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-0.66%
This Month
+14.32%
Year To Date
+45.41%
2 Years
+84.24%
5 Years
+84.24%
10 Years
+24.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq0%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 4.5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.82% | Feb 2025 | Jun 2025 | 4 |
-12.02% | Nov 2025 | May 2026 | 6 |
-11.18% | Aug 2023 | Dec 2023 | 4 |
-9.32% | Apr 2024 | Nov 2024 | 7 |
-1.11% | Dec 2024 | Jan 2025 | 1 |
-0.66% | Jul 2026 | - | 1 |