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xudy

Created byuser-jb4tpw
Quarterly Rebalancing
GBP
Moderate Risk
Multi-currency
0.8yr backtest

Performance Summary

Total Return+20.15%
Annualized Return+26.21%
Volatility+14.87%
Sharpe Ratio1.63
Max Drawdown+6.97%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% US equity ETF portfolio blending Nasdaq-100 tech growth with S&P 500 defensive yield for a diversified core holding.
AssetTypeAllocationTER
EQQQ.LSE
Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012
ETF
75.0%0.3%
XUDY.XETRA
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6
ETF
25.0%0.25%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with £10,000 investment → now worth £12,015.04
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 11 months (55%)
Monthly Returns Heatmap
Best month: +10.8% • Worst month: -5.6% • Best year: 2026 (+18.6%) • Worst year: 2025 (+1.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.1%+1.2%-4.2%+10.8%+10.6%+1.3%-5.6%+4.7%----+18.6%
2025---------+4.0%-1.7%-1.0%+1.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.97% • The longest drawdown period lasted for 5 months and was between October 2025 and April 2026. It reached a trough of -6.5%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (75.0% of total allocation)

Total Dividends Received

£0.16

3 payments

Dividend Yield

0.00%

(annualized)

Avg Per Payment

£0.05

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£0.11
2025£0.05
Total£0.16

Detailed Metrics

Returns
Total Return
+20.15%
Annualized Return
+26.21%
Avg Monthly Return
+1.81%
Risk
Volatility (Annual)
+14.87%
Max Drawdown
+6.97%
Positive Months
55%
Average Drawdown
-2.7%
Risk-Adjusted
Sharpe Ratio
1.63
Risk-free rate: 2.0%
Sortino Ratio
1.63
Downside risk adjusted
Return/Volatility
1.76
Calmar Ratio
3.76
Return/Max Drawdown
Ulcer Index
2.85
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
£10,000
Final Value
£12,015.04
Backtest Period
2025-10-23 to 2026-08-07
0.8 years
Rebalancing
quarterly
Base Currency
GBP