Just a Portfolio

The chart shows the growth of an initial investment of $10,000 in Just a Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since May 10, 2024, Just a Portfolio's average daily return is +0.24%, while the average monthly return is +3.98%. At this rate, your investment would double in approximately 1.5 years.

Historically, 71% of months were positive and 29% were negative. The best month was Jan 2026 with a return of +20.4%, while the worst month was May 2024 at -46.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Just a Portfolio closed higher 57% of trading days. The best single day was Oct 13, 2025 with a return of +20.0%, while the worst single day was May 10, 2024 at -50.6%.

Just a Portfolio has an annualized alpha of 50.03%, beta of 1.37, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since May 10, 2024.

• This portfolio captured 117.91% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -139.45%) — a profile typical of hedging or uncorrelated assets.
• R² of 0.12 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Just a Portfolio ranks 75 for risk / return — better than 75% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Just a Portfolio Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 2.07
• All Time: 0.66

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.70, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Just a Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Just a Portfolio provided a 0.26% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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.

The table below displays the maximum drawdowns of the Just a 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 Just a Portfolio was 53.70%, occurring on Aug 7, 2024. Recovery took 207 trading sessions.

The current Just a Portfolio drawdown is 26.99%.

The chart below shows the rolling one-month volatility.