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-2.19%
This Month
-7.34%
Year To Date
+68.73%
2 Years
+241.84%
5 Years
+241.84%
10 Years
+45.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Performance Metrics
Score 8.4/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
1.01
1.01
0
0.3
0.6
2
2
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
1.01
1.01
0
0.3
0.6
2
2
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
35.21
High:
NVDA
35.23NVDALow:
MU
19.97MUDetails
PEG Ratio
53.04
High:NVDA
53.28NVDALow:MU
4.87MUDetails
Price/Book
26.64
High:NVDA
26.68NVDALow:MU
6.58MUDetails
Price/Sales
19.53
High:NVDA
19.54NVDALow:MU
8.31MUDetails
Price/CF
44.59
High:NVDA
44.64NVDALow:MU
15.48MUDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:MU
48.65MUDetails
P/E Ratio
35.21
High:NVDA
35.23NVDALow:MU
19.97MUDetails
PEG Ratio
53.04
High:NVDA
53.28NVDALow:MU
4.87MUDetails
Price/Book
26.64
High:NVDA
26.68NVDALow:MU
6.58MUDetails
Price/Sales
19.53
High:NVDA
19.54NVDALow:MU
8.31MUDetails
Price/CF
44.59
High:NVDA
44.64NVDALow:MU
15.48MUDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:MU
48.65MUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.65% | Dec 2024 | Jun 2025 | 6 |
-14.57% | Nov 2025 | - | 5 |
-12.69% | Sep 2023 | Dec 2023 | 3 |
-4.81% | Jul 2024 | Oct 2024 | 3 |
-4.41% | Apr 2024 | May 2024 | 1 |
-0.94% | Aug 2025 | Sep 2025 | 1 |
-0.71% | Apr 2023 | May 2023 | 1 |