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Test

Created byuser-7qjcpy
None Rebalancing
EUR
Moderate Risk
0.7yr backtest

Performance Summary

Total Return+13.56%
Annualized Return+20.79%
Volatility+15.80%
Sharpe Ratio1.19
Max Drawdown+9.19%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with leveraged world ETF and European infrastructure exposure for diversified growth potential.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
50.0%0.07%
LVWC.XETRA
Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4
ETF
30.0%0.6%
B41J.XETRA
Global X European Infrastructure Development UCITS ETF EUR Accumulating • IE000PS0J481
ETF
20.0%0.47%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,356.29
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 9 months (67%)
Monthly Returns Heatmap
Best month: +10.2% • Worst month: -7.6% • Best year: 2026 (+12.0%) • Worst year: 2025 (+1.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.6%+2.8%-7.6%+10.2%+6.4%-1.1%------+12.0%
2025---------+1.4%-0.9%+0.8%+1.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.19% • The longest drawdown period lasted for 2 months and was between October 2025 and January 2026. It reached a trough of -5.1%.

Detailed Metrics

Returns
Total Return
+13.56%
Annualized Return
+20.79%
Avg Monthly Return
+1.53%
Risk
Volatility (Annual)
+15.80%
Max Drawdown
+9.19%
Positive Months
67%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
1.19
Risk-free rate: 2.0%
Sortino Ratio
1.31
Downside risk adjusted
Return/Volatility
1.32
Calmar Ratio
2.26
Return/Max Drawdown
Ulcer Index
2.67
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,356.29
Backtest Period
2025-10-09 to 2026-06-12
0.7 years
Rebalancing
none
Base Currency
EUR