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-4.66%
This Month
-9.56%
Year To Date
+14.04%
2 Years
-18.33%
5 Years
-18.33%
10 Years
-5.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade40.02%
- 🚗 Consumer Durables25.96%
- 🛠️ Producer Manufacturing19.44%
- 💰 Finance5.03%
- 💵 Cash4.82%
- 🖥️ Technology Services2.47%
- 💻 Electronic Technology2.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.17%
- 🇺🇸 Nasdaq23.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.77%
- 🇨🇭 Switzerland2.41%
Dividends
Dividend Yield
0.78%
10 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PII (4.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-16.01
-16.01
-17
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.23
-0.23
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-16.01
-16.01
-17
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.23
-0.23
-1
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
139.54
High:
TSLA
377.27TSLALow:
QS
-9.23QSDetails
PEG Ratio
166.13
High:
AN
828.16ANLow:QS
-47.43QSDetails
Price/Book
7.4
High:TSLA
18.54TSLALow:
AZO
-21.11AZODetails
Price/Sales
2.68
High:TSLA
15.15TSLALow:QS
-QSDetails
Price/CF
22.53
High:TSLA
107.92TSLALow:
CAR
1.37CARDetails
Price/FCF
90.78
High:TSLA
255.88TSLALow:
KMX
2.89KMXDetails
P/E Ratio
139.54
High:TSLA
377.27TSLALow:QS
-9.23QSDetails
PEG Ratio
166.13
High:AN
828.16ANLow:QS
-47.43QSDetails
Price/Book
7.4
High:TSLA
18.54TSLALow:AZO
-21.11AZODetails
Price/Sales
2.68
High:TSLA
15.15TSLALow:QS
-QSDetails
Price/CF
22.53
High:TSLA
107.92TSLALow:CAR
1.37CARDetails
Price/FCF
90.78
High:TSLA
255.88TSLALow:KMX
2.89KMXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.12% | Apr 2022 | - | 48 |