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-0.03%
This Month
-0.78%
Year To Date
+37.54%
2 Years
+20.13%
5 Years
+20.13%
10 Years
+4.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash93.55%
- 🖥️ Technology Services3.56%
- 🛠️ Producer Manufacturing3.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq3.56%
- 🇺🇸 NYSE3.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.64%
Dividends
Dividend Yield
0%
0 out of 2 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 4.1/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-24.91
High:
NPWR
-0.21NPWRLow:
CRWV
-34.94CRWVDetails
PEG Ratio
N/A
Details
Price/Book
12.77
High:CRWV
13.38CRWVLow:NPWR
0.64NPWRDetails
Price/Sales
8.7
High:CRWV
8.7CRWVLow:NPWR
-NPWRDetails
Price/CF
11.76
High:CRWV
11.76CRWVLow:CRWV
11.76CRWVDetails
Price/FCF
N/A
Details
P/E Ratio
-24.91
High:NPWR
-0.21NPWRLow:CRWV
-34.94CRWVDetails
PEG Ratio
N/A
Details
Price/Book
12.77
High:CRWV
13.38CRWVLow:NPWR
0.64NPWRDetails
Price/Sales
8.7
High:CRWV
8.7CRWVLow:NPWR
-NPWRDetails
Price/CF
11.76
High:CRWV
11.76CRWVLow:CRWV
11.76CRWVDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.79% | Feb 2022 | Jul 2025 | 41 |
-14.42% | Oct 2025 | - | 7 |
-2.84% | Aug 2025 | Sep 2025 | 1 |
-1.64% | Sep 2021 | Oct 2021 | 1 |