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-0.23%
This Month
-22.07%
Year To Date
+11.17%
2 Years
+268.03%
5 Years
+50.57%
10 Years
+4.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.69%
- 🖥️ Technology Services3.3%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.69%
- 🇺🇸 Nasdaq3.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.3%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
9.72
9.72
-2
0
2
10
10
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
9.72
9.72
-2
0
2
10
10
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-6.68
High:
MSTR
-6.68MSTRLow:MSTR
-6.68MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.87
High:MSTR
0.87MSTRLow:MSTR
0.87MSTRDetails
Price/Sales
75.64
High:MSTR
75.64MSTRLow:MSTR
75.64MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-6.68
High:MSTR
-6.68MSTRLow:MSTR
-6.68MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.87
High:MSTR
0.87MSTRLow:MSTR
0.87MSTRDetails
Price/Sales
75.64
High:MSTR
75.64MSTRLow:MSTR
75.64MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.6% | Jan 2018 | Dec 2023 | 71 |
-42.01% | Aug 2025 | - | 9 |
-19.2% | Feb 2025 | May 2025 | 3 |
-16.86% | Apr 2024 | Nov 2024 | 7 |
-3.13% | Dec 2024 | Jan 2025 | 1 |