TQQQ/BTC
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 50% | |
TQQQ ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Jul 14, 2010, corresponding to the inception date of BTC-USD
Returns By Period
As of May 25, 2025, the TQQQ/BTC returned -0.95% Year-To-Date and 69.23% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.34% | 5.80% | -2.79% | 9.39% | 14.45% | 10.68% |
| TQQQ/BTC | -0.95% | 19.97% | -3.07% | 30.42% | 54.13% | 69.23% |
| Portfolio components: | ||||||
TQQQ ProShares UltraPro QQQ | -15.94% | 27.20% | -14.71% | 2.84% | 28.34% | 30.86% |
BTC-USD Bitcoin | 14.83% | 14.20% | 9.73% | 56.56% | 64.93% | 84.31% |
Monthly Returns
The table below presents the monthly returns of TQQQ/BTC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.12% | -13.69% | -12.81% | 4.96% | 17.06% | -0.95% | |||||||
| 2024 | 2.29% | 28.99% | 9.96% | -14.67% | 14.91% | 6.23% | -2.13% | -4.45% | 6.82% | 3.18% | 26.77% | -2.24% | 93.05% |
| 2023 | 36.13% | -1.64% | 25.70% | 1.35% | 8.04% | 15.25% | 3.37% | -8.58% | -7.06% | 10.31% | 19.22% | 13.94% | 179.47% |
| 2022 | -21.27% | -0.69% | 7.56% | -27.15% | -13.05% | -33.15% | 28.37% | -15.45% | -17.75% | 6.92% | -2.02% | -16.45% | -72.18% |
| 2021 | 6.85% | 18.73% | 20.54% | 8.21% | -18.28% | 10.04% | 13.53% | 12.98% | -11.90% | 32.54% | -1.39% | -8.80% | 100.41% |
| 2020 | 18.98% | -12.50% | -30.96% | 40.38% | 14.08% | 7.56% | 23.06% | 19.55% | -14.25% | 8.52% | 39.12% | 34.57% | 217.32% |
| 2019 | 10.13% | 9.76% | 9.16% | 23.49% | 20.45% | 28.14% | 0.04% | -6.34% | -5.26% | 11.68% | -2.64% | 4.29% | 153.18% |
| 2018 | -1.28% | -3.15% | -21.10% | 16.14% | -3.60% | -5.70% | 14.63% | 3.05% | -3.60% | -15.61% | -21.87% | -17.46% | -50.65% |
| 2017 | 8.22% | 17.21% | -1.22% | 17.12% | 43.39% | 3.09% | 14.22% | 34.45% | -5.48% | 31.78% | 35.93% | 23.74% | 597.82% |
| 2016 | -17.66% | 7.13% | 5.75% | -0.95% | 15.94% | 11.22% | 7.53% | -1.73% | 5.73% | 5.11% | 3.97% | 17.37% | 70.74% |
| 2015 | -19.90% | 20.20% | -5.85% | 0.89% | 2.06% | 2.47% | 10.76% | -20.25% | -2.51% | 35.23% | 10.25% | 4.27% | 28.03% |
| 2014 | 1.76% | -10.92% | -12.00% | -2.04% | 26.24% | 5.63% | -2.81% | -0.96% | -8.87% | -3.12% | 13.13% | -10.56% | -10.40% |
Expense Ratio
TQQQ/BTC has an expense ratio of 0.48%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TQQQ/BTC is 59, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TQQQ ProShares UltraPro QQQ | 0.08 | 0.56 | 1.08 | 0.07 | -0.04 |
BTC-USD Bitcoin | 1.16 | 3.11 | 1.33 | 2.44 | 11.53 |
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Dividends
Dividend yield
TQQQ/BTC provided a 0.74% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.74% | 0.63% | 0.63% | 0.28% | 0.00% | 0.00% | 0.03% | 0.06% | 0.00% | 0.00% | 0.00% | 0.01% |
| Portfolio components: | ||||||||||||
TQQQ ProShares UltraPro QQQ | 1.49% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the TQQQ/BTC. 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 TQQQ/BTC was 77.98%, occurring on Dec 28, 2022. Recovery took 537 trading sessions.
The current TQQQ/BTC drawdown is 14.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.98% | Nov 9, 2021 | 415 | Dec 28, 2022 | 537 | Jun 17, 2024 | 952 |
| -77.82% | Jun 10, 2011 | 167 | Nov 23, 2011 | 443 | Feb 8, 2013 | 610 |
| -65.31% | Dec 17, 2017 | 374 | Dec 25, 2018 | 183 | Jun 26, 2019 | 557 |
| -59.18% | Feb 15, 2020 | 31 | Mar 16, 2020 | 116 | Jul 10, 2020 | 147 |
| -52.54% | Dec 5, 2013 | 406 | Jan 14, 2015 | 516 | Jun 13, 2016 | 922 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BTC-USD | TQQQ | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.13 | 0.90 | 0.61 |
| BTC-USD | 0.13 | 1.00 | 0.11 | 0.80 |
| TQQQ | 0.90 | 0.11 | 1.00 | 0.58 |
| Portfolio | 0.61 | 0.80 | 0.58 | 1.00 |