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-0.04%
This Month
+23.46%
Year To Date
+34.9%
2 Years
+217.95%
5 Years
+1741.03%
10 Years
+42.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash100%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency0%
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 8.1/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
39.3
39.3
-2
0
2
40
40
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
4.56
4.56
0
0.75
1.25
5
5
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
39.3
39.3
-2
0
2
40
40
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
4.56
4.56
0
0.75
1.25
5
5
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-54.35% | Jan 2018 | Dec 2020 | 35 |
-12.15% | Sep 2017 | Oct 2017 | 1 |
-8.92% | Nov 2021 | Jul 2022 | 8 |
-7.93% | Feb 2025 | May 2025 | 3 |
-5.25% | Aug 2022 | Jan 2023 | 5 |
-4.73% | Aug 2023 | Oct 2024 | 14 |
-1.25% | Jun 2021 | Oct 2021 | 4 |
-0.91% | May 2023 | Jul 2023 | 2 |
-0.89% | Dec 2024 | Jan 2025 | 1 |
-0.59% | Feb 2023 | Mar 2023 | 1 |
-0.07% | Nov 2025 | - | 2 |