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+2.76%
This Month
-24.74%
Year To Date
-37.47%
2 Years
-14.23%
5 Years
-14.23%
10 Years
-5.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies91.42%
- 🧬 Health Technology7.45%
- 🍞 Consumer Non Durables0.57%
- 🛍️ Retail Trade0.3%
- 📡 Communications0.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency91.42%
- 🇺🇸 Nasdaq7.45%
- 🇬🇧 LSE0.57%
- 🇺🇸 NYSE0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.7%
- 🇬🇧 United Kingdom0.57%
- 🇨🇳 China0.3%
Dividends
Dividend Yield
0.05%
3 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.66%)
Performance Metrics
Score 3/10
Beta
2.67
2.67
0
0.8
1.2
0
3
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-12.47
-12.47
-13
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
2.67
2.67
0
0.8
1.2
0
3
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-12.47
-12.47
-13
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.61
High:
BABA
22.96BABALow:
CAPR
-14.01CAPRDetails
PEG Ratio
7.97
High:
T
8.42TLow:
BATS.L
7.77BATS.LDetails
Price/Book
1.97
High:CAPR
5.93CAPRLow:T
1.71TDetails
Price/Sales
2.27
High:BATS.L
3.71BATS.LLow:CAPR
-CAPRDetails
Price/CF
11.48
High:BABA
27.25BABALow:T
4.38TDetails
Price/FCF
40.55
High:BABA
1,196.17BABALow:T
15.68TDetails
P/E Ratio
15.61
High:BABA
22.96BABALow:CAPR
-14.01CAPRDetails
PEG Ratio
7.97
High:T
8.42TLow:BATS.L
7.77BATS.LDetails
Price/Book
1.97
High:CAPR
5.93CAPRLow:T
1.71TDetails
Price/Sales
2.27
High:BATS.L
3.71BATS.LLow:CAPR
-CAPRDetails
Price/CF
11.48
High:BABA
27.25BABALow:T
4.38TDetails
Price/FCF
40.55
High:BABA
1,196.17BABALow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.25% | Dec 2024 | - | 17 |
-25.18% | Jun 2024 | Nov 2024 | 5 |