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Portfolio Performance & Drawdowns for Stocks, Etfs & Crypto

Data updated 2024-Jul-22 (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


  Symbol Units Name Holding Allocation
SPDR S&P 500 ETF $54,899.00 27.35%
Bitcoin USD $100,932.92 50.29%
Apple Inc. $44,864.00 22.35%
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 5-year monthly returns over since 2019-Jul-22

Drawdown Analysis using 5-year monthly returns for Portfolio & Benchmark (S&P 500) since 2019-Jul-22

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