Loading...
-1.75%
This Month
-34.66%
Year To Date
+1.26%
2 Years
+186.93%
5 Years
+186.93%
10 Years
+34.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 7.6/10
Beta
-0.29
-0.29
-1
0.8
1.2
-1
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
55.78
55.78
-2
0
2
56
56
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
-12.18
-12.18
-13
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
-0.29
-0.29
-1
0.8
1.2
-1
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
55.78
55.78
-2
0
2
56
56
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
-12.18
-12.18
-13
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
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 |
|---|---|---|---|
-42.8% | Feb 2024 | Sep 2025 | 19 |
-34.66% | Jan 2026 | - | 4 |
-12.48% | Sep 2022 | Oct 2022 | 1 |
-2.96% | Jul 2023 | Sep 2023 | 2 |
-0.74% | Oct 2025 | Nov 2025 | 1 |