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Return quality, risk, and attribution for your portfolio.
Last updated Aug 13, 2026 at 05:31 PM ET
Account size, return quality, and profit attribution.
Account Snapshot
Current Account Value
$410187.59
Net Market Value
$382354.33Cash Balance
$27833.26Returns
Total Return
119.02%
Total Gain
+$218187.59CAGR
24.27%S&P 500 Total Return
112.12%Alpha vs S&P 500 Total Return
6.90%Profit Attribution
Position P/L
Performance Analysis
Returns, benchmark comparison and professional metrics for the selected 6 month period.
Portfolio and S&P 500 Total Return performance over the selected period.
Uses the official S&P 500 Total Return Index history.
Portfolio
+9.6%
ExactS&P 500 Total Return
+14.1%
ExactAlpha vs S&P 500 Total Return
-4.5%
ExactBest Month
April 2026
+9.4%
Alpha -1.1%
Portfolio delivered positive monthly alpha in 3 of 7 months.
Source: Official S&P 500 Total Return Index
Professional return and risk metrics for the selected 6 month period.
Overall Portfolio Score
Cash-Aware · 6M
Exact★★★★☆
Good
Average score from 7 available metrics.
TWR
Exact9.57%
★★★★☆ Good
MWR / XIRR
Exact20.33%
★★★★★ Excellent
Period Return
Exact9.57%
★★★★☆ Good
Alpha vs S&P 500 Total Return
Exact-4.48%
★★☆☆☆ Poor
Sharpe Ratio
Exact1.50
★★★★☆ Good
Sortino Ratio
Exact2.57
★★★★☆ Good
Maximum Drawdown
Exact-8.4%
★★★★★ Excellent
Calmar Ratio
UnavailableN/A
CAGR is unavailable for this period, so Calmar is unavailable.
Visual map of priced open position size, unrealized gain, and return percentage.
Income records imported from Yahoo, brokers, or manual entries.
Total Dividends
$1346.20
Events
14
Top Payer
JPM · $349.70
Positions and closed trades that helped or hurt performance most.
+$216841.39
Unrealized Gain
+$206741.83Realized Gain
+$10099.56Note: valuation charts use priced open positions only. Closed trade P/L is available in All Trades.
Dividend data imported from Yahoo Finance, broker files, and manual entries · MANUAL: 14.