Dream Matrix moonshot

The chart shows the growth of an initial investment of $10,000 in Dream Matrix moonshot, 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.

Based on dividend-adjusted daily data since Oct 21, 2024, Dream Matrix moonshot's average daily return is +0.77%, while the average monthly return is +14.73%. At this rate, your investment would double in approximately 0.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2025 with a return of +139.2%, while the worst month was Nov 2025 at -18.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Dream Matrix moonshot closed higher 55% of trading days. The best single day was Apr 7, 2025 with a return of +75.0%, while the worst single day was May 27, 2025 at -16.5%.

Dream Matrix moonshot has an annualized alpha of 473.31%, beta of 1.81, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since October 21, 2024.

• This portfolio captured 1244.95% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -205.55%) — a profile typical of hedging or uncorrelated assets.
• R² of 0.07 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.

Dream Matrix moonshot 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.

Dream Matrix moonshot 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.

Dream Matrix moonshot Sharpe ratios as of Apr 7, 2026 (values are recalculated daily):

• 1-Year: 4.02
• All Time: 2.45

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 1.63 to 2.54, 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 Dream Matrix moonshot compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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 Dream Matrix moonshot. 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 Dream Matrix moonshot was 51.88%, occurring on Jun 5, 2025. Recovery took 80 trading sessions.

The current Dream Matrix moonshot drawdown is 33.36%.

The chart below shows the rolling one-month volatility.