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0%
This Month
+3.46%
Year To Date
+9.97%
2 Years
+9.97%
5 Years
+9.97%
10 Years
+9.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.35%
- 🪙 Cryptocurrencies24.14%
- 🧩 Miscellaneous12.7%
- 💵 Cash2.81%
- 🖥️ Technology Services1.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.72%
- 🌍 Digital Currency24.14%
- 🇺🇸 Nasdaq10.51%
- 🇬🇧 LSE4.59%
- 🇩🇪 Xetra ETFs0.98%
- 🇺🇸 Chicago Board Options Exchange0.43%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom2.91%
- 🇺🇸 United States1.18%
Dividends
Performance Metrics
Score 6.4/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
17.1
17.1
-2
0
2
18
18
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
1.26
1.26
0
0.3
0.6
2
2
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
17.1
17.1
-2
0
2
18
18
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
1.26
1.26
0
0.3
0.6
2
2
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
-9.29
High:
MSTR
-9.29MSTRLow:MSTR
-9.29MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.21
High:MSTR
1.21MSTRLow:MSTR
1.21MSTRDetails
Price/Sales
105.23
High:MSTR
105.23MSTRLow:MSTR
105.23MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-9.29
High:MSTR
-9.29MSTRLow:MSTR
-9.29MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.21
High:MSTR
1.21MSTRLow:MSTR
1.21MSTRDetails
Price/Sales
105.23
High:MSTR
105.23MSTRLow:MSTR
105.23MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.8% | Mar 2026 | - | 2 |