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-3.43%
This Month
-1.57%
Year To Date
+23.49%
2 Years
+46.15%
5 Years
+107.63%
10 Years
+14.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.98%
- 🍞 Consumer Non Durables0.01%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE92.62%
- 🇺🇸 Nasdaq7.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.01%
Dividends
Dividend Yield
0%
0 out of 6 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 5.8/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-0.26
High:
BYND
-0.26BYNDLow:BYND
-0.26BYNDDetails
PEG Ratio
-1.07
High:BYND
-1.07BYNDLow:BYND
-1.07BYNDDetails
Price/Book
-0.08
High:BYND
-0.08BYNDLow:BYND
-0.08BYNDDetails
Price/Sales
0.21
High:BYND
0.21BYNDLow:BYND
0.21BYNDDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-0.26
High:BYND
-0.26BYNDLow:BYND
-0.26BYNDDetails
PEG Ratio
-1.07
High:BYND
-1.07BYNDLow:BYND
-1.07BYNDDetails
Price/Book
-0.08
High:BYND
-0.08BYNDLow:BYND
-0.08BYNDDetails
Price/Sales
0.21
High:BYND
0.21BYNDLow:BYND
0.21BYNDDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.95% | Jan 2022 | Feb 2024 | 25 |
-5.33% | Feb 2025 | May 2025 | 3 |
-5.14% | Sep 2020 | Nov 2020 | 2 |
-4.84% | Sep 2021 | Oct 2021 | 1 |
-4.42% | Apr 2024 | Jun 2024 | 2 |
-3.43% | Mar 2026 | - | 1 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.89% | Nov 2021 | Dec 2021 | 1 |
-0.8% | Oct 2024 | Nov 2024 | 1 |
-0.62% | Jan 2021 | Feb 2021 | 1 |