📊 Portfolio Dashboard

Updated: 2026-03-26 14:15 CET

YTD Return

-4.70%

MTD Return

-9.79%

WTD Return

-0.31%

Daily

-0.31%

Volatility

22.8%

Annualized

Sharpe Ratio

-0.21

Return / Volatility

📈 Performance

💡 Click legend items to toggle individual assets on/off

🎯 Allocation

GOVZ (27.5%)

RSST (25.0%)

UPRO (15.0%)

CTA (7.5%)

UGL (5.0%)

MIDU (5.0%)

NTSI (5.0%)

SVIX (5.0%)

CAOS (2.5%)

BITU (2.5%)

🎯 Diversification Analysis

Top Diversifiers (reduce volatility)

None

Concentration Risk (add volatility)

GOVZ (+3.006), UGL (+2.068), BITU (+1.202)

💡 Tip: Negative diversification scores mean the asset helps reduce overall portfolio volatility through low or negative correlation.

📋 Asset Performance

Asset	Weight	YTD	MTD	WTD	Daily	Vol	Div Score
GOVZ	27.5%	-0.45%	-5.40%	-0.60%	-0.60%	17.0%	⚠️ +3.006
RSST	25.0%	-0.84%	-7.42%	+0.18%	+0.18%	26.4%	⚠️ +0.369
UPRO	15.0%	-14.75%	-14.00%	-1.04%	-1.04%	37.7%	⚠️ +0.574
CTA	7.5%	+8.51%	-3.56%	+1.25%	+1.25%	20.5%	⚠️ +1.188
UGL	5.0%	-2.38%	-32.79%	+0.02%	+0.02%	82.7%	⚠️ +2.068
MIDU	5.0%	-0.01%	-17.95%	+2.53%	+2.53%	50.9%	⚠️ +0.487
NTSI	5.0%	-2.85%	-8.45%	-0.72%	-0.72%	19.2%	⚠️ +0.171
SVIX	5.0%	-34.09%	-21.53%	-2.34%	-2.34%	71.6%	⚠️ +0.789
CAOS	2.5%	+0.94%	+0.06%	-0.01%	-0.01%	1.8%	⚠️ +0.065
BITU	2.5%	-47.03%	-1.61%	-3.85%	-3.85%	120.9%	⚠️ +1.202

🔗 Correlation Matrix

🔴 High (>0.8) 🟡 Moderate (0.5–0.8) 🟢 Negative (<−0.3)