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

$41,046.78 Equity

Portfolio

Cash: $26,762.48

Portfolio Value: $14,284.30

YTD Performance:

Portfolio YTD: -16.00%

SPY YTD: 18.73%

Asset Price Quantity Market Value Total Profit
FSTA +0.00%
$51.03 10 $510.30 -$6.09
KO -0.96%
$69.84 25 $1,746.00 -$81.75
SGOV +0.00%
$100.48 100 $10,048.00 +$6.25
WMT +2.36%
$99.00 20 $1,980.00 +$81.20

30 days

Portfolio Return (%) SPY Return (%) Beta Alpha (%) Sharp Ratio Annualized Sharp
-2.98% +5.69% +0.24 -5.68% -0.11 -1.82