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Perennial Leveraged

Created byuser-a1qdsa

Annual Rebalancing

EUR

Moderate Risk

1.4yr backtest

Performance Summary

Total Return+29.20%

Annualized Return+20.27%

Volatility+11.37%

Sharpe Ratio1.61

Max Drawdown+9.97%

Holdings

Asset Allocation

Asset Class

Equity 82.5%Precious Metals 17.5%

Holdings Details

Diversified global ETF portfolio blending world equities with gold for a balanced, multi-asset strategy designed for long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
NTSG.XETRA WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8	IE00077IIPQ8	Acc	ETF	50.0%	0.25%
GLDA.F Amundi Physical Gold ETC C EUR • FR0013416716	FR0013416716	Acc	ETC	17.5%	0.12%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	17.5%	0.75%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	15.0%	0.39%
Total		Total			100.0%	0.34%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,919.74

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 17 months (82%)

Monthly Returns Heatmap

Best month: +5.6% • Worst month: -4.8% • Best year: 2025 (+14.6%) • Worst year: 2026 (+12.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.1%	+4.3%	-4.8%	+3.7%	+2.7%	+0.6%	+0.7%	+2.0%	-	-	-	-	+12.7%
2025	-	-	-	-3.8%	+3.7%	-0.7%	+3.4%	+0.8%	+3.8%	+5.6%	+0.9%	+0.4%	+14.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.97% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -7.2%.

Detailed Metrics

Returns

Total Return

+29.20%

Annualized Return

+20.27%

Avg Monthly Return

+1.56%

Risk

Volatility (Annual)

+11.37%

Max Drawdown

+9.97%

Positive Months

82%

Average Drawdown

-1.5%

Risk-Adjusted

Sharpe Ratio

1.61

Risk-free rate: 2.0%

Sortino Ratio

1.46

Downside risk adjusted

Return/Volatility

1.78

Calmar Ratio

2.03

Return/Max Drawdown

Ulcer Index

2.07

Drawdown depth & duration

Martin Ratio

0.09

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,919.74

Backtest Period

2025-04-01 to 2026-08-21
1.4 years

Rebalancing

annual

Base Currency

EUR