Portfolio History over 30 days
( 10/11/24 09:30 AM - 11/07/24 04:00 PM EST)

$54,059.70 Equity

Portfolio

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

30 days

Portfolio Return (%) SPY Return (%) Beta Alpha (%) Sharp Ratio Annualized Sharp
+3.86% +2.77% +0.60 +1.50% +0.23 +3.66