Analytics
Insights and performance metrics for your portfolio.
Total Return
+12.45%
Since inception
YTD Return
+8.32%
Year to date
Sharpe Ratio
1.24
Risk-adjusted return
Volatility
18.5%
Annualized
Beta
1.12
vs S&P 500
Diversification
Good
Score: 72/100
Sector Allocation
Technology
45%$56,039.75
Consumer Discretionary
18%$22,392
Financials
12%$14,918.4
Healthcare
10%$12,432
Communication
8%$9,945.6
Other
7%$8,702.25
Top Performers
NVDA
NVIDIA Corp.
GOOGL
Alphabet Inc.
AAPL
Apple Inc.
Bottom Performers
TSLA
Tesla Inc.
JPM
JPMorgan Chase
META
Meta Platforms