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+5.44%
This Month
-27.39%
Year To Date
+101.28%
2 Years
+236.05%
5 Years
+236.05%
10 Years
+59.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance53.3%
- 🪙 Cryptocurrencies31.53%
- 🚗 Consumer Durables15.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.3%
- 🌍 Digital Currency31.53%
- 🇺🇸 NYSE15.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.3%
- 🇨🇳 China15.17%
Dividends
Dividend Yield
0%
0 out of 3 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 7.5/10
Beta
2.64
2.64
0
0.8
1.2
0
3
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
22.35
22.35
-2
0
2
23
23
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
2.64
2.64
0
0.8
1.2
0
3
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
22.35
22.35
-2
0
2
23
23
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
39.52
High:
HOOD
36.89HOODLow:
XPEV
-94.36XPEVDetails
PEG Ratio
134.43
High:HOOD
206HOODLow:XPEV
-117.02XPEVDetails
Price/Book
6.99
High:HOOD
7.38HOODLow:XPEV
3.41XPEVDetails
Price/Sales
10.27
High:HOOD
15.02HOODLow:XPEV
1.41XPEVDetails
Price/CF
75.22
High:HOOD
90.65HOODLow:XPEV
17.16XPEVDetails
Price/FCF
91.12
High:HOOD
97.17HOODLow:XPEV
40.71XPEVDetails
P/E Ratio
39.52
High:HOOD
36.89HOODLow:XPEV
-94.36XPEVDetails
PEG Ratio
134.43
High:HOOD
206HOODLow:XPEV
-117.02XPEVDetails
Price/Book
6.99
High:HOOD
7.38HOODLow:XPEV
3.41XPEVDetails
Price/Sales
10.27
High:HOOD
15.02HOODLow:XPEV
1.41XPEVDetails
Price/CF
75.22
High:HOOD
90.65HOODLow:XPEV
17.16XPEVDetails
Price/FCF
91.12
High:HOOD
97.17HOODLow:XPEV
40.71XPEVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.81% | Dec 2025 | - | 6 |
-34.42% | Apr 2024 | Jan 2025 | 9 |
-13.53% | Jan 2024 | Feb 2024 | 1 |
-12.38% | Jul 2025 | Aug 2025 | 1 |
-3.54% | Mar 2025 | Apr 2025 | 1 |
-0.82% | Oct 2025 | Nov 2025 | 1 |