Self Directed Portfolio Management
S&P 500 Technology Sector PortfolioS A&B GROWTH
S&P 500 PORTFOLIO A
Return Annualized 28.67%
Benchmark IWM
S&P 500 PORTFOLIO B
Return Annualized 67.42%
Benchmark SPY
Portfolio Metrics
S&P 500 Portfolio A Metrics
S&P 500 Portfolio A Metrics
S&P 500 Portfolio A Metrics
Stock Portfolio A
- Annualized 28.67%
- One Month 1.23%
- Three Month 3.32%
- One Year 17.39%
- Three Year 246.50%
- Five Year 514.93%
- Total 5,080.84%
- Sharpe Ratio 1.08
- Sortino Ratio 1.47
- Max Drawdown -45.26%
- Standard Deviation 26.39%
- Correlation 0.68
- R-Square 0.46
- Beta 0.85
- Alpha (annualized) 23.79%
S&P 500 Portfolio B Metrics
S&P 500 Portfolio A Metrics
S&P 500 Portfolio A Metrics
Stock Portfolio B
- Annualized 67.42%
- One Month 1.68%
- Three Month 6.81%
- One Year 19.24%
- Three Year 276.50%
- Five Year 1,226.26%
- Total 1,237.42%
- Sharpe Ratio 1.51
- Sortino Ratio 2.62
- Max Drawdown -25.09%
- Standard Dev 38.80%
- Correlation 0.40
- R-Squared 0.16
- Beta 0.88
- Alpha (annualized) 65.67%