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Bigboy

Created byuser-dvjmdp
Monthly Rebalancing
EUR
Moderate Risk
1.0yr backtest

Performance Summary

Total Return+32.65%
Annualized Return+31.11%
Volatility+17.48%
Sharpe Ratio1.67
Max Drawdown+11.29%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Leveraged ETF portfolio targeting US tech and European equities via a defensive put-write core for amplified growth potential.
AssetTypeAllocationTER
UIQ4.XETRA
UBS Euro Equity Defensive Put Write SF UCITS ETF EUR acc • IE00BLDGHT92
ETF
40.0%0.21%
DBPG.XETRA
Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552
ETF
20.0%0.6%
LQQ.PA
Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592
ETF
20.0%0.6%
LVE.PA
Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF Acc • FR0010468983
ETF
20.0%0.4%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,265.12
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 13 months (69%)
Monthly Returns Heatmap
Best month: +14.4% • Worst month: -8.9% • Best year: 2025 (+15.6%) • Worst year: 2026 (+14.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.3%+0.1%-8.9%+14.4%+9.0%-0.3%------+14.8%
2025-----+0.9%+4.1%-0.4%+4.7%+5.3%-0.8%+0.9%+15.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +11.29% • The longest drawdown period lasted for 3 months and was between January 2026 and April 2026. It reached a trough of -11.3%.

Detailed Metrics

Returns
Total Return
+32.65%
Annualized Return
+31.11%
Avg Monthly Return
+2.34%
Risk
Volatility (Annual)
+17.48%
Max Drawdown
+11.29%
Positive Months
69%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
1.67
Risk-free rate: 2.0%
Sortino Ratio
1.72
Downside risk adjusted
Return/Volatility
1.78
Calmar Ratio
2.76
Return/Max Drawdown
Ulcer Index
2.80
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,265.12
Backtest Period
2025-06-10 to 2026-06-26
1.0 years
Rebalancing
monthly
Base Currency
EUR