50SPY 25 BTC 25 GLD

The chart shows the growth of an initial investment of $10,000 in 50SPY 25 BTC 25 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 year.

As of Jun 13, 2026, the 50SPY 25 BTC 25 GLD returned -2.63% Year-To-Date and 39.39% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Sep 28, 2012, 50SPY 25 BTC 25 GLD's average daily return is +0.15%, while the average monthly return is +5.70%. At this rate, an investment would double in approximately 1.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2013 with a return of +388.5%, while the worst month was Dec 2013 at -37.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, 50SPY 25 BTC 25 GLD closed higher 54% of trading days. The best single day was Nov 18, 2013 with a return of +44.8%, while the worst single day was Apr 10, 2013 at -23.8%.

50SPY 25 BTC 25 GLD has an annualized alpha of 43.93%, beta of 0.63, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since September 28, 2012.

• This portfolio captured 213.95% of S&P 500 Index gains but only 67.57% of its losses - a favorable profile for investors.
• Beta of 0.63 may look defensive, but with R2 of 0.08 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.08 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

50SPY 25 BTC 25 GLD has an expense ratio of 0.15%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

50SPY 25 BTC 25 GLD ranks 7 for risk / return — in the bottom 7% 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.

The current 50SPY 25 BTC 25 GLD Sharpe ratio is 0.41 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 50SPY 25 BTC 25 GLD compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

50SPY 25 BTC 25 GLD provided a 0.50% 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 50SPY 25 BTC 25 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 50SPY 25 BTC 25 GLD was 59.77%, occurring on Apr 16, 2013. Recovery took 201 trading sessions.

The current 50SPY 25 BTC 25 GLD drawdown is 9.81%.

The chart below shows the rolling one-month volatility.