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Check out Investor Copilot custom GPT, which lets you enjoy ChatGPT functionality with recent financial information
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos

Portfolio Performance & Drawdowns for Stocks, Etfs & Crypto

Data updated 2024-Jun-21 (Friday)

  Specify Stock/ETF/Cryptos & quantities to analyze performance versus benchmark & historical drawdown risk for portfolio using recent financial data.

Provided As-is for informational/educational purposes only and should not be construed as investment advice . Past performance may not be not indicative of future results. Always consult your Investment Adviser before any decision

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Portfolio
  Symbol Units Name Holding Allocation
SPDR S&P 500 ETF $54,413.00 28.27%
Bitcoin USD $96,579.32 50.17%
Apple Inc. $41,498.00 21.56%
Alter stock/etf symbol & quantity above as desired. Use AutoComplete functionality to ensure correct ticker symbol used for which data is available



Portfolio Performance vs. Benchmark (S&P 500) using 2-year weekly returns over since 2022-Jun-21


Drawdown Analysis using 2-year weekly returns for Portfolio & Benchmark (S&P 500) since 2022-Jun-21




Related Resources for Portfolio
  Performance & Drawdowns : Benchmark Portfolio performance & Drawdown analysis Currently Viewing
  Portfolio Seasonality : Absolute/Benchmarked performance through calendar months
  Risk Reward Ratios : Evaluate Risk-Reward tradeoff with Sharpe & Sortino ratios
  Portfolio Alpha : Quantify portfolio outperformance with Jensen's Alpha
  Portfolio Beta : Analyze portfolio volatility with Portfolio Beta
  Correlation Matrix : Correlations between Portfolio constituents & find other uncorrelated/negatively correlated assets
  Value At Risk : Historical distribution of daily Portfolio drawdowns
  Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio










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  •  Hi! Ask me something. Use names or tickers to identify stock / etf / crypto symbols (e.g. aapl for Apple Inc.) . Click on below for examples of queries, list of special shortcuts & more