Loading...
-5.84%
This Month
-5.84%
Year To Date
+21.2%
2 Years
-82.57%
5 Years
-57.76%
10 Years
-14.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables99.12%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.12%
Countries Breakdown
- Country
- Total
- 🇨🇳 China99.12%
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
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-13.48
-13.48
-14
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-13.48
-13.48
-14
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3.16
High:
NIO
-3.16NIOLow:NIO
-3.16NIODetails
PEG Ratio
-125.34
High:NIO
-125.34NIOLow:NIO
-125.34NIODetails
Price/Book
19.99
High:NIO
19.99NIOLow:NIO
19.99NIODetails
Price/Sales
1.11
High:NIO
1.11NIOLow:NIO
1.11NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-3.16
High:NIO
-3.16NIOLow:NIO
-3.16NIODetails
PEG Ratio
-125.34
High:NIO
-125.34NIOLow:NIO
-125.34NIODetails
Price/Book
19.99
High:NIO
19.99NIOLow:NIO
19.99NIODetails
Price/Sales
1.11
High:NIO
1.11NIOLow:NIO
1.11NIODetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.21% | Feb 2021 | - | 60 |
-2.41% | Dec 2020 | Jan 2021 | 1 |