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-10.43%
This Month
+3.63%
Year To Date
+76.05%
2 Years
+15.5%
5 Years
+33.29%
10 Years
+6.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies94.84%
- 🚗 Consumer Durables4.9%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency94.84%
- 🇺🇸 NYSE4.9%
Countries Breakdown
- Country
- Total
- 🇨🇳 China4.9%
Dividends
Dividend Yield
0%
0 out of 5 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 5/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-10.36
High:
NIO
-10.36NIOLow:NIO
-10.36NIODetails
PEG Ratio
-15.67
High:NIO
-15.67NIOLow:NIO
-15.67NIODetails
Price/Book
20.33
High:NIO
20.33NIOLow:NIO
20.33NIODetails
Price/Sales
0.99
High:NIO
0.99NIOLow:NIO
0.99NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-10.36
High:NIO
-10.36NIOLow:NIO
-10.36NIODetails
PEG Ratio
-15.67
High:NIO
-15.67NIOLow:NIO
-15.67NIODetails
Price/Book
20.33
High:NIO
20.33NIOLow:NIO
20.33NIODetails
Price/Sales
0.99
High:NIO
0.99NIOLow:NIO
0.99NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.18% | Nov 2021 | - | 56 |
-16.78% | Jun 2021 | Aug 2021 | 2 |