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-0.61%
This Month
-14.22%
Year To Date
+24.65%
2 Years
+25.65%
5 Years
+514.12%
10 Years
+23.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.84%
- 🪙 Cryptocurrencies46.89%
- 💰 Finance0.26%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.1%
- 🌍 Digital Currency46.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.26%
Dividends
Dividend Yield
0%
0 out of 19 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 6.6/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
28.68
28.68
-2
0
2
29
29
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
28.68
28.68
-2
0
2
29
29
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.06
High:
COIN
39.06COINLow:COIN
39.06COINDetails
PEG Ratio
N/A
Details
Price/Book
3.1
High:COIN
3.1COINLow:COIN
3.1COINDetails
Price/Sales
6.41
High:COIN
6.41COINLow:COIN
6.41COINDetails
Price/CF
25
High:COIN
25COINLow:COIN
25COINDetails
Price/FCF
25
High:COIN
25COINLow:COIN
25COINDetails
P/E Ratio
39.06
High:COIN
39.06COINLow:COIN
39.06COINDetails
PEG Ratio
N/A
Details
Price/Book
3.1
High:COIN
3.1COINLow:COIN
3.1COINDetails
Price/Sales
6.41
High:COIN
6.41COINLow:COIN
6.41COINDetails
Price/CF
25
High:COIN
25COINLow:COIN
25COINDetails
Price/FCF
25
High:COIN
25COINLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.74% | Jan 2018 | Feb 2021 | 37 |
-60.65% | Nov 2021 | Mar 2024 | 28 |
-26.88% | May 2021 | Oct 2021 | 5 |
-26.33% | Oct 2025 | - | 7 |
-19.37% | Feb 2025 | Jul 2025 | 5 |
-15.07% | Apr 2024 | Nov 2024 | 7 |
-4.1% | Dec 2024 | Jan 2025 | 1 |