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-7.82%
This Month
-11.38%
Year To Date
-92.95%
2 Years
-96.99%
5 Years
-95.21%
10 Years
-40.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables97.85%
- 💵 Cash1.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE97.85%
Countries Breakdown
- Country
- Total
- 🇨🇳 China97.85%
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 3.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-2.87
-2.87
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-2.87
-2.87
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-8.7
High:
NIO
-8.7NIOLow:NIO
-8.7NIODetails
PEG Ratio
-13.16
High:NIO
-13.16NIOLow:NIO
-13.16NIODetails
Price/Book
17.08
High:NIO
17.08NIOLow:NIO
17.08NIODetails
Price/Sales
0.83
High:NIO
0.83NIOLow:NIO
0.83NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-8.7
High:NIO
-8.7NIOLow:NIO
-8.7NIODetails
PEG Ratio
-13.16
High:NIO
-13.16NIOLow:NIO
-13.16NIODetails
Price/Book
17.08
High:NIO
17.08NIOLow:NIO
17.08NIODetails
Price/Sales
0.83
High:NIO
0.83NIOLow:NIO
0.83NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.4% | Jul 2023 | - | 38 |
-53.79% | Nov 2021 | Jan 2023 | 14 |
-24.78% | May 2021 | Aug 2021 | 3 |
-2.07% | May 2023 | Jun 2023 | 1 |