Loading...
+3.48%
This Month
+21.21%
Year To Date
+100%
2 Years
-37.93%
5 Years
-38.63%
10 Years
-8.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables92.36%
- 💵 Cash0.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE92.36%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇨🇳 China92.36%
Dividends
Dividend Yield
0%
0 out of 2 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 2.5/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-18.3
-18.3
-19
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-18.3
-18.3
-19
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
-0.94
-0.94
-1
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-6.48
High:
NIO
-6.48NIOLow:NIO
-6.48NIODetails
PEG Ratio
-17.86
High:NIO
-17.86NIOLow:NIO
-17.86NIODetails
Price/Book
27.43
High:NIO
27.43NIOLow:NIO
27.43NIODetails
Price/Sales
1.3
High:NIO
1.3NIOLow:NIO
1.3NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-6.48
High:NIO
-6.48NIOLow:NIO
-6.48NIODetails
PEG Ratio
-17.86
High:NIO
-17.86NIOLow:NIO
-17.86NIODetails
Price/Book
27.43
High:NIO
27.43NIOLow:NIO
27.43NIODetails
Price/Sales
1.3
High:NIO
1.3NIOLow:NIO
1.3NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.71% | Feb 2021 | - | 63 |