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+1.8%
This Month
+120.98%
Year To Date
-9.74%
2 Years
+318.61%
5 Years
+318.61%
10 Years
+49.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash82.27%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX0%
Countries Breakdown
- Country
- Total
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 6.9/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
123.93
123.93
-2
0
2
124
124
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
6.2
6.2
0
0.75
1.25
7
7
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
123.93
123.93
-2
0
2
124
124
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
6.2
6.2
0
0.75
1.25
7
7
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-85.54% | Jul 2023 | - | 34 |
-26.01% | Feb 2023 | Mar 2023 | 1 |
-14.24% | May 2023 | Jun 2023 | 1 |