IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20

The chart shows the growth of an initial investment of $10,000 in IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20, 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 year.

Based on dividend-adjusted daily data since Oct 1, 2020, IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20's average daily return is +0.11%, while the average monthly return is +3.47%. At this rate, your investment would double in approximately 1.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +53.8%, while the worst month was Apr 2022 at -13.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.8%, while the worst single day was May 9, 2022 at -7.8%.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 has an annualized alpha of 22.14%, beta of 1.23, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since October 01, 2020.

• This portfolio captured 170.30% of S&P 500 Index gains but only 73.75% of its losses — a favorable profile for investors.
• R² of 0.43 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 has an expense ratio of 0.10%, 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.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 ranks 27 for risk / return — below 27% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.08
• 5-Year: 0.86
• All Time: 1.31

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 1.69, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 provided a 0.23% 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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20. 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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 was 53.00%, occurring on Dec 28, 2022. Recovery took 411 trading sessions.

The current IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 drawdown is 15.52%.

The chart below shows the rolling one-month volatility.