Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 50% | |
SOL ReneSola Ltd | Technology | 50% |
Find the right asset allocation for Hani 2026
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hani 2026, 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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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.50% | 0.31% | 8.56% | 8.85% | 24.33% | 19.37% | 11.84% | 13.61% |
Portfolio Hani 2026 | 1.18% | -9.25% | — | — | — | — | — | — |
| Portfolio components: | ||||||||
BTC-USD Bitcoin | 2.42% | -17.06% | -25.06% | -25.64% | -37.83% | 36.87% | 10.30% | 55.97% |
SOL ReneSola Ltd | 0.00% | 0.00% | — | — | — | — | — | — |
Monthly Returns
Based on dividend-adjusted daily data since Feb 6, 2026, Hani 2026's average daily return is +0.02%, while the average monthly return is +0.53%. At this rate, an investment would double in approximately 10.9 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +6.0%, while the worst month was Jun 2026 at -5.7%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.
On a daily basis, Hani 2026 closed higher 47% of trading days. The best single day was Feb 6, 2026 with a return of +6.2%, while the worst single day was Jun 2, 2026 at -3.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.33% | 0.93% | 5.99% | -1.91% | -5.71% | 2.24% |
Benchmark Metrics
Hani 2026 has an annualized alpha of -12.55%, beta of 0.77, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since February 06, 2026.
- This portfolio participated in 71.85% of S&P 500 Index downside but only 32.23% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.25 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.
- Alpha
- -12.55%
- Beta
- 0.77
- R²
- 0.25
- Upside Capture
- 32.23%
- Downside Capture
- 71.85%
Expense Ratio
Hani 2026 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.
Return for Risk
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Hani 2026 and compares them with S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | 1.86 | — |
| Sortino ratioReturn per unit of downside risk | — | 2.53 | — |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.53 | — |
| Martin ratioReturn relative to average drawdown | — | 11.37 | — |
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Dividends
Dividend yield
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 Hani 2026. 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 Hani 2026 was 14.33%, occurring on Jun 6, 2026. The portfolio has not yet recovered.
The current Hani 2026 drawdown is 12.49%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 correction2026 | -14.33%Jun 2026 | 26d | — | 1mo 5dMay 2026 - now |
2026 pullback2026 | -6.49%Mar 2026 | 12d | 18d | 1moMar 2026 - Apr 2026 |
2026 pullback2026 | -4.95%Mar 2026 | 3d | 7d | 10dMar 2026 - Mar 2026 |
2026 pullback2026 | -4.85%Feb 2026 | 17d | 8d | 25dFeb 2026 - Mar 2026 |
2026 pullback2026 | -2.28%Apr 2026 | 1d | 3d | 4dApr 2026 - Apr 2026 |
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 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
All Time | |
|---|---|
Diversification Ratio | 1.00 |
The portfolio has a diversification ratio of 1.00, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.
Hani 2026 correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | 0.50 |
Benchmark Correlations
Correlation vs. S&P 500 Index. BTC-USD has the highest benchmark correlation at 0.50, while SOL has the lowest at 0.00.
Asset Correlations Table
Find what Hani 2026 is missing
See which holdings overlap, where Hani 2026 is concentrated, and which low-correlation assets could fill the gaps.
Analyze Diversification