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+3.44%
This Month
+17.57%
Year To Date
+34.26%
2 Years
+34.26%
5 Years
+34.26%
10 Years
+23.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries79.89%
- 📊 ETFs15.28%
- 🧩 Miscellaneous4.73%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.89%
- 🇬🇧 United Kingdom4.73%
Dividends
Dividend Yield
0%
0 out of 5 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 6.6/10
Beta
-0.02
-0.02
-1
0.8
1.2
-1
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
18.35
18.35
-2
0
2
19
19
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
-65.74
-65.74
-66
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
5.19
5.19
0
0.3
0.6
6
6
Beta
-0.02
-0.02
-1
0.8
1.2
-1
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.72
3.72
0
1
2
4
4
Jensen's Alpha
18.35
18.35
-2
0
2
19
19
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
-65.74
-65.74
-66
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
5.19
5.19
0
0.3
0.6
6
6
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 |
|---|---|---|---|
-4.22% | Apr 2025 | Aug 2025 | 4 |
-0.96% | Dec 2024 | Jan 2025 | 1 |
-0.32% | Feb 2025 | Mar 2025 | 1 |