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My portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


IBIT 20%PLTR 40%SCHD 40%CryptocurrencyCryptocurrencyEquityEquity

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in My portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.


0.00%50.00%100.00%150.00%200.00%December2025FebruaryMarchAprilMay
194.71%
18.96%
My portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jan 11, 2024, corresponding to the inception date of IBIT

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.31%5.38%-0.74%10.90%14.93%10.61%
My portfolio23.70%22.21%74.40%137.27%N/AN/A
PLTR
Palantir Technologies Inc.
64.33%48.66%196.47%432.70%N/AN/A
SCHD
Schwab US Dividend Equity ETF
-3.75%-2.51%-5.55%4.12%13.55%10.63%
IBIT
iShares Bitcoin Trust
4.03%18.51%40.18%55.90%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of My portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.10%-1.29%-1.10%15.64%3.28%23.70%
2024-3.07%31.62%0.84%-7.15%3.13%3.88%6.71%5.73%9.63%6.77%35.47%4.06%138.24%

Expense Ratio

My portfolio has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


Expense ratio chart for IBIT: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IBIT: 0.25%
Expense ratio chart for SCHD: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SCHD: 0.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, My portfolio is among the top 1% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of My portfolio is 9999
Overall Rank
The Sharpe Ratio Rank of My portfolio is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of My portfolio is 9999
Sortino Ratio Rank
The Omega Ratio Rank of My portfolio is 9999
Omega Ratio Rank
The Calmar Ratio Rank of My portfolio is 9999
Calmar Ratio Rank
The Martin Ratio Rank of My portfolio is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for Portfolio, currently valued at 3.81, compared to the broader market-4.00-2.000.002.004.00
Portfolio: 3.81
^GSPC: 0.67
The chart of Sortino ratio for Portfolio, currently valued at 4.45, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 4.45
^GSPC: 1.05
The chart of Omega ratio for Portfolio, currently valued at 1.59, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.59
^GSPC: 1.16
The chart of Calmar ratio for Portfolio, currently valued at 5.55, compared to the broader market0.002.004.006.00
Portfolio: 5.55
^GSPC: 0.68
The chart of Martin ratio for Portfolio, currently valued at 18.21, compared to the broader market0.005.0010.0015.0020.0025.00
Portfolio: 18.21
^GSPC: 2.70

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
PLTR
Palantir Technologies Inc.
6.444.961.6911.4733.00
SCHD
Schwab US Dividend Equity ETF
0.340.581.080.341.16
IBIT
iShares Bitcoin Trust
1.191.851.222.285.01

The current My portfolio Sharpe ratio is 3.81. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.55 to 1.09, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of My portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20Apr 27
3.81
0.67
My portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

My portfolio provided a 1.60% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio1.60%1.46%1.40%1.36%1.11%1.26%1.19%1.23%1.05%1.16%1.19%1.05%
PLTR
Palantir Technologies Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
3.99%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%
IBIT
iShares Bitcoin Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.43%
-7.45%
My portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the My portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the My portfolio was 26.45%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current My portfolio drawdown is 2.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.45%Feb 19, 202535Apr 8, 2025
-11.82%Mar 8, 202428Apr 17, 202460Jul 15, 202488
-11.79%Jul 23, 202410Aug 5, 20246Aug 13, 202416
-10.81%Dec 26, 202411Jan 13, 202512Jan 30, 202523
-5.68%Aug 22, 202411Sep 6, 20241Sep 9, 202412

Volatility

Volatility Chart

The current My portfolio volatility is 16.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
16.85%
14.17%
My portfolio
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets
0.501.001.502.002.503.00
Effective Assets: 2.78

The portfolio contains 3 assets, with an effective number of assets of 2.78, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

^GSPCSCHDIBITPLTRPortfolio
^GSPC1.000.560.360.600.66
SCHD0.561.000.250.260.41
IBIT0.360.251.000.300.60
PLTR0.600.260.301.000.91
Portfolio0.660.410.600.911.00
The correlation results are calculated based on daily price changes starting from Jan 12, 2024