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+3.8%
This Month
-3.51%
Year To Date
-2.64%
2 Years
-7.28%
5 Years
+95.51%
10 Years
+11.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.37%
- 📊 ETFs39.38%
- 🧩 Miscellaneous16.82%
- 🖥️ Technology Services0.41%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.61%
- 🌍 Digital Currency43.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.41%
Dividends
Dividend Yield
0.16%
1 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.16% | 0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-5.73
-5.73
-6
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-5.73
-5.73
-6
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3.73
High:
BBAI
-3.73BBAILow:BBAI
-3.73BBAIDetails
PEG Ratio
N/A
Details
Price/Book
1.97
High:BBAI
1.97BBAILow:BBAI
1.97BBAIDetails
Price/Sales
12.15
High:BBAI
12.15BBAILow:BBAI
12.15BBAIDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-3.73
High:BBAI
-3.73BBAILow:BBAI
-3.73BBAIDetails
PEG Ratio
N/A
Details
Price/Book
1.97
High:BBAI
1.97BBAILow:BBAI
1.97BBAIDetails
Price/Sales
12.15
High:BBAI
12.15BBAILow:BBAI
12.15BBAIDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.39% | Dec 2021 | Nov 2024 | 35 |
-43.93% | Dec 2024 | - | 22 |
-4.15% | Oct 2020 | Nov 2020 | 1 |