composti portfolio

The chart shows the growth of an initial investment of $10,000 in composti 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.

As of Jun 13, 2026, the composti portfolio returned 33.41% Year-To-Date and 25.51% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 13, 2012, composti portfolio's average daily return is +0.09%, while the average monthly return is +1.87%. At this rate, an investment would double in approximately 3.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +23.6%, while the worst month was Mar 2020 at -17.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, composti portfolio closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +9.8%, while the worst single day was Mar 12, 2020 at -10.6%.

composti portfolio has an annualized alpha of 11.12%, beta of 0.92, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since December 13, 2012.

• This portfolio captured 121.95% of S&P 500 Index gains but only 77.16% of its losses - a favorable profile for investors.
• R2 of 0.48 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

composti portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

composti portfolio ranks 94 for risk / return — in the top 94% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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.

The current composti portfolio Sharpe ratio is 3.12 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 composti portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

composti portfolio provided a 1.70% dividend yield over the last twelve months.

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 composti 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 composti portfolio was 41.13%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.

The current composti portfolio drawdown is 0.05%.

The chart below shows the rolling one-month volatility.