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 |
|---|---|---|---|---|---|---|---|---|
| 0 | AAL | 2,000 | 14.67 | 14.24 | 0.81% | 28,480 | 38 | -552 |
| 996 | BA | 400 | 205.94 | 213.12 | 1.18% | 85,248 | 0 | 2,872 |
| 0 | ONTX | 40,000 | 0.38 | 0.37 | 29.46% | 14,800 | 0 | -4 |
| -543 | PLUG | 500 | 23.04 | 24.48 | -6.88% | 12,242 | 184 | 723 |
| -201 | W | 40 | 237.64 | 248.19 | -1.98% | 9,928 | 1,570 | 422 |
| -105 | WTRH | 0 | 0.00 | 3.26 | -2.10% | 0 | 0 | 0 |
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) |
|---|