Research

Portfolio

Daily NAV simulated through a real trade engine: scheduled rebalancing, commissions, slippage. Sharpe, max drawdown, and β vs SPY computed only when there's enough history.

Σw = 100.0%

AssetWeightSliderAnn. returnAnn. volRisk contribution
AAPL
MSFT
NVDA
SPY

Total return

Not enough data.

CAGR

Not enough data.

Vol (ann)

Not enough data.

Sharpe

Not enough data.

Max DD

Not enough data.

β vs SPY

Not enough data.

NAV vs SPY buy-and-hold (start = $100,000)

Allocation (target)

Portfolio drawdown (%)