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-5.18%
This Month
+66.61%
Year To Date
+139.94%
2 Years
+180.23%
5 Years
+194.23%
10 Years
+19.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology68.89%
- 🖥️ Technology Services30.5%
- 💵 Cash1.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.39%
Dividends
Performance Metrics
Score 6/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.26
High:
AMD
106.28AMDLow:
MSFT
29.03MSFTDetails
PEG Ratio
0.82
High:AMD
0.82AMDLow:MSFT
0.81MSFTDetails
Price/Book
9.53
High:AMD
11.87AMDLow:MSFT
8.77MSFTDetails
Price/Sales
13.28
High:AMD
17.87AMDLow:MSFT
11.95MSFTDetails
Price/CF
26.08
High:AMD
114.82AMDLow:MSFT
19.5MSFTDetails
Price/FCF
124.25
High:AMD
148.45AMDLow:MSFT
116MSFTDetails
P/E Ratio
37.26
High:AMD
106.28AMDLow:MSFT
29.03MSFTDetails
PEG Ratio
0.82
High:AMD
0.82AMDLow:MSFT
0.81MSFTDetails
Price/Book
9.53
High:AMD
11.87AMDLow:MSFT
8.77MSFTDetails
Price/Sales
13.28
High:AMD
17.87AMDLow:MSFT
11.95MSFTDetails
Price/CF
26.08
High:AMD
114.82AMDLow:MSFT
19.5MSFTDetails
Price/FCF
124.25
High:AMD
148.45AMDLow:MSFT
116MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.44% | Nov 2025 | Apr 2026 | 5 |
-18.96% | Jan 2022 | May 2023 | 16 |
-18.06% | Jun 2024 | Jun 2025 | 12 |
-17.54% | Oct 2026 | - | 2 |
-10.97% | Sep 2023 | Dec 2023 | 3 |
-9.3% | Jul 2026 | Sep 2026 | 2 |
-7.11% | Sep 2020 | Nov 2020 | 2 |
-6.23% | Apr 2020 | Jun 2020 | 2 |
-5.94% | Aug 2025 | Oct 2025 | 2 |
-5.2% | Feb 2021 | Mar 2021 | 1 |
-2.26% | May 2021 | Aug 2021 | 3 |
-1.88% | Apr 2024 | May 2024 | 1 |
-1.53% | Jul 2020 | Aug 2020 | 1 |
-1.21% | Jan 2024 | Feb 2024 | 1 |