PORTFOLIO EXPLORER
Cumulative Return
Balance & Cash
PORTFOLIO ANALYTICS
Portfolio risk-return map
How Portfolio Drivers Are Calculated
Portfolio Drivers estimates how your current portfolio would have performed if today's holdings and weights had been held throughout the prior year.
Return Contribution
Shows how much each holding contributed to the portfolio's estimated return based on its portfolio weight and historical return.
Risk Contribution
Shows how much each holding influenced the portfolio's estimated volatility.
Unlike standalone volatility, this also considers how each holding moved relative to the rest of the portfolio. A negative risk contribution means the holding reduced estimated portfolio volatility during the selected period because its returns offset some of the movement in other holdings.
Reading the Chart
- X-axis: Contribution to estimated portfolio risk
- Y-axis: Contribution to estimated portfolio return
- Bubble size: Portfolio weight
- Bubble color: Sector
Important
These are historical estimates based on your current portfolio composition. They do not reconstruct historical trades, cash flows, or rebalancing and should not be interpreted as predictions of future performance.
DIVERSIFICATION BENEFIT
RISK ATTRIBUTION
A negative risk contribution means the holding's historical return pattern offset some volatility from other holdings.
Activities
| Date | Type | Symbol | Quantity | Price | Detail | |
|---|---|---|---|---|---|---|
|
2026-07-05 |
BUY | 5.00 | $872.60 | - | ||
|
2026-06-14 |
BUY | 18.00 | $331.20 | - | ||
|
2026-06-14 |
BUY | 25.00 | $71.10 | - | ||
|
2026-06-11 |
BUY | 8.00 | $241.20 | - | ||
|
2026-06-11 |
BUY | 10.00 | $158.30 | - | ||
|
2026-06-10 |
BUY | 6.00 | $211.30 | - | ||
|
2026-06-10 |
BUY | 4.00 | $493.60 | - | ||
|
2026-06-09 |
BUY | 3.00 | $972.40 | - | ||
|
2026-06-09 |
BUY | 5.00 | $309.80 | - | ||
|
2026-06-08 |
BUY | 6.00 | $438.50 | - | ||
|
2026-06-08 |
BUY | 10.00 | $153.20 | - | ||
|
2026-06-04 |
BUY | 10.00 | $307.40 | - | ||
|
2026-05-07 |
BUY | 15.00 | $116.40 | - | ||
|
2026-05-07 |
BUY | 20.00 | $77.10 | - | ||
|
2026-05-05 |
BUY | 20.00 | $146.20 | - | ||
|
2026-04-08 |
BUY | 15.00 | $281.70 | - | ||
|
2026-04-08 |
BUY | 16.00 | $348.60 | - | ||
|
2026-04-05 |
BUY | 8.00 | $318.40 | - | ||
|
2026-03-08 |
BUY | 2.00 | $824.50 | - | ||
|
2026-03-08 |
BUY | 8.00 | $324.20 | - | ||
|
2026-03-04 |
BUY | 12.00 | $231.70 | - | ||
|
2026-02-08 |
BUY | 40.00 | $176.30 | - | ||
|
2026-02-08 |
BUY | 15.00 | $198.10 | - | ||
|
2026-02-04 |
BUY | 8.00 | $478.10 | - | ||
|
2026-01-08 |
BUY | 15.00 | $257.40 | - | ||
|
2026-01-08 |
BUY | 10.00 | $485.20 | - | ||
|
2026-01-06 |
BUY | 12.00 | $196.40 | - | ||
|
2025-12-04 |
BUY | 25.00 | $69.30 | - | ||
|
2025-11-05 |
BUY | 15.00 | $151.80 | - | ||
|
2025-10-05 |
BUY | 3.00 | $935.20 | - | ||
|
2025-09-04 |
BUY | 8.00 | $407.50 | - | ||
|
2025-08-05 |
BUY | 25.00 | $71.40 | - | ||
|
2025-07-06 |
BUY | 20.00 | $109.80 | - | ||
|
2025-06-04 |
BUY | 10.00 | $266.10 | - | ||
|
2025-05-05 |
BUY | 15.00 | $165.75 | - | ||
|
2025-04-03 |
BUY | 30.00 | $114.20 | - | ||
|
2025-03-05 |
BUY | 12.00 | $393.60 | - | ||
|
2025-02-05 |
BUY | 15.00 | $232.80 | - | ||
|
2025-01-06 |
BUY | 14.00 | $397.25 | - | ||
|
2024-12-04 |
BUY | 7.00 | $792.40 | - | ||
|
2024-11-07 |
BUY | 100.00 | $22.10 | - | ||
|
2024-11-05 |
BUY | 15.00 | $298.60 | - | ||
|
2024-10-07 |
BUY | 20.00 | $151.40 | - | ||
|
2024-10-03 |
BUY | 25.00 | $121.15 | - | ||
|
2024-09-08 |
BUY | 80.00 | $29.10 | - | ||
|
2024-09-04 |
BUY | 16.00 | $280.30 | - | ||
|
2024-08-07 |
BUY | 30.00 | $88.20 | - | ||
|
2024-08-05 |
BUY | 35.00 | $105.40 | - | ||
|
2024-07-17 |
BUY | 20.00 | $180.40 | - | ||
|
2024-07-17 |
BUY | 12.00 | $557.20 | - | ||
|
2024-07-16 |
BUY | 20.00 | $205.50 | - | ||
|
2024-07-16 |
BUY | 10.00 | $444.80 | - | ||
|
2024-07-15 |
BUY | 30.00 | $166.20 | - | ||
|
2024-07-15 |
BUY | 50.00 | $63.10 | - | ||
|
2024-07-14 |
