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+8.67%
This Month
+18.08%
Year To Date
+54.73%
2 Years
+97.64%
5 Years
+104.54%
10 Years
+14.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous90.29%
- 📊 ETFs9.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.48%
- 🇺🇸 NYSE36.52%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 6.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.34% | Jan 2022 | Dec 2023 | 23 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-5.52% | Feb 2026 | Apr 2026 | 2 |
-4.04% | Apr 2024 | May 2024 | 1 |
-4.01% | Sep 2021 | Oct 2021 | 1 |
-1.89% | Dec 2024 | Jan 2025 | 1 |
-1.59% | Nov 2025 | Jan 2026 | 2 |
-0.84% | Nov 2021 | Dec 2021 | 1 |
-0.77% | Oct 2024 | Nov 2024 | 1 |