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-1.14%
This Month
+15.89%
Year To Date
+38.28%
2 Years
+74.49%
5 Years
+129.58%
10 Years
+14.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE0%
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 5.3/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
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 |
|---|---|---|---|
-20.07% | Nov 2021 | Jul 2023 | 20 |
-9.78% | Aug 2023 | Dec 2023 | 4 |
-7.94% | Sep 2020 | Nov 2020 | 2 |
-5.21% | Mar 2025 | Jun 2025 | 3 |
-4.28% | Apr 2024 | Jun 2024 | 2 |
-3.78% | Mar 2026 | Apr 2026 | 1 |
-3.57% | Dec 2024 | Jan 2025 | 1 |
-3.19% | Jul 2021 | Oct 2021 | 3 |
-1.14% | Sep 2026 | - | 1 |
-0.44% | Nov 2025 | Dec 2025 | 1 |