Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALUR (Allurion Technologies, Inc.) | -54.47% | -77.05% | -87.19% | -70.37% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALUR (Allurion Technologies, Inc.) | 03/29/2021 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.53 | -77.05 | -87.19 | -70.37 | NA | NA | NA | … | … | -54.47 | -87.53 | -88.50 | -62.97 | 3.80 | -0.82 |
| Sharpe Ratio | NA | -0.46 | -0.56 | -0.57 | NA | NA | NA | … | … | -0.32 | -0.57 | -0.62 | -0.84 | 1.41 | -0.24 |
| Standard Deviation(%) | NA | 161.86 | 160.89 | 124.71 | NA | NA | NA | … | … | 225.50 | 158.91 | 154.60 | 80.52 | 1.73 | 4.61 |
| Draw Down(%) | NA | 92.02 | 99.90 | 99.90 | NA | NA | NA | … | … | 86.24 | 89.49 | 92.51 | 74.18 | 0.61 | 3.60 |
| 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 |
Data as of 06/16/2026, Common starting date is 03/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALUR (Allurion Technologies, Inc.) |
-86.28%
Apr 2023 – Apr 2026 |
-69.40%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALUR (Allurion Technologies, Inc.) |
-41.40%
Apr 2021 – Apr 2024 |
-68.89%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart