-0.81%
Today
-41.67%
This Month
+12.21%
Year To Date
-75.39%
2 Years
-56.49%
5 Years
-27.54%
Annualized
- Ashmitha_R
- S&P 500
- + Add Benchmark
Diversification
Sectors Breakdown
- Sector
- Total
- 💹 Forex100%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX100%
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
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
-0.71
-0.71
-1
0.8
1.2
-1
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
113.74
113.74
-2
0
2
114
114
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
-8.28
-8.28
-9
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
-0.71
-0.71
-1
0.8
1.2
-1
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
113.74
113.74
-2
0
2
114
114
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
-8.28
-8.28
-9
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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
- Ashmitha_R
- S&P 500
- + Add Benchmark
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.95% | Jun 2024 | - | 11 |
-50.26% | Dec 2023 | Jan 2024 | 1 |
-37.74% | Mar 2023 | Nov 2023 | 8 |
-29.24% | Oct 2022 | Feb 2023 | 4 |
-13.22% | Aug 2022 | Sep 2022 | 1 |
-4.94% | Mar 2024 | Apr 2024 | 1 |