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-7.55%
This Month
0%
Year To Date
+23.72%
2 Years
+29.88%
5 Years
+29.88%
10 Years
+10.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.46%
- 🧩 Miscellaneous38.5%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.09%
- 🇬🇧 LSE15.19%
- 🇺🇸 Chicago Board Options Exchange14.4%
- 🇺🇸 Nasdaq9.28%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 7.4/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
3.31
3.31
0
1
2
4
4
Jensen's Alpha
5.38
5.38
-2
0
2
6
6
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
6.25
6.25
0
0.3
0.6
7
7
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
3.31
3.31
0
1
2
4
4
Jensen's Alpha
5.38
5.38
-2
0
2
6
6
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
6.25
6.25
0
0.3
0.6
7
7
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 |
|---|---|---|---|
-7.55% | Apr 2026 | - | 1 |
-2.25% | Dec 2024 | Jan 2025 | 1 |
-2.14% | Mar 2025 | May 2025 | 2 |
-1.24% | Oct 2024 | Nov 2024 | 1 |
-1.02% | Sep 2023 | Nov 2023 | 2 |
-0.43% | Apr 2024 | May 2024 | 1 |
-0.28% | Jun 2024 | Jul 2024 | 1 |