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+3.12%
This Month
-7.22%
Year To Date
+472.1%
2 Years
+435.71%
5 Years
+336.37%
10 Years
+31.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services67.05%
- 🖥️ Technology Services23.85%
- 🧬 Health Technology9.09%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.14%
- 🇺🇸 Nasdaq23.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.9%
- 🇩🇰 Denmark9.09%
Dividends
Performance Metrics
Score 6.7/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
28.42
28.42
-2
0
2
29
29
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
28.42
28.42
-2
0
2
29
29
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
57.98
High:
PLTR
242.08PLTRLow:
NVO
11.09NVODetails
PEG Ratio
256.15
High:
MSCI
318MSCILow:PLTR
104.1PLTRDetails
Price/Book
61.02
High:PLTR
49.59PLTRLow:MSCI
-15.86MSCIDetails
Price/Sales
20.29
High:PLTR
88.09PLTRLow:NVO
3.66NVODetails
Price/CF
53.49
High:PLTR
214.31PLTRLow:NVO
12.52NVODetails
Price/FCF
116
High:PLTR
217.77PLTRLow:MSCI
44.07MSCIDetails
P/E Ratio
57.98
High:PLTR
242.08PLTRLow:NVO
11.09NVODetails
PEG Ratio
256.15
High:MSCI
318MSCILow:PLTR
104.1PLTRDetails
Price/Book
61.02
High:PLTR
49.59PLTRLow:MSCI
-15.86MSCIDetails
Price/Sales
20.29
High:PLTR
88.09PLTRLow:NVO
3.66NVODetails
Price/CF
53.49
High:PLTR
214.31PLTRLow:NVO
12.52NVODetails
Price/FCF
116
High:PLTR
217.77PLTRLow:MSCI
44.07MSCIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.1% | Dec 2020 | Sep 2024 | 45 |
-14.63% | Nov 2025 | - | 5 |
-0.4% | Mar 2025 | Apr 2025 | 1 |