Cash: $39,449.81
Portfolio Value: $5,025.75
YTD Performance:
Portfolio YTD: -8.98%
SPY YTD: 18.41%
| Asset | Price | Quantity | Market Value | Total Profit |
|---|---|---|---|---|
|
SGOV
+0.00%
|
$100.52 | 50 | $5,025.75 | +$6.91 |
| Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
|---|---|---|---|---|---|
| -5.46% | -7.69% | -0.29 | -9.97% | -0.21 | -3.29 |