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+10.45%
This Month
-9.06%
Year To Date
-34.92%
2 Years
-42.58%
5 Years
-42.58%
10 Years
-11.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
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 2.5/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
-0.67
-0.67
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.81
-0.81
-1
1
2
3
3
Jensen's Alpha
-17.83
-17.83
-18
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.8
-1.8
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
-0.67
-0.67
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.81
-0.81
-1
1
2
3
3
Jensen's Alpha
-17.83
-17.83
-18
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.8
-1.8
-2
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-7.47
High:
MSTR
-7.47MSTRLow:MSTR
-7.47MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.97
High:MSTR
0.97MSTRLow:MSTR
0.97MSTRDetails
Price/Sales
84.65
High:MSTR
84.65MSTRLow:MSTR
84.65MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-7.47
High:MSTR
-7.47MSTRLow:MSTR
-7.47MSTRDetails
PEG Ratio
N/A
Details
Price/Book
0.97
High:MSTR
0.97MSTRLow:MSTR
0.97MSTRDetails
Price/Sales
84.65
High:MSTR
84.65MSTRLow:MSTR
84.65MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.79% | Dec 2024 | - | 17 |
-23.53% | Feb 2022 | Sep 2024 | 31 |
-1.3% | Oct 2024 | Nov 2024 | 1 |