Portfolio Performance Analysis
Portfolio Return
+15.25%
vs. S&P 500
+3.45%
Best Day
+4.23%
Mar 15, 2024Worst Day
-2.89%
Feb 28, 2024Risk Analysis
Risk Metrics
Portfolio Beta
1.15
Moderate RiskHigher than market volatility
Sharpe Ratio
1.82
GoodStrong risk-adjusted returns
Max Drawdown
-12.45%
Occurred on Jan 15, 2024
Volatility (30D)
18.32%
ModerateAnnualized standard deviation
Sector Breakdown
Geographical Exposure
Asset Type Distribution
Stock Correlation Matrix
Trade Performance Analysis
Win Rate
68.5%
Good
Avg. Profit/Trade
+$245.32
Avg. Hold Time
47 days
Success Rate
72.4%
High
Top Trades
NVDA
+$12,450
+45.2%Hold Time: 3 months
META
-$3,240
-15.8%Hold Time: 45 days
AI-Powered Market Predictions
AI Recommendations
Consider increasing Tech sector exposure
AI predicts 12% sector growth in next quarterPortfolio rebalancing needed
Current allocation deviates from optimal by 15%Market Sentiment Analysis
AAPL
Bullish