Portfolio Performance & Drawdowns for Stocks, Etfs & Crypto

Data updated 2023-Sep-22 (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


  Symbol Units Name Holding Allocation
SPDR S&P 500 ETF $43,042.00 36.54%
Bitcoin USD $39,806.31 33.79%
Apple Inc. $34,958.00 29.67%
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 1-week daily returns over since 2023-Sep-15

Drawdown Analysis using 1-week daily returns for Portfolio & Benchmark (S&P 500) since 2023-Sep-15

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

Ask brAIn  Experimental
  •  Hi! Ask me something. Use "$" to identify stock / etf / crypto symbols (e.g. $aapl for Apple Inc.) OR use special shortcuts (e.g. $btc for Bitcoin or $tech for Technology sector ETF). Click on below for examples of queries, list of special shortcuts & more