BUY | 14.00 | $349.20 | - | ||
|
2024-07-14 |
BUY | 6.00 | $846.75 | - | ||
|
2024-07-11 |
BUY | 45.00 | $112.40 | - | ||
|
2024-07-11 |
BUY | 45.00 | $73.15 | - | ||
|
2024-07-10 |
BUY | 40.00 | $191.25 | - | ||
|
2024-07-10 |
BUY | 25.00 | $207.60 | - | ||
|
2024-07-09 |
BUY | 35.00 | $228.10 | - | ||
|
2024-07-09 |
BUY | 20.00 | $459.50 | - | ||
|
2024-07-07 |
Deposit | — | — | — | Deposit: $90000.00 — deposit | |
|
2024-07-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2024-09-02 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2024-09-19 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-09-22 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-09-24 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-09-26 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-09-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2024-10-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2024-12-01 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2024-12-19 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-12-22 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-12-25 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2024-12-26 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-01-01 |
Deposit | — | — | — | Deposit: $7500.00 — deposit | |
|
2025-02-02 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-03-02 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-03-20 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-03-23 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-03-25 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-03-27 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-03-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-04-17 |
Withdrawal | — | — | — | Withdrawal: $1.00 — withdrawal | |
|
2025-04-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-06-01 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-06-19 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-06-22 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-06-24 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-06-26 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-06-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-07-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-09-01 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-09-18 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-09-21 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-09-23 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-09-25 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-09-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-11-02 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-11-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2025-12-18 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-12-21 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-12-23 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2025-12-25 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-01-01 |
Deposit | — | — | — | Deposit: $7500.00 — deposit | |
|
2026-01-15 |
Withdrawal | — | — | — | Withdrawal: $1.00 — withdrawal | |
|
2026-02-01 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2026-03-01 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2026-03-19 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-03-22 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-03-24 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-03-26 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-03-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2026-04-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2026-05-31 |
Deposit | — | — | — | Deposit: $5000.00 — deposit | |
|
2026-06-18 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-06-21 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-06-23 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-06-25 |
Dividend | — | — | — | Dividend: $1.00 | |
|
2026-06-30 |
Deposit | — | — | — | Deposit: $5000.00 — deposit |
