Cash: $27,597.90
Portfolio Value: $26,461.80
YTD Performance:
Portfolio YTD: 10.63%
SPY YTD: 25.31%
Asset | Price | Quantity | Market Value | Total Profit |
---|---|---|---|---|
COST
+0.00%
|
$943.80 | 1 | $943.80 | +$15.25 |
MIDU
+0.00%
|
$63.62 | 100 | $6,362.00 | +$1.75 |
UPRO
+0.00%
|
$95.78 | 200 | $19,156.00 | +$74.26 |
Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
---|---|---|---|---|---|
+3.86% | +2.77% | +0.60 | +1.50% | +0.23 | +3.66 |