Loading...
+0.4%
This Month
+17.34%
Year To Date
+51.33%
2 Years
+286.81%
5 Years
+374.07%
10 Years
+34.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.16%
- 💵 Cash1.89%
- 💻 Electronic Technology0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.4%
Dividends
Dividend Yield
0%
0 out of 3 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 9.2/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
3
3
Jensen's Alpha
15.55
15.55
-2
0
2
16
16
Omega Ratio
2.62
2.62
0
1
1.5
3
3
Treynor Ratio
2.56
2.56
0
0.75
1.25
3
3
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
2.91
2.91
0
0.3
0.6
3
3
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
3
3
Jensen's Alpha
15.55
15.55
-2
0
2
16
16
Omega Ratio
2.62
2.62
0
1
1.5
3
3
Treynor Ratio
2.56
2.56
0
0.75
1.25
3
3
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
2.91
2.91
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-0.58
High:
SPCE
-0.58SPCELow:SPCE
-0.58SPCEDetails
PEG Ratio
-1.02
High:SPCE
-1.02SPCELow:SPCE
-1.02SPCEDetails
Price/Book
1.21
High:SPCE
1.21SPCELow:SPCE
1.21SPCEDetails
Price/Sales
153.75
High:SPCE
153.75SPCELow:SPCE
153.75SPCEDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-0.58
High:SPCE
-0.58SPCELow:SPCE
-0.58SPCEDetails
PEG Ratio
-1.02
High:SPCE
-1.02SPCELow:SPCE
-1.02SPCEDetails
Price/Book
1.21
High:SPCE
1.21SPCELow:SPCE
1.21SPCEDetails
Price/Sales
153.75
High:SPCE
153.75SPCELow:SPCE
153.75SPCEDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.63% | Aug 2023 | Nov 2023 | 3 |
-9.43% | Aug 2022 | Nov 2022 | 3 |
-9.43% | May 2020 | Nov 2020 | 6 |
-9.34% | Dec 2022 | Jan 2023 | 1 |
-7.92% | Apr 2022 | Jul 2022 | 3 |
-7.79% | Dec 2024 | Jun 2025 | 6 |
-5.17% | Apr 2024 | Jun 2024 | 2 |
-3% | Sep 2021 | Oct 2021 | 1 |
-1.22% | Feb 2022 | Mar 2022 | 1 |
-0.68% | Apr 2023 | May 2023 | 1 |
-0.44% | Oct 2024 | Nov 2024 | 1 |
-0.25% | May 2021 | Jun 2021 | 1 |