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SPYL

Created byuser-l2uvnn
None Rebalancing
USD
Moderate Risk
1.4yr backtest
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Performance Summary

Total Return+43.24%
Annualized Return+29.15%
Volatility+15.47%
Sharpe Ratio1.75
Max Drawdown+9.69%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio anchored by the S&P 500, with targeted allocations to leading semiconductor and quantum computing innovation.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
80.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
10.0%0.35%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
10.0%0.55%
Total100.0%0.11%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $14,323.53
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 18 months (67%)
Monthly Returns Heatmap
Best month: +16.4% • Worst month: -7.4% • Best year: 2025 (+21.3%) • Worst year: 2026 (+18.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.8%-0.9%-7.4%+16.4%+10.5%+0.3%-5.0%+3.5%+2.0%-3.2%--+18.1%
2025-----0.4%+6.2%+3.0%+1.2%+5.1%+5.1%-1.6%+1.2%+21.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.69% • The longest drawdown period lasted for 4 months and was between June 2026 and October 2026. It reached a trough of -8.2%.

Detailed Metrics

Returns
Total Return
+43.24%
Annualized Return
+29.15%
Avg Monthly Return
+2.15%
Risk
Volatility (Annual)
+15.47%
Max Drawdown
+9.69%
Positive Months
67%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
1.75
Risk-free rate: 2.0%
Sortino Ratio
1.84
Downside risk adjusted
Return/Volatility
1.88
Calmar Ratio
3.01
Return/Max Drawdown
Ulcer Index
2.66
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$14,323.53
Backtest Period
2025-05-21 to 2026-10-16
1.4 years
Rebalancing
none
Base Currency
USD