4532
jamiedubauskas
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 |
|---|---|---|---|---|---|---|---|---|
| 54 | BLOK | 207 | 48.27 | 21.90 | 1.20% | 4,533 | 2,303 | -5,459 |
| -64 | DIG | 73 | 77.29 | 152.83 | -0.57% | 11,157 | 0 | 5,514 |
| -57 | IEO | 185 | 61.23 | 88.31 | -0.35% | 16,337 | 0 | 5,009 |
| 16 | PSCE | 1,563 | 7.25 | 9.82 | 0.10% | 15,349 | 0 | 4,011 |
| -152 | RYE | 474 | 47.79 | 70.67 | -0.45% | 33,498 | 0 | 10,843 |
| -122 | XLE | 408 | 55.58 | 81.42 | -0.37% | 33,219 | 0 | 10,541 |
| -17 | XOP | 287 | 98.80 | 135.97 | -0.04% | 39,023 | 0 | 10,667 |
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) |
|---|