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-3.8%
This Month
+33.6%
Year To Date
+84.36%
2 Years
+93.2%
5 Years
+198.66%
10 Years
+20.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.08%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 2 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 4.2/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
-4.98
-4.98
-5
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
-4.98
-4.98
-5
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-49.06% | Dec 2021 | Jun 2025 | 42 |
-8.77% | Sep 2020 | Nov 2020 | 2 |
-7.81% | Feb 2026 | Apr 2026 | 2 |
-6.82% | Sep 2021 | Oct 2021 | 1 |
-5.67% | Nov 2025 | Jan 2026 | 2 |
-4.6% | Feb 2021 | Jun 2021 | 4 |
-3.8% | Jun 2026 | - | 1 |