10TQQQ 10UPRO 40SPY 20BTC 20 GLD

The chart shows the growth of an initial investment of $10,000 in 10TQQQ 10UPRO 40SPY 20BTC 20 GLD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Apr 2, 2026, the 10TQQQ 10UPRO 40SPY 20BTC 20 GLD returned -7.43% Year-To-Date and 36.87% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jul 19, 2012, 10TQQQ 10UPRO 40SPY 20BTC 20 GLD's average daily return is +0.11%, while the average monthly return is +3.69%. At this rate, your investment would double in approximately 1.6 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2013 with a return of +124.0%, while the worst month was Dec 2013 at -24.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, 10TQQQ 10UPRO 40SPY 20BTC 20 GLD closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +22.0%, while the worst single day was Mar 12, 2020 at -18.0%.

10TQQQ 10UPRO 40SPY 20BTC 20 GLD has an annualized alpha of 25.24%, beta of 1.12, and R² of 0.46 versus S&P 500 Index. Calculated based on daily prices since July 19, 2012.

• This portfolio captured 232.58% of S&P 500 Index gains and 110.69% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.46 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

10TQQQ 10UPRO 40SPY 20BTC 20 GLD has an expense ratio of 0.30%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

10TQQQ 10UPRO 40SPY 20BTC 20 GLD ranks 15 for risk / return — in the bottom 15% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

10TQQQ 10UPRO 40SPY 20BTC 20 GLD Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 0.85
• 5-Year: 0.70
• 10-Year: 1.37
• All Time: 1.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.01 to 1.70, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of 10TQQQ 10UPRO 40SPY 20BTC 20 GLD compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

10TQQQ 10UPRO 40SPY 20BTC 20 GLD provided a 0.62% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the 10TQQQ 10UPRO 40SPY 20BTC 20 GLD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the 10TQQQ 10UPRO 40SPY 20BTC 20 GLD was 44.12%, occurring on Oct 15, 2022. Recovery took 475 trading sessions.

The current 10TQQQ 10UPRO 40SPY 20BTC 20 GLD drawdown is 13.15%.

The chart below shows the rolling one-month volatility.