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+0.25%
This Month
+45.61%
Year To Date
+100.75%
2 Years
+100.75%
5 Years
+100.75%
10 Years
+59.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE100%
Countries Breakdown
- Country
- Total
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 4.7/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
-3.74
-3.74
-4
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
-3.74
-3.74
-4
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Portfolio Valuation
Based on current 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
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.24% | Jul 2024 | Aug 2025 | 13 |
-4.09% | Oct 2025 | Dec 2025 | 2 |