6-Asset Portfolio
Portfolio Health
77/100
Good
Strongest on downside protection and consistency.
How this score is built
Consistency14/15
Win rate 67%. Consistent.
Diversification15/20
Avg correlation 0.51. Correlated.
Downside Protection20/20
Down capture 67%. Strong protection.
Alpha vs Benchmark13/20
Alpha -0.9%. Near expectations.
Risk-Adjusted Returns15/25
Sharpe 1.02. Good.
Key Metrics
Return
+18.1%
Volatility
12.2%
Moderate
Sharpe
1.02
Excellent
Max Drawdown
−4.8%
Shallow
Beta
1.10
Alpha
−0.9%
A real report, on a portfolio you might recognise
Six funds that look diversified. Below is the same analysis your own holdings would get, computed live, nothing staged.
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This is what your report would say
Every fund unpacked to the stocks underneath, what you own twice, what you pay in fees, and how it holds up in a crash. $25 once, no subscription.
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