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Portfolio Seasonality for Stocks, Etfs & Crypto

Data updated 2024-Apr-17 (Wednesday)

  Does your portfolio perform seasonally? Customize stock/etf/cryptos & quantities to instantly analyze seasonality effects on portfolio and identify strengths/weaknesses

Portfolio
  Symbol Units Name Holding Allocation
SPDR S&P 500 ETF $50,055.00 28.11%
Bitcoin USD $94,410.08 53.02%
Apple Inc. $33,600.00 18.87%
Alter stock/etf symbol & quantity above as desired. Use AutoComplete functionality to ensure correct ticker symbol used for which data is available



  Chart displays median calendar month Portfolio returns for upto 10-years relative to benchmark (S&P 500). Intervals show winning/losing performances for each month


 Portfolio Seasonality over the last 10 years using monthly returns. Above-average positive & below-average negative peformances are formatted darker. Icon indicates period where portfolio over-performed or under-performed benchmark. Hover on cells for details
Year January February March April May June July August September October November December
 2014
+2.3%
+3.2%
+1.8%
-0.5%
+4.6%
-2.2%
+3.0%
+4.4%
-2.5%
 2015
-1.6%
+6.7%
-2.3%
+0.8%
+1.9%
-2.6%
+1.1%
-6.5%
-2.8%
+8.8%
+0.4%
-3.9%
 2016
-5.7%
+0.2%
+7.2%
-2.4%
+3.0%
-0.1%
+4.2%
+0.2%
+1.0%
-0.8%
+2.5%
+3.2%
 2017
+2.3%
+6.6%
+0.3%
+2.0%
+6.7%
-0.3%
+3.8%
+9.8%
-1.7%
+11.5%
+15.0%
+11.8%
 2018
-8.0%
-0.4%
-12.6%
+7.6%
-1.8%
-3.5%
+7.2%
+3.3%
-1.3%
-5.6%
-10.5%
-9.5%
 2019
+5.2%
+4.5%
+3.8%
+8.1%
+3.5%
+12.8%
+0.2%
-2.5%
-1.5%
+6.1%
-0.7%
+2.7%
 2020
+7.0%
-8.9%
-14.3%
+17.8%
+6.7%
+3.7%
+12.9%
+10.4%
-6.9%
+3.1%
+19.1%
+20.1%
 2021
+5.3%
+15.0%
+17.3%
+1.4%
-20.5%
-0.1%
+10.3%
+8.0%
-6.4%
+22.7%
-2.3%
-7.1%
 2022
-9.7%
+2.8%
+4.6%
-12.7%
-8.1%
-20.1%
+14.6%
-7.0%
-8.5%
+8.1%
-3.9%
-7.4%
 2023
+18.1%
-0.7%
+11.7%
+0.9%
-0.1%
+9.8%
+0.5%
-6.4%
-3.2%
+9.0%
+9.6%
+6.6%
 2024
-0.3%
+20.0%
+8.3%
-8.0%


Related Resources for Portfolio
  Performance & Drawdowns : Benchmark Portfolio performance & Drawdown analysis
  Portfolio Seasonality : Absolute/Benchmarked performance through calendar months Currently Viewing
  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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