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-1.91%
This Month
-11.04%
Year To Date
+27.17%
2 Years
+51.11%
5 Years
+50.7%
10 Years
+7.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash99.07%
- 🧬 Health Technology0.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.92%
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 3.2/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.13
-7.13
-8
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.13
-7.13
-8
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-181.37
High:
ALNY
-181.37ALNYLow:ALNY
-181.37ALNYDetails
PEG Ratio
N/A
Details
Price/Book
233.86
High:ALNY
233.86ALNYLow:ALNY
233.86ALNYDetails
Price/Sales
23.74
High:ALNY
23.74ALNYLow:ALNY
23.74ALNYDetails
Price/CF
625.34
High:ALNY
625.34ALNYLow:ALNY
625.34ALNYDetails
Price/FCF
2,201.71
High:ALNY
2,201.71ALNYLow:ALNY
2,201.71ALNYDetails
P/E Ratio
-181.37
High:ALNY
-181.37ALNYLow:ALNY
-181.37ALNYDetails
PEG Ratio
N/A
Details
Price/Book
233.86
High:ALNY
233.86ALNYLow:ALNY
233.86ALNYDetails
Price/Sales
23.74
High:ALNY
23.74ALNYLow:ALNY
23.74ALNYDetails
Price/CF
625.34
High:ALNY
625.34ALNYLow:ALNY
625.34ALNYDetails
Price/FCF
2,201.71
High:ALNY
2,201.71ALNYLow:ALNY
2,201.71ALNYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.37% | Dec 2021 | Feb 2024 | 26 |
-33.26% | Jan 2020 | Dec 2020 | 11 |
-18.01% | Dec 2024 | - | 10 |
-4.65% | Apr 2024 | Jun 2024 | 2 |
-4.04% | Sep 2021 | Oct 2021 | 1 |
-3.1% | Aug 2019 | Sep 2019 | 1 |
-1.93% | Mar 2021 | Apr 2021 | 1 |
-0.05% | Oct 2024 | Nov 2024 | 1 |