Web3 WallStreet

The chart shows the growth of an initial investment of $10,000 in Web3 WallStreet, 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 Jul 29, 2021, Web3 WallStreet's average daily return is +0.11%, while the average monthly return is +2.18%. At this rate, an investment would double in approximately 2.7 years.

Historically, 48% of months were positive and 52% were negative. The best month was Nov 2024 with a return of +42.9%, while the worst month was Apr 2022 at -25.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Web3 WallStreet closed higher 49% of trading days. The best single day was May 14, 2024 with a return of +26.7%, while the worst single day was Jun 7, 2024 at -19.7%.

Web3 WallStreet has an annualized alpha of 2.98%, beta of 2.05, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since July 29, 2021.

• This portfolio captured 248.95% of S&P 500 Index gains and 185.38% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.38 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Web3 WallStreet 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.

Web3 WallStreet ranks 4 for risk / return — in the bottom 4% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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. Learn how to interpret the Sharpe ratio.

The current Web3 WallStreet Sharpe ratio is -0.15 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 1.56 to 2.44, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Web3 WallStreet compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Web3 WallStreet provided a 0.12% 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 Web3 WallStreet. 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 Web3 WallStreet was 73.18%, occurring on Dec 28, 2022. Recovery took 345 trading sessions.

The current Web3 WallStreet drawdown is 31.86%.

The chart below shows the rolling one-month volatility.