Portfolio Dashboard
Last updated: 2026-06-19 22:32 UTCTotal Return
+16.40%
Since inception
CAGR
+50.93%
Annualised compound growth
Sharpe Ratio
2.22
Excess return per unit of risk
Sortino Ratio
2.24
Downside risk-adjusted return
Portfolio vs SPY — Growth of $100
Allocation
Risk & Return Metrics
Annualised Return
+41.48%
Annualised Volatility
16.74%
Sharpe Ratio
2.221
Sortino Ratio
2.244
Max Drawdown
-13.57%
Beta
1.064
Jensen's Alpha
+16.70% / yr
R-Squared
0.629
Treynor Ratio
0.349
Tracking Error
10.23% / yr
Information Ratio
1.754
VaR 95%
-1.56%
Corr. to SPY
0.793
Positions
| Ticker | Shares | Price | Gain/Loss % | Weight | Risk Contrib. |
|---|---|---|---|---|---|
| MNST | 18.1635 | $91.34 | +19.13% | 34.42% | 28.81% |
| VOO | 1.8121 | $688.11 | +9.72% | 25.87% | 15.26% |
| FTEC | 2.8118 | $286.54 | +27.54% | 16.71% | 17.86% |
| NVDA | 4.542 | $210.69 | +12.97% | 19.85% | 30.57% |
| UUUU | 9.1611 | $16.56 | +13.89% | 3.15% | 7.51% |
Correlation Matrix
Pairwise Pearson correlation of daily returns. Blue = positive co-movement; Red = inverse. High correlation between holdings means less diversification benefit.
| MNST | VOO | FTEC | NVDA | UUUU | |
|---|---|---|---|---|---|
| MNST | — | 0.15 | 0.06 | -0.04 | -0.04 |
| VOO | 0.15 | — | 0.89 | 0.66 | 0.31 |
| FTEC | 0.06 | 0.89 | — | 0.77 | 0.37 |
| NVDA | -0.04 | 0.66 | 0.77 | — | 0.28 |
| UUUU | -0.04 | 0.31 | 0.37 | 0.28 | — |