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+0.67%
Today
+9.03%
This Month
-24.91%
Year To Date
+5.58%
2 Years
+29.12%
5 Years
-4.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash0.08%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris-0.03%
- 🇺🇸 NYSE-1.67%
- 🇺🇸 Nasdaq-3.88%
- 🌍 Digital Currency-27.08%
Countries Breakdown
- Country
- Total
- 🇫🇷 France-0.03%
- 🇬🇧 United Kingdom-0.04%
- 🇰🇾 Cayman Islands-0.12%
- 🇩🇪 Germany-0.25%
- 🇮🇱 Israel-0.33%
- 🇨🇦 Canada-0.44%
- 🇨🇳 China-1.12%
- 🇺🇸 United States-3.25%
Dividends
Dividend Yield
-0.01%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: howtogetref (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 howtogetref | -0.01% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BABA (howtogetref) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 WU (howtogetref) | Ex-Dividend | Jun 16, 2025 | $0.24 |
WU (howtogetref) | Pay Day | Jun 30, 2025 | $0.24 |
BABA (howtogetref) | Pay Day | Jul 10, 2025 | $0.95 |
Performance Metrics
Score 2.4/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
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 |
|---|---|---|---|
-60.72% | Jan 2018 | Mar 2021 | 38 |
-46.51% | Sep 2021 | Nov 2024 | 38 |
-46.49% | Dec 2024 | - | 6 |
-3.77% | May 2021 | Aug 2021 | 3 |