Portfolio Dashboard
Last updated: 2026-11-07 01:07 UTCTotal Return
+2.60%
Unrealised
CAGR
+2.08%
Annualised compound growth
Sharpe Ratio
0.10
Excess return per unit of risk
Sortino Ratio
0.09
Downside risk-adjusted return
Portfolio vs SPY — Growth of $100
Allocation
Risk & Return Metrics
Time-Weighted Return
+4.02%
Money-Weighted Return
+2.40% / yr
Annualised Return
+6.64%
Annualised Volatility
24.43%
Sharpe Ratio
0.096
Sortino Ratio
0.094
Max Drawdown
-16.90%
Beta
1.379
Jensen's Alpha
-5.33% / yr
R-Squared
0.597
Treynor Ratio
0.017
Tracking Error
16.35% / yr
Information Ratio
-0.197
VaR 95%
-2.23%
Corr. to SPY
0.773
Positions
| Ticker | Price | Gain/Loss % | Weight | Risk Contrib. |
|---|---|---|---|---|
| FTEC | $258.66 | +18.80% | 13.68% | 11.97% |
| MNST | $45.72 | +19.26% | 25.43% | 3.78% |
| NVDA | $186.64 | -0.49% | 21.65% | 24.61% |
| SKHY | $127.34 | -17.38% | 15.11% | 49.80% |
| UUUU | $6.66 | -69.49% | 0.93% | 1.30% |
| VOO | $675.99 | +7.79% | 23.19% | 8.55% |
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 | 0.77 | 0.66 | 0.47 | 0.88 |
| MNST | -0.03 | — | -0.11 | -0.14 | -0.09 | 0.11 |
| NVDA | 0.77 | -0.11 | — | 0.53 | 0.35 | 0.67 |
| SKHY | 0.66 | -0.14 | 0.53 | — | 0.44 | 0.42 |
| UUUU | 0.47 | -0.09 | 0.35 | 0.44 | — | 0.43 |
| VOO | 0.88 | 0.11 | 0.67 | 0.42 | 0.43 | — |