4361
KyleRobbins11
FIN 353 UMaine Investment Strategy Fall 2020
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 190 | AAL | 2,000 | 14.67 | 22.21 | 0.43% | 44,420 | 38 | 15,088 |
| -144 | BA | 400 | 205.94 | 243.48 | -0.15% | 97,392 | 0 | 15,016 |
| 8,200 | ONTX | 40,000 | 0.38 | 7.11 | 2.97% | 284,600 | 0 | 269,480 |
| -100 | PLUG | 500 | 23.04 | 33.80 | -0.59% | 16,902 | 184 | 5,383 |
| 91 | W | 40 | 237.64 | 309.85 | 0.74% | 12,394 | 1,570 | 2,889 |
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) |
|---|