6-Asset Portfolio
Portfolio Health
65/100
Fair
Strongest on diversification and consistency. Downside Protection is the weak link.
How this score is built
Consistency11/15
Win rate 58%. Mixed.
Diversification16/20
Avg correlation 0.45. Reasonably diversified.
Downside Protection10/20
Down capture 101%. Falls harder than the market.
Alpha vs Benchmark12/20
Alpha -1.4%. Near expectations.
Risk-Adjusted Returns16/25
Sharpe 1.11. Good.
Key Metrics
Return
+16.3%
Volatility
9.6%
Low
Sharpe
1.11
Excellent
Max Drawdown
−4.8%
Shallow
Beta
1.06
Alpha
−1.4%
A real report, on a portfolio you might recognise
Six funds that look diversified. Below is the same analysis your own holdings would get, computed live, nothing staged.
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This is what your report would say
Every fund unpacked to the stocks underneath, what you own twice, what you pay in fees, and how it holds up in a crash. $25 once, no subscription.
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