Analytics

Detailed insights and performance metrics for your portfolio

Portfolio Performance

Performance compared to market benchmark

Total Return

+24.0%

+$24,000.00

Benchmark Return

+10.0%

+$10,000.00

Alpha

+14.0%

Outperformance

Annualized Return

+36.0%

vs. 15.0% benchmark

Asset Allocation

Current portfolio distribution

Bitcoin45%

Ethereum30%

Solana15%

Others10%

Monthly Returns

Performance breakdown by month

Best Month

+5.2% (Jan)

Worst Month

-2.1% (Feb)

Average

+3.0%

Asset Performance

Individual asset returns

BTC

+30.75%

ETH

+25.45%

SOL

+56.78%

ADA

-8.37%

BNB

+19.67%

Best Performer

SOL +56.8%

Worst Performer

ADA -8.4%

Trading Activity

Buy and sell transactions over time

Total Trades

Buy Orders

Sell Orders

Risk Metrics

Key risk indicators for your portfolio

Volatility

Portfolio price fluctuation compared to market average

Better

vs. 22 benchmark

Sharpe Ratio

Risk-adjusted return (higher is better)

Better

1.8

vs. 1.5 benchmark

Max Drawdown

Largest peak-to-trough decline (%)

Better

vs. 15 benchmark

Beta

Portfolio volatility relative to the market

Better

1.2

vs. 1 benchmark

Performance Insights

AI-generated analysis of your portfolio performance

Strong Outperformance

Your portfolio has outperformed the market benchmark by 14% over the selected period. This alpha is primarily driven by your positions in Solana (SOL) and Bitcoin (BTC).

Concentration Risk

Your portfolio has a high concentration in Bitcoin (45%) which increases volatility. Consider diversifying to reduce risk while maintaining similar returns.

Optimal Trading Timing

Your trading activity shows better results when executed in the morning hours. Transactions made between 8-11 AM have yielded 12% better returns on average.

Rebalancing Opportunity

Your Cardano (ADA) position is underperforming with -8.4% returns. Consider rebalancing this allocation to better performing assets or averaging down if you remain bullish on ADA.