Macro Performance
Performance Summary
Portfolio Value
$116,625
Unrealized P&L
$9,633
+9.0% on cost
Dividends Received
$3,198
Total Return
$12,831
P&L + Dividends
TWRR
+456.1%
Ann: +38.6% (monthly, CF adj.)
Return on Cost
+12.0%
(P&L + Div) / Cost
Max Drawdown
-45.1%
Sharpe Ratio
1.00
Best / Worst Day
+14.4% / -14.2%
Period
1918 days
2020-11-25 to 2026-02-25
Period Returns (TWRR — cash-flow adjusted)
1M TWRR
+5.9%
$-1,523 value chg
3M TWRR
+44.2%
$+30,344 value chg
6M TWRR
+81.4%
$+41,446 value chg
YTD TWRR
+25.1%
$+16,302 value chg
1Y TWRR
+149.1%
$-38,679 value chg
All TWRR
+456.1%
$+85,632 value chg
Portfolio vs Benchmarks
Loading chart...
Portfolio Value
Loading chart...
Loading chart...
Returns
Loading chart...
Loading chart...
Loading chart...
FX Return Attribution
Loading chart...