Portfolio Overview

Viewing:Everyday Growth · Demo· Holdings backtest

PORTFOLIO SCORE

Good

70/100

Overall, the portfolio is ahead of S&P 500 over 5Y, experienced a larger maximum fall than S&P 500 and has some concentration in its largest positions.

Return: The portfolio returned 109.1% more than S&P 500 over 5Y.
Risk: The largest fall was 34.1%, compared with 24.5% for S&P 500.
Diversification: The three largest holdings represent 53.0%, while Technology is the largest sector at 53.0%.

Portfolio Return

Compare portfolio performance against S&P 500 over 5Y.

Date

Score Breakdown

Return

Portfolio return

Sector & Stock Return

Return concentration

The portfolio led in rising-market years, but that advantage did not carry into falling-market years.

Worth checking · Use Drawdown and Correlations to check the cost of that upside exposure before judging the Return Score on its own.

Risk

Sharpe Ratio

Correlations

Drawdown

Returns justified volatility better than the benchmark, but the worst fall was deeper.

Worth checking · Could you remain invested through the recorded 34.1% maximum fall? Examine its recovery path too.

Diversification

Stock balance

Sector balance

Industry balance

The stock count suggests breadth, but Technology still dominates the allocation.

Worth checking · Technology holds 53.0% of the portfolio. Review whether this shared exposure is intentional.

Score History

Illustrative history — earlier scores, metric figures and portfolio changes are fictional examples, not recorded reviews of this demo.

70+4.0 since 30 Sept 2026, 16:00 UTC

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Portfolio Changes

Changes recorded for the selected saved run.

24 Oct 2026 UTC

COST added at 2.0%.
AAPL changed from 25.0% to 23.0% (-2.0%).