Cash: $22,578.53
Portfolio Value: $28,057.50
YTD Performance:
Portfolio YTD: 3.63%
SPY YTD: 24.71%
| Asset | Price | Quantity | Market Value | Total Profit |
|---|---|---|---|---|
|
SGOV
+0.01%
|
$100.50 | 35 | $3,517.50 | +$8.37 |
|
TQQQ
+1.14%
|
$81.80 | 300 | $24,540.00 | +$493.27 |
| Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
|---|---|---|---|---|---|
| -6.93% | -2.31% | -0.47 | -10.61% | -0.28 | -4.49 |