📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Week
📊 Market Intelligence Overview Live
➡️ Neutral
43
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
-0.4%
Avg Period Return (1 Week)
↘ Negative
GBTC
Best Performer (1 Week)
+6.4%
Grayscale Bitcoin Trust (
Medium
Market Risk Level
17.3% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
-1.5%
Low Risk
🛡️
Fixed Income
-1.5%
Low Risk
🏗️
Commodities
-0.9%
High Risk
💱
Forex
-0.5%
Low Risk
🏢
Real Estate
-2.2%
Low Risk
₿
Crypto
6.1%
High Risk
📋 Executive Summary: Over the 1 week, the analyzed portfolio of 18 ETFs shows an average return of -0.41% with 17.3% volatility. GBTC leads with 6.37% return, while the market health score indicates moderate conditions. Mixed signals, balanced conditions
🔥 Market Insights Today
  • 📉 Slight decline: Down 0.41% over 1 Week
  • 🏆 GBTC leads with 6.37% return - Grayscale Bitcoin Trust (BTC)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
12 data points
📈
Avg CAGR
-0.4%
Compound annual growth
🎯
Avg Total Return
0%
Over 20 years
1 Day 1 Week 1 Month YTD 1 Year 5 Years 10 Years 20 Years Max
> +30%
+20..30%
+10..20%
0..10%
-10..0%
-20..-10%
< -20%

All ETFs Comparison

Select ETFs

Performance Metrics

ETF CAGR Sharpe Volatility Max DD
GBTC
Grayscale Bitcoin Trust (
 ↗ 6.4% N/A 34.8% -5.9%
BITO
ProShares Bitcoin ETF
 ↗ 5.8% N/A 34.9% -6.4%
XLE
State Street Energy Selec
 ↗ 5.8% N/A 21.7% -4.6%
USO
United States Oil Fund
 ↗ 4.2% N/A 37.7% -7.7%
DBC
Invesco DB Commodity Inde
 ↗ 2.1% N/A 15.0% -3.6%
UUP
Invesco DB USD Index Bull
 ↗ 1.9% N/A 5.1% -0.7%
DIA
State Street SPDR Dow Jon
 ↗ 0.1% N/A 9.1% -2.2%
SPY
State Street SPDR S&P 500
 ↗ 0.1% N/A 10.0% -2.0%
IEF
iShares 7-10 Year Treasur
 ↘ 0.9% N/A 6.1% -2.6%
QQQ
Invesco QQQ Trust, Series
 ↘ 1.0% N/A 17.6% -6.6%
FXY
Invesco CurrencyShares Ja
 ↘ 1.3% N/A 5.4% -1.8%
FXE
Invesco CurrencyShares Eu
 ↘ 2.0% N/A 5.3% -2.8%
TLT
iShares 20+ Year Treasury
 ↘ 2.1% N/A 11.0% -5.7%
VNQ
Vanguard Real Estate ETF
 ↘ 2.2% N/A 14.4% -5.5%
REET
iShares Global REIT ETF
 ↘ 2.3% N/A 10.4% -4.1%
GLD
SPDR Gold Shares
 ↘ 4.1% N/A 20.5% -6.3%
IWM
iShares Russell 2000 Inde
 ↘ 5.3% N/A 14.0% -5.8%
SLV
iShares Silver Trust
 ↘ 12.7% N/A 38.9% -17.3%

💡 Sharpe > 1.0 = Excellent | 0.5-1.0 = Good | < 0.5 = Poor risk-adjusted returns

Individual Analysis

Annual Returns Heatmap

ETF Name Oct 01 Oct 05 Oct 07 Oct 09 Oct 13 Oct 15 Oct 16 Sep 17 Sep 21 Sep 23 Sep 25 Sep 29
SPY State Street SPDR S&P 500 ETF T 0.2% 1.6% 1.9% 2.1% 2.0% 1.2% 0.1% 0.0% 1.4% 0.7% 1.2% 0.2%
QQQ Invesco QQQ Trust, Series 1 3.5% 5.5% 5.7% 4.8% 3.7% 1.6% -1.0% 0.0% 3.4% 3.4% 3.9% 2.9%
IWM iShares Russell 2000 Index Fund -2.3% -0.7% -2.7% -2.3% -3.1% -3.6% -5.3% 0.0% 0.1% -1.2% -1.2% -2.3%
DIA State Street SPDR Dow Jones Ind -1.9% -1.2% -1.4% -0.4% -0.4% 0.6% 0.1% 0.0% 0.3% -0.8% -0.2% -1.1%
TLT iShares 20+ Year Treasury Bond -5.0% -5.7% -5.7% -4.7% -4.2% -2.2% -2.1% 0.0% 0.0% -1.6% -3.0% -4.3%
IEF iShares 7-10 Year Treasury Bond -2.1% -2.6% -2.4% -2.0% -1.9% -1.0% -0.9% 0.0% -0.1% -1.2% -1.4% -2.0%
XLE State Street Energy Select Sect -2.8% -1.6% -1.7% 0.9% 4.2% 3.2% 5.8% 0.0% -3.1% -3.3% -3.8% -4.6%
USO United States Oil Fund -3.4% -7.3% -7.3% -4.6% -1.4% 1.3% 4.2% 0.0% -4.6% -4.2% -4.5% -7.7%
GLD SPDR Gold Shares -3.9% -4.7% -5.6% -3.5% -4.2% -3.9% -4.1% 0.0% 0.0% -1.4% -1.2% -3.9%
SLV iShares Silver Trust -6.7% -6.5% -8.7% -7.1% -9.3% -12.0% -12.7% 0.0% 1.1% -1.4% -1.4% -5.9%
DBC Invesco DB Commodity Index Trac -0.9% -2.0% -1.6% -0.3% 1.3% 0.8% 2.1% 0.0% -1.4% -0.5% -1.3% -3.2%
UUP Invesco DB USD Index Bullish Fu 2.0% 2.2% 2.3% 2.3% 2.3% 2.2% 1.9% 0.0% 0.4% 1.0% 0.9% 1.3%
FXE Invesco CurrencyShares Euro Cur -2.1% -2.2% -2.4% -2.4% -2.4% -2.3% -2.0% 0.0% -0.1% -0.8% -0.7% -1.2%
FXY Invesco CurrencyShares Japanese -1.3% -1.3% -1.3% -1.5% -1.5% -1.4% -1.3% 0.0% -1.0% -1.5% -0.8% -0.8%
VNQ Vanguard Real Estate ETF -5.0% -5.0% -5.5% -3.4% -2.9% -2.5% -2.2% 0.0% 0.0% -2.5% -3.0% -3.5%
REET iShares Global REIT ETF -3.4% -3.6% -4.1% -3.0% -2.5% -2.3% -2.3% 0.0% -0.1% -1.3% -1.6% -1.9%
GBTC Grayscale Bitcoin Trust (BTC) 10.7% 12.0% 8.9% 7.4% 8.7% 7.4% 6.4% 0.0% 13.1% 10.4% 9.7% 9.2%
BITO ProShares Bitcoin ETF 10.2% 11.3% 8.4% 7.0% 8.3% 7.0% 5.8% 0.0% 13.0% 10.4% 9.6% 9.1%