📊 Portfolio Dashboard

Updated: 2026-05-23 16:52 CET

YTD Return

+8.87%

MTD Return

+2.11%

WTD Return

+1.14%

Daily

+0.36%

Volatility

20.8%

Annualized

Sharpe Ratio

0.43

Return / Volatility

Beta to SPY

1.404

Elevated

Beta to TLT

1.026

Elevated

📈 Performance

💡 Click legend items to toggle individual assets on/off

🎯 Allocation

GOVZ (27.5%)

RSST (25.0%)

UPRO (15.0%)

CTA (7.5%)

UGL (5.0%)

MIDU (5.0%)

NTSI (5.0%)

SVIX (5.0%)

CAOS (2.5%)

BITU (2.5%)

🎯 Diversification Analysis

Top Diversifiers (reduce volatility)

GOVZ (-0.284), CTA (-0.102), CAOS (-0.027)

Concentration Risk (add volatility)

UPRO (+0.123), SVIX (+0.066), MIDU (+0.051)

💡 Tip: Negative diversification scores mean the asset helps reduce overall portfolio volatility through low or negative correlation.

📋 Asset Performance

Asset	Weight	Daily	WTD	MTD	YTD	Vol	Div Score	EqW Div
GOVZ	27.5%	+0.94%	+2.32%	-1.73%	-2.79%	15.6%	✅ -0.284	✅ EqW -0.096
RSST	25.0%	+0.51%	+0.51%	+5.45%	+17.78%	22.1%	✅ -0.016	✅ EqW -0.031
UPRO	15.0%	+1.06%	+2.67%	+9.81%	+23.27%	40.4%	⚠️ +0.123	⚠️ EqW +0.029
CTA	7.5%	-0.78%	-4.45%	-4.18%	+15.16%	25.9%	✅ -0.102	✅ EqW -0.131
UGL	5.0%	-1.49%	-2.32%	-5.00%	+0.27%	69.6%	⚠️ +0.029	⚠️ EqW +0.020
MIDU	5.0%	+2.28%	+5.33%	+1.80%	+24.14%	50.3%	⚠️ +0.051	⚠️ EqW +0.046
NTSI	5.0%	-0.13%	+1.40%	+1.28%	+5.26%	19.4%	✅ -0.012	✅ EqW -0.051
SVIX	5.0%	-0.72%	+3.21%	+7.02%	-16.54%	62.6%	⚠️ +0.066	⚠️ EqW +0.069
CAOS	2.5%	-0.01%	-0.08%	-0.08%	+0.87%	1.6%	✅ -0.027	✅ EqW -0.114
BITU	2.5%	-4.95%	-3.04%	-8.01%	-39.29%	99.2%	⚠️ +0.044	⚠️ EqW +0.154
💱 Currency Performance (vs USD)
CHF	—	+0.28%	+0.33%	-0.42%	+0.93%	8.3%	—	—
EUR	—	-0.18%	-0.08%	-1.06%	-1.24%	6.9%	—	—

🔗 Correlation Matrix

🔴 High (+1) 🟡 Neutral (0) 🟢 Negative (−1)