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+0.63%
This Month
+1.34%
Year To Date
+6.35%
2 Years
+6.35%
5 Years
+6.35%
10 Years
+6.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.48%
- 💵 Cash0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.48%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 13 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 3.3/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
2.11
2.11
0
0.3
0.6
3
3
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
2.11
2.11
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-2.35% | Mar 2026 | - | 3 |