📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Day
📊 Market Intelligence Overview Live
➡️ Neutral
44
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
1.7%
Avg Period Return (1 Day)
↗ Positive
USO
Best Performer (1 Day)
+10.4%
United States Oil Fund
Low
Market Risk Level
0.0% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
-0.4%
Low Risk
🛡️
Fixed Income
-0.8%
Low Risk
🏗️
Commodities
6.0%
Low Risk
💱
Forex
-0.1%
Low Risk
🏢
Real Estate
-0.7%
Low Risk
₿
Crypto
2.6%
Low Risk
📋 Executive Summary: Over the 1 day, the analyzed portfolio of 18 ETFs shows an average return of 1.69% with 0.0% volatility. USO leads with 10.38% return, while the market health score indicates moderate conditions. Mixed signals, balanced conditions
🔥 Market Insights Today
  • 📊 Positive momentum: Gaining 1.69% over 1 Day
  • 🏆 USO leads with 10.38% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
5 data points
📈
Avg CAGR
1.7%
Compound annual growth
🎯
Avg Total Return
2%
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
USO
United States Oil Fund
 ↗ 10.4% N/A N/A -0.0%
SLV
iShares Silver Trust
 ↗ 7.0% N/A N/A -0.0%
DBC
Invesco DB Commodity Inde
 ↗ 4.9% N/A N/A -0.0%
GLD
SPDR Gold Shares
 ↗ 3.9% N/A N/A -0.2%
XLE
State Street Energy Selec
 ↗ 3.8% N/A N/A -0.0%
BITO
ProShares Bitcoin ETF
 ↗ 2.6% N/A N/A -0.7%
GBTC
Grayscale Bitcoin Trust (
 ↗ 2.6% N/A N/A -0.8%
UUP
Invesco DB USD Index Bull
 ↗ 0.4% N/A N/A -0.1%
QQQ
Invesco QQQ Trust, Series
 ↘ 0.1% N/A N/A -1.5%
FXE
Invesco CurrencyShares Eu
 ↘ 0.2% N/A N/A -0.4%
REET
iShares Global REIT ETF
 ↘ 0.3% N/A N/A -0.5%
FXY
Invesco CurrencyShares Ja
 ↘ 0.4% N/A N/A -0.5%
SPY
State Street SPDR S&P 500
 ↘ 0.4% N/A N/A -1.2%
IWM
iShares Russell 2000 Inde
 ↘ 0.6% N/A N/A -1.1%
DIA
State Street SPDR Dow Jon
 ↘ 0.6% N/A N/A -1.3%
IEF
iShares 7-10 Year Treasur
 ↘ 0.7% N/A N/A -0.8%
TLT
iShares 20+ Year Treasury
 ↘ 0.9% N/A N/A -1.3%
VNQ
Vanguard Real Estate ETF
 ↘ 1.1% N/A N/A -1.1%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Jul 16 Jul 17 Jul 20 Jul 21 Jul 22
SPY State Street SPDR S&P 500 ETF T 0.0% -1.0% -1.2% -0.3% -0.4%
QQQ Invesco QQQ Trust, Series 1 0.0% -1.5% -1.4% 0.4% -0.1%
IWM iShares Russell 2000 Index Fund 0.0% -0.5% -1.1% 0.3% -0.6%
DIA State Street SPDR Dow Jones Ind 0.0% -0.8% -1.3% -0.6% -0.6%
TLT iShares 20+ Year Treasury Bond 0.0% 0.4% -0.4% -0.7% -0.9%
IEF iShares 7-10 Year Treasury Bond 0.0% 0.1% -0.2% -0.4% -0.7%
XLE State Street Energy Select Sect 0.0% 1.2% 1.6% 2.6% 3.8%
USO United States Oil Fund 0.0% 3.9% 5.2% 8.0% 10.4%
GLD SPDR Gold Shares 0.0% 1.0% 0.7% 2.7% 3.9%
SLV iShares Silver Trust 0.0% 0.8% 1.2% 5.3% 7.0%
DBC Invesco DB Commodity Index Trac 0.0% 1.8% 2.4% 3.9% 4.9%
UUP Invesco DB USD Index Bullish Fu 0.0% 0.0% 0.2% 0.5% 0.4%
FXE Invesco CurrencyShares Euro Cur 0.0% 0.0% -0.2% -0.3% -0.2%
FXY Invesco CurrencyShares Japanese 0.0% 0.1% 0.0% -0.4% -0.4%
VNQ Vanguard Real Estate ETF 0.0% -0.1% -0.6% -0.6% -1.1%
REET iShares Global REIT ETF 0.0% 0.1% -0.1% 0.3% -0.3%
GBTC Grayscale Bitcoin Trust (BTC) 0.0% -0.1% 1.4% 3.4% 2.6%
BITO ProShares Bitcoin ETF 0.0% -0.3% 1.2% 3.3% 2.6%