDash, Inc. Class A Common Stock) |
80.12%
Oct 2022 – Oct 2025 |
3.33%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart