Portfolio History over 30 days
( 05/14/25 09:30 AM - 06/11/25 04:00 PM EST)

$40,943.01 Equity

Portfolio

Cash: $22,370.96

Portfolio Value: $18,572.05

YTD Performance:

Portfolio YTD: -16.21%

SPY YTD: 26.52%

Asset Price Quantity Market Value Total Profit
SGOV +0.00%
$100.48 100 $10,048.01 +$6.26
UPRO +0.95%
$85.24 100 $8,524.04 +$87.12

30 days

Portfolio Return (%) SPY Return (%) Beta Alpha (%) Sharp Ratio Annualized Sharp
-2.59% +2.34% +0.28 -4.50% -0.18 -2.89