4532
YilinWu
Fall 2021 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | CWEB | 1 | 216.65 | 75.68 | 0.00% | 76 | -984 | -141 |
| 0 | DPST | 292 | 51.05 | 25.93 | 0.00% | 7,572 | 0 | -7,336 |
| -85 | EZU | 355 | 49.97 | 37.34 | -0.64% | 13,256 | 0 | -4,485 |
| 0 | FNGU | 339 | 43.91 | 9.32 | 0.00% | 3,159 | 0 | -11,727 |
| 44 | HDV | 101 | 96.92 | 102.07 | 0.43% | 10,309 | 3 | 520 |
| -13 | LABU | 223 | 53.40 | 7.51 | -0.79% | 1,675 | 0 | -10,234 |
| -9 | SOXL | 313 | 47.65 | 15.78 | -0.19% | 4,939 | 0 | -9,976 |
| -122 | VUG | 47 | 303.80 | 232.65 | -1.11% | 10,935 | 0 | -3,344 |
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) |
|---|