HomePortfolios3x lev bis

3x lev bis

Created byuser-dvjmdp
Monthly Rebalancing
EUR
High Risk
Multi-currency
0.7yr backtest

Performance Summary

Total Return+33.84%
Annualized Return+54.15%
Volatility+22.79%
Sharpe Ratio2.29
Max Drawdown+9.28%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
US equity portfolio blending a defensive S&P 500 ETF with a leveraged NASDAQ 100 ETF for targeted growth and yield.
AssetTypeAllocationTER
XUDY.XETRA
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6
ETF
66.0%0.25%
QQQ3.LSE
WisdomTree NASDAQ 100 3x Daily Leveraged • IE00BLRPRL42
ETF
34.0%0.75%
Total100.0%0.42%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,383.81
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 9 months (56%)
Monthly Returns Heatmap
Best month: +20.2% • Worst month: -8.0% • Best year: 2026 (+30.5%) • Worst year: 2025 (+2.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.8%+1.1%-8.0%+20.2%+15.8%-1.0%------+30.5%
2025---------+4.0%-1.3%-0.1%+2.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.28% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -9.3%.

Detailed Metrics

Returns
Total Return
+33.84%
Annualized Return
+54.15%
Avg Monthly Return
+3.61%
Risk
Volatility (Annual)
+22.79%
Max Drawdown
+9.28%
Positive Months
56%
Average Drawdown
-2.8%
Risk-Adjusted
Sharpe Ratio
2.29
Risk-free rate: 2.0%
Sortino Ratio
2.43
Downside risk adjusted
Return/Volatility
2.38
Calmar Ratio
5.84
Return/Max Drawdown
Ulcer Index
3.13
Drawdown depth & duration
Martin Ratio
0.17
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,383.81
Backtest Period
2025-10-23 to 2026-06-26
0.7 years
Rebalancing
monthly
Base Currency
EUR
3x lev bis | +54.1% CAGR | ETF Backtest