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+1.13%
This Month
+1.13%
Year To Date
+27.2%
2 Years
+15.62%
5 Years
+1766.05%
10 Years
+29.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.44%
- 💵 Cash0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs99.44%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 7.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
28.14
28.14
-2
0
2
29
29
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
28.14
28.14
-2
0
2
29
29
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.11
3.11
0
0.75
1.25
4
4
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
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 |
|---|---|---|---|
-51.84% | Feb 2018 | Nov 2020 | 33 |
-30.03% | Jan 2022 | Nov 2025 | 46 |
-14.37% | Apr 2014 | Nov 2015 | 19 |
-10.78% | Sep 2017 | Nov 2017 | 2 |
-7.99% | Mar 2026 | - | 2 |
-5.9% | Sep 2021 | Oct 2021 | 1 |
-5.31% | Jul 2016 | Mar 2017 | 8 |
-1.6% | Jan 2016 | May 2016 | 4 |
-1.37% | May 2021 | Jul 2021 | 2 |
-0.84% | Dec 2025 | Jan 2026 | 1 |
-0.57% | Feb 2014 | Mar 2014 | 1 |
-0.37% | Nov 2021 | Dec 2021 | 1 |