4731
zhentao.hong
Spring 2023 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AGG | 219 | 98.92 | 94.08 | -0.07% | 20,605 | 4 | -1,059 |
| 0 | BND | 269 | 74.44 | 69.78 | -0.04% | 18,772 | 0 | -1,253 |
| 0 | IEF | 189 | 100.48 | 91.59 | 0.02% | 17,311 | 0 | -1,680 |
| 0 | TIP | 171 | 111.15 | 103.73 | -0.20% | 17,738 | 0 | -1,269 |
| 0 | XLP | 265 | 74.54 | 68.82 | -0.28% | 18,237 | -40 | -1,517 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
| Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
|---|
| Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
|---|