Performance Attribution Requires Portfolio Holdings
Top gain contributors, detractors, and normalized 90-day comparison against the SPY benchmark are computed from your active portfolio holdings.
Past Performance Disclaimer: Past performance is not indicative of future results. Sharpe, Sortino, Max Drawdown, Beta, and Jensen's Alpha are historical statistical measures and do not predict future portfolio returns. Calculations reflect active holding price changes against the SPY benchmark with an assumed annual risk-free rate of 4.50% (fixed model assumption; not a live Treasury yield). Actual returns may differ due to transaction fees, dividends, tax implications, and execution timing.
Total Return90D
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vs SPY Benchmark
Sharpe RatioAnn.
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Rf = 4.5% baseline
Sortino RatioDownside
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Penalizes downside only
Max DrawdownPeak-to-Trough
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Worst 90D decline
Beta & AlphaSPY
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Market sensitivity
Portfolio vs SPY — 90 Day
Fetching live history for 0 holdings + SPY…
Top Contributors
By total gain
Not available until holdings are added.
Detractors
Underperforming positions
Not available until holdings are added.