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+8.66%
This Month
-49.19%
Year To Date
-48.73%
2 Years
-78.82%
5 Years
+98.19%
10 Years
+13.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE100%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 6.2/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
60.25
60.25
-2
0
2
61
61
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
60.25
60.25
-2
0
2
61
61
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
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 |
|---|---|---|---|
-94.86% | Mar 2025 | - | 13 |
-81.15% | Apr 2021 | Nov 2024 | 43 |
-6.91% | Sep 2020 | Oct 2020 | 1 |
-5.57% | Mar 2020 | May 2020 | 2 |