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bing bing ding ding
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


S&P 500 Index

Performance

Performance Chart

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


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The earliest data available for this chart is Mar 27, 2024, corresponding to the inception date of GEV

Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.11%-3.43%-3.84%-1.98%16.08%16.86%10.37%12.29%
Portfolio
bing bing ding ding
-0.32%-0.92%0.16%-3.18%82.06%
SHOP
Shopify Inc.
-0.23%-2.97%-26.54%-21.84%17.49%35.36%0.46%44.74%
IESC
IES Holdings, Inc.
-0.28%-1.04%24.03%24.06%168.61%122.40%55.28%42.91%
LMB
Limbach Holdings, Inc.
0.27%-8.12%3.30%-9.85%5.19%66.41%50.66%23.32%
COOP
Mr. Cooper Group Inc.
ANET
Arista Networks, Inc.
1.47%1.67%-3.32%-12.31%58.03%44.56%45.76%41.41%
PLTR
Palantir Technologies Inc.
1.34%0.84%-16.48%-20.63%69.77%160.69%45.12%
HOOD
Robinhood Markets, Inc.
-1.73%-9.43%-39.08%-52.71%61.43%91.83%
HIMS
Hims & Hers Health, Inc.
-3.53%20.99%-41.05%-66.93%-38.69%22.90%7.07%
CLS
Celestica Inc.
2.12%14.75%-0.26%17.51%258.03%185.72%102.26%39.05%
SPOT
Spotify Technology S.A.
4.03%-5.96%-15.80%-30.87%-13.52%53.03%12.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 28, 2024, bing bing ding ding 's average daily return is +0.28%, while the average monthly return is +5.54%. At this rate, your investment would double in approximately 1.1 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2024 with a return of +32.7%, while the worst month was Mar 2025 at -13.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, bing bing ding ding closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +13.3%, while the worst single day was Jan 27, 2025 at -12.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.17%5.16%-3.42%0.81%0.16%
202517.70%-3.32%-13.02%14.06%24.63%13.86%11.20%-2.04%12.40%6.08%-6.02%-3.00%89.70%
20240.27%-0.08%17.89%0.46%5.98%3.75%12.68%4.92%32.65%-7.38%89.50%

Benchmark Metrics

bing bing ding ding has an annualized alpha of 61.33%, beta of 1.86, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since March 28, 2024.

  • This portfolio captured 437.96% of S&P 500 Index gains but only 42.52% of its losses — a favorable profile for investors.
  • This portfolio generated an annualized alpha of 61.33% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 1.86 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha
61.33%
Beta
1.86
0.62
Upside Capture
437.96%
Downside Capture
42.52%

Expense Ratio

bing bing ding ding 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.


The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

bing bing ding ding ranks 90 for risk / return — in the top 90% 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.


bing bing ding ding Risk / Return Rank: 9090
Overall Rank
bing bing ding ding Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
bing bing ding ding Sortino Ratio Rank: 9090
Sortino Ratio Rank
bing bing ding ding Omega Ratio Rank: 8484
Omega Ratio Rank
bing bing ding ding Calmar Ratio Rank: 9696
Calmar Ratio Rank
bing bing ding ding Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics


PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.23

0.88

+1.35

Sortino ratio

Return per unit of downside risk

2.78

1.37

+1.42

Omega ratio

Gain probability vs. loss probability

1.37

1.21

+0.16

Calmar ratio

Return relative to maximum drawdown

5.41

1.39

+4.02

Martin ratio

Return relative to average drawdown

13.64

6.43

+7.21


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
SHOP
Shopify Inc.
510.290.871.110.551.31
IESC
IES Holdings, Inc.
932.652.851.398.5223.68
LMB
Limbach Holdings, Inc.
410.090.511.070.120.21
COOP
Mr. Cooper Group Inc.
ANET
Arista Networks, Inc.
731.081.681.212.174.76
PLTR
Palantir Technologies Inc.
741.221.791.241.994.80
HOOD
Robinhood Markets, Inc.
660.871.621.191.112.65
HIMS
Hims & Hers Health, Inc.
25-0.380.031.00-0.49-0.96
CLS
Celestica Inc.
953.623.291.449.3424.62
SPOT
Spotify Technology S.A.
28-0.30-0.140.98-0.24-0.53

Sharpe Ratio

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.

bing bing ding ding Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

  • 1-Year: 2.23
  • All Time: 2.34

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 0.98 to 1.66, 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 bing bing ding ding compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Dividends

Dividend yield

bing bing ding ding provided a 0.15% dividend yield over the last twelve months.


TTM20252024202320222021202020192018201720162015
Portfolio0.15%0.15%0.11%0.27%0.40%0.40%0.42%0.33%0.29%0.20%3.88%0.30%
SHOP
Shopify 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%
IESC
IES Holdings, 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%
LMB
Limbach Holdings, 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%
COOP
Mr. Cooper Group Inc.
0.95%0.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ANET
Arista Networks, 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%
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%
HOOD
Robinhood Markets, 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%
HIMS
Hims & Hers Health, 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%
CLS
Celestica 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%
SPOT
Spotify Technology S.A.
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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the bing bing ding ding . 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 bing bing ding ding was 33.25%, occurring on Apr 4, 2025. Recovery took 26 trading sessions.

The current bing bing ding ding drawdown is 10.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.25%Feb 20, 202532Apr 4, 202526May 13, 202558
-16.26%Oct 30, 202567Feb 5, 2026
-13.51%Jan 24, 20252Jan 27, 20257Feb 5, 20259
-12.32%Jul 17, 202414Aug 5, 202410Aug 19, 202424
-10.38%Dec 9, 202416Dec 31, 20249Jan 15, 202525

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 15 assets, with an effective number of assets of 15.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

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

BenchmarkCOOPSPOTHIMSLMBCRSSHOPPLTRHOODVSTHWMCLSGEVANETIESCFIXPortfolio
Benchmark1.000.380.320.420.450.470.640.570.580.460.540.530.540.620.570.630.77
COOP0.381.000.050.150.170.230.280.190.230.170.230.180.160.190.210.240.34
SPOT0.320.051.000.260.180.220.370.380.350.230.280.240.260.310.210.250.42
HIMS0.420.150.261.000.240.290.330.330.460.320.300.350.300.310.320.380.59
LMB0.450.170.180.241.000.400.320.290.350.470.400.350.420.380.500.540.59
CRS0.470.230.220.290.401.000.280.330.400.420.630.380.440.400.460.550.61
SHOP0.640.280.370.330.320.281.000.480.520.340.340.390.410.470.380.440.62
PLTR0.570.190.380.330.290.330.481.000.520.380.370.460.430.490.400.430.64
HOOD0.580.230.350.460.350.400.520.521.000.360.380.420.420.470.420.450.70
VST0.460.170.230.320.470.420.340.380.361.000.490.500.560.540.540.610.68
HWM0.540.230.280.300.400.630.340.370.380.491.000.410.510.430.510.600.65
CLS0.530.180.240.350.350.380.390.460.420.500.411.000.470.570.510.620.70
GEV0.540.160.260.300.420.440.410.430.420.560.510.471.000.520.540.640.68
ANET0.620.190.310.310.380.400.470.490.470.540.430.570.521.000.480.600.70
IESC0.570.210.210.320.500.460.380.400.420.540.510.510.540.481.000.750.73
FIX0.630.240.250.380.540.550.440.430.450.610.600.620.640.600.751.000.80
Portfolio0.770.340.420.590.590.610.620.640.700.680.650.700.680.700.730.801.00
The correlation results are calculated based on daily price changes starting from Mar 28, 2024