Portfolio Dashboard
Last updated: 2026-09-22 23:46 UTCTotal Return
+19.49%
Unrealised
CAGR
+29.15%
Annualised compound growth
Sharpe Ratio
1.07
Excess return per unit of risk
Sortino Ratio
1.10
Downside risk-adjusted return
Portfolio vs SPY — Growth of $100
Allocation
Risk & Return Metrics
Time-Weighted Return
+33.28%
Money-Weighted Return
+19.78% / yr
Annualised Return
+29.60%
Annualised Volatility
23.62%
Sharpe Ratio
1.071
Sortino Ratio
1.097
Max Drawdown
-16.82%
Beta
1.388
Jensen's Alpha
+4.38% / yr
R-Squared
0.552
Treynor Ratio
0.182
Tracking Error
16.55% / yr
Information Ratio
0.618
VaR 95%
-2.14%
Corr. to SPY
0.743
Positions
| Ticker | Price | Gain/Loss % | Weight | Risk Contrib. |
|---|---|---|---|---|
| FTEC | $301.52 | +38.48% | 13.69% | 8.87% |
| MNST | $44.27 | +15.48% | 21.14% | 0.43% |
| NVDA | $228.87 | +22.02% | 22.80% | 19.96% |
| SKHY | $195.37 | +26.76% | 19.91% | 64.25% |
| UUUU | $12.14 | -44.39% | 1.46% | 1.67% |
| VOO | $712.78 | +13.66% | 20.99% | 4.83% |
Correlation Matrix
Pairwise Pearson correlation of daily returns. Blue = positive co-movement; Red = inverse. High correlation between holdings means less diversification benefit.
| FTEC | MNST | NVDA | SKHY | UUUU | VOO | |
|---|---|---|---|---|---|---|
| FTEC | — | -0.03 | 0.75 | 0.64 | 0.43 | 0.87 |
| MNST | -0.03 | — | -0.10 | -0.17 | -0.09 | 0.09 |
| NVDA | 0.75 | -0.10 | — | 0.47 | 0.30 | 0.65 |
| SKHY | 0.64 | -0.17 | 0.47 | — | 0.41 | 0.33 |
| UUUU | 0.43 | -0.09 | 0.30 | 0.41 | — | 0.39 |
| VOO | 0.87 | 0.09 | 0.65 | 0.33 | 0.39 | — |