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test port

Created byuser-t0ub0j
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.2yr backtest

Performance Summary

Total Return+26.05%
Annualized Return+22.19%
Volatility+12.67%
Sharpe Ratio1.59
Max Drawdown+7.80%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio blending global equities with targeted tech themes like quantum computing and digital security.
AssetTypeAllocationTER
UETW.XETRA
UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59
ETF
80.0%0.06%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
10.0%0.55%
LOCK.AS
iShares Digital Security UCITS ETF USD (Acc) • IE00BG0J4C88
ETF
10.0%0.4%
Total100.0%0.14%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,604.93
Histogram of Monthly Returns
The portfolio had a positive return during 10 of the 15 months (67%)
Monthly Returns Heatmap
Best month: +10.1% • Worst month: -5.0% • Best year: 2025 (+12.3%) • Worst year: 2026 (+12.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.0%+0.7%-5.0%+10.1%+7.9%+0.3%-1.5%-----+12.2%
2025-----0.2%+0.8%+4.5%-0.2%+3.6%+5.3%-2.1%+0.2%+12.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.80% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -7.8%.

Detailed Metrics

Returns
Total Return
+26.05%
Annualized Return
+22.19%
Avg Monthly Return
+1.63%
Risk
Volatility (Annual)
+12.67%
Max Drawdown
+7.80%
Positive Months
67%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
1.59
Risk-free rate: 2.0%
Sortino Ratio
1.60
Downside risk adjusted
Return/Volatility
1.75
Calmar Ratio
2.84
Return/Max Drawdown
Ulcer Index
2.25
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,604.93
Backtest Period
2025-05-21 to 2026-07-17
1.2 years
Rebalancing
none
Base Currency
EUR