Total Deposits
$5,327.40
Capital Invested
Total P&L
$1,782.26
Realized + Unrealized
Final Withdrawn
$7,109.66
Cash Withdrawn (Jun 4)
Return %
33.46%
On Capital
Avg Gain per Stock
$127.50
Average Win Size
Win Rate
100%
11 of 11 Profitable
Profit & Loss by Sector
Return by Sector (CAD)
Allocation by Geography
North America
Europe
Asia-Pacific
Emerging Markets
Other
Core Performance Metrics
TVPI
1.33x
Total Value to Paid-In
Annualized Return
16.25%
CAGR per Year
Sharpe Ratio
1.80
Risk-Adjusted Return
Max Drawdown
-3.2%
Worst Loss
Total Dividends
$115.28
CAD • S&P 500: ~$29.33
Volatility
8.5%
Annualized
Portfolio vs S&P 500 Benchmark
📊 My Performance vs S&P 500
What is the S&P 500? The S&P 500 is an index of 500 large U.S. companies. It's the most common benchmark to measure how well stock market investors perform. If I beat the S&P 500, I'm outperforming the average market.
What the chart shows: This chart compares my portfolio's growth over 2 years (Apr 2024 - May 2026) against the S&P 500.
My Portfolio
33.46%
Green Line
S&P 500
46.2%
Blue Line
Key Insights:
✓ S&P 500 still outperformed me by 12.74% (46.2% vs 33.46%)
✓ My portfolio is more conservative: Lower volatility (8.5% vs 15-18%), but also lower returns in this bull market
✓ My Sharpe Ratio (1.80) still beats S&P 500 (0.8-1.0): I achieved better risk-adjusted returns despite lower absolute returns
✓ Dividend income: I earned $86 more in dividends than S&P 500 ($115.29 vs ~$29.33)
📊 Stock Performance & Return Analysis
Individual Stock Performance
Profit Contribution by Stock
Stock Performance
| Symbol | Company | Sector | Total P&L |
|---|