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+3.33%
This Month
+3.33%
Year To Date
+46.98%
2 Years
-19.38%
5 Years
-14.25%
10 Years
-2.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous48.02%
- 🪨 Non Energy Minerals41.81%
- 🪙 Cryptocurrencies10.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.02%
- 🇺🇸 NYSE41.81%
- 🌍 Digital Currency10.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.02%
- 🇨🇦 Canada41.81%
Dividends
Performance Metrics
Score 2.5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-12.72
-12.72
-13
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-12.72
-12.72
-13
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.13
High:
OCSL
33.3OCSLLow:
BTG.US
29.58BTG.USDetails
PEG Ratio
22.8
High:BTG.US
22.8BTG.USLow:BTG.US
22.8BTG.USDetails
Price/Book
1.56
High:BTG.US
1.96BTG.USLow:OCSL
0.76OCSLDetails
Price/Sales
3.01
High:OCSL
3.72OCSLLow:BTG.US
2.9BTG.USDetails
Price/CF
9.97
High:BTG.US
10.45BTG.USLow:OCSL
8.07OCSLDetails
Price/FCF
1,018.99
High:BTG.US
1,018.99BTG.USLow:BTG.US
1,018.99BTG.USDetails
P/E Ratio
30.13
High:OCSL
33.3OCSLLow:BTG.US
29.58BTG.USDetails
PEG Ratio
22.8
High:BTG.US
22.8BTG.USLow:BTG.US
22.8BTG.USDetails
Price/Book
1.56
High:BTG.US
1.96BTG.USLow:OCSL
0.76OCSLDetails
Price/Sales
3.01
High:OCSL
3.72OCSLLow:BTG.US
2.9BTG.USDetails
Price/CF
9.97
High:BTG.US
10.45BTG.USLow:OCSL
8.07OCSLDetails
Price/FCF
1,018.99
High:BTG.US
1,018.99BTG.USLow:BTG.US
1,018.99BTG.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.13% | Mar 2021 | - | 59 |
-7.11% | Dec 2020 | Jan 2021 | 1 |