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IPS Alternative

Created byuser-c3glzx
Annual Rebalancing
SEK
Moderate Risk
Multi-currency
0.3yr backtest

Performance Summary

Total Return+18.48%
Annualized Return+66.85%
Volatility+19.73%
Sharpe Ratio3.29
Max Drawdown+6.27%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A leveraged global equity and quantum computing ETF portfolio targeting high-growth technology and amplified market exposure.
AssetTypeAllocationTER
MONTLEV.ST
Montrose Global Leverage 125 MSCI World UCITS ETF • IE0002UF1FD8
ETF
75.0%0.35%
QQCC.XETRA
Boreas Solactive Quantum Computing UCITS ETF USD (Acc) • IE000N7LUK04
ETF
25.0%0.49%
Total100.0%0.39%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,848.13
Histogram of Monthly Returns
The portfolio had a positive return during 2 of the 5 months (40%)
Monthly Returns Heatmap
Best month: +12.0% • Worst month: -4.1% • Best year: 2026 (+18.5%) • Worst year: 2026 (+18.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026--1.1%-4.1%+11.9%+12.0%-0.3%------+18.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.27% • The longest drawdown period lasted for 1 month and was between March 2026 and April 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns
Total Return
+18.48%
Annualized Return
+66.85%
Avg Monthly Return
+3.68%
Risk
Volatility (Annual)
+19.73%
Max Drawdown
+6.27%
Positive Months
40%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
3.29
Risk-free rate: 2.0%
Sortino Ratio
3.55
Downside risk adjusted
Return/Volatility
3.39
Calmar Ratio
10.66
Return/Max Drawdown
Ulcer Index
2.58
Drawdown depth & duration
Martin Ratio
0.25
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,848.13
Backtest Period
2026-02-25 to 2026-06-26
0.3 years
Rebalancing
annual
Base Currency
SEK