Capital

Capital is the total amount of money currently invested in a portfolio across all users copying it. It gives you a sense of how much confidence other investors have placed in a given strategy.

Activity

The Activity Score reflects how frequently a portfolio is rebalanced over a 3-month period.

• High — more than 3 rebalances
• Medium — 1 to 3 rebalances
• Low — fewer than 1 rebalance

A higher activity level means the creator is making changes to the portfolio more frequently, which can mean more trading activity in your account as well.

Alpha Score

The Alpha Score measures whether a portfolio creator is generating returns through skill — or just riding the market.

In a bull market, a lot of portfolios post big numbers. But some of those gains are almost entirely explained by the broader market going up. When the market pulls back, those portfolios may pull back just as hard. The Alpha Score strips out what the market and sector exposure would explain, and focuses on what's left — the part that reflects something beyond simply being invested.

Scores run on a 1–5 scale, with 5 representing the highest level of differentiated returns relative to other dub portfolios. Every portfolio — Core and Premium — with at least 2 months of trading history on dub has one.

What the Alpha Score does not tell you:

• Whether a portfolio is suitable for you or your financial situation
• Whether a portfolio will perform well or poorly in the future
• Whether a portfolio is "better" or "worse" than another in absolute terms

For a full breakdown of how the Alpha Score is calculated, see Alpha Score Extended Methodology & Limitations.

Risk Score (Premium portfolios only)

The Risk Score reflects the overall risk level of a portfolio's underlying assets relative to the broader market. It runs on a 1–5 scale:

• 1 out of 5 — Conservative: Low risk, focused on ETFs and large-cap equities. Low to moderate volatility.
• 2 out of 5 — Stable: Similar risk level to broad equity markets. May experience moderate volatility.
• 3 out of 5 — Balanced: Moderate risk with diversified equity investments. Moderate volatility.
• 4 out of 5 — Aggressive: Higher risk with concentrated equity portfolios. Elevated volatility.
• 5 out of 5 — Speculative: Significantly higher risk involving high-risk securities and exotic strategies. Substantial volatility.

Risk Scores are only available on Premium portfolios, as they require evaluation by dub's investment team.

Volatility

Volatility measures how much a portfolio's value has swung up or down on a daily basis over the past year. It's shown as a label — Low, Medium, or High — based on how the portfolio's historical variance compares to the market's over the same period.

A higher volatility means the portfolio has experienced larger price swings. This doesn't necessarily mean a portfolio is good or bad, but it gives you a sense of how much fluctuation to expect.

Market Sensitivity

Market Sensitivity (also called Historical Beta) shows how closely a portfolio's returns have tracked the broader equity market over the past year.

• Very High (>2.0) — Moves significantly more than the market
• High (1.4–2.0) — Moves considerably more than the market
• Medium (0.8–1.4) — Moves roughly in line with the market
• Low (0.6–0.8) — Moves somewhat less than the market
• Very Low (<0.6) — Moves considerably less than the market

A higher Market Sensitivity means the portfolio tends to amplify market movements — up and down. A lower score suggests the portfolio behaves more independently of the market.

Biggest Loss

Biggest Loss (also called Max Drawdown) is the largest percentage drop a portfolio has experienced from its highest point to its lowest, and how long it took to recover. It represents the worst-case loss a copier would have seen if they had invested at the peak and held through the trough.

This metric is useful for understanding downside risk — not just how a portfolio has performed on average, but how bad things got at their worst.

Cash Income

Cash Income (also called Projected Dividend Yield) is an estimate of the dividends you could expect to receive from the underlying assets in a portfolio over the next year, expressed as a percentage of your investment. It's a projection based on current holdings and is not guaranteed.