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+8.72%
This Month
+4.59%
Year To Date
+20.15%
2 Years
+20.15%
5 Years
+20.15%
10 Years
+20.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.97%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.97%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 13 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 4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
1.76
1.76
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-7.26% | Mar 2026 | Apr 2026 | 1 |