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My Portfolio

Created byuser-1f4ude
Quarterly Rebalancing
EUR
Moderate Risk
0.5yr backtest

Performance Summary

Total Return-1.45%
Annualized Return-3.01%
Volatility+15.50%
Sharpe Ratio-0.32
Max Drawdown+9.61%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global leveraged and core equity ETF portfolio for aggressive growth, featuring Amundi MSCI World and AQR Apex allocations.
AssetTypeAllocationTER
LWLD.PA
Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4
ETF
46.0%0.6%
DCAM.PA
Amundi PEA Monde (MSCI World) UCITS ETF Acc • FR001400U5Q4
ETF
35.0%0.2%
LU2793907507
AQR Apex UCITS RAE1 EUR Acc • LU2793907507
FUND
19.0%0.6%
Total100.0%0.46%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €9,854.76
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 7 months (71%)
Monthly Returns Heatmap
Best month: +1.9% • Worst month: -6.7% • Best year: 2025 (+2.0%) • Worst year: 2026 (-3.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.4%+1.1%-6.7%+1.9%---------3.4%
2025---------+1.5%-0.5%+1.1%+2.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.61% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -9.6%.

Detailed Metrics

Returns
Total Return
-1.45%
Annualized Return
-3.01%
Avg Monthly Return
-0.17%
Risk
Volatility (Annual)
+15.50%
Max Drawdown
+9.61%
Positive Months
71%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
-0.32
Risk-free rate: 2.0%
Sortino Ratio
-0.32
Downside risk adjusted
Return/Volatility
-0.19
Calmar Ratio
-0.31
Return/Max Drawdown
Ulcer Index
3.00
Drawdown depth & duration
Martin Ratio
-0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€9,854.76
Backtest Period
2025-10-09 to 2026-04-02
0.5 years
Rebalancing
quarterly
Base Currency
EUR