Analytics
Advanced portfolio analytics and performance metrics
Total Return
+145.89%
Since inception
Annualized Return
+67.23%
Risk-adjusted
Sharpe Ratio
1.85
Excellent performance
Max Drawdown
-15.2%
Peak to trough
Portfolio Performance Chart
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Monthly Returns
Jan
+12.5%
+$5,420
Feb
-3.2%
$-1,380
Mar
+18.7%
+$8,950
Apr
+8.1%
+$3,890
May
-5.8%
$-2,780
Jun
+22.3%
+$12,450
Jul
+15.6%
+$7,890
Aug
+9.4%
+$4,560