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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-Nov-04 (Monday)

  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 $56,981.00 28.15%
Bitcoin USD $101,066.79 49.92%
Apple Inc. $44,402.00 21.93%
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 6-month daily returns over since 2024-May-04


Drawdown Analysis using 6-month daily returns for Portfolio & Benchmark (S&P 500) since 2024-May-04




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