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+1.83%
This Month
-31.53%
Year To Date
+41.96%
2 Years
-62.45%
5 Years
-69.17%
10 Years
-22.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.53%
- 💻 Electronic Technology29.52%
- 🖥️ Technology Services29.16%
- 🚗 Consumer Durables10.66%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.58%
- 🌍 Digital Currency30.53%
- 🇺🇸 NYSE16.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.68%
- 🇮🇹 Italy10.66%
Dividends
Dividend Yield
0.32%
3 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RACE (1.25%)
Performance Metrics
Score 2.3/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-21.77
-21.77
-22
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.28
-0.28
-1
1
2
3
3
Jensen's Alpha
-21.77
-21.77
-22
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.03
High:
NVDA
36.19NVDALow:
ZETA
-104.78ZETADetails
PEG Ratio
64.23
High:
RACE
321.47RACELow:
AUR
-246.36AURDetails
Price/Book
14.57
High:NVDA
27.41NVDALow:
IONQ
2.8IONQDetails
Price/Sales
14.61
High:AUR
2,676.75AURLow:ZETA
3.02ZETADetails
Price/CF
34.22
High:NVDA
44.64NVDALow:
MSFT
22.48MSFTDetails
Price/FCF
58.95
High:MSFT
69.19MSFTLow:ZETA
27.4ZETADetails
P/E Ratio
31.03
High:NVDA
36.19NVDALow:ZETA
-104.78ZETADetails
PEG Ratio
64.23
High:RACE
321.47RACELow:AUR
-246.36AURDetails
Price/Book
14.57
High:NVDA
27.41NVDALow:IONQ
2.8IONQDetails
Price/Sales
14.61
High:AUR
2,676.75AURLow:ZETA
3.02ZETADetails
Price/CF
34.22
High:NVDA
44.64NVDALow:MSFT
22.48MSFTDetails
Price/FCF
58.95
High:MSFT
69.19MSFTLow:ZETA
27.4ZETADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.66% | May 2021 | - | 60 |