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+3.77%
This Month
+6.48%
Year To Date
+36.58%
2 Years
+91.71%
5 Years
+91.71%
10 Years
+25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.64%
- 🧩 Miscellaneous12.15%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.5%
- 🇺🇸 Nasdaq19.87%
- 🇺🇸 Chicago Board Options Exchange18.42%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 5.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.92
1.92
0
0.3
0.6
2
2
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.92
1.92
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 |
|---|---|---|---|
-12.58% | Nov 2025 | May 2026 | 6 |
-10.6% | Feb 2025 | Jun 2025 | 4 |
-6.34% | Apr 2024 | Jun 2024 | 2 |
-3% | Jun 2026 | Aug 2026 | 2 |
-2.19% | Dec 2024 | Jan 2025 | 1 |
-0.05% | Aug 2025 | Sep 2025 | 1 |
-0.03% | Aug 2024 | Sep 2024 | 1 |