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+2.53%
This Month
-1.42%
Year To Date
+30.19%
2 Years
+46.41%
5 Years
+46.41%
10 Years
+15.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.86%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.86%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 7.4/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
3.17
3.17
0
1
2
4
4
Jensen's Alpha
5.52
5.52
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
2.83
2.83
0
0.3
0.6
3
3
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
3.17
3.17
0
1
2
4
4
Jensen's Alpha
5.52
5.52
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
2.83
2.83
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-7.29% | Mar 2026 | - | 2 |
-6.68% | Feb 2025 | Jun 2025 | 4 |
-2.15% | Dec 2024 | Jan 2025 | 1 |
-2.06% | Apr 2024 | Jun 2024 | 2 |
-0.65% | Oct 2024 | Nov 2024 | 1 |
-0.01% | Nov 2025 | Dec 2025 | 1 |