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-1.18%
This Month
+7.99%
Year To Date
+27.15%
2 Years
+61.47%
5 Years
+76.62%
10 Years
+10.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.7%
- 🧩 Miscellaneous29.02%
- ⛏️ Energy Minerals0.26%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs70.7%
- 🇬🇧 LSE26.62%
- 🇺🇸 NYSE2.66%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom0.26%
Dividends
Performance Metrics
Score 4.3/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-1.13
-1.13
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-1.13
-1.13
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.66
High:
SHEL.L
10.66SHEL.LLow:SHEL.L
10.66SHEL.LDetails
PEG Ratio
0.11
High:SHEL.L
0.11SHEL.LLow:SHEL.L
0.11SHEL.LDetails
Price/Book
1.48
High:SHEL.L
1.48SHEL.LLow:SHEL.L
1.48SHEL.LDetails
Price/Sales
0.93
High:SHEL.L
0.93SHEL.LLow:SHEL.L
0.93SHEL.LDetails
Price/CF
4.77
High:SHEL.L
4.77SHEL.LLow:SHEL.L
4.77SHEL.LDetails
Price/FCF
10.82
High:SHEL.L
10.82SHEL.LLow:SHEL.L
10.82SHEL.LDetails
P/E Ratio
10.66
High:SHEL.L
10.66SHEL.LLow:SHEL.L
10.66SHEL.LDetails
PEG Ratio
0.11
High:SHEL.L
0.11SHEL.LLow:SHEL.L
0.11SHEL.LDetails
Price/Book
1.48
High:SHEL.L
1.48SHEL.LLow:SHEL.L
1.48SHEL.LDetails
Price/Sales
0.93
High:SHEL.L
0.93SHEL.LLow:SHEL.L
0.93SHEL.LDetails
Price/CF
4.77
High:SHEL.L
4.77SHEL.LLow:SHEL.L
4.77SHEL.LDetails
Price/FCF
10.82
High:SHEL.L
10.82SHEL.LLow:SHEL.L
10.82SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.6% | Jan 2022 | Dec 2023 | 23 |
-5.93% | Mar 2026 | Apr 2026 | 1 |
-4.54% | Sep 2021 | Oct 2021 | 1 |
-3.72% | Feb 2021 | Mar 2021 | 1 |
-3.01% | Dec 2024 | Jan 2025 | 1 |
-2.85% | Apr 2024 | Jun 2024 | 2 |
-2.73% | Mar 2025 | Jun 2025 | 3 |
-2.45% | May 2021 | Aug 2021 | 3 |
-1.18% | Oct 2026 | - | 1 |
-0.79% | Dec 2025 | Feb 2026 | 2 |
-0.4% | Oct 2024 | Nov 2024 | 1 |
-0.21% | Nov 2021 | Dec 2021 | 1 |