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-2.55%
This Month
-3.38%
Year To Date
+95.02%
2 Years
+77.87%
5 Years
+77.87%
10 Years
+13.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services99.95%
- 💰 Finance0.05%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.95%
- 🇺🇸 NYSE0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Performance Metrics
Score 5.9/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
10.06
10.06
-2
0
2
11
11
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
10.06
10.06
-2
0
2
11
11
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.08
High:
GOOG
28.08GOOGLow:
UNM
17.27UNMDetails
PEG Ratio
82.13
High:GOOG
82.13GOOGLow:GOOG
82.13GOOGDetails
Price/Book
8.83
High:GOOG
8.83GOOGLow:UNM
1.09UNMDetails
Price/Sales
9.21
High:GOOG
9.21GOOGLow:UNM
0.94UNMDetails
Price/CF
23.3
High:GOOG
23.3GOOGLow:UNM
18.94UNMDetails
Price/FCF
60.7
High:GOOG
60.7GOOGLow:UNM
52.26UNMDetails
P/E Ratio
28.08
High:GOOG
28.08GOOGLow:UNM
17.27UNMDetails
PEG Ratio
82.13
High:GOOG
82.13GOOGLow:GOOG
82.13GOOGDetails
Price/Book
8.83
High:GOOG
8.83GOOGLow:UNM
1.09UNMDetails
Price/Sales
9.21
High:GOOG
9.21GOOGLow:UNM
0.94UNMDetails
Price/CF
23.3
High:GOOG
23.3GOOGLow:UNM
18.94UNMDetails
Price/FCF
60.7
High:GOOG
60.7GOOGLow:UNM
52.26UNMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.38% | Jun 2022 | Feb 2025 | 32 |
-12.54% | Mar 2025 | Oct 2025 | 7 |
-10.38% | Feb 2026 | - | 2 |
-3.66% | Apr 2022 | May 2022 | 1 |
-1.81% | Dec 2025 | Jan 2026 | 1 |