Loading...
-33.8%
This Month
-39.11%
Year To Date
-44.44%
2 Years
-27.15%
5 Years
-27.15%
10 Years
-8.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.12%
- 🪙 Cryptocurrencies31.33%
- 🖥️ Technology Services2.24%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.33%
- 🇺🇸 Nasdaq2.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.24%
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 4.7/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-7.51
High:
RIOT
-7.49RIOTLow:
MSTR
-7.51MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.98
High:RIOT
1.87RIOTLow:MSTR
0.98MSTRDetails
Price/Sales
85.14
High:MSTR
85.14MSTRLow:RIOT
8.25RIOTDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:RIOT
107.94RIOTDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-7.51
High:RIOT
-7.49RIOTLow:MSTR
-7.51MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.98
High:RIOT
1.87RIOTLow:MSTR
0.98MSTRDetails
Price/Sales
85.14
High:MSTR
85.14MSTRLow:RIOT
8.25RIOTDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:RIOT
107.94RIOTDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.16% | Dec 2024 | - | 16 |
-35.07% | Apr 2022 | Mar 2024 | 23 |
-14.14% | Jun 2024 | Oct 2024 | 4 |
-10.49% | Apr 2024 | May 2024 | 1 |