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Outperformance-1

Created byuser-7rj5b3
Quarterly Rebalancing
EUR
Moderate Risk
0.9yr backtest

Performance Summary

Total Return+40.75%
Annualized Return+46.32%
Volatility+11.83%
Sharpe Ratio3.75
Max Drawdown+4.36%

Holdings

Asset Allocation

Asset Class

Equity 77.0%Bonds 16.0%Precious Metals 7.0%
Holdings Details
Diversified global ETF portfolio blending North American stocks, European equities, emerging markets, bonds, gold, and specialist sectors for balanced growth.
AssetTypeAllocationTER
VNRA.XETRA
Vanguard FTSE North America UCITS ETF (USD) Accumulating • IE00BK5BQW10
ETF
20.0%0.08%
ERNX.XETRA
iShares EUR Ultrashort Bond UCITS ETF EUR (Acc) • IE000RHYOR04
ETF
16.0%0.09%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753
ETF
10.0%0.07%
IBC3.XETRA
iShares Core MSCI Emerging Markets IMI UCITS ETF • IE00BD45KH83
ETF
10.0%0.18%
GZUR.XETRA
WisdomTree Physical Swiss Gold • JE00B588CD74
ETF
7.0%0.15%
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
6.0%0.35%
JPHE.PA
Amundi JPX Nikkei 400 UCITS ETF Daily Hedged EUR (C) • LU1681039134
ETF
5.0%0.18%
RARE.XETRA
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Unhedged Acc • IE000KHX9DX6
ETF
4.0%0.5%
WMIN.XETRA
VanEck S&P Global Mining UCITS ETF A • IE00BDFBTQ78
ETF
4.0%0.5%
SXR1.XETRA
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) • IE00B52MJY50
ETF
3.0%0.2%
5J50.XETRA
iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19
ETF
3.0%0.35%
F3A.XETRA
First Solar Inc • US3364331070
STOCK
2.0%0%
CTW0.BE
Celestica Inc • CA15101Q2071
STOCK
2.0%0%
HY9H.F
SK hynix Inc • US78392B1070
STOCK
2.0%0%
9MW.F
Marvell Technology Group Ltd • US5738741041
STOCK
2.0%0%
MSFT.AS
1X MSFT • XS2337100320
ETF
2.0%-
BAS.XETRA
BASF SE • DE000BASF111
STOCK
2.0%0%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,075.25
Histogram of Monthly Returns
The portfolio had a positive return during 10 of the 12 months (83%)
Monthly Returns Heatmap
Best month: +6.8% • Worst month: -3.0% • Best year: 2025 (+34.6%) • Worst year: 2026 (+4.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.1%+3.5%-3.0%---------+4.6%
2025---+0.4%+6.7%+4.0%+4.4%+0.4%+6.3%+6.8%-0.3%+1.7%+34.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +4.36% • The longest drawdown period lasted for 1 month and was between November 2025 and December 2025. It reached a trough of -4.4%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (10.0% of total allocation)

Total Dividends Received

€32.90

9 payments

Dividend Yield

0.29%

(annualized)

Avg Per Payment

€3.66

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€0.27
2025€32.62
Total€32.90

Detailed Metrics

Returns
Total Return
+40.75%
Annualized Return
+46.32%
Avg Monthly Return
+2.93%
Risk
Volatility (Annual)
+11.83%
Max Drawdown
+4.36%
Positive Months
83%
Average Drawdown
-1.1%
Risk-Adjusted
Sharpe Ratio
3.75
Risk-free rate: 2.0%
Sortino Ratio
3.84
Downside risk adjusted
Return/Volatility
3.92
Calmar Ratio
10.62
Return/Max Drawdown
Ulcer Index
1.19
Drawdown depth & duration
Martin Ratio
0.37
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,075.25
Backtest Period
2025-04-24 to 2026-03-18
0.9 years
Rebalancing
quarterly
Base Currency
EUR