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-0.46%
This Month
-12.48%
Year To Date
-36.72%
2 Years
+22.89%
5 Years
+22.89%
10 Years
+8.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.1%
- 🪙 Cryptocurrencies9.51%
- 💰 Finance4.81%
- 🖥️ Technology Services3.31%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency9.51%
- 🇺🇸 Nasdaq4.81%
- 🇺🇸 NYSE3.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.81%
- 🇨🇳 China3.31%
Dividends
Dividend Yield
0.06%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $YMM (1.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YMM | 0.06% | 1.79% | $0.13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-18.24
-18.24
-19
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-18.24
-18.24
-19
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.36
High:
UPST
65.95UPSTLow:YMM
17.63YMMDetails
PEG Ratio
48.21
High:YMM
62.39YMMLow:
AFRM
26.68AFRMDetails
Price/Book
2.76
High:AFRM
4.75AFRMLow:YMM
1.73YMMDetails
Price/Sales
4.93
High:YMM
5.51YMMLow:UPST
3.05UPSTDetails
Price/CF
31.92
High:UPST
36.1UPSTLow:AFRM
31.18AFRMDetails
Price/FCF
40.83
High:AFRM
41.95AFRMLow:UPST
36.14UPSTDetails
P/E Ratio
31.36
High:UPST
65.95UPSTLow:YMM
17.63YMMDetails
PEG Ratio
48.21
High:YMM
62.39YMMLow:AFRM
26.68AFRMDetails
Price/Book
2.76
High:AFRM
4.75AFRMLow:YMM
1.73YMMDetails
Price/Sales
4.93
High:YMM
5.51YMMLow:UPST
3.05UPSTDetails
Price/CF
31.92
High:UPST
36.1UPSTLow:AFRM
31.18AFRMDetails
Price/FCF
40.83
High:AFRM
41.95AFRMLow:UPST
36.14UPSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.93% | Dec 2024 | - | 16 |
-45.28% | Apr 2024 | Nov 2024 | 7 |
-4.43% | Aug 2023 | Nov 2023 | 3 |
-2.32% | Apr 2023 | Jun 2023 | 2 |