Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| U (Unity Software Inc) | -40.07% | 12.40% | -12.86% | -23.92% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| U (Unity Software Inc) | 09/21/2020 | 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 (%) | -0.71 | 12.40 | -12.86 | -23.92 | NA | NA | NA | … | … | -40.07 | 100.93 | -44.14 | 43.02 | -80.01 | -6.83 | 110.35 |
| Sharpe Ratio | NA | 0.08 | -0.18 | -0.33 | NA | NA | NA | … | … | -0.76 | 1.37 | -0.90 | 0.56 | -0.76 | -0.13 | 14.65 |
| Standard Deviation(%) | NA | 76.64 | 68.48 | 77.94 | NA | NA | NA | … | … | 90.10 | 73.16 | 56.74 | 70.48 | 107.78 | 54.58 | 88.77 |
| Draw Down(%) | NA | 65.37 | 71.28 | 93.07 | NA | NA | NA | … | … | 63.78 | 40.90 | 65.93 | 48.29 | 84.96 | 48.09 | 16.25 |
| 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 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| U (Unity Software Inc) |
-49.45%
Aug 2021 – Aug 2024 |
-29.89%
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 |
|---|---|---|---|---|
| U (Unity Software Inc) |
15.60%
Dec 2022 – Dec 2025 |
-16.77%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